Liquid Strategies, LLC 13F Holdings
CIK 0001774727 · ATLANTA, GA
As of Sep 30, 2025, Liquid Strategies, LLC reported 7 positions worth $485.6M in its SEC Form 13F filing.
Top 7 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 533,377 | $326.6M | 67.27% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 649,777 | $51.9M | 10.70% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 352,546 | $35.3M | 7.28% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 262,564 | $28.0M | 5.76% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 245,947 | $21.5M | 4.42% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 140,994 |