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) 20.1 $43M 576k 74.25
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 18.5 $39M 394k 100.02
iShares S&P 500 Index Etf (IVV) 18.3 $39M 91k 430.82
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 10.2 $22M 350k 61.76
iShares S&P SmallCap 600 Index Etf (IJR) 5.5 $12M 107k 109.19
iShares Core S&P Mid-Cap ETF Etf (IJH) 5.5 $12M 45k 263.07
Guggenheim Bullet 2022 Etf 5.2 $11M 512k 21.53
Schwab US Large Cap Etf Etf (SCHX) 2.8 $5.9M 57k 104.04
SPDR Developed World Ex-US ETF Etf (SPDW) 1.8 $3.7M 103k 36.21
Schwab US Broad Market Etf Etf (SCHB) 1.6 $3.4M 33k 103.86
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 1.6 $3.4M 69k 49.41
SPDR S&P 600 Small Cap ETF Etf 1.0 $2.2M 23k 94.74
Spdr S&p 500 Etf Etf (SPY) 0.8 $1.8M 4.2k 429.25
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 0.8 $1.7M 39k 42.53
Ishares National AMT Free Muni ETF Etf (MUB) 0.8 $1.6M 14k 116.19
Schwab Emerging Market Equity Etf Etf (SCHE) 0.8 $1.6M 53k 30.49
Schwab US Mid-Cap Etf Etf (SCHM) 0.6 $1.3M 17k 76.66
Schwab US Small Cap Etf Etf (SCHA) 0.6 $1.3M 13k 100.11
Schwab International Equity ETF Etf (SCHF) 0.5 $1.1M 28k 38.70
iShares Russell 3000 Index Etf (IWV) 0.5 $989k 3.9k 254.90
Medtronic Common Stock (MDT) 0.3 $680k 5.4k 125.30
Ishares Msci EAFE Index ETF Etf (EFA) 0.3 $628k 8.0k 78.05
Ishares Russell Midcap ETF Etf (IWR) 0.3 $551k 7.0k 78.24
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $531k 4.6k 114.89
Ishares Short-Term National Muni Bond ETF Etf (SUB) 0.2 $412k 3.8k 107.63
Vanguard Mid Cap ETF Etf (VO) 0.1 $291k 1.2k 237.16
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.1 $284k 6.2k 46.12
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $275k 1.2k 222.63
Raytheon Technologies Common Stock (RTX) 0.1 $226k 2.6k 85.90
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 0.1 $222k 7.6k 29.29
Vanguard Emerging Market ETF Etf (VWO) 0.1 $182k 3.6k 49.89
Guggenheim Bullet 2021 Etf 0.1 $157k 7.4k 21.12
Carrier Global Corp Common Stock (CARR) 0.1 $136k 2.6k 51.69
Otis Worldwide Corp Common Stock (OTIS) 0.1 $108k 1.3k 82.13
Apple Common Stock (AAPL) 0.0 $104k 734.00 141.69
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $102k 259.00 395.21
Vanguard Europe Pac Etf Etf (VEA) 0.0 $83k 1.6k 50.76
Powershares Etf Etf (BKLN) 0.0 $55k 2.5k 22.10
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $47k 475.00 98.95
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $35k 243.00 144.03
Dentsply Intl Common Stock (XRAY) 0.0 $23k 390.00 58.97
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $18k 434.00 41.47
Johnson & Johnson Common Stock (JNJ) 0.0 $14k 86.00 162.79
Applied Materials Common Stock (AMAT) 0.0 $13k 100.00 130.00
Ishares Gold ETF Etf (IAU) 0.0 $8.0k 235.00 34.04
Vanguard Small Cap Index ETF Etf (VB) 0.0 $7.0k 34.00 205.88
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $4.0k 76.00 52.63
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.0 $2.0k 36.00 55.56
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