Liquid Strategies, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Atlanta, GA
CIK
0001774727
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 14 380,279 VOO, AGG, VCSH, MUB 13F-HR 8/14/2024 000137647424000439
Q1 2024 14 386,583 VOO, VCSH, AGG, MUB 13F-HR 5/14/2024 000090901224000052
Q4 2023 14 406,527 VOO, VCSH, AGG, MUB 13F-HR 2/14/2024 000090901224000025
Q3 2023 9 377,855 VOO, VCSH, AGG, MUB 13F-HR 11/14/2023 000090901223000113
Q2 2023 16 396,128 VOO, VCSH, AGG, MUB 13F-HR 8/8/2023 000090901223000083
Q1 2023 7 367,816 VOO, VCSH, AGG, MUB 13F-HR 5/15/2023 000090901223000063
Q4 2022 7 394,296 VOO, VCSH, AGG, MUB 13F-HR 2/14/2023 000090901223000026
Q3 2022 7 387,727 VOO, AGG, VCSH, MUB 13F-HR 11/14/2022 000090901222000136
Q2 2022 7 415,893 VOO, AGG, VCSH, MUB 13F-HR 8/11/2022 000090901222000095
Q1 2022 7 560,480 VOO, AGG, VCSH, MUB 13F-HR 5/5/2022 000090901222000064
Q4 2021 7 485,088 VOO, AGG, VCSH, MUB RESTATEMENT 2/3/2022 000090901222000019
Q3 2021 7 415,650 VOO, AGG, VCSH, MUB 13F-HR 11/5/2021 000090901221000143
Q2 2021 7 379,241 VOO, AGG, VCSH, MUB 13F-HR 8/10/2021 000090901221000107
Q1 2021 7 321,233 VOO, AGG, VCSH, MUB 13F-HR 4/23/2021 000090901221000069
Q4 2020 8 319,903 AGG, VOO, MUB, VCSH 13F-HR 2/5/2021 000090901221000019
Q3 2020 8 270,140 AGG, VOO, MUB, EFAV 13F-HR 10/29/2020 000090901220000138
Q2 2020 7 226,218 AGG, VOO, MUB, EFAV 13F-HR 8/13/2020 000090901220000120
Q1 2020 6 198,905 AGG, VOO, MUB, EFAV 13F-HR 4/30/2020 000090901220000068
Q4 2019 6 117,037 AGG, VOO, MUB, EFAV 13F-HR 1/28/2020 000090901220000013
Additional filings from Liquid Strategies, LLC that have since been restated