Ironwood Wealth Management

Ironwood Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 51 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 20.3 $35M 466k 75.43
iShares S&P 500 Index Etf (IVV) 19.3 $34M 78k 429.54
Guggenheim Bullet 2022 Etf 12.3 $21M 991k 21.60
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 10.8 $19M 277k 67.46
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 6.4 $11M 110k 100.03
iShares Core S&P Mid-Cap ETF Etf (IJH) 5.8 $10M 38k 268.79
iShares S&P SmallCap 600 Index Etf (IJR) 4.4 $7.7M 68k 112.64
Schwab US Large Cap Etf Etf (SCHX) 3.4 $6.0M 57k 104.02
SPDR Developed World Ex-US ETF Etf (SPDW) 2.2 $3.8M 103k 37.07
Schwab US Broad Market Etf Etf (SCHB) 2.1 $3.6M 34k 104.22
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 1.4 $2.4M 48k 49.54
SPDR S&P 600 Small Cap ETF Etf 1.3 $2.3M 24k 97.37
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.1 $1.8M 40k 45.80
Ishares National AMT Free Muni ETF Etf (MUB) 1.0 $1.8M 16k 117.09
Spdr S&p 500 Etf Etf (SPY) 1.0 $1.8M 4.2k 427.76
Schwab Emerging Market Equity Etf Etf (SCHE) 1.0 $1.8M 53k 33.12
Schwab US Mid-Cap Etf Etf (SCHM) 0.8 $1.4M 18k 78.33
Schwab US Small Cap Etf Etf (SCHA) 0.8 $1.4M 13k 104.13
Schwab International Equity ETF Etf (SCHF) 0.6 $1.1M 28k 39.73
iShares Russell 3000 Index Etf (IWV) 0.6 $1.1M 4.1k 255.91
Ishares Short-Term National Muni Bond ETF Etf (SUB) 0.5 $888k 8.2k 107.74
Medtronic Common Stock (MDT) 0.4 $676k 5.4k 124.56
Ishares Msci EAFE Index ETF Etf (EFA) 0.4 $634k 8.0k 79.44
Ishares Russell Midcap ETF Etf (IWR) 0.3 $559k 7.0k 79.38
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.3 $533k 4.6k 115.32
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.2 $295k 6.3k 47.12
Vanguard Mid Cap ETF Etf (VO) 0.2 $292k 1.2k 237.98
Vanguard Total Stock Mkt ETF Etf (VTI) 0.2 $275k 1.2k 223.03
Guggenheim Bullet 2021 Etf 0.1 $228k 11k 21.13
Raytheon Technologies Common Stock (RTX) 0.1 $222k 2.6k 84.38
Vanguard Emerging Market ETF Etf (VWO) 0.1 $205k 3.7k 54.70
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 0.1 $204k 7.6k 26.91
Carrier Global Corp Common Stock (CARR) 0.1 $128k 2.6k 48.65
Otis Worldwide Corp Common Stock (OTIS) 0.1 $108k 1.3k 82.13
Vanguard S&P 500 Index ETF Etf (VOO) 0.1 $102k 259.00 393.82
Apple Common Stock (AAPL) 0.1 $100k 734.00 136.24
Vanguard Europe Pac Etf Etf (VEA) 0.0 $85k 1.6k 51.99
Powershares Etf Etf (BKLN) 0.0 $55k 2.5k 22.10
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $39k 380.00 102.63
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $36k 243.00 148.15
Dentsply Intl Common Stock (XRAY) 0.0 $25k 390.00 64.10
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $19k 434.00 43.78
Johnson & Johnson Common Stock (JNJ) 0.0 $14k 86.00 162.79
Applied Materials Common Stock (AMAT) 0.0 $14k 100.00 140.00
Vanguard Small Cap Index ETF Etf (VB) 0.0 $8.0k 34.00 235.29
Ishares Gold ETF Etf (IAU) 0.0 $7.0k 206.00 33.98
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.0 $4.0k 70.00 57.14
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $4.0k 73.00 54.79
iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) 0.0 $2.0k 50.00 40.00
Energy Select Sector SPDR ETF Etf (XLE) 0.0 $1.0k 16.00 62.50
ChargePoint Holdings Common Stock (CHPT) 0.0 $999.999000 26.00 38.46