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Sawtooth Solutions, LLC

SEC CIK
0001486066
Latest filing
Jan 29, 2024

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 9, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
579
+67 vs. Q2 2021
Portfolio value
$650.2M
+$144.8M (+28.6%) vs. Q2 2021
Filed
Nov 9, 2021
SEC
Holdings of Sawtooth Solutions, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF47,619$18.8M2.9%−24−0.1%Reduced–
iShares Core S&P 500 ETF464287200ETF43,399$18.7M2.9%+4,216+10.8%Added–
MSFTMicrosoft CorpStock58,947$16.6M2.6%+9,289+18.7%AddedHistory
AAPLApple Inc.Stock115,904$16.4M2.5%+16,928+17.1%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD273,065$15.0M2.3%+135,283+98.2%Added–
SPYSPDR S&P 500 ETF TrustETF30,559$13.1M2.0%+2,711+9.7%AddedHistory
Ssga Active Tr78470P507ST STR SECTO ETF326,149$10.1M1.6%+78,830+31.9%Added–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF82,496$9.12M1.4%+8,301+11.2%Added–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL215,309$9.11M1.4%+17,052+8.6%Added–
Nushares ETF Tr67092P102NUVEEN ENHNC YLD359,277$8.92M1.4%+36,014+11.1%Added–
AMZNAmazon Com IncStock2,663$8.75M1.3%+435+19.5%AddedHistory
ARK Innovation ETF00214Q104ETF77,258$8.54M1.3%+8,690+12.7%Added–
Ssga Active Tr78470P408STATE STREET US172,436$7.62M1.2%+26,462+18.1%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF38,418$6.50M1.0%+5,136+15.4%Added–
Invesco QQQ Trust Series I46090E103ETF17,403$6.23M1.0%+1,872+12.1%Added–
METAMeta Platforms, Inc.Stock17,421$5.91M0.9%+2,823+19.3%AddedHistory
GOOGLAlphabet Inc.Stock2,199$5.88M0.9%+536+32.2%AddedHistory
iShares Russell 2000 ETF464287655ETF25,980$5.68M0.9%+24,218+1,374.5%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF155,484$5.63M0.9%+35,904+30.0%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF36,878$5.51M0.8%+4,455+13.7%Added–
GOOGAlphabet Inc.Stock1,947$5.19M0.8%+346+21.6%AddedHistory
SPDR Series Trust78464A656ST STR TIPS ETF158,420$4.93M0.8%+72,380+84.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF98,251$4.91M0.8%+48,938+99.2%Added–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN278,064$4.76M0.7%+68,693+32.8%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF57,637$4.28M0.7%+20,809+56.5%Added–
TSLATesla, Inc.Stock5,434$4.21M0.6%+584+12.0%AddedHistory
JPMJPMorgan Chase & CoStock25,434$4.16M0.6%+6,580+34.9%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF97,042$4.13M0.6%+4,258+4.6%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF34,654$3.88M0.6%+34,654New–
Vanguard Ftse Developed Markets ETF921943858ETF76,683$3.87M0.6%+6,632+9.5%Added–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF128,931$3.85M0.6%+67,696+110.6%Added–
Vanguard Short-Term Bond ETF921937827ETF46,600$3.82M0.6%+46,600New–
VVisa Inc.Stock16,395$3.65M0.6%+3,769+29.9%AddedHistory
JNJJohnson & JohnsonStock22,417$3.62M0.6%+5,785+34.8%AddedHistory
iShares Tr464288877EAFE VALUE ETF70,494$3.58M0.6%+66,589+1,705.2%Added–
UNHUnitedHealth Group IncStock8,982$3.51M0.5%+1,395+18.4%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF81,242$3.46M0.5%+37,101+84.1%Added–
SPDR Series Trust78464A664ST LON TREAS ETF82,844$3.42M0.5%+46,817+129.9%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW48,083$3.39M0.5%+48,083New–
iShares Core S&P Small Cap ETF464287804ETF30,407$3.32M0.5%+15,678+106.4%Added–
