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Liquid Strategies, LLC

3550 LENOX ROAD, SUITE 2550, ATLANTA, GA 30326 • 770-350-8700

Q2 2025 · Filed 2025-07-29
Market Value
$458M
-13.8%
Holdings
14
-4
New Purchases
0
Added To
4
Closed
7
Reduced
3
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 65.39% 63.09% +2.30% $299M
VCSH 10.78% 9.05% +1.74% $49M
IEFA 3.66% 2.32% +1.34% $17M
AGG 10.51% 9.55% +0.97% $48M
IJR 2.92% 2.20% +0.71% $13M
IEMG 0.92% 0.58% +0.34% $4M
MUB 5.82% 5.80% +0.02% $27M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEF 0.00% 3.70% -3.70% $0
VGK 0.00% 0.62% -0.62% $0
IYR 0.00% 0.62% -0.62% $0
SPEM 0.00% 0.62% -0.62% $0
SGOL 0.00% 0.62% -0.62% $0
HYG 0.00% 0.62% -0.62% $0
PDBC 0.00% 0.62% -0.62% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $299M 65.4%
Large Cap 10 $158M 34.6%
Mid Cap 3 $0 0.0%

Portfolio Analytics

Avg Market Cap
$172.5B
Median Market Cap
$45.9B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.88
# Stocks
0
# ETFs / Funds
14

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 65.39% 526,660 $299M $568.03 -$36M -125,016 -19.2%
2 VCSH 10.78% 620,621 $49M $79.50 $1M +12,179 +2.0%
3 AGG 10.51% 484,860 $48M $99.20 -$3M -27,451 -5.4%
4 MUB 5.82% 254,832 $27M $104.48 -$4M -37,104 -12.7%
5 IEFA 3.66% 200,592 $17M $83.48 $4M +37,553 +23.0%
6 IJR 2.92% 122,066 $13M $109.29 $2M +10,270 +9.2%
7 IEMG 0.92% 70,084 $4M $60.03 $1M +12,982 +22.7%
8 IEF —% -$20M -206,056 -100.0% SOLD
9 HYG —% -$3M -41,501 -100.0% SOLD
10 VGK —% -$3M -46,797 -100.0% SOLD
11 SPEM —% -$3M -83,382 -100.0% SOLD
12 PDBC —% -$3M -239,694 -100.0% SOLD
13 SGOL —% -$3M -109,934 -100.0% SOLD
14 IYR —% -$3M -34,304 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IEF —%
HYG —%
SPEM —%
IYR —%
VGK —%
SGOL —%
PDBC —%
View SEC EDGAR Filings for Liquid Strategies, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms