About Liquid Strategies, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Liquid Strategies, LLC reported an equity portfolio of $386.6 Millions as of 31 Mar, 2024.
The top stock holdings of Liquid Strategies, LLC are VOO, BNDW, AGG. The fund has invested 44.5% of it's portfolio in VANGUARD S&P 500 INDEX ETF and 15.3% of portfolio in VANGUARD S-T CORP BOND ETF.
The fund managers got completely rid off ISHARES SHORT TREASURY BOND ETF (AAXJ) and ABRDN PHYSICAL GOLD SHARES ETF (SGOL) stocks. They significantly reduced their stock positions in VANGUARD S&P 500 INDEX ETF (VOO) and VANGUARD S-T CORP BOND ETF (BNDW). Liquid Strategies, LLC opened new stock positions in SPDR SER TR PORTFOLIO S&P 600 (BIL) and ISHARES TR 7 10 YR TRSY BD (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES IBOXX HIGH YIELD CORP (AAXJ), VANGUARD EUROPEAN STOCK INDEX (VEU) and FRANKLIN FTSE JAPAN ETF (BUYZ).