Notify me when Liquid Strategies, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 8 | $459,387,830 | +$8,798,462 | -$43,568,201 | -$34,769,739 | VOO, VCSH, MUB, AGG, IEFA | 13F-HR | 27 Jan 2026, 16:24 |
| Q3 2025 | 7 | $485,560,988 | +$14,320,177 | -$13,264,478 | +$1,055,699 | VOO, VCSH, AGG, MUB, IEFA | 13F-HR | 24 Oct 2025, 10:42 |
| Q2 2025 | 7 | $457,514,164 | +$6,004,872 | -$116,936,414 | -$110,931,542 | VOO, VCSH, AGG, MUB, IEFA | 13F-HR | 29 Jul 2025, 11:16 |
| Q1 2025 | 14 | $530,822,773 | +$111,319,586 | -$57,040,067 | +$54,279,519 | VOO, AGG, VCSH, MUB, IEF | 13F-HR | 21 Apr 2025, 08:46 |
| Q4 2024 | 14 | $485,690,641 | +$102,048,783 | -$33,861,678 | +$68,187,105 | VOO, VCSH, AGG, MUB, IEFA | 13F-HR | 21 Jan 2025, 10:16 |
| Q3 2024 | 13 | $418,026,000 | +$30,731,213 | -$12,131,793 | +$18,599,420 | VOO, AGG, VCSH, MUB, IEFA | 13F-HR | 15 Oct 2024, 11:27 |
| Q2 2024 | 14 | $380,279,000 | +$21,041,271 | -$32,984,375 | -$11,943,104 | VOO, AGG, VCSH, MUB, IEFA | 13F-HR | 14 Aug 2024, 11:21 |
| Q1 2024 | 14 | $386,583,000 | +$48,217,947 | -$92,378,221 | -$44,160,274 | VOO, VCSH, AGG, MUB, IEFA | 13F-HR | 14 May 2024, 11:08 |
| Q4 2023 | 14 | $406,527,165 | +$33,780,333 | -$39,781,256 | -$6,000,923 | VOO, VCSH, AGG, MUB, IEFA | 13F-HR | 14 Feb 2024, 14:57 |
| Q3 2023 | 9 | $377,855,794 | +$19,432,914 | -$24,383,422 | -$4,950,508 | VOO, VCSH, AGG, MUB, IEFA | 13F-HR | 14 Nov 2023, 11:38 |
| Q2 2023 | 16 | $396,128,976 | +$10,489,508 | $0 | +$10,489,508 | VOO, VCSH, AGG, MUB, EFAV | 13F-HR | 08 Aug 2023, 12:46 |
| Q1 2023 | 7 | $367,816,725 | +$7,167,530 | -$54,963,807 | -$47,796,277 | VOO, VCSH, AGG, MUB, EFAV | 13F-HR | 15 May 2023, 14:05 |
| Q4 2022 | 7 | $394,296,000 | +$3,877,001 | -$17,635,669 | -$13,758,668 | VOO, VCSH, AGG, MUB, EFAV | 13F-HR | 14 Feb 2023, 13:46 |
| Q3 2022 | 7 | $387,727,000 | +$852,873 | -$8,176,841 | -$7,323,968 | VOO, AGG, VCSH, MUB, EFAV | 13F-HR | 14 Nov 2022, 13:21 |
| Q2 2022 | 7 | $415,893,000 | +$2,027,610 | -$83,179,627 | -$81,152,017 | VOO, AGG, VCSH, MUB, EFAV | 13F-HR | 11 Aug 2022, 11:26 |
| Q1 2022 | 7 | $560,480,000 | +$101,584,873 | $0 | +$101,584,873 | VOO, AGG, VCSH, MUB, EFAV | 13F-HR | 05 May 2022, 13:14 |
| Q4 2021 | 7 | $485,088,000 | +$47,640,775 | $0 | +$47,640,775 | VOO, AGG, VCSH, MUB, IJR | Restatement | 03 Feb 2022, 12:19 |
| Q3 2021 | 7 | $415,650,000 | +$36,966,376 | $0 | +$36,966,376 | VOO, AGG, VCSH, MUB, IJR | 13F-HR | 05 Nov 2021, 13:58 |
| Q2 2021 | 7 | $379,241,000 | +$48,211,738 | -$4,093,033 | +$44,118,705 | VOO, AGG, VCSH, MUB, IJR | 13F-HR | 10 Aug 2021, 11:10 |
| Q1 2021 | 7 | $321,233,000 | +$21,692,081 | -$23,292,279 | -$1,600,198 | VOO, AGG, VCSH, MUB, IJR | 13F-HR | 23 Apr 2021, 11:19 |
| Q4 2020 | 8 | $319,903,000 | +$35,104,812 | -$18,092 | +$35,086,720 | AGG, VOO, MUB, VCSH, IJR | 13F-HR | 05 Feb 2021, 13:28 |
| Q3 2020 | 8 | $270,140,000 | +$57,479,175 | -$20,561,289 | +$36,917,886 | AGG, VOO, MUB, EFAV, BSV | 13F-HR | 29 Oct 2020, 10:41 |
| Q2 2020 | 7 | $226,218,000 | +$25,464,429 | -$15,064,966 | +$10,399,463 | AGG, VOO, MUB, EFAV, IJR | 13F-HR | 13 Aug 2020, 09:30 |
| Q1 2020 | 6 | $198,905,000 | +$94,038,233 | $0 | +$94,038,233 | AGG, VOO, MUB, EFAV, IJR | 13F-HR | 30 Apr 2020, 10:46 |
| Q4 2019 | 6 | $117,037,000 | $0 | $0 | $0 | AGG, VOO, MUB, EFAV, IJR | 13F-HR | 28 Jan 2020, 12:13 |