The Analysis of Liquid Strategies, LLC's Holdings


Currently, Liquid Strategies, LLC holds 8 types of securities in its portfolio with a total value $459.4M. In the most recent quarter, they have increased their positions in MUB (+62.0K shares, valued at $6.6M), IEFA (+15.7K shares, valued at $1.4M), ICSH (+8.2K shares, valued at $415.5K); decreased their positions in N/A (-62.0K shares, valued at $38.9M), AGG (-23.7K shares, valued at $2.4M), VCSH (-18.1K shares, valued at $1.4M); initiated new positions in ICSH (+8.2K shares, valued at $415.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF471.3K shares-11.63%2025-12-312026-01-27history
VCSH VANGUARD SHORT-TERM CORPORATE631.7K shares-2.79%2025-12-312026-01-27history
MUB ISHARES NATIONAL MUNI BOND ETF324.6K shares23.62%2025-12-312026-01-27history
AGG ISHARES CORE U.S. AGGREGATE BO328.8K shares-6.72%2025-12-312026-01-27history
IEFA ISHARES CORE MSCI EAFE ETF261.6K shares6.38%2025-12-312026-01-27history
IJR ISHARES CORE S&P SMALL CAP ETF134.0K shares-4.99%2025-12-312026-01-27history
IEMG ISHARES CORE MSCI EMERGING MAR87.9K shares6.00%2025-12-312026-01-27history
ICSH ISHARES ULTRA SHORT-TERM BOND8.2K sharesnew addition2025-12-312026-01-27history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available