Ironwood Wealth Management

Ironwood Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 44 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Long-Term Treasury ETF Etf (VGLT) 14.6 $44M 712k 61.53
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 14.5 $44M 619k 70.35
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 13.3 $40M 415k 96.39
iShares S&P 500 Index Etf (IVV) 12.2 $37M 77k 477.63
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 8.2 $25M 487k 50.58
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP) 6.5 $20M 960k 20.45
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.4 $13M 47k 277.15
iShares S&P SmallCap 600 Index Etf (IJR) 3.7 $11M 103k 108.25
SPDR Developed World Ex-US ETF Etf (SPDW) 3.4 $10M 296k 34.01
Ishares National AMT Free Muni ETF Etf (MUB) 3.0 $9.1M 84k 108.41
Schwab US Large Cap Etf Etf (SCHX) 2.3 $7.0M 124k 56.40
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 1.8 $5.3M 126k 42.18
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.4 $4.1M 39k 105.43
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.3 $3.9M 111k 35.41
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 1.2 $3.6M 120k 30.39
Schwab International Equity ETF Etf (SCHF) 1.1 $3.4M 93k 36.96
Schwab US Broad Market Etf Etf (SCHB) 1.1 $3.3M 59k 55.67
Ishares Msci EAFE Index ETF Etf (EFA) 0.9 $2.6M 34k 75.35
Spdr S&p 500 Etf Etf (SPY) 0.8 $2.3M 4.8k 475.31
Schwab Emerging Market Equity Etf Etf (SCHE) 0.6 $1.8M 72k 24.79
Schwab US Mid-Cap Etf Etf (SCHM) 0.5 $1.4M 18k 75.32
Schwab US Small Cap Etf Etf (SCHA) 0.5 $1.4M 29k 47.24
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 0.4 $1.3M 61k 21.24
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.4 $1.2M 25k 48.72
iShares Russell 3000 Index Etf (IWV) 0.4 $1.1M 3.8k 273.74
Ishares Tr Barclays 1-3 Bond Etf (SHY) 0.3 $1.0M 12k 82.04
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 0.3 $855k 18k 47.79
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.2 $511k 5.2k 99.25
Ishares Russell Midcap ETF Etf (IWR) 0.1 $427k 5.5k 77.73
Vanguard Emerging Market ETF Etf (VWO) 0.1 $309k 7.5k 41.10
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $256k 2.5k 101.77
Vanguard Mid Cap ETF Etf (VO) 0.1 $249k 1.1k 232.64
Powershares Etf Etf (BKLN) 0.1 $229k 11k 21.18
SPDR Portfolio Long Term Treasury ETF Etf (SPTL) 0.1 $156k 5.4k 29.02
Vanguard Total Stock Mkt ETF Etf (VTI) 0.1 $150k 634.00 237.25
Vanguard Europe Pac Etf Etf (VEA) 0.0 $121k 2.5k 47.90
Vanguard S&P 500 Index ETF Etf (VOO) 0.0 $120k 274.00 436.80
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.0 $67k 1.5k 43.71
Scorpio Tankers Common Stock (STNG) 0.0 $43k 700.00 60.80
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $38k 221.00 173.89
Vanguard Small Cap Index ