Sawtooth Asset Management
Latest statistics and disclosures from Simplicity Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTEB, VOO, AAPL, MSFT, IVV, and represent 14.91% of Simplicity Solutions's stock portfolio.
- Added to shares of these 10 stocks: VTEB (+$9.1M), IDEV (+$5.1M), IEMG, FIS, AAPL, SPLG, OILK, TSLA, YSEP, UL.
- Started 93 new stock positions in JNK, ODFL, TD, CENT, DHI, CANO, DLTR, PFG, BKI, OSK.
- Reduced shares in these 10 stocks: BOND (-$6.5M), VEA, IVV, VWO, SCZ, SPHD, SHV, DOG, AGG, VBR.
- Sold out of its positions in AMLP, AKBA, ABUS, ASXC, AVRO, AXNX, BJ, BAX, CF, CSL.
- Simplicity Solutions was a net seller of stock by $-7.8M.
- Simplicity Solutions has $735M in assets under management (AUM), dropping by 6.57%.
- Central Index Key (CIK): 0001486066
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Portfolio Holdings for Simplicity Solutions
Simplicity Solutions holds 667 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Simplicity Solutions has 667 total positions. Only the first 250 positions are shown.
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- Download the Simplicity Solutions December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.4 | $25M | +57% | 501k | 49.49 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $25M | -4% | 70k | 351.34 | |
Apple (AAPL) | 3.3 | $24M | +10% | 184k | 129.93 | |
Microsoft Corporation (MSFT) | 3.1 | $23M | 94k | 239.82 | ||
Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $14M | -21% | 35k | 384.21 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 1.5 | $11M | -4% | 626k | 17.93 | |
Amazon (AMZN) | 1.1 | $8.1M | +7% | 96k | 84.00 | |
UnitedHealth (UNH) | 1.1 | $7.7M | +2% | 15k | 530.20 | |
Johnson & Johnson (JNJ) | 1.0 | $7.3M | +8% | 41k | 176.65 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 1.0 | $7.0M | -29% | 160k | 43.83 | |
Home Depot (HD) | 0.8 | $5.6M | +5% | 18k | 315.86 | |
Chevron Corporation (CVX) | 0.7 | $5.5M | -3% | 31k | 179.49 | |
Visa Com Cl A (V) | 0.7 | $5.4M | +2% | 26k | 207.77 | |
Broadcom (AVGO) | 0.7 | $5.1M | +2% | 9.2k | 559.14 | |
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Ishares Tr Core Msci Intl (IDEV) | 0.7 | $5.1M | NEW | 91k | 55.98 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.0M | -2% | 57k | 88.23 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.0M | -8% | 56k | 88.73 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $5.0M | +10% | 37k | 134.10 | |
Ishares Tr Short Treas Bd (SHV) | 0.7 | $4.9M | -37% | 45k | 109.92 | |
Cisco Systems (CSCO) | 0.7 | $4.9M | +3% | 103k | 47.64 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.8M | +9% | 16k | 308.90 | |
Exxon Mobil Corporation (XOM) | 0.6 | $4.6M | +8% | 42k | 110.30 | |
Wal-Mart Stores (WMT) | 0.6 | $4.4M | +14% | 31k | 141.79 | |
Novartis Sponsored Adr (NVS) | 0.6 | $4.4M | -3% | 49k | 90.72 | |
Abbvie (ABBV) | 0.6 | $4.4M | +2% | 27k | 161.61 | |
Tesla Motors (TSLA) | 0.6 | $4.3M | +56% | 35k | 123.18 | |
Procter & Gamble Company (PG) | 0.6 | $4.3M | -4% | 28k | 151.56 | |
Meta Platforms Cl A (META) | 0.6 | $4.2M | +26% | 35k | 120.34 | |
Merck & Co (MRK) | 0.6 | $4.2M | -12% | 37k | 110.95 | |
