Liquid Strategies, LLC - Portfolio overview

Liquid Strategies, LLC has 9 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 57.57%
2. VCSH - VANGUARD SHORT-TERM CORPORATE, 12.42%
3. AGG - ISHARES CORE U.S. AGGREGATE BO, 10.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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