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Liquid Strategies, LLC
CIK:0001774727
Investment Adviser
$458M AUM
7 holdings
Atlanta, GA, USA
Liquid Strategies, LLC is a Registered Investment Adviser focused on developing solutions to enhance portfolio productivity with predictable outcomes.
Latest 13F Filing Activity
Liquid Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $458M. The fund increased holdings in Ishares TR, Ishares TR, Vanguard Scottsdale FDS among other positions. Liquid Strategies, LLC reduced exposure to Vanguard Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 65.39% | $299.2M | 526,660 | $426.15 | $568.03 | -$35.7M |
V VCSH | VANGUARD SCOTTSDALE FDS | 10.78% | $49.3M | 620,621 | $80.04 | $79.50 | +$1.3M |
A AGG | ISHARES TR | 10.51% | $48.1M | 484,860 | $110.94 | $99.20 | -$2.6M |
M MUB | ISHARES TR | 5.82% | $26.6M | 254,832 | $109.22 | $104.48 | -$4.2M |
I IEFA | ISHARES TR | 3.66% | $16.7M | 200,592 | $68.64 | $83.48 | +$4.4M |
Industry Allocation
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