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Sawtooth Solutions, LLC

SEC CIK
0001486066
Latest filing
Jan 29, 2024

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 19, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
994
−63 vs. Q2 2023
Portfolio value
$3.11B
−$548.8M (−15.0%) vs. Q2 2023
Filed
Oct 19, 2023
SEC
Holdings of Sawtooth Solutions, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN6,253,330$108.3M3.5%+21,917+0.4%AddedHistory
AAPLApple Inc.Stock621,267$106.2M3.4%−41,265−6.2%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF541,429$106.0M3.4%−219,057−28.8%Reduced–
Vanguard Morningstar Value ETF922908744ETF561,225$77.4M2.5%+583+0.1%Added–
SPYSPDR S&P 500 ETF TrustETF179,930$76.9M2.5%−3,622−2.0%ReducedHistory
MSFTMicrosoft CorpStock228,631$72.0M2.3%−9,252−3.9%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF330,595$68.8M2.2%−127,695−27.9%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,357,062$65.3M2.1%−240,142−15.0%Reduced–
iShares Tr4642874571 3 YR TREAS BD723,619$58.6M1.9%−14,206−1.9%Reduced–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR4,042,139$57.9M1.9%+15,055+0.4%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY504,623$50.8M1.6%+59,391+13.3%Added–
Vanguard S&P 500 ETF922908363ETF123,838$48.6M1.6%+625+0.5%Added–
Vanguard Total World Stock ETF922042742ETF474,442$44.2M1.4%−139,528−22.7%Reduced–
AMZNAmazon Com IncStock279,655$35.5M1.1%−9,064−3.1%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX713,635$33.7M1.1%+26,840+3.9%Added–
Invesco QQQ Trust Series I46090E103ETF88,850$31.8M1.0%−3,898−4.2%Reduced–
iShares Core S&P 500 ETF464287200ETF71,753$30.8M1.0%−18,023−20.1%Reduced–
NVDANVIDIA CorpStock69,765$30.3M1.0%−4,827−6.5%ReducedHistory
SLViShares Silver TrustETF1,462,564$28.2M0.9%+6,869+0.5%AddedHistory
LLYEli Lilly & CoStock47,971$25.8M0.8%−7,498−13.5%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS441,959$25.5M0.8%−107,626−19.6%Reduced–
BRK.BBerkshire Hathaway IncStock70,205$24.6M0.8%−4,688−6.3%ReducedHistory
UNHUnitedHealth Group IncStock47,902$24.2M0.8%+1,373+3.0%AddedHistory
GOOGAlphabet Inc.Stock180,183$23.8M0.8%−6,249−3.4%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF297,863$21.7M0.7%+19,823+7.1%Added–
TSLATesla, Inc.Stock83,868$20.9M0.7%+1,672+2.0%AddedHistory
GLDSPDR Gold TrustETF114,592$19.6M0.6%−5,301−4.4%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF202,380$19.1M0.6%+10,084+5.2%Added–
GOOGLAlphabet Inc.Stock145,724$19.1M0.6%−9,979−6.4%ReducedHistory
JNJJohnson & JohnsonStock118,394$18.4M0.6%−13,227−10.0%ReducedHistory
METAMeta Platforms, Inc.Stock61,218$18.4M0.6%−1,112−1.8%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF196,648$18.1M0.6%−46,487−19.1%Reduced–
PIMCO ETF Tr72201R2051-5 US TIP IDX359,069$18.0M0.6%+1,487+0.4%Added–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR347,511$17.3M0.6%−65,324−15.8%Reduced–
ABBVAbbVie Inc.Stock111,932$16.7M0.5%+8,989+8.7%AddedHistory
TMOThermo Fisher Scientific Inc.Stock32,091$16.2M0.5%+4,198+15.1%AddedHistory
XOMExxonMobil Holdings CorpCOM129,699$15.3M0.5%−24,517−15.9%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT101,189$14.3M0.5%−651−0.6%Reduced–
BSXBoston Scientific CorpStock268,372$14.2M0.5%+6,571+2.5%AddedHistory
PGProcter & Gamble CoStock93,159$13.6M0.4%−10,388−10.0%ReducedHistory
JPMJPMorgan Chase & CoStock93,609$13.6M0.4%−8,683−8.5%ReducedHistory
HDHome Depot, Inc.Stock42,886$13.0M0.4%−1,547−3.5%ReducedHistory
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH272,563$12.8M0.4%+3,410+1.3%Added–
MCKMcKesson CorpStock29,361$12.8M0.4%+6,705+29.6%AddedHistory
SYKStryker CorpStock46,514$12.7M0.4%+377+0.8%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF187,379$12.7M0.4%+20,239+12.1%Added–
AVGOBroadcom Inc.Stock14,495$12.0M0.4%−1,316−8.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF77,687$11.8M0.4%−12,646−14.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF55,271$11.7M0.4%−17,782−24.3%Reduced–
