Liquid Strategies, LLC Buys BTC iShares MSCI EAFE Min Vol Factor ETF, BTC iShares MSCI Emerging ...

Investment company Liquid Strategies, LLC (Current Portfolio) buys BTC iShares MSCI EAFE Min Vol Factor ETF, BTC iShares MSCI Emerging Markets Min Vol Factor E during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Liquid Strategies, LLC. As of 2021Q4, Liquid Strategies, LLC owns 7 stocks with a total value of $485 million. These are the details of the buys and sells.

  • Added Positions: VOO, AGG, VCSH, MUB, EFAV, IJR, EEMV,


For the details of Liquid Strategies, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/liquid+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Liquid Strategies, LLC

  1. Vanguard S&P 500 ETF (VOO) - 597,351 shares, 53.76% of the total portfolio. Shares added by 15.48%

  2. iShares Core U.S. Aggregate Bond ETF (AGG) - 1,285,535 shares, 30.23% of the total portfolio. Shares added by 3.64%

  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 620,450 shares, 10.39% of the total portfolio. Shares added by 8.93%

  4. iShares National Muni Bond ETF (MUB) - 95,402 shares, 2.29% of the total portfolio. Shares added by 17.98%

  5. iShares Core S&P Small-Cap ETF (IJR) - 64,953 shares, 1.53% of the total portfolio. Shares added by 13.63%

Added: BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV)

Liquid Strategies, LLC added to a holding in BTC iShares MSCI EAFE Min Vol Factor ETF by 28.91%. The purchase prices were between $73.72 and $77.31, with an estimated average price of $75.76. The stock is now traded at around $71.720000. The impact to a portfolio due to this purchase was 0.32%. The holding were 90,454 shares as of 2021-12-31.

Added: BTC iShares MSCI Emerging Markets Min Vol Factor E (EEMV)

Liquid Strategies, LLC added to a holding in BTC iShares MSCI Emerging Markets Min Vol Factor E by 31.63%. The purchase prices were between $61 and $63.68, with an estimated average price of $62.39. The stock is now traded at around $61.155000. The impact to a portfolio due to this purchase was 0.09%. The holding were 27,936 shares as of 2021-12-31.



Here is the complete portfolio of Liquid Strategies, LLC. Also check out:

1. Liquid Strategies, LLC's Undervalued Stocks

2. Liquid Strategies, LLC's Top Growth Companies, and

3. Liquid Strategies, LLC's High Yield stocks

4. Stocks that Liquid Strategies, LLC keeps buyingThis article first appeared on GuruFocus.