Ironwood Wealth Management

Ironwood Wealth Management as of Dec. 31, 2018

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 55 positions in its portfolio as reported in the December 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 19.1 $20M 942k 21.06
Schwab International Equity ETF (SCHF) 11.0 $11M 401k 28.35
Claymore Exchange Trd Fd Tr gug bul 2019 hy 9.9 $10M 434k 23.64
Schwab Strategic Tr us lrg cap etf (SCHX) 8.5 $8.8M 148k 59.70
Sch Us Mid-cap Etf etf (SCHM) 7.4 $7.7M 160k 47.93
Schwab Emerging Markets Equity ETF (SCHE) 6.9 $7.1M 303k 23.53
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.8 $5.0M 91k 55.00
Schwab U S Small Cap ETF (SCHA) 4.4 $4.5M 75k 60.68
Schwab U S Broad Market ETF (SCHB) 4.1 $4.3M 71k 59.93
Ishares Inc core msci emkt (IEMG) 3.7 $3.9M 82k 47.15
iShares S&P 500 Index (IVV) 3.0 $3.1M 12k 251.58
iShares S&P MidCap 400 Index (IJH) 2.8 $2.9M 17k 166.05
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 2.5 $2.7M 25k 105.39
iShares S&P SmallCap 600 Index (IJR) 1.6 $1.6M 24k 69.32
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 1.4 $1.5M 31k 48.07
iShares Russell 3000 Index (IWV) 1.4 $1.4M 9.8k 146.88
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.1 $1.1M 10k 109.09
SPDR Nuveen Barclays Capital Municpl Bnd 0.9 $905k 19k 48.12
Spdr S&p 500 Etf (SPY) 0.6 $628k 2.5k 250.00
iShares Russell Midcap Index Fund (IWR) 0.6 $576k 12k 46.48
Vanguard Small-Cap ETF (VB) 0.6 $581k 4.4k 131.96
SPDR Dow Jones Global Real Estate (RWO) 0.4 $412k 9.3k 44.31
Spdr Ser Tr spdr russel 2000 (SPSM) 0.4 $404k 15k 26.36
SPDR S&P World ex-US (SPDW) 0.4 $373k 14k 26.44
iShares MSCI EAFE Index Fund (EFA) 0.3 $350k 6.0k 58.71
United Technologies Corporation 0.3 $280k 2.6k 106.42
Market Vectors High Yield Muni. Ind 0.2 $261k 4.3k 60.98
Ubs Ag Jersey Brh fund 0.2 $259k 19k 13.49
Vanguard Mid-Cap ETF (VO) 0.2 $207k 1.5k 138.09
SPDR S&P Emerging Markets (SPEM) 0.2 $206k 6.4k 32.42
Rydex S&P Equal Weight Utilities 0.2 $205k 2.3k 88.55
Ishares Inc emrg mrk lc bd (LEMB) 0.2 $198k 4.6k 43.02
iShares Dow Jones US Utilities (IDU) 0.2 $172k 1.3k 134.06
Vanguard Emerging Markets ETF (VWO) 0.1 $142k 3.7k 38.16
Vanguard Europe Pacific ETF (VEA) 0.1 $125k 3.4k 37.22
Vanguard Total Stock Market ETF (VTI) 0.1 $83k 649.00 127.89
Fidelity msci utils index (FUTY) 0.1 $48k 1.4k 34.78
Apple (AAPL) 0.0 $42k 265.00 158.49
iShares Gold Trust 0.0 $38k 3.1k 12.35
Boeing Company (BA) 0.0 $32k 100.00 320.00
iShares Lehman Aggregate Bond (AGG) 0.0 $32k 304.00 105.26
SPDR DJ Wilshire Mid Cap (SPMD) 0.0 $26k 894.00 29.08
PowerShares Cleantech Portfolio 0.0 $28k 748.00 37.43
iShares S&P 500 Value Index (IVE) 0.0 $25k 245.00 102.04
Vanguard S&p 500 Etf idx (VOO) 0.0 $17k 72.00 236.11
iShares MSCI Emerging Markets Indx (EEM) 0.0 $8.0k 213.00 37.56
Johnson & Johnson (JNJ) 0.0 $11k 86.00 127.91
DENTSPLY International 0.0 $15k 390.00 38.46
Occidental Petroleum Corporation (OXY) 0.0 $6.0k 100.00 60.00
Ford Motor Company (F) 0.0 $15k 2.0k 7.50
SPDR Barclays Capital Aggregate Bo (SPAB) 0.0 $12k 413.00 29.06
Spdr Series Trust brcly em locl (EBND) 0.0 $13k 498.00 26.10
Alphabet Inc Class A cs (GOOGL) 0.0 $14k 13.00 1076.92
Alphabet Inc Class C cs (GOOG) 0.0 $8.0k 8.00 1000.00
iShares S&P 500 Growth Index (IVW) 0.0 $2.0k 11.00 181.82