StockDriftsStockDriftsTop 9 Liquid Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 57.57% | 448.4K | $268.0M | -4.86%(-22.90K) | $427.12(+59.77%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE | 12.42% | 729.4K | $57.8M | +15.47%(+97.71K) | $80.26(-1.55%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BO | 10.64% | 499.1K | $49.5M | +51.78%(+170.28K) | $107.16(-7.92%) | 2026-03-31 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 7.57% | 331.9K | $35.2M | +2.24%(+7.27K) | $108.20(-1.44%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 5.68% | 292.3K | $26.5M | +11.70%(+30.63K) | $74.81(+29.85%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.99% | 149.3K | $18.6M | +11.47%(+15.37K) | $103.11(+31.20%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MAR | 1.42% | 94.9K | $6.6M | +7.99%(+7.02K) | $52.79(+55.43%) | 2026-03-31 | |
| VGK | VANGUARD FTSE EUROPE ETF | 0.62% | 34.8K | $2.9M | new | $64.38(+36.07%) | 2026-03-31 | |
| ICSH | ISHARES ULTRA SHORT-TERM BOND | 0.09% | 8.2K | $416K | +0.00%(+0) | $50.67(-0.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.88% | +36.33% |
| Top 20 Holdings Unweighted | +7.42% | +23.95% |
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