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Home > Institutional Investor > Liquid Strategies, Llc > Profile

Instuitional Investor - Liquid Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Liquid Strategies, Llc
Portfolio Value $459,387,830
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 471,333 $295,587,064 64.34%
2.
Vanguard Scottsdale Funds
 631,652 $50,361,614 10.96%
3.
Ishares National Muni Bond Etf
 324,592 $34,767,049 7.57%
4.
Ishares Trust
 IEF 328,839 $32,844,439 7.15%
5.
Ishares Trust
 VLUE 261,649 $23,407,120 5.1%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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