Ishares Core Msci Emkt (IEMG) | 0.5 | $4.0M | +242% | 85k | 46.70 | |
At&t (T) | 0.5 | $3.9M | -8% | 210k | 18.41 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.8M | -29% | 10k | 382.40 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $3.8M | -32% | 24k | 158.80 | |
Eli Lilly & Co. (LLY) | 0.5 | $3.8M | +4% | 10k | 365.83 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $3.8M | -30% | 14k | 266.27 | |
NVIDIA Corporation (NVDA) | 0.5 | $3.5M | 24k | 146.14 | ||
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $3.5M | +21% | 76k | 46.71 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $3.5M | +5% | 37k | 94.64 | |
Philip Morris International (PM) | 0.5 | $3.5M | 35k | 101.21 | ||
Sanofi Sponsored Adr (SNY) | 0.5 | $3.5M | +2% | 72k | 48.43 | |
Pfizer (PFE) | 0.4 | $3.3M | 64k | 51.24 | ||
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.4 | $3.1M | +3% | 198k | 15.60 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $3.0M | -20% | 48k | 61.64 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.9M | -3% | 14k | 203.81 | |
Medtronic SHS (MDT) | 0.4 | $2.9M | +42% | 38k | 77.72 | |
Fidelity National Information Services (FIS) | 0.4 | $2.9M | +358% | 43k | 67.85 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $2.9M | +7% | 8.4k | 347.73 | |
Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $2.9M | +36% | 280k | 10.32 | |
Bunge (BG) | 0.4 | $2.9M | 29k | 99.77 | ||
Pepsi (PEP) | 0.4 | $2.9M | +9% | 16k | 180.66 | |
Bank of America Corporation (BAC) | 0.4 | $2.8M | +17% | 86k | 33.12 | |
Coca-Cola Company (KO) | 0.4 | $2.8M | -7% | 44k | 63.61 | |
Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.4 | $2.8M | -23% | 109k | 25.60 | |
Tetra Tech (TTEK) | 0.4 | $2.8M | -7% | 19k | 145.19 | |
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.4 | $2.8M | +2% | 84k | 33.04 | |
Abbott Laboratories (ABT) | 0.4 | $2.8M | 25k | 109.79 | ||
Select Sector Spdr Tr Energy (XLE) | 0.4 | $2.7M | +2% | 31k | 87.47 | |
Honeywell International (HON) | 0.4 | $2.7M | +10% | 12k | 214.31 | |
Danaher Corporation (DHR) | 0.3 | $2.5M | +6% | 9.4k | 265.42 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.4M | +87% | 14k | 169.64 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $2.4M | -32% | 26k | 91.47 | |
The Alger Etf Trust Mid Cap 40 Etf (FRTY) | 0.3 | $2.4M | 206k | 11.54 | ||
Thermo Fisher Scientific (TMO) | 0.3 | $2.3M | +5% | 4.2k | 550.70 | |
Astrazeneca Sponsored Adr (AZN) | 0.3 | $2.3M | +3% | 34k | 67.80 | |
Applied Materials (AMAT) | 0.3 | $2.3M | +10% | 24k | 97.38 | |
Costco Wholesale Corporation (COST) | 0.3 | $2.3M | 4.9k | 456.54 | ||
McDonald's Corporation (MCD) | 0.3 | $2.3M | +11% | 8.6k | 263.53 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.2M | -45% | 23k | 96.99 | |
MDU Resources (MDU) | 0.3 | $2.2M | +18% | 73k | 30.34 | |
Linde SHS (LIN) | 0.3 | $2.2M | -14% | 6.7k | 326.17 | |
Marsh & McLennan Companies (MMC) | 0.3 | $2.1M | -3% | 13k | 165.48 | |
UGI Corporation (UGI) | 0.3 | $2.1M | +4% | 57k | 37.07 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $2.1M | 20k | 105.34 | ||
Comcast Corp Cl A (CMCSA) | 0.3 | $2.1M | 60k | 34.97 | ||
