Ironwood Wealth Management

Ironwood Wealth Management as of Sept. 30, 2018

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 58 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Claymore Exchange Trd Fd Tr gug bull2019 e 18.4 $21M 988k 21.08
Schwab International Equity ETF (SCHF) 11.9 $14M 401k 33.53
Claymore Exchange Trd Fd Tr gug bul 2019 hy 9.7 $11M 451k 24.27
Schwab Strategic Tr us lrg cap etf (SCHX) 9.3 $11M 151k 69.56
Sch Us Mid-cap Etf etf (SCHM) 8.0 $9.1M 157k 57.84
Schwab Emerging Markets Equity ETF (SCHE) 7.6 $8.6M 334k 25.71
Schwab U S Small Cap ETF (SCHA) 5.4 $6.1M 80k 76.17
Schwab U S Broad Market ETF (SCHB) 4.5 $5.1M 72k 70.38
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.3 $4.9M 77k 64.08
iShares S&P 500 Index (IVV) 2.9 $3.3M 11k 292.69
Ishares Inc core msci emkt (IEMG) 2.8 $3.2M 61k 51.77
iShares S&P MidCap 400 Index (IJH) 2.5 $2.8M 14k 201.32
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 2.0 $2.3M 48k 47.68
iShares S&P SmallCap 600 Index (IJR) 1.8 $2.1M 24k 87.23
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.7 $1.9M 18k 104.71
iShares Russell 3000 Index (IWV) 1.3 $1.5M 8.7k 172.30
SPDR Nuveen Barclays Capital Municpl Bnd 1.2 $1.4M 29k 47.47
Spdr S&p 500 Etf (SPY) 0.6 $686k 2.4k 290.68
iShares Russell Midcap Index Fund (IWR) 0.6 $680k 3.1k 220.56
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.6 $681k 6.3k 107.91
SPDR Dow Jones Global Real Estate (RWO) 0.4 $430k 9.0k 47.57
iShares MSCI EAFE Index Fund (EFA) 0.4 $405k 6.0k 67.94
United Technologies Corporation 0.3 $368k 2.6k 139.87
Market Vectors High Yield Muni. Ind 0.2 $266k 8.6k 31.07
Vanguard Mid-Cap ETF (VO) 0.2 $246k 1.5k 164.11
Rydex S&P Equal Weight Utilities 0.2 $216k 2.5k 87.70
Vanguard Europe Pacific ETF (VEA) 0.1 $168k 3.9k 43.14
iShares Dow Jones US Utilities (IDU) 0.1 $173k 1.3k 133.90
Ishares Inc emrg mrk lc bd (LEMB) 0.1 $167k 3.9k 43.17
Vanguard Emerging Markets ETF (VWO) 0.1 $151k 3.7k 41.02
Spdr Series Trust brcly em locl (EBND) 0.1 $108k 4.1k 26.41
Vanguard Total Stock Market ETF (VTI) 0.1 $97k 649.00 149.46
Claymore Exchange Trd Fd Tr gug bull2018 e 0.1 $66k 3.1k 21.19
Fidelity msci utils index (FUTY) 0.1 $51k 1.5k 34.91
Apple (AAPL) 0.0 $40k 179.00 223.46
iShares Lehman Aggregate Bond (AGG) 0.0 $44k 420.00 104.76
Ubs Ag Jersey Brh fund 0.0 $42k 2.7k 15.30
Boeing Company (BA) 0.0 $37k 100.00 370.00
iShares Gold Trust 0.0 $36k 3.1k 11.57
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.0 $33k 307.00 107.49
PowerShares Cleantech Portfolio 0.0 $33k 748.00 44.12
Ford Motor Company (F) 0.0 $19k 2.0k 9.50
iShares S&P 500 Value Index (IVE) 0.0 $28k 245.00 114.29
iShares MSCI EAFE Growth Index (EFG) 0.0 $27k 339.00 79.65
iShares MSCI Emerging Markets Indx (EEM) 0.0 $9.0k 213.00 42.25
Johnson & Johnson (JNJ) 0.0 $12k 86.00 139.53
DENTSPLY International 0.0 $15k 390.00 38.46
Occidental Petroleum Corporation (OXY) 0.0 $8.0k 100.00 80.00
SPDR Barclays Capital Aggregate Bo (SPAB) 0.0 $10k 351.00 28.49
SPDR DJ Wilshire Mid Cap (SPMD) 0.0 $10k 277.00 36.10
Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $11k 322.00 34.16
Alphabet Inc Class A cs (GOOGL) 0.0 $16k 13.00 1230.77
Alphabet Inc Class C cs (GOOG) 0.0 $10k 8.00 1250.00
McKesson Corporation (MCK) 0.0 $5.0k 40.00 125.00
iShares S&P 500 Growth Index (IVW) 0.0 $2.0k 11.00 181.82
SPDR S&P Emerging Markets (SPEM) 0.0 $2.0k 44.00 45.45
SPDR S&P World ex-US (SPDW) 0.0 $4.0k 114.00 35.09
Facebook Inc cl a (META) 0.0 $1.0k 5.00 200.00