Ironwood Wealth Management

Ironwood Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 50 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 18.6 $30M 434k 69.09
iShares S&P 500 Index Etf (IVV) 17.4 $28M 75k 375.39
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 11.2 $18M 291k 62.04
Gugg Bltshs 2021 Hgh Yld Etf 9.2 $15M 638k 23.10
Guggenheim Bullet 2021 Etf 9.1 $15M 691k 21.21
iShares Core S&P Mid-Cap ETF Etf (IJH) 8.2 $13M 57k 229.83
iShares S&P SmallCap 600 Index Etf (IJR) 4.4 $7.1M 77k 91.90
Schwab US Large Cap Etf Etf (SCHX) 3.8 $6.1M 67k 90.96
SPDR Developed World Ex-US ETF Etf (SPDW) 2.3 $3.7M 109k 33.75
Schwab US Broad Market Etf Etf (SCHB) 2.1 $3.5M 38k 90.99
Schwab US Mid-Cap Etf Etf (SCHM) 1.5 $2.5M 36k 68.18
Schwab US Small Cap Etf Etf (SCHA) 1.4 $2.2M 25k 89.01
SPDR S&P 600 Small Cap ETF Etf 1.4 $2.2M 28k 79.53
Schwab Emerging Market Equity Etf Etf (SCHE) 1.3 $2.1M 69k 30.64
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.3 $2.1M 50k 42.16
Spdr S&p 500 Etf Etf (SPY) 1.0 $1.7M 4.5k 373.78
Ishares National AMT Free Muni ETF Etf (MUB) 0.9 $1.4M 12k 117.17
iShares Russell 3000 Index Etf (IWV) 0.7 $1.2M 5.2k 223.64
Schwab International Equity ETF Etf (SCHF) 0.7 $1.1M 30k 35.99
Ishares Short-Term National Muni Bond ETF Etf (SUB) 0.5 $876k 8.1k 108.05
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 0.5 $803k 16k 49.79
Ishares Russell Midcap ETF Etf (IWR) 0.4 $642k 9.4k 68.50
Ishares Msci EAFE Index ETF Etf (EFA) 0.4 $631k 8.7k 72.91
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.3 $520k 4.4k 118.16
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.3 $442k 11k 40.38
Vanguard Mid Cap ETF Etf (VO) 0.2 $334k 1.6k 206.56
Raytheon Technologies Common Stock (RTX) 0.1 $188k 2.6k 71.46
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 0.1 $183k 8.3k 21.95
Vanguard Emerging Market ETF Etf (VWO) 0.1 $183k 3.6k 50.23
Carrier Global Corp Common Stock (CARR) 0.1 $99k 2.6k 37.63
Otis Worldwide Corp Common Stock (OTIS) 0.1 $89k 1.3k 67.68
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $81k 418.00 193.78
Vanguard Europe Pac Etf Etf (VEA) 0.0 $77k 1.6k 47.24
Apple Common Stock (AAPL) 0.0 $70k 529.00 132.33
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $64k 187.00 342.25
Powershares Etf Etf (BKLN) 0.0 $56k 2.5k 22.34
PowerShares Cleantech Portfolio ETF Etf (ERTH) 0.0 $40k 532.00 75.19
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $31k 243.00 127.57
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $29k 319.00 90.91
Dentsply Intl Common Stock (XRAY) 0.0 $20k 390.00 51.28
Vanguard Small Cap Index ETF Etf (VB) 0.0 $20k 104.00 192.31
Johnson & Johnson Common Stock (JNJ) 0.0 $14k 86.00 162.79
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $12k 338.00 35.50
Ishares Gold ETF Etf 0.0 $6.0k 334.00 17.96
iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) 0.0 $4.0k 79.00 50.63
Ishares S&P 500 Growth ETF Etf (IVW) 0.0 $3.0k 44.00 68.18
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $3.0k 61.00 49.18
Energy Select Sector SPDR ETF Etf (XLE) 0.0 $1.0k 16.00 62.50
Scorpio Tankers Common Stock (STNG) 0.0 $999.997600 56.00 17.86
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.0 $0 1.00 0.00