Vanguard Short-Term Bond ETF921937827ETF155,180$11.7M0.4%−221,777−58.8%Reduced–
DHRDanaher CorpStock46,572$11.6M0.4%+4,635+11.1%AddedHistory
IQVIQVIA Holdings Inc.Stock57,407$11.3M0.4%+1,606+2.9%AddedHistory
NVONovo Nordisk A SADR123,393$11.2M0.4%+49,907+67.9%AddedConverted for a 2-for-1 splitHistory
Kraneshares Tr500767736QUADRTC INT RT536,917$11.0M0.4%−14,801−2.7%Reduced–
VVisa Inc.Stock47,116$10.8M0.3%−4,741−9.1%ReducedHistory
HUMHumana IncStock21,931$10.7M0.3%+2,297+11.7%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF55,980$10.6M0.3%−48,728−46.5%Reduced–
MAMastercard IncStock25,934$10.3M0.3%−1,259−4.6%ReducedHistory
Kraneshares Trust500767306CSI CHI INTERNET375,033$10.3M0.3%−10,154−2.6%Reduced–
ARK Innovation ETF00214Q104ETF251,886$9.99M0.3%+5,622+2.3%Added–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF113,545$9.98M0.3%+28,850+34.1%Added–
iShares Tr464287622RUS 1000 ETF42,299$9.94M0.3%−287−0.7%Reduced–
iShares Russell 2000 ETF464287655ETF54,137$9.57M0.3%+29,844+122.9%Added–
CORCencora, Inc.Stock52,662$9.48M0.3%+7,788+17.4%AddedHistory
EMBJEmbraer S.A.ADR681,600$9.35M0.3%−3,000−0.4%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF60,067$9.33M0.3%−4,300−6.7%Reduced–
WMTWalmart Inc.Stock57,570$9.21M0.3%−9,620−14.3%ReducedHistory
CVXChevron CorpStock53,922$9.09M0.3%−4,401−7.5%ReducedHistory
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT393,491$9.02M0.3%−605−0.2%Reduced–
ZTSZoetis Inc.Stock50,839$8.84M0.3%+1,546+3.1%AddedHistory
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT406,304$8.83M0.3%+61,625+17.9%Added–
MRKMerck & Co., Inc.Stock83,249$8.57M0.3%−79,357−48.8%ReducedHistory
Vanguard Health Care ETF92204A504ETF35,934$8.45M0.3%+6,600+22.5%Added–
iShares Russell 1000 Growth ETF464287614ETF31,040$8.26M0.3%−9,288−23.0%Reduced–
DISWalt Disney CoStock101,288$8.19M0.3%+2,415+2.4%AddedHistory
HCAHCA Healthcare, Inc.COM33,253$8.18M0.3%+7,402+28.6%AddedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC340,813$8.14M0.3%−6,048−1.7%Reduced–
CSCOCisco Systems, Inc.Stock150,501$8.09M0.3%−7,916−5.0%ReducedHistory
iShares Tr464287721U.S. TECH ETF75,154$7.89M0.3%−13,935−15.6%Reduced–
PEPPepsiCo IncStock45,851$7.77M0.2%−4,590−9.1%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF57,804$7.57M0.2%−4,216−6.8%Reduced–
KOCoca Cola CoStock134,518$7.53M0.2%−18,163−11.9%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM8,561$7.05M0.2%−3,419−28.5%ReducedHistory
iShares Inc464286392MSCI WORLD ETF58,242$7.00M0.2%−440−0.7%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF71,077$6.89M0.2%−11,419−13.8%Reduced–
FNFFidelity National Financial, Inc.COM SHS164,508$6.79M0.2%−101−0.1%ReducedHistory
PMPhilip Morris International Inc.Stock72,709$6.73M0.2%−8,383−10.3%ReducedHistory
WMBWilliams Companies, Inc.COM194,499$6.55M0.2%+774+0.4%AddedHistory
Sprott FDS Tr85208P303URANIUM MINERS E138,481$6.53M0.2%+3,186+2.4%Added–
SHELShell plcADR100,947$6.50M0.2%+2,426+2.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF93,338$6.43M0.2%+5,158+5.8%Added–
VRTXVertex Pharmaceuticals IncStock18,452$6.42M0.2%−12−0.1%ReducedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT72,664$6.41M0.2%+755+1.0%Added–
MPLXMPLX LPCOM UNIT REP LTD180,209$6.41M0.2%+152+0.1%AddedHistory
FISFidelity National Information Services, Inc.Stock113,539$6.28M0.2%+1,203+1.1%AddedHistory
MCDMcDonalds CorpStock23,714$6.25M0.2%−4,199−15.0%ReducedHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF256,165$6.12M0.2%+59,445+30.2%Added–
CRMSalesforce, Inc.Stock30,070$6.10M0.2%−1,274−4.1%ReducedHistory
AMGNAmgen IncStock22,079$5.93M0.2%−1,704−7.2%ReducedHistory
Vanguard Energy ETF92204A306ETF45,939$5.82M0.2%+20,222+78.6%Added–

Sold out since Q2 2023 (118)

Positions held at the end of Q2 2023 that are gone from this filing.

