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 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