Bristol Myers Squibb (BMY) | 0.3 | $2.1M | +23% | 29k | 71.95 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $2.1M | +145% | 15k | 135.85 | |
ConocoPhillips (COP) | 0.3 | $2.0M | -7% | 17k | 118.00 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.3 | $2.0M | +3% | 92k | 22.21 | |
Nextera Energy (NEE) | 0.3 | $2.0M | +6% | 24k | 83.60 | |
Novo-nordisk A S Adr (NVO) | 0.3 | $2.0M | 15k | 135.34 | ||
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $2.0M | NEW | 43k | 44.98 | |
Nokia Corp Sponsored Adr (NOK) | 0.3 | $1.9M | +6% | 420k | 4.64 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.9M | +10% | 3.5k | 546.40 | |
Micron Technology (MU) | 0.3 | $1.9M | -9% | 38k | 49.98 | |
Netflix (NFLX) | 0.3 | $1.9M | -7% | 6.4k | 294.88 | |
Proshares Tr K1 Fre Crd Oil (OILK) | 0.3 | $1.9M | NEW | 42k | 44.82 | |
Northrop Grumman Corporation (NOC) | 0.3 | $1.9M | +6% | 3.4k | 545.62 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.8M | +9% | 18k | 100.92 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.8M | +3% | 6.8k | 266.84 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.8M | +4% | 10k | 174.20 | |
Emerson Electric (EMR) | 0.2 | $1.8M | +14% | 19k | 96.06 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | +4% | 3.7k | 486.54 | |
Kla Corp Com New (KLAC) | 0.2 | $1.8M | -25% | 4.7k | 377.04 | |
Orange Sponsored Adr (ORAN) | 0.2 | $1.8M | +18% | 181k | 9.88 | |
Starbucks Corporation (SBUX) | 0.2 | $1.8M | -14% | 18k | 99.20 | |
Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.8M | -10% | 39k | 45.88 | |
International Business Machines (IBM) | 0.2 | $1.8M | -14% | 13k | 140.89 | |
National Fuel Gas (NFG) | 0.2 | $1.7M | +11% | 27k | 63.30 | |
Mosaic (MOS) | 0.2 | $1.7M | +19% | 39k | 43.87 | |
First Tr Exchange-traded Lunt Us Factor (FCTR) | 0.2 | $1.7M | -17% | 61k | 27.90 | |
Ishares Silver Tr Ishares (SLV) | 0.2 | $1.7M | -28% | 76k | 22.02 | |
Anthem (ELV) | 0.2 | $1.7M | +26% | 3.2k | 513.03 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.7M | -7% | 22k | 74.49 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.6M | +41% | 4.9k | 336.53 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.6M | +6% | 10k | 165.22 | |
Amgen (AMGN) | 0.2 | $1.6M | -14% | 6.2k | 262.62 | |
Vodafone Group Sponsored Adr (VOD) | 0.2 | $1.6M | +18% | 158k | 10.12 | |
Oracle Corporation (ORCL) | 0.2 | $1.6M | +11% | 19k | 81.74 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.6M | +12% | 50k | 31.24 | |
CVS Caremark Corporation (CVS) | 0.2 | $1.6M | -8% | 17k | 93.19 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $1.6M | +2% | 31k | 50.67 | |
Automatic Data Processing (ADP) | 0.2 | $1.5M | +4% | 6.5k | 238.88 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $1.5M | -9% | 40k | 38.89 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.5M | -7% | 28k | 55.12 | |
Aon Shs Cl A (AON) | 0.2 | $1.5M | +4% | 5.1k | 300.13 | |
Boeing Company (BA) | 0.2 | $1.5M | +2% | 8.0k | 190.48 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $1.5M | 40k | 38.00 | ||
MetLife (MET) | 0.2 | $1.5M | +7% | 21k | 72.37 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $1.5M | +14% | 34k | 43.92 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.5M | -22% | 20k | 75.28 | |