The largest 100 of 118 by value last quarter.

Positions of Sawtooth Solutions, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW257,954$15.3M0.4%–
iShares Tr464289420RUS TP200 VL ETF175,338$11.8M0.3%–
iShares Tr464288885EAFE GRWTH ETF85,348$8.14M0.2%–
iShares Tr464288877EAFE VALUE ETF147,589$7.22M0.2%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS78,964$4.63M0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX54,838$4.15M0.1%–
BKIBlack Knight, Inc.COM54,506$3.26M0.1%History
iShares U.S. Treasury Bond ETF46429B267ETF135,031$3.09M0.1%–
Vanguard Long-Term Treasury ETF92206C847ETF41,959$2.67M0.1%–
Invesco Exchange Traded FD T46137V589GBL LISTED PVT238,152$2.51M0.1%–
Vanguard BD Index FDS921937793LONG TERM BOND32,640$2.45M0.1%–
VODVodafone Group Public Ltd CoADR205,820$1.95M0.1%History
iShares Tr46435G425ESG AWR MSCI USA17,575$1.71M<0.1%–
DOORMasonite International CorpCOM12,428$1.27M<0.1%History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF49,977$1.27M<0.1%–
Two RDS Shared Tr90214Q675LEADERSHARES DY55,396$1.24M<0.1%–
Global X FDS37954Y673US INFR DEV ETF37,762$1.19M<0.1%–
SPDR Series Trust78464A664ST LON TREAS ETF39,586$1.18M<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE40,729$1.17M<0.1%–
Two RDS Shared Tr90214Q774LDRSHS ALPFACT32,696$1.04M<0.1%–
Two RDS Shared Tr90214Q691LEASERSHS ALPHAF30,001$1.00M<0.1%–
iShares Tr46434V4070-5YR HI YL CP22,995$953.1K<0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF11,359$897.7K<0.1%–
Global X Lithium & Battery Tech ETF37954Y855ETF13,221$859.6K<0.1%–
ACLSAxcelis Technologies IncStock4,562$836.4K<0.1%History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF8,142$812.2K<0.1%–
WisdomTree Tr97717X669US QTLY DIV GRT11,378$758.5K<0.1%–
SPDR Series Trust78464A383ST STR BACKE ETF31,639$693.2K<0.1%–
BKUBankUnited, Inc.COM31,136$671.0K<0.1%History
Two RDS Shared Tr90214Q683LEADERSHARES EQT21,779$652.2K<0.1%–
SPDR Series Trust78468R101ST SHO TREAS ETF22,043$634.6K<0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF20,915$615.7K<0.1%–
ProShares Tr74347B235PSHS SHORT DOW3016,911$546.7K<0.1%–
iShares Inc464286525MSCI GBL MIN VOL5,127$502.7K<0.1%–
WPCW. P. Carey Inc.COM7,396$499.7K<0.1%History
CPBCAMPBELL'S CoCOM8,795$402.0K<0.1%History
iShares Tr46428865310-20 YR TRS ETF3,462$383.5K<0.1%–
Two RDS Shared Tr90214Q717LEADERSHS ACTIVI11,893$375.7K<0.1%–
Alpha Architect ETF Tr02072L847FREEDOM DAY14,358$370.7K<0.1%–
ILMNIllumina, Inc.COM1,936$363.0K<0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,288$355.6K<0.1%–
AGXArgan IncStock8,813$347.3K<0.1%History
AANAaron's Company, Inc.COM22,885$323.6K<0.1%History
SPDR Series Trust78464A672ST INTER ETF11,280$319.1K<0.1%–
CHDNChurchill Downs IncCOM2,245$312.4K<0.1%History
LEGLeggett & Platt IncStock10,326$305.9K<0.1%History
ENPHEnphase Energy, Inc.Stock1,792$300.1K<0.1%History
