Liquid Strategies, LLC
7 holdingsFiling period: 2026-06-30Current AUM: $731.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 733.1K | $503.5M | $509.4M | 69.63% | +284.7K | 2026-06-30 |
| 2 | VCSH | Vanguard Short-Term Corporate | 769.5K | $60.8M | $59.9M | 8.19% | +40.1K | 2026-06-30 |
| 3 | AGG | iShares Core U.S. Aggregate BO | 485.5K | $48.1M | $46.8M | 6.39% | -13,610 | 2026-06-30 |
| 4 | MUB | iShares National Muni Bond ETF | 396.3K | $42.6M | $41.3M | 5.64% | +64.4K | 2026-06-30 |
| 5 | IEFA | iShares Core Msci Eafe ETF | 347.3K | $33.5M | $33.5M | 4.57% | +55.1K | 2026-06-30 |
| 6 | IJR | iShares Core S&P Small Cap ETF | 218.8K | $32.4M | $30.7M | 4.19% | +69.4K | 2026-06-30 |
| 7 | IEMG | iShares Core Msci Emerging Mar | 135.8K | $11.2M | $10.1M | 1.38% | +40.9K | 2026-06-30 |
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