United Parcel Service CL B (UPS) | 0.2 | $1.5M | -15% | 8.5k | 173.84 | |
Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.5M | +94% | 24k | 62.08 | |
Deere & Company (DE) | 0.2 | $1.4M | +32% | 3.4k | 428.70 | |
EOG Resources (EOG) | 0.2 | $1.4M | +8% | 11k | 129.52 | |
BlackRock (BLK) | 0.2 | $1.4M | 2.0k | 708.63 | ||
Union Pacific Corporation (UNP) | 0.2 | $1.4M | -19% | 6.7k | 207.06 | |
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YSEP) | 0.2 | $1.4M | NEW | 77k | 17.96 | |
Cummins (CMI) | 0.2 | $1.4M | +4% | 5.7k | 242.27 | |
eBay (EBAY) | 0.2 | $1.4M | -21% | 33k | 41.47 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $1.3M | +9% | 54k | 25.13 | |
Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.2 | $1.3M | -27% | 35k | 38.91 | |
Us Bancorp Del Com New (USB) | 0.2 | $1.3M | -16% | 31k | 43.61 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.3M | 41k | 32.21 | ||
Qualcomm (QCOM) | 0.2 | $1.3M | -5% | 12k | 109.94 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.3M | -26% | 16k | 83.60 | |
Eaton Corp SHS (ETN) | 0.2 | $1.3M | +16% | 8.4k | 156.95 | |
Verizon Communications (VZ) | 0.2 | $1.3M | -25% | 33k | 39.40 | |
Hilton Worldwide Holdings (HLT) | 0.2 | $1.3M | +8% | 10k | 126.37 | |
Nike CL B (NKE) | 0.2 | $1.3M | +10% | 11k | 117.01 | |
Altria (MO) | 0.2 | $1.3M | 29k | 45.71 | ||
Analog Devices (ADI) | 0.2 | $1.3M | +9% | 7.9k | 164.02 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.3M | -19% | 19k | 66.58 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.3M | -10% | 17k | 74.55 | |
Vici Pptys (VICI) | 0.2 | $1.3M | -3% | 39k | 32.40 | |
Sap Se Spon Adr (SAP) | 0.2 | $1.3M | +104% | 12k | 103.19 | |
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.2 | $1.3M | -4% | 91k | 13.71 | |
Gra (GGG) | 0.2 | $1.3M | +3% | 19k | 67.26 | |
Unilever Spon Adr New (UL) | 0.2 | $1.3M | NEW | 25k | 50.35 | |
Lowe's Companies (LOW) | 0.2 | $1.2M | +6% | 6.2k | 199.24 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.2M | -27% | 6.4k | 191.20 | |
Key (KEY) | 0.2 | $1.2M | +10% | 71k | 17.42 | |
PNC Financial Services (PNC) | 0.2 | $1.2M | -11% | 7.6k | 157.94 | |
Wells Fargo & Company (WFC) | 0.2 | $1.2M | +14% | 29k | 41.29 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.2M | -5% | 4.1k | 288.78 | |
Gilead Sciences (GILD) | 0.2 | $1.2M | -6% | 14k | 85.85 | |
Waste Management (WM) | 0.2 | $1.2M | +12% | 7.5k | 156.88 | |
British Amern Tob Sponsored Adr (BTI) | 0.2 | $1.2M | +2% | 29k | 39.98 | |
Walt Disney Company (DIS) | 0.2 | $1.2M | -28% | 14k | 86.88 | |
General Mills (GIS) | 0.2 | $1.2M | +61% | 14k | 83.85 | |
Vale S A Sponsored Ads (VALE) | 0.2 | $1.2M | +5% | 68k | 16.97 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.1M | -74% | 29k | 38.98 | |
Ametek (AME) | 0.2 | $1.1M | -6% | 8.2k | 139.72 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | -27% | 4.7k | 241.87 | |
Charles Schwab Corporation (SCHW) | 0.2 | $1.1M | +9% | 14k | 83.26 | |
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $1.1M | -11% | 48k | 23.17 | |
Goldman Sachs (GS) | 0.2 | $1.1M | +19% | 3.2k | 343.36 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $1.1M | NEW | 15k | 73.63 | |
