0001376474-24-000439.txt : 20240814 0001376474-24-000439.hdr.sgml : 20240814 20240814112159 ACCESSION NUMBER: 0001376474-24-000439 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 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: 241205414 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 0001774727 XXXXXXXX 06-30-2024 06-30-2024 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 Atlanga GA 08-13-2024 0 14 380279000 INFORMATION TABLE 2 informationtable.xml HOLDINGS TABLE ABERDEEN PHYSICAL GOLD SHARES COM 00326A104 7263000 326867 SH SOLE 326867 0 0 FRANKLIN FTSE JAPAN ETF COM 35473P744 7076000 246022 SH SOLE 246022 0 0 INVESCO QQQ TR UNIT SER 1 COM 46090E103 7924000 16539 SH SOLE 16539 0 0 ISHARES CORE MSCI EAFE ETF COM 46432F842 14058000 193535 SH SOLE 193535 0 0 ISHARES CORE MSCI EMERGING MAR COM 46434G103 3559000 66495 SH SOLE 66495 0 0 ISHARES CORE S&P SMALL CAP ETF COM 464287804 10527000 98696 SH SOLE 98696 0 0 ISHARES CORE US AGGREGATE BOND COM 464287226 46725000 481349 SH SOLE 481349 0 0 ISHARES NATIONAL MUNI BOND ETF COM 464288414 22714000 213180 SH SOLE 213180 0 0 ISHARES TR 7 10 YR TRSY BD COM 464287440 5037000 53784 SH SOLE 53784 0 0 SPDR PORTFOLIO S&P 500 ETF COM 78464A854 7670000 119849 SH SOLE 119849 0 0 SPDR SER TR PORTFOLIO S&P 600 COM 78468R853 7100000 170965 SH SOLE 170965 0 0 VANGUARD EUROPEAN STOCK INDEX COM 922042874 7123000 106684 SH SOLE 106684 0 0 VANGUARD S&P 500 INDEX ETF COM 922908363 190960000 381821 SH SOLE 381821 0 0 VANGUARD S-T CORP BOND ETF COM 92206C409 42543000 550538 SH SOLE 550538 0 0