Ironwood Wealth Management

Ironwood Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 52 positions in its portfolio as reported in the December 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) 20.0 $46M 615k 74.64
iShares S&P 500 Index Etf (IVV) 19.3 $44M 93k 476.99
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 18.9 $43M 433k 100.03
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 9.8 $23M 377k 59.86
iShares Core S&P Mid-Cap ETF Etf (IJH) 5.5 $13M 45k 283.09
iShares S&P SmallCap 600 Index Etf (IJR) 5.4 $12M 108k 114.51
Guggenheim Bullet 2022 Etf 5.1 $12M 548k 21.39
Schwab US Large Cap Etf Etf (SCHX) 2.8 $6.4M 56k 113.83
SPDR Developed World Ex-US ETF Etf (SPDW) 1.6 $3.8M 104k 36.48
Schwab US Broad Market Etf Etf (SCHB) 1.6 $3.7M 33k 113.02
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 1.4 $3.3M 67k 49.18
SPDR S&P 600 Small Cap ETF Etf 1.0 $2.3M 23k 99.39
Spdr S&p 500 Etf Etf (SPY) 0.9 $2.0M 4.2k 474.89
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 0.7 $1.6M 40k 41.48
Ishares National AMT Free Muni ETF Etf (MUB) 0.7 $1.6M 14k 116.28
Schwab Emerging Market Equity Etf Etf (SCHE) 0.7 $1.6M 52k 29.63
Schwab US Mid-Cap Etf Etf (SCHM) 0.6 $1.4M 17k 80.42
Schwab US Small Cap Etf Etf (SCHA) 0.6 $1.4M 14k 102.43
Schwab International Equity ETF Etf (SCHF) 0.5 $1.1M 28k 38.88
iShares Russell 3000 Index Etf (IWV) 0.5 $1.1M 3.9k 277.58
Ishares Msci EAFE Index ETF Etf (EFA) 0.3 $636k 8.1k 78.64
Ishares Russell Midcap ETF Etf (IWR) 0.3 $585k 7.0k 83.07
Medtronic Common Stock (MDT) 0.2 $561k 5.4k 103.37
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $542k 4.7k 114.15
Ishares Short-Term National Muni Bond ETF Etf (SUB) 0.2 $500k 4.7k 107.43
Vanguard Mid Cap ETF Etf (VO) 0.1 $313k 1.2k 255.09
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.1 $306k 6.2k 49.72
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $298k 1.2k 241.69
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 0.1 $234k 8.1k 28.75
Raytheon Technologies Common Stock (RTX) 0.1 $226k 2.6k 85.90
Vanguard Emerging Market ETF Etf (VWO) 0.1 $180k 3.6k 49.33
Carrier Global Corp Common Stock (CARR) 0.1 $143k 2.6k 54.35
Apple Common Stock (AAPL) 0.1 $130k 734.00 177.11
Otis Worldwide Corp Common Stock (OTIS) 0.0 $114k 1.3k 86.69
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $113k 259.00 436.29
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $105k 988.00 106.28
Vanguard Europe Pac Etf Etf (VEA) 0.0 $84k 1.6k 51.34
Powershares Etf Etf (BKLN) 0.0 $55k 2.5k 22.10
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $38k 243.00 156.38
Ishares Gold ETF Etf (IAU) 0.0 $29k 847.00 34.24
Dentsply Intl Common Stock (XRAY) 0.0 $22k 390.00 56.41
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $19k 434.00 43.78
Applied Materials Common Stock (AMAT) 0.0 $16k 100.00 160.00
Johnson & Johnson Common Stock (JNJ) 0.0 $15k 86.00 174.42
Vanguard Small Cap Index ETF Etf (VB) 0.0 $8.0k 34.00 235.29
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.0 $5.2k 85.00 61.22
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $5.0k 93.00 53.76
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $4.0k 76.00 52.63
iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) 0.0 $2.6k 81.00 32.26
Alibaba Group Hldg Common Stock (BABA) 0.0 $2.0k 16.00 125.00
ChargePoint Holdings Common Stock (CHPT) 0.0 $1.7k 66.00 25.00
Energy Select Sector SPDR ETF Etf (XLE) 0.0 $0 16.00 0.00