$224 Million is the total value of Ironwood Wealth Management, LLC.'s 54 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 1.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Ishares TRUST Core Msci Eafe Etfetf | $40,680,000 | 0.0% | 691,252 | 0.0% | 18.20% | 0.0% | |
| IVV | iShares S&P 500 Index (ETF)etf | $33,400,000 | 0.0% | 88,092 | 0.0% | 14.94% | 0.0% | |
| IEF | iShares 7-10 Year Treasury Bond ETFetf | $22,813,000 | 0.0% | 222,999 | 0.0% | 10.20% | 0.0% | |
| BSCO | Invesco BulletShares 2024 Corp Bd ETFetf | $22,509,000 | 0.0% | 1,085,308 | 0.0% | 10.07% | 0.0% | |
| IEMG | Ishares Inc Core Msci Emerging Mkts Etfetf | $19,172,000 | 0.0% | 390,790 | 0.0% | 8.58% | 0.0% | |
| SGOV | ISHARES 0 TO 3 MNTH TREASURY BND ETFetf | $17,085,000 | 0.0% | 170,649 | 0.0% | 7.64% | 0.0% | |
| IJR | iShares S&P SmallCap 600 Index (ETF)etf | $11,333,000 | 0.0% | 122,640 | 0.0% | 5.07% | 0.0% | |
| IJH | iShares Core S&P Mid-Cap ETFetf | $10,353,000 | 0.0% | 45,764 | 0.0% | 4.63% | 0.0% | |
| SHM | SPDR Nvn Barclys Short Term Mncpl Bnd ETFetf | $8,024,000 | 0.0% | 169,788 | 0.0% | 3.59% | 0.0% | |
| DJP | iPath Bloomberg Commodity Index Total Return ETNetn | $5,314,000 | 0.0% | 152,699 | 0.0% | 2.38% | 0.0% | |
| SCHX | Schwab US Large Cap Etfetf | $4,812,000 | 0.0% | 107,744 | 0.0% | 2.15% | 0.0% | |
| SPEM | SPDR Portfolio Emerging Markets ETFetf | $4,163,000 | 0.0% | 119,732 | 0.0% | 1.86% | 0.0% | |
| SPDW | SPDR Developed World Ex-US ETFetf | $4,126,000 | 0.0% | 143,058 | 0.0% | 1.85% | 0.0% | |
| SCHB | Schwab US Broad Market Etfetf | $2,713,000 | 0.0% | 61,402 | 0.0% | 1.21% | 0.0% | |
| EBND | SPDR Barclays Emerging Markets Local Bond ETFetf | $2,396,000 | 0.0% | 117,157 | 0.0% | 1.07% | 0.0% | |
| SLY | SPDR S&P 600 Small Cap ETFetf | $2,047,000 | 0.0% | 25,559 | 0.0% | 0.92% | 0.0% | |
| SPY | SPDR S&P 500 ETFetf | $1,742,000 | 0.0% | 4,617 | 0.0% | 0.78% | 0.0% | |
| SCHE | Schwab Emerging Market Equity Etfetf | $1,587,000 | 0.0% | 62,545 | 0.0% | 0.71% | 0.0% | |
| MUB | Ishares National AMT Free Muni ETFetf | $1,377,000 | 0.0% | 12,942 | 0.0% | 0.62% | 0.0% | |
| SCHA | Schwab US Small Cap Etfetf | $1,044,000 | 0.0% | 26,765 | 0.0% | 0.47% | 0.0% | |
| SCHM | Schwab US Mid-Cap Etfetf | $953,000 | 0.0% | 15,188 | 0.0% | 0.43% | 0.0% | |
| SCHF | Schwab International Equity ETFetf | $818,000 | 0.0% | 26,001 | 0.0% | 0.37% | 0.0% | |
| IWV | iShares Russell 3000 Index (ETF)etf | $720,000 | 0.0% | 3,310 | 0.0% | 0.32% | 0.0% | |
| EFA | Ishares Msci EAFE Index ETFetf | $554,000 | 0.0% | 8,863 | 0.0% | 0.25% | 0.0% | |
| MDT | Medtronic Inc | $489,000 | 0.0% | 5,447 | 0.0% | 0.22% | 0.0% | |
| AGG | iShares Barclays Aggregate Bond ETFetf | $469,000 | 0.0% | 4,614 | 0.0% | 0.21% | 0.0% | |
| IWR | Ishares Russell Midcap ETFetf | $374,000 | 0.0% | 5,781 | 0.0% | 0.17% | 0.0% | |
| TFI | Spdr Nuveen Barclay Muni Bond ETFetf | $361,000 | 0.0% | 7,863 | 0.0% | 0.16% | 0.0% | |
