Ironwood Wealth Management

Ironwood Wealth Management as of March 31, 2022

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 55 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 17.2 $42M 601k 69.51
iShares S&P 500 Index Etf (IVV) 15.4 $38M 83k 453.68
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf (SGOV) 14.9 $36M 364k 100.05
Invesco BulletShares 2024 Corp Bd ETF Etf (BSCO) 9.1 $22M 1.1M 21.07
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 7.5 $18M 328k 55.55
iShares S&P SmallCap 600 Index Etf (IJR) 4.6 $11M 105k 107.88
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.3 $11M 39k 268.33
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 3.8 $9.1M 85k 107.47
SPDR Developed World Ex-US ETF Etf (SPDW) 3.0 $7.2M 210k 34.28
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 2.6 $6.4M 172k 36.91
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 2.4 $5.8M 150k 38.64
Schwab US Large Cap Etf Etf (SCHX) 2.3 $5.7M 105k 53.85
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 2.0 $4.8M 212k 22.73
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 1.8 $4.3M 90k 47.33
Schwab US Broad Market Etf Etf (SCHB) 1.3 $3.2M 60k 53.39
SPDR S&P 600 Small Cap ETF Etf 1.2 $2.9M 31k 93.60
Ishares National AMT Free Muni ETF Etf (MUB) 0.8 $1.9M 17k 109.64
Ishares Short-Term National Muni Bond ETF Etf (SUB) 0.8 $1.9M 18k 104.57
Spdr S&p 500 Etf Etf (SPY) 0.7 $1.8M 4.0k 451.72
Schwab Emerging Market Equity Etf Etf (SCHE) 0.6 $1.4M 52k 27.76
Schwab US Small Cap Etf Etf (SCHA) 0.5 $1.2M 26k 47.36
Schwab US Mid-Cap Etf Etf (SCHM) 0.5 $1.1M 15k 75.84
Schwab International Equity ETF Etf (SCHF) 0.4 $960k 26k 36.70
Medtronic Common Stock (MDT) 0.4 $939k 8.5k 111.01
iShares Russell 3000 Index Etf (IWV) 0.4 $873k 3.3k 262.32
Ishares Msci EAFE Index ETF Etf (EFA) 0.2 $590k 8.0k 73.63
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $496k 4.6k 107.06
Ishares Russell Midcap ETF Etf (IWR) 0.2 $467k 6.0k 77.96
Vanguard Mid Cap ETF Etf (VO) 0.1 $292k 1.2k 237.98
Apple Common Stock (AAPL) 0.1 $273k 1.6k 174.66
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $264k 1.2k 227.98
Raytheon Technologies Common Stock (RTX) 0.1 $261k 2.6k 99.20
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.1 $260k 5.5k 47.13
Guggenheim Bullet 2022 Etf 0.1 $195k 9.2k 21.21
Vanguard Emerging Market ETF Etf (VWO) 0.1 $183k 4.0k 46.03
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $131k 1.3k 99.92
Carrier Global Corp Common Stock (CARR) 0.0 $121k 2.6k 45.99
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $114k 274.00 416.06
Otis Worldwide Corp Common Stock (OTIS) 0.0 $101k 1.3k 76.81
Vanguard Europe Pac Etf Etf (VEA) 0.0 $95k 2.0k 48.20
Powershares Etf Etf (BKLN) 0.0 $54k 2.5k 21.59
ChargePoint Holdings Common Stock (CHPT) 0.0 $48k 2.4k 19.70
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $38k 695.00 54.68
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $38k 243.00 156.38
Intuitive Surgical Common Stock (ISRG) 0.0 $24k 81.00 296.30
Johnson & Johnson Common Stock (JNJ) 0.0 $20k 111.00 180.18
Dentsply Intl Common Stock (XRAY) 0.0 $19k 390.00 48.72
Vanguard Small Cap Index ETF Etf (VB) 0.0 $13k 61.00 213.11
Applied Materials Common Stock (AMAT) 0.0 $13k 100.00 130.00
Alibaba Group Hldg Common Stock (BABA) 0.0 $10k 93.00 107.53
Ishares Gold ETF Etf (IAU) 0.0 $9.0k 234.00 38.46
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $8.0k 180.00 44.44
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 0.0 $3.0k 72.00 41.67
Spdr Nuveen Barclay Muni Bond ETF Etf (TFI) 0.0 $2.0k 46.00 43.48
iShares Emerging Markets Local Currency Bond ETF Etf (LEMB) 0.0 $0 8.00 0.00