0000909012-24-000025.txt : 20240214
0000909012-24-000025.hdr.sgml : 20240214
20240214145712
ACCESSION NUMBER: 0000909012-24-000025
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Liquid Strategies, LLC
CENTRAL INDEX KEY: 0001774727
ORGANIZATION NAME:
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: 24636414
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
12-31-2023
12-31-2023
Liquid Strategies, LLC
3550 LENOX ROAD, SUITE 2550
ATLANTA
GA
30326
13F HOLDINGS REPORT
028-19695
N
Peter Welch
Compliance Coordinator
770 350 8700
/s/ PETER WELCH
Atlanta
GA
02-06-2024
0
15
406527165
false
INFORMATION TABLE
2
informationtable.xml
ISHARES CORE U.S. AGGREGATE BOND ETF
COM
464287226
46811858
471656
SH
SOLE
0
471656
0
0
ISHARES CORE S P SMALL CAP ETF
COM
464287804
9809074
90615
SH
SOLE
0
90615
0
0
ISHARES NATIONAL MUNI BOND ETF
COM
464288414
13197725
121739
SH
SOLE
0
121739
0
0
ISHARES SHORT TREASURY BOND ETF
COM
464288679
8292459
75297
SH
SOLE
0
75297
0
0
ISHARES CORE MSCI EAFE ETF
COM
46432F842
12954601
184145
SH
SOLE
0
184145
0
0
ISHARES CORE MSCI EMERGING MKTS ETF
COM
46434G103
3231202
63883
SH
SOLE
0
63883
0
0
VANGUARD SHORT TERM CORPORATE ETF
COM
92206C409
61211508
791153
SH
SOLE
0
791153
0
0
VANGUARD S P 500 ETF
COM
922908363
225374386
515967
SH
SOLE
0
515967
0
0
INVESCO QQQ TRUST ETF
COM
46090E103
3990772
9745
SH
SOLE
0
9745
0
0
FRANKLIN FTSE JAPAN ETF
COM
35473P744
3865223
138093
SH
SOLE
0
138093
0
0
SPDR PORTFOLIO S P 500 ETF
COM
78464A854
3938155
70450
SH
SOLE
0
70450
0
0
ISHARES IBOXX HIGH YIELD ETF
COM
464288513
3879019
50123
SH
SOLE
0
50123
0
0
ABRDN PHYSICAL GOLD SHARES ETF
COM
00326A104
3818861
193458
SH
SOLE
0
193458
0
0
VANGUARD FTSE EUROPE INDEX FUND ETF
COM
922042874
3949722
61255
SH
SOLE
0
61255
0
0
ISHARES SHORT TREASURY BOND ETF
COM
464288679
2202600
20000
SH
SOLE
0
20000
0
0