0000909012-24-000052.txt : 20240514 0000909012-24-000052.hdr.sgml : 20240514 20240514110819 ACCESSION NUMBER: 0000909012-24-000052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 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: 24942117 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 03-31-2024 03-31-2024 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 04-18-2024 0 14 386583000 false INFORMATION TABLE 2 informationtable.xml FRANKLIN FTSE JAPAN ETF COM 35473P744 8054000 259560 SH SOLE 0 259560 0 0 INVESCO QQQ TR UNIT SER 1 COM 46090E103 7906000 17805 SH SOLE 0 17805 0 0 ISHARES CORE MSCI EAFE ETF COM 46432F842 14468000 194928 SH SOLE 0 194928 0 0 ISHARES CORE MSCI EMERGING MAR COM 46434G103 3564000 69064 SH SOLE 0 69064 0 0 ISHARES CORE S&P SMALL CAP ETF COM 464287804 10895000 98583 SH SOLE 0 98583 0 0 ISHARES CORE US AGGREGATE BOND COM 464287226 49080000 501119 SH SOLE 0 501119 0 0 ISHARES IBOXX HIGH YIELD CORP COM 464288513 7946000 102226 SH SOLE 0 102226 0 0 ISHARES NATIONAL MUNI BOND ETF COM 464288414 21352000 198435 SH SOLE 0 198435 0 0 ISHARES TR 7 10 YR TRSY BD COM 464287440 7913000 83589 SH SOLE 0 83589 0 0 SPDR PORTFOLIO S&P 500 ETF COM 78464A854 8072000 131186 SH SOLE 0 131186 0 0 SPDR SER TR PORTFOLIO S&P 600 COM 78468R853 8100000 188201 SH SOLE 0 188201 0 0 VANGUARD EUROPEAN STOCK INDEX COM 922042874 8108000 120411 SH SOLE 0 120411 0 0 VANGUARD S&P 500 INDEX ETF COM 922908363 171820000 357437 SH SOLE 0 357437 0 0 VANGUARD S-T CORP BOND ETF COM 92206C409 59305000 767108 SH SOLE 0 767108 0 0