iShares S&P Small-Cap 600 Growth ETF464287887ETF2,601$298.9K<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,271$298.8K<0.1%–
SKYChampion Homes, Inc.Stock4,561$298.5K<0.1%History
GNRCGenerac Holdings Inc.Stock1,950$290.8K<0.1%History
BBYBest Buy Co IncStock3,545$290.5K<0.1%History
BELFBBel Fuse IncCL B5,000$287.1K<0.1%History
iShares Core S&P US Value ETF464287663ETF3,612$282.7K<0.1%–
EMNEastman Chemical CoStock3,345$280.0K<0.1%History
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF6,380$275.6K<0.1%–
iShares Tr46436E866IBONDS 25 TRM TS11,555$267.3K<0.1%–
PODDInsulet CorpStock923$266.1K<0.1%History
MKCMcCormick & Co IncStock3,046$265.7K<0.1%History
JXNJackson Financial Inc.COM CL A8,665$265.2K<0.1%History
Invesco Nasdaq 100 ETF46138G649ETF1,725$262.2K<0.1%–
CornerCap Fundametrics Large C89832P267CORNERCAP FUNDAM7,547$258.0K<0.1%–
TXG10x Genomics, Inc.CL A COM4,614$257.6K<0.1%History
ALLYAlly Financial Inc.Stock9,442$255.0K<0.1%History
FSLRFirst Solar, Inc.Stock1,339$254.5K<0.1%History
SJMJ M SMUCKER CoStock1,670$246.5K<0.1%History
TBPHTheravance Biopharma, Inc.COM23,688$245.2K<0.1%History
BWABorgwarner IncCOM4,990$244.1K<0.1%History
TECHBIO-TECHNE CorpCOM2,947$240.6K<0.1%History
HXLHexcel CorpCOM3,117$237.0K<0.1%History
SHCSotera Health CoCOM12,498$235.5K<0.1%History
WisdomTree Tr97717Y527FLOATNG RAT TREA4,629$232.9K<0.1%–
SNVSynovus Financial CorpCOM NEW7,664$231.8K<0.1%History
FLEXFlex Ltd.Stock8,340$230.5K<0.1%History
CBZCBIZ, Inc.COM4,322$230.3K<0.1%History
INVHInvitation Homes Inc.COM6,599$227.0K<0.1%History
EXPEExpedia Group, Inc.Stock2,048$224.0K<0.1%History
FOXAFox CorpCL A COM6,545$222.5K<0.1%History
CHTChunghwa Telecom Co LtdSPON ADR NEW115,939$221.5K<0.1%History
SNASnap-on IncCOM759$218.7K<0.1%History
iShares Inc464286608MSCI EURZONE ETF4,719$216.2K<0.1%–
CPAYCorpay, Inc.COM850$213.4K<0.1%History
Vanguard BD Index FDS92203C303VANGUARD ULTRA4,339$213.3K<0.1%–
CRLCharles River Laboratories International, Inc.COM1,011$212.6K<0.1%History
VMRKVivmark ResidentialSH BEN INT3,192$210.6K<0.1%History
Vanguard World FD921910816MEGA GRWTH IND894$210.4K<0.1%–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE2,000$210.2K<0.1%–
UFCSUnited Fire Group IncCOM9,134$207.0K<0.1%History
MYPSPLAYSTUDIOS, Inc.CLASS A COM41,917$205.8K<0.1%History
SPDR Series Trust78468R861STATE STRET SPDR11,138$205.6K<0.1%–
CZRCaesars Entertainment, Inc.COM4,031$205.5K<0.1%History
NETCloudflare, Inc.CL A COM3,091$202.1K<0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,083$201.8K<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US3,921$201.4K<0.1%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,656$201.0K<0.1%–
HSTHost Hotels & Resorts, Inc.COM11,766$198.0K<0.1%History
THTarget Hospitality Corp.COM12,188$163.6K<0.1%History
DGICADonegal Group IncCL A11,076$159.8K<0.1%History
MPTMedical Properties Trust IncCOM15,692$145.3K<0.1%History
The Alger ETF Trust015564107MID CAP 40 ETF10,724$139.7K<0.1%–