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CIK: 0001774727
Total reported value
$732.3M
$732.3M
14 檔
57.4%
The Q4 2024 SEC filing reveals that Liquid Strategies, LLC held a total portfolio value of $732.3M, covering 14 public equity positions.
During Q4 2024, Liquid Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, AGG) accounted for 57.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 54.87% | +11.19% | +22.71% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 13.04% | -4.12% | +42.60% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.53% | -4.08% | +6.29% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 5.63% | -1.75% | +20.54% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.52% | -1.10% | -12.31% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.41% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.31% | +0.44% | -6.89% | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.49% | — | -22.26% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.49% | — | — | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.48% | — | — | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | — | -23.41% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.46% | — | -27.10% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.67% | — | -64.10% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.12% | -15.99% |
According to official SEC Form 13F filings, Liquid Strategies, LLC reported a total U.S. public equity portfolio value of $732.3M across 14 disclosed positions in Q4 2024.
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During Q4 2024, Liquid Strategies, LLC's top holdings by market value included VOO (54.9%)、VCSH (13.0%)、AGG (10.5%). The largest single position, VOO, represented 54.9% of total portfolio value.
In Q4 2024, Liquid Strategies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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