The Analysis of Liquid Strategies, LLC's Holdings


Currently, Liquid Strategies, LLC holds 7 types of securities in its portfolio with a total value $485.6M. In the most recent quarter, they have increased their positions in VOO (+6.7K shares, valued at $4.1M), IEFA (+45.4K shares, valued at $4.0M), VCSH (+29.2K shares, valued at $2.3M); decreased their positions in AGG (-132.3K shares, valued at $13.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS533.4K shares1.28%2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS649.8K shares4.70%2025-09-302025-10-24history
AGG ISHARES TR352.5K shares-27.29%2025-09-302025-10-24history
MUB ISHARES TR262.6K shares3.03%2025-09-302025-10-24history
IEFA ISHARES TR245.9K shares22.61%2025-09-302025-10-24history
IJR ISHARES TR141.0K shares15.51%2025-09-302025-10-24history
IEMG ISHARES INC82.9K shares18.27%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available