Universe · entity
Liquid Strategies, LLC
Institutional manager (13F) · CIK 1774727
13F holdings · as of 2026-03-31 · top 9 · reported portfolio $465M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $268M | 448,433 |
| 2 | VANGUARD SHORT-TERM CORPORATE | $58M | 729,360 |
| 3 | ISHARES CORE U.S. AGGREGATE BO | $50M | 499,119 |
| 4 | ISHARES NATIONAL MUNI BOND ETF | $35M | 331,858 |
| 5 | ISHARES CORE MSCI EAFE ETF | $26M | 292,275 |
| 6 | ISHARES CORE S&P SMALL CAP ETF | $19M | 149,327 |
| 7 | ISHARES CORE MSCI EMERGING MAR | $7M | 94,877 |
| 8 | VANGUARD FTSE EUROPE ETF | $3M | 34,830 |
| 9 | ISHARES ULTRA SHORT-TERM BOND | $416k | 8,215 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.