0000909012-23-000083.txt : 20230808 0000909012-23-000083.hdr.sgml : 20230808 20230808124634 ACCESSION NUMBER: 0000909012-23-000083 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Liquid Strategies, LLC CENTRAL INDEX KEY: 0001774727 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19695 FILM NUMBER: 231150230 BUSINESS ADDRESS: STREET 1: 3550 LENOX ROAD, SUITE 2550 CITY: ATLANTA STATE: GA ZIP: 30326 BUSINESS PHONE: 770-350-8700 MAIL ADDRESS: STREET 1: 3550 LENOX ROAD, SUITE 2550 CITY: ATLANTA STATE: GA ZIP: 30326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001774727 XXXXXXXX 06-30-2023 06-30-2023 Liquid Strategies, LLC

3550 LENOX ROAD, SUITE 2550 ATLANTA GA 30326

13F HOLDINGS REPORT 028-19695 N Peter Welch 770 350 8700 /s/ PETER WELCH Atlanta GA 08-07-2023 0 16 396128968 false INFORMATION TABLE 2 informationtable.xml ABRDN PHYSICAL GOLD SHARES ETF COM 00326A104 19858 1081 SH SOLE 0 1081 0 0 FRANKLIN FTSE JAPAN ETF COM 35473P744 19882 735 SH SOLE 0 735 0 0 INVESCO QQQ TRUST COM 46090E103 19949 54 SH SOLE 0 54 0 0 ISHARES 1 3 YEAR TREASURY BOND ETF COM 464287457 1135 14 SH SOLE 0 14 0 0 ISHARES CORE MSCI EMERGING MKTS COM 46434G103 3296072 66871 SH SOLE 0 66871 0 0 ISHARES CORE S P SMALL CAP COM 464287804 7676040 77030 SH SOLE 0 77030 0 0 ISHARES CORE U.S. AGGREGATE BOND COM 464287226 49738716 507797 SH SOLE 0 507797 0 0 ISHARES MSCI EAFE MIN VOL FACTOR ETF COM 46429B689 13342388 197665 SH SOLE 0 197665 0 0 ISHARES NATIONAL MUNI BOND COM 464288414 14342804 134384 SH SOLE 0 134384 0 0 ISHARES SHORT TREASURY BOND ETF COM 464288679 31699 287 SH SOLE 0 287 0 0 SIMPLIFY VOLATILITY PREMIUM ETF COM 82889N863 58591 2553 SH SOLE 0 2553 0 0 SPDR PORTFOLIO EMERGING MARKETS ETF COM 78463X509 18325 533 SH SOLE 0 533 0 0 SPDR PORTFOLIO S P 500 ETF COM 78464A854 20271 389 SH SOLE 0 389 0 0 VANGUARD FTSE EUROPE INDEX FUND COM 922042874 19559 317 SH SOLE 0 317 0 0 VANGUARD S P 500 ETF COM 922908363 247574108 607872 SH SOLE 0 607872 0 0 VANGUARD SHORT TERM CORPORATE BOND COM 92206C409 59949579 792355 SH SOLE 0 792355 0 0