Morgan Stanley Com New (MS) | 0.2 | $1.1M | +9% | 13k | 85.02 | |
Marathon Petroleum Corp (MPC) | 0.2 | $1.1M | +10% | 9.5k | 116.39 | |
Truist Financial Corp equities (TFC) | 0.1 | $1.1M | -3% | 26k | 43.03 | |
First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.1M | -23% | 27k | 39.91 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | -18% | 11k | 102.99 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.1M | -22% | 36k | 29.69 | |
Caterpillar (CAT) | 0.1 | $1.1M | +14% | 4.5k | 239.54 | |
Campbell Soup Company (CPB) | 0.1 | $1.1M | -31% | 19k | 56.75 | |
Entergy Corporation (ETR) | 0.1 | $1.1M | -6% | 9.4k | 112.49 | |
American Electric Power Company (AEP) | 0.1 | $1.0M | +12% | 11k | 94.95 | |
W.R. Berkley Corporation (WRB) | 0.1 | $1.0M | -4% | 14k | 72.57 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $1.0M | +42% | 109k | 9.48 | |
Booking Holdings (BKNG) | 0.1 | $1.0M | +33% | 514.00 | 2015.28 | |
General Dynamics Corporation (GD) | 0.1 | $1.0M | +5% | 4.2k | 248.11 | |
Dow (DOW) | 0.1 | $1.0M | 20k | 50.39 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.0M | 6.8k | 151.65 | ||
Citigroup Com New (C) | 0.1 | $1.0M | -12% | 23k | 45.23 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $1.0M | -38% | 35k | 29.03 | |
Target Corporation (TGT) | 0.1 | $1.0M | +18% | 6.8k | 149.04 | |
Yum! Brands (YUM) | 0.1 | $1.0M | +7% | 7.9k | 128.09 | |
Cme (CME) | 0.1 | $1.0M | +4% | 6.0k | 168.15 | |
Electronic Arts (EA) | 0.1 | $998k | +5% | 8.2k | 122.18 | |
Cigna Corp (CI) | 0.1 | $997k | +6% | 3.0k | 331.29 | |
Equinix (EQIX) | 0.1 | $986k | +22% | 1.5k | 654.93 | |
Travelers Companies (TRV) | 0.1 | $986k | +4% | 5.3k | 187.47 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $973k | -16% | 14k | 67.45 | |
salesforce (CRM) | 0.1 | $970k | -10% | 7.3k | 132.59 | |
Southern Company (SO) | 0.1 | $968k | -10% | 14k | 71.41 | |
Intel Corporation (INTC) | 0.1 | $960k | -62% | 36k | 26.43 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $954k | +26% | 5.1k | 188.56 | |
Intercontinental Exchange (ICE) | 0.1 | $953k | -7% | 9.3k | 102.59 | |
3M Company (MMM) | 0.1 | $952k | +11% | 7.9k | 119.91 | |
Gartner (IT) | 0.1 | $951k | -20% | 2.8k | 336.14 | |
Williams Companies (WMB) | 0.1 | $948k | -10% | 29k | 32.90 | |
American Intl Group Com New (AIG) | 0.1 | $946k | +52% | 15k | 63.24 | |
Iron Mountain (IRM) | 0.1 | $944k | -9% | 19k | 49.85 | |
CSX Corporation (CSX) | 0.1 | $941k | +4% | 30k | 30.98 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $935k | +45% | 3.5k | 265.35 | |
Mettler-Toledo International (MTD) | 0.1 | $932k | +44% | 645.00 | 1445.45 | |
General Electric Com New (GE) | 0.1 | $929k | +22% | 11k | 83.79 | |
S&p Global (SPGI) | 0.1 | $929k | +8% | 2.8k | 334.98 | |
McKesson Corporation (MCK) | 0.1 | $919k | +6% | 2.5k | 375.12 | |
Colgate-Palmolive Company (CL) | 0.1 | $914k | -3% | 12k | 78.79 | |
Advanced Micro Devices (AMD) | 0.1 | $913k | +7% | 14k | 64.77 | |
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $899k | -24% | 49k | 18.45 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $899k | 11k | 84.59 | ||
Omni (OMC) | 0.1 | $897k | -6% | 11k | 81.56 | |
Consolidated Edison (ED) | 0.1 | $891k | -3% | 9.4k | 95.31 | |