| SPMD | SPDR SERIES TRUST PORTFOLIO Mid Cap ETFetf | $341,000 | 0.0% | 8,588 | 0.0% | 0.15% | 0.0% | |
| RTX | Raytheon Technologies Co | $261,000 | 0.0% | 2,714 | 0.0% | 0.12% | 0.0% | |
| VO | Vanguard Mid Cap ETFetf | $222,000 | 0.0% | 1,127 | 0.0% | 0.10% | 0.0% | |
| VWO | Vanguard Emerging Market ETFetf | $166,000 | 0.0% | 3,976 | 0.0% | 0.07% | 0.0% | |
| AAPL | Apple Inc | $145,000 | 0.0% | 1,062 | 0.0% | 0.06% | 0.0% | |
| BSCM | Guggenheim Bullet 2022etf | $109,000 | 0.0% | 5,162 | 0.0% | 0.05% | 0.0% | |
| ACWI | Ishares Msci Acwi Etfetf | $104,000 | 0.0% | 1,239 | 0.0% | 0.05% | 0.0% | |
| VOO | Vanguard S&P 500 Index ETFetf | $95,000 | 0.0% | 274 | 0.0% | 0.04% | 0.0% | |
| OTIS | Otis Worldwide Corp | $93,000 | 0.0% | 1,323 | 0.0% | 0.04% | 0.0% | |
| CARR | Carrier Global Corp | $94,000 | 0.0% | 2,631 | 0.0% | 0.04% | 0.0% | |
| SPSM | SPDR SERIES TRUST PORTFOLIO Small Cap ETFetf | $88,000 | 0.0% | 2,454 | 0.0% | 0.04% | 0.0% | |
| VEA | Vanguard Europe Pac Etfetf | $86,000 | 0.0% | 2,109 | 0.0% | 0.04% | 0.0% | |
| VTI | Vanguard Total Stock Mkt ETFetf | $81,000 | 0.0% | 428 | 0.0% | 0.04% | 0.0% | |
| SUB | Ishares Short-Term National Muni Bond ETFetf | $73,000 | 0.0% | 702 | 0.0% | 0.03% | 0.0% | |
| BKLN | Powershares Etfetf | $46,000 | 0.0% | 2,294 | 0.0% | 0.02% | 0.0% | |
| IVE | Ishares S&P 500 Value ETFetf | $33,000 | 0.0% | 243 | 0.0% | 0.02% | 0.0% | |
| JNJ | Johnson & Johnson | $23,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% | |
| BABA | Alibaba Group Hldg ADR | $13,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% | |
| XRAY | Dentsply Intl Inc | $14,000 | 0.0% | 390 | 0.0% | 0.01% | 0.0% | |
| CHPT | ChargePoint Holdings Inc | $11,000 | 0.0% | 776 | 0.0% | 0.01% | 0.0% | |
| VB | Vanguard Small Cap Index ETFetf | $11,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% | |
| AMAT | Applied Materials Inc | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IAU | Ishares Gold ETFetf | $7,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
| EEM | Ishares Msci Emrg Mkt ETFetf | $7,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR DJ Wilshire Global Real Estate (ETF)etf | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| LEMB | iShares Emerging Markets Local Currency Bond ETFetf | $0 | – | 9 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares TRUST Core Msci Eafe Etf | 23 | Q3 2023 | 20.5% |
| iShares S&P 500 Index (ETF) | 23 | Q3 2023 | 19.5% |
| Ishares Inc Core Msci Emerging Mkts Etf | 23 | Q3 2023 | 11.2% |
| Schwab US Large Cap Etf | 23 | Q3 2023 | 14.1% |
| iShares Core S&P Mid-Cap ETF | 23 | Q3 2023 | 8.4% |
| Schwab International Equity ETF | 23 | Q3 2023 | 12.7% |
| iShares S&P SmallCap 600 Index (ETF) | 23 | Q3 2023 | 5.5% |
| Schwab Emerging Market Equity Etf | 23 | Q3 2023 | 7.8% |
| Schwab US Mid-Cap Etf | 23 | Q3 2023 | 8.0% |
| Schwab US Broad Market Etf | 23 | Q3 2023 | 5.4% |
View Ironwood Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-01 |
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.