| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares TRUST Core Msci Eafe Etf | 26 | Q2 2024 | 20.5% |
| iShares S&P 500 Index (ETF) | 26 | Q2 2024 | 19.5% |
| Ishares Inc Core Msci Emerging Mkts Etf | 26 | Q2 2024 | 11.2% |
| Schwab US Large Cap Etf | 26 | Q2 2024 | 14.1% |
| iShares Core S&P Mid-Cap ETF | 26 | Q2 2024 | 8.4% |
| Schwab International Equity ETF | 26 | Q2 2024 | 12.7% |
| iShares S&P SmallCap 600 Index (ETF) | 26 | Q2 2024 | 5.5% |
| Schwab Emerging Market Equity Etf | 26 | Q2 2024 | 7.8% |
| Schwab US Mid-Cap Etf | 26 | Q2 2024 | 8.0% |
| Schwab US Broad Market Etf | 26 | Q2 2024 | 5.4% |
View Ironwood Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-18 |
| 13F-HR | 2022-07-22 |
View Ironwood Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.