HDHome Depot, Inc.Stock10,057$3.30M0.5%+2,529+33.6%AddedHistory
AVGOBroadcom Inc.Stock6,753$3.27M0.5%+854+14.5%AddedHistory
The Alger ETF Trust015564107MID CAP 40 ETF141,075$3.19M0.5%+8,344+6.3%Added–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL46,456$3.19M0.5%+46,456New–
iShares Russell Mid-Cap Value ETF464287473ETF25,916$2.94M0.5%+25,916New–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF93,089$2.92M0.4%+18,919+25.5%Added–
iShares Tr464288414NATIONAL MUN ETF24,486$2.85M0.4%+16,477+205.7%Added–
NVDANVIDIA CorpStock13,639$2.83M0.4%+1,515+12.5%AddedConverted for a 4-for-1 splitHistory
CMCSAComcast CorpStock50,514$2.83M0.4%+11,062+28.0%AddedHistory
BRK.BBerkshire Hathaway IncStock9,578$2.61M0.4%+1,732+22.1%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF65,804$2.57M0.4%+65,804New–
Vanguard Morningstar Mid-Cap ETF922908629ETF10,489$2.48M0.4%+2,817+36.7%Added–
VZVerizon Communications IncStock45,960$2.48M0.4%+6,036+15.1%AddedHistory
iShares Tr464288273EAFE SML CP ETF32,755$2.44M0.4%+1,433+4.6%Added–
ABTAbbott LaboratoriesStock20,549$2.43M0.4%+3,456+20.2%AddedHistory
CSCOCisco Systems, Inc.Stock43,871$2.39M0.4%+2,346+5.6%AddedHistory
PGProcter & Gamble CoStock17,016$2.38M0.4%+4,718+38.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF38,396$2.37M0.4%+20,794+118.1%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF37,032$2.37M0.4%+32,428+704.3%Added–
INTCIntel CorpStock42,980$2.29M0.4%+12,859+42.7%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF12,182$2.19M0.3%+561+4.8%Added–
iShares Tr464288885EAFE GRWTH ETF19,768$2.10M0.3%+19,768New–
WMTWalmart Inc.Stock15,088$2.10M0.3%+2,886+23.7%AddedHistory
ADBEAdobe Inc.Stock3,639$2.10M0.3%+866+31.2%AddedHistory
DHRDanaher CorpStock6,730$2.05M0.3%+1,338+24.8%AddedHistory
HONHoneywell International IncCOM9,649$2.05M0.3%+2,201+29.6%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR18,282$2.04M0.3%+2,341+14.7%AddedHistory
CVXChevron CorpStock20,115$2.04M0.3%+1,449+7.8%AddedHistory
ASMLASML Holding NVADR2,660$1.98M0.3%+128+5.1%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD93,286$1.96M0.3%+12,162+15.0%Added–
iShares Core S&P Mid-Cap ETF464287507ETF7,336$1.93M0.3%+2,517+52.2%Added–
PFEPfizer IncStock44,571$1.92M0.3%+2,856+6.8%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF8,626$1.92M0.3%−330−3.7%Reduced–
PMPhilip Morris International Inc.Stock20,142$1.91M0.3%+2,976+17.3%AddedHistory
MAMastercard IncStock5,490$1.91M0.3%+1,442+35.6%AddedHistory
COSTCostco Wholesale CorpStock4,070$1.83M0.3%+837+25.9%AddedHistory
PEPPepsiCo IncStock12,040$1.81M0.3%+2,159+21.9%AddedHistory
PYPLPayPal Holdings, Inc.Stock6,946$1.81M0.3%+950+15.8%AddedHistory
BACBank of America CorpStock42,538$1.81M0.3%+1,489+3.6%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF15,720$1.80M0.3%+5,773+58.0%Added–
BGBunge Global SACOM22,076$1.79M0.3%+6,222+39.2%AddedHistory
DISWalt Disney CoStock10,454$1.77M0.3%+1,145+12.3%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF38,320$1.76M0.3%+7,270+23.4%Added–
MRKMerck & Co., Inc.Stock23,376$1.76M0.3%+9,468+68.1%AddedHistory
ACNAccenture plcStock5,421$1.74M0.3%+989+22.3%AddedHistory
ABBVAbbVie Inc.Stock16,069$1.73M0.3%+2,945+22.4%AddedHistory
iShares Tr46435G409MSCI INTL VLU FT64,479$1.66M0.3%+64,479New–
KOCoca Cola CoStock31,557$1.66M0.3%+13,745+77.2%AddedHistory
TAT&T Inc.Stock61,095$1.65M0.3%+8,517+16.2%AddedHistory
