Liquid Strategies, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$380M
Signature - Title
Peter Welch - Compliance Coordinator
Location
3550 Lenox Road, Suite 2550, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 14 $380M +$21M -$33M -$11.9M VOO, AGG, VCSH, MUB, IEFA 13F-HR 8/14/2024, 11:21 AM
Q1 2024 14 $387M +$48.2M -$92.4M -$44.2M VOO, VCSH, AGG, MUB, IEFA 13F-HR 5/14/2024, 11:08 AM
Q4 2023 14 $407M +$33.8M -$39.8M -$6M VOO, VCSH, AGG, MUB, IEFA 13F-HR 2/14/2024, 02:57 PM
Q3 2023 9 $378M +$19.4M -$24.4M -$4.95M VOO, VCSH, AGG, MUB, IEFA 13F-HR 11/14/2023, 11:38 AM
Q2 2023 16 $396M +$10.5M $0 +$10.5M VOO, VCSH, AGG, MUB, EFAV 13F-HR 8/8/2023, 12:46 PM
Q1 2023 7 $368M +$7.17M -$55M -$47.8M VOO, VCSH, AGG, MUB, EFAV 13F-HR 5/15/2023, 02:05 PM
Q4 2022 7 $394M +$3.88M -$17.6M -$13.8M VOO, VCSH, AGG, MUB, EFAV 13F-HR 2/14/2023, 01:46 PM
Q3 2022 7 $388M +$853K -$8.18M -$7.32M VOO, AGG, VCSH, MUB, EFAV 13F-HR 11/14/2022, 01:21 PM
Q2 2022 7 $416M +$2.03M -$83.2M -$81.2M VOO, AGG, VCSH, MUB, EFAV 13F-HR 8/11/2022, 11:26 AM
Q1 2022 7 $560M +$102M $0 +$102M VOO, AGG, VCSH, MUB, EFAV 13F-HR 5/5/2022, 01:14 PM
Q4 2021 7 $485M +$47.6M $0 +$47.6M VOO, AGG, VCSH, MUB, IJR Restatement 2/3/2022, 12:19 PM
Q3 2021 7 $416M +$37M $0 +$37M VOO, AGG, VCSH, MUB, IJR 13F-HR 11/5/2021, 01:58 PM
Q2 2021 7 $379M +$48.2M -$4.09M +$44.1M VOO, AGG, VCSH, MUB, IJR 13F-HR 8/10/2021, 11:10 AM
Q1 2021 7 $321M +$21.7M -$23.3M -$1.6M VOO, AGG, VCSH, MUB, IJR 13F-HR 4/23/2021, 11:19 AM
Q4 2020 8 $320M +$35.1M -$18.1K +$35.1M AGG, VOO, MUB, VCSH, IJR 13F-HR 2/5/2021, 01:28 PM
Q3 2020 8 $270M +$57.5M -$20.6M +$36.9M AGG, VOO, MUB, EFAV, BSV 13F-HR 10/29/2020, 10:41 AM
Q2 2020 7 $226M +$25.5M -$15.1M +$10.4M AGG, VOO, MUB, EFAV, IJR 13F-HR 8/13/2020, 09:30 AM
Q1 2020 6 $199M +$94M $0 +$94M AGG, VOO, MUB, EFAV, IJR 13F-HR 4/30/2020, 10:46 AM
Q4 2019 6 $117M $0 $0 AGG, VOO, MUB, EFAV, IJR 13F-HR 1/28/2020, 12:13 PM