LS

Liquid Strategies, LLC

13F
Liquid Strategies, LLC
Last update 2025-04-21 14 Stocks (4 new)
Value $531.00 Mil Turnover 21 %
Countries:
Top Holdings: VOO(63.09%)AGG(9.55%)VCSH(9.05%)MUB(5.80%)IEF(3.70%)
Summary Stock Picks Current Portfolio
Liquid Strategies, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
651,676
334,902.8
+31.77%
63.090
+15.21%
0.050
-0.44%
+0.95%
601,683.3
 
AGG 		iShares Core U.S. Aggregate Bond ETF
512,311
50,677.8
-2.92%
9.550
-0.31%
0.040
-0.90%
+1.84%
123,211.2
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
608,442
48,030.4
-25.05%
9.050
-3.27%
0.130
+0.97%
+2.46%
35,062.4
 
MUB 		iShares National Muni Bond ETF
291,936
30,781.7
+13.70%
5.800
+0.70%
0.080
-2.80%
-1.52%
38,749.7
 
IEF 		iShares 7-10 Year Treasury Bond ETF
206,056
19,651.6
+164.80%
3.700
+2.30%
0.050
-0.65%
+2.76%
34,611.7
 
IEFA 		iShares Core MSCI EAFE ETF
163,039
12,333.9
-6.48%
2.320
-0.16%
0.010
+9.01%
+16.93%
138,906.1
 
IJR 		iShares Core S&P Small-Cap ETF
111,796
11,690.5
+14.96%
2.200
+0.29%
0.020
-5.11%
-7.93%
77,140.4
 
VGK 		Vanguard FTSE Europe ETF
46,797
3,285.6
New Holding
0.620
+0.62%
0.020
+9.21%
+20.79%
21,763.1
 
IYR 		iShares U.S. Real Estate ETF
34,304
3,284.6
New Holding
0.620
+0.62%
0.100
-4.72%
+0.76%
3,307.1
 
SPEM 		SPDR Portfolio Emerging Markets ETF
83,382
3,282.8
New Holding
0.620
+0.62%
0.030
+6.10%
+7.45%
11,606.2
 

Liquid Strategies, LLC's Historical Top Holdings Breakdowns

Liquid Strategies, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+15.21%
●
507.05 ($540.58) 563.67
$542.07
0.28%
Add 31.77%
651,676
157,106
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Reduce
-3.27%
●
77.7 ($78.41) 78.94
$78.81
0.51%
Reduce -25.05%
608,442
-203,339
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Sold Out
-2.41%
●
91.45 ($91.59) 91.75
$91.71
0.13%
Sold Out
0
-128,143
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31Add
+2.30%
●
91.17 ($93.56) 95.39
$93.82
0.28%
Add 164.8%
206,056
128,239
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Sold Out
-1.48%
●
64.88 ($69.16) 72.1
$69.42
0.37%
Sold Out
0
-104,072
QQQ 		INVESCO QQQ Trust2025-03-31Sold Out
-1.46%
●
468.34 ($508.07) 539.52
$521.32
2.61%
Sold Out
0
-13,918
SGOL 		abrdn Physical Gold Shares ETF2025-03-31Reduce
-0.92%
●
25.14 ($27.36) 29.82
$31.42
14.84%
Reduce -62.01%
109,934
-179,437
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2025-03-31Reduce
-0.82%
●
78.51 ($79.37) 80.13
$79.31
-0.08%
Reduce -54.8%
41,501
-50,323
MUB 		iShares National Muni Bond ETF2025-03-31Add
+0.70%
●
104.71 ($106.35) 107.68
$103.83
-2.37%
Add 13.7%
291,936
35,184
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2025-03-31Sold Out
-0.67%
●
40.03 ($44.05) 46.81
$41.25
-6.36%
Sold Out
0
-72,087

Liquid Strategies, LLC Total Holding History ($B)

To

Liquid Strategies, LLC's Asset Allocation

To

Liquid Strategies, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Liquid Strategies, LLC's Hypothetical Growth since 2025-03-31

Liquid Strategies, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Liquid Strategies, LLC's Holdings Heat Map

Size field:

Liquid Strategies, LLC's Holdings Bubble Chart

Liquid Strategies, LLC News

  • 1

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