Liquid Strategies

Liquid Strategies as of Dec. 31, 2024

Portfolio Holdings for Liquid Strategies

Liquid Strategies holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 54.9 $267M 495k 538.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 13.0 $63M 812k 78.01
Ishares Tr Core Us Aggbd Et (AGG) 10.5 $51M 528k 96.90
Ishares Tr National Mun Etf (MUB) 5.6 $27M 257k 106.55
Ishares Tr Core Msci Eafe (IEFA) 2.5 $12M 174k 70.28
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.4 $12M 128k 91.43
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $11M 97k 115.22
Etfs Gold Tr Physcl Gold Shs (SGOL) 1.5 $7.2M 289k 25.05
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $7.2M 92k 78.65
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.5 $7.2M 78k 92.45
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.5 $7.2M 104k 68.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $7.1M 14k 511.23
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $3.2M 72k 44.92
Ishares Core Msci Emkt (IEMG) 0.6 $3.0M 58k 52.22