Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Liquid Strategies, LLC (CIK 1774727) reported $465.5M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($268.0M, 57.57%), VCSH ($57.8M, 12.42%), AGG ($49.5M, 10.64%), MUB ($35.2M, 7.57%), IEFA ($26.5M, 5.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $268.0M | 57.57% | 448,433 | Trimmed |
| 2 | VCSH | VANGUARD SHORT-TERM CORPORATE | $57.8M | 12.42% | 729,360 | Added |
| 3 | AGG | ISHARES CORE U.S. AGGREGATE BO | $49.5M | 10.64% | 499,119 | Added |
| 4 | MUB | ISHARES NATIONAL MUNI BOND ETF | $35.2M | 7.57% | 331,858 | Added |
| 5 | IEFA | ISHARES CORE MSCI EAFE ETF | $26.5M | 5.68% | 292,275 | Added |
| 6 | IJR | ISHARES CORE S&P SMALL CAP ETF | $18.6M | 3.99% | 149,327 | Added |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MAR | $6.6M | 1.42% | 94,877 | Added |
| 8 | VGK | VANGUARD FTSE EUROPE ETF | $2.9M | 0.62% | 34,830 | New |
| 9 | ICSH | ISHARES ULTRA SHORT-TERM BOND | $415,851 | 0.09% | 8,215 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31