SBUXStarbucks CorpStock14,889$1.64M0.3%+3,220+27.6%AddedHistory
AONAon plcCL A5,729$1.64M0.3%+1,932+50.9%AddedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF34,880$1.61M0.2%+5,837+20.1%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD29,766$1.59M0.2%−496−1.6%Reduced–
TTEKTetra Tech IncCOM10,674$1.59M0.2%+1,965+22.6%AddedHistory
MDTMedtronic plcStock12,615$1.58M0.2%+2,827+28.9%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF10,239$1.57M0.2%+6,038+143.7%Added–
EBAYeBay IncCOM22,306$1.55M0.2%+2,697+13.8%AddedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF61,129$1.55M0.2%+11,859+24.1%Added–
iShares Tr464288687PFD AND INCM SEC39,675$1.54M0.2%+1,147+3.0%Added–
CRMSalesforce, Inc.Stock5,650$1.53M0.2%+1,863+49.2%AddedHistory

Sold out since Q2 2021 (44)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Sawtooth Solutions, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
ProShares Tr74347R842PSHS ULTRUSS200090,042$5.39M1.1%–
Pacer Trendpilot US Bond ETF69374H642ETF83,828$2.32M0.5%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF11,825$716.0K0.1%–
iShares Tr46434V449MSCI INTL MOMENT17,669$683.0K0.1%–
BABAAlibaba Group Holding LtdADR2,468$560.0K0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/999917,605$464.0K0.1%History
STXSeagate Technology Holdings plcORD SHS5,107$449.0K0.1%History
CFCF Industries Holdings, Inc.COM7,913$407.0K0.1%History
CRCTCricut, Inc.COM CL A9,179$391.0K0.1%History
BENFranklin Templeton IncCOM12,106$387.0K0.1%History
GPCGenuine Parts CoStock3,025$383.0K0.1%History
TSNTyson Foods, Inc.Stock5,159$381.0K0.1%History
HBIHanesbrands Inc.COM20,373$380.0K0.1%History
QFINQfin Holdings, Inc.AMERICAN DEP9,056$379.0K0.1%History
PBCTPeople's United Financial, Inc.COM21,305$365.0K0.1%History
EGANEGAIN CorpCOM NEW30,680$352.0K0.1%History
EVRGEvergy, Inc.Stock5,727$346.0K0.1%History
FEFirstenergy CorpCOM9,273$345.0K0.1%History
SPDR Series Trust78464A805ST STR PR SP15006,311$334.0K0.1%–
CUROCURO Group Holdings Corp.COM19,017$323.0K0.1%History
LINCLincoln Educational Services CorpCOM39,825$310.0K0.1%History
NUSNu Skin Enterprises, Inc.CL A5,293$300.0K0.1%History
AZZAzz IncCOM5,708$296.0K0.1%History
THRMGentherm IncCOM4,154$295.0K0.1%History
HOMEAt Home Group Inc.COM8,018$295.0K0.1%History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS4,225$286.0K0.1%–
MAGNMagnera CorpCOM20,493$286.0K0.1%History
COWNCowen Inc.CL A NEW6,863$282.0K0.1%History
NVCRNovoCure LtdORD SHS1,244$276.0K0.1%History
EVREvercore Inc.CLASS A1,919$270.0K0.1%History
iShares Tr464289420RUS TP200 VL ETF3,929$261.0K0.1%–
SFStifel Financial CorpCOM3,932$255.0K0.1%History
PGNYProgyny, Inc.COM4,306$254.0K0.1%History
GPNGlobal Payments IncStock1,333$250.0K<0.1%History
CDNACareDx, Inc.COM2,627$240.0K<0.1%History
TIGRUP Fintech Holding LtdSPONSORED ADS8,247$239.0K<0.1%History
EDITEditas Medicine, Inc.COM3,824$217.0K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM6,446$213.0K<0.1%History
ABCBAmeris BancorpCOM4,166$211.0K<0.1%History
SAFESafehold Inc.COM2,680$210.0K<0.1%History
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE3,407$207.0K<0.1%–
CZRCaesars Entertainment, Inc.COM1,943$202.0K<0.1%History
HIOWestern Asset High Income Opportunity Fund Inc.COM14,172$75.0K<0.1%History
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM12,657$75.0K<0.1%History