account_balance

Investment manager · 13F filer · SEC CIK 1774727

Liquid Strategies, LLC

Reported value$920Mas of Sep 30, 2026
Positions7 0 new, 0 sold out
Top 10 weight100.0%VOO alone is 72%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 7 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 7 as a list
VOO Vanguard S&P 500 ETF 72.2% Added +29%
VCSH Vanguard Short-Term Corporate 6.5% Held
IEFA iShares Core MSCI EAFE ETF 5.3% Added +46%
AGG iShares Core U.S. Aggregate Bo 5.0% Held
MUB iShares National Muni Bond ETF 4.7% Added +7%
IJR iShares Core S&P Small Cap ETF 4.4% Added +36%
IEMG iShares Core MSCI Emerging Mar 1.8% Added +48%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 28, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • IEMG +48%
  • IEFA +46%
  • IJR +36%
  • VOO +29%
arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist