| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | Exit | ISHARES SHORT TREASURY BOND ETF | $0 | – | -21,452 | -100.0% | -0.62% | – |
| IEMG | Exit | ISHARES CORE MSCI EMERGING MKTS ETF | $0 | – | -60,473 | -100.0% | -0.76% | – |
| SHY | Exit | ISHARES 1 3 YEAR TREASURY BOND ETF | $0 | – | -58,492 | -100.0% | -1.25% | – |
| IJR | Exit | ISHARES CORE S P SMALL CAP ETF | $0 | – | -82,664 | -100.0% | -2.03% | – |
| IEFA | Exit | ISHARES CORE MSCI EAFE ETF | $0 | – | -184,192 | -100.0% | -3.09% | – |
| MUB | Exit | ISHARES NATIONAL MUNI BOND ETF | $0 | – | -136,195 | -100.0% | -3.67% | – |
| AGG | Exit | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | – | -468,841 | -100.0% | -11.56% | – |
| VCSH | Exit | VANGUARD SHORT TERM CORPORATE ETF | $0 | – | -779,605 | -100.0% | -15.43% | – |
| VOO | Exit | VANGUARD S P 500 ETF | $0 | – | -592,642 | -100.0% | -61.59% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 INDEX ETF | 16 | Q3 2023 | 66.2% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 16 | Q3 2023 | 43.6% |
| ISHARES NATIONAL MUNI BOND ETF | 16 | Q3 2023 | 12.9% |
| ISHARES CORE S&P SMALL CAP ETF | 16 | Q3 2023 | 10.4% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 15 | Q2 2023 | 10.9% |
| Vanguard S-T Corp Bond Fund In | 13 | Q3 2023 | 15.8% |
| ISHARES EDGE MIN VOL EMERGING | 12 | Q3 2022 | 2.7% |
| ISHARES CORE MSCI EMERGING MKTS ETF | 4 | Q3 2023 | 0.8% |
| VANGUARD SHORT TERM BOND ETF | 3 | Q4 2020 | 1.3% |
| ISHARES 1 3 YEAR TREASURY BOND ETF | 2 | Q3 2023 | 1.2% |
View Liquid Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-05 |
| 13F-HR/A | 2022-02-03 |
| 13F-HR | 2022-01-28 |
View Liquid Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.