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.
Top Buys
V
VOOVANGUARD INDEX FDS-$35.7M
I
IEFAISHARES TR+$4.4M
M
MUBISHARES TR-$4.2M
A
AGGISHARES TR-$2.6M
I
IJRISHARES TR+$1.7M
Top Sells
V
VOOVANGUARD INDEX FDS-$35.7M
I
IEFISHARES TR-$19.7M
M
MUBISHARES TR-$4.2M
V
VGKVANGUARD INTL EQUITY INDEX F-$3.3M
I
IYRISHARES TR-$3.3M
Top Holdings
V
VOOVANGUARD INDEX FDS+65.4%$299.2M
V
VCSHVANGUARD SCOTTSDALE FDS+10.8%$49.3M
A
AGGISHARES TR+10.5%$48.1M
M
MUBISHARES TR+5.8%$26.6M
I
IEFAISHARES TR+3.7%$16.7M
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 |