Corteva (CTVA) | 0.1 | $887k | -23% | 15k | 58.78 | |
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $884k | NEW | 14k | 64.35 | |
Air Products & Chemicals (APD) | 0.1 | $883k | +5% | 2.9k | 308.23 | |
Autodesk (ADSK) | 0.1 | $880k | -2% | 4.7k | 186.87 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $879k | -18% | 11k | 83.76 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $877k | -28% | 4.8k | 183.55 | |
Godaddy Cl A (GDDY) | 0.1 | $871k | +2% | 12k | 74.82 | |
Ishares Tr Core Msci Total (IXUS) | 0.1 | $869k | NEW | 15k | 57.88 | |
Becton, Dickinson and (BDX) | 0.1 | $865k | +6% | 3.4k | 254.28 | |
Crown Castle Intl (CCI) | 0.1 | $864k | +4% | 6.4k | 135.65 | |
Ameriprise Financial (AMP) | 0.1 | $861k | -29% | 2.8k | 311.32 | |
Hasbro (HAS) | 0.1 | $851k | +11% | 14k | 61.01 | |
Genmab A/s Sponsored Ads (GMAB) | 0.1 | $847k | +2% | 20k | 42.38 | |
IDEXX Laboratories (IDXX) | 0.1 | $846k | +29% | 2.1k | 407.96 | |
Illinois Tool Works (ITW) | 0.1 | $846k | +7% | 3.8k | 220.29 | |
American Tower Reit (AMT) | 0.1 | $843k | -4% | 4.0k | 211.88 | |
Realty Income (O) | 0.1 | $840k | -16% | 13k | 63.43 | |
America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.1 | $836k | 46k | 18.20 | ||
Kimberly-Clark Corporation (KMB) | 0.1 | $821k | -16% | 6.0k | 135.75 | |
Lpl Financial Holdings (LPLA) | 0.1 | $821k | 3.8k | 216.17 | ||
Jack Henry & Associates (JKHY) | 0.1 | $820k | +3% | 4.7k | 175.55 | |
Abb Sponsored Adr (ABB) | 0.1 | $807k | -13% | 27k | 30.46 | |
Evergy (EVRG) | 0.1 | $805k | -11% | 13k | 62.93 | |
AutoZone (AZO) | 0.1 | $804k | +67% | 326.00 | 2466.18 | |
Pioneer Natural Resources (PXD) | 0.1 | $803k | +56% | 3.5k | 228.37 | |
Monster Beverage Corp (MNST) | 0.1 | $795k | 7.8k | 101.53 | ||
Intuit (INTU) | 0.1 | $792k | 2.0k | 389.16 | ||
Progressive Corporation (PGR) | 0.1 | $791k | 6.1k | 129.71 | ||
Citizens Financial (CFG) | 0.1 | $790k | +3% | 20k | 39.37 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $789k | 23k | 34.20 | ||
Beigene Sponsored Adr (BGNE) | 0.1 | $776k | +6% | 3.5k | 219.94 | |
Amcor Ord (AMCR) | 0.1 | $769k | -31% | 65k | 11.91 | |
American Express Company (AXP) | 0.1 | $768k | +2% | 5.2k | 147.74 | |
Seagen (SGEN) | 0.1 | $756k | -10% | 5.9k | 128.51 | |
Chubb (CB) | 0.1 | $752k | +14% | 3.4k | 220.60 |
Past Filings by Simplicity Solutions
SEC 13F filings are viewable for Simplicity Solutions going back to 2014
- Simplicity Solutions 2022 Q4 filed Feb. 2, 2023
- Sawtooth Solutions 2022 Q3 filed Oct. 12, 2022
- Sawtooth Solutions 2022 Q2 filed July 19, 2022
- Sawtooth Solutions 2022 Q1 filed May 20, 2022
- Sawtooth Solutions 2021 Q4 filed Feb. 11, 2022
- Sawtooth Solutions 2021 Q3 filed Nov. 9, 2021
- Sawtooth Solutions 2021 Q2 filed Sept. 1, 2021
- Sawtooth Solutions 2021 Q1 filed May 13, 2021
- Sawtooth Solutions 2020 Q4 filed Feb. 9, 2021
- Sawtooth Solutions 2020 Q3 filed Nov. 4, 2020
- Sawtooth Solutions 2020 Q2 filed Aug. 6, 2020
- Sawtooth Solutions 2020 Q1 filed May 15, 2020
- Sawtooth Solutions 2019 Q4 filed Feb. 12, 2020
- Sawtooth Solutions 2019 Q3 filed Nov. 7, 2019
- Sawtooth Solutions 2019 Q2 filed Aug. 8, 2019
- Sawtooth Solutions 2019 Q1 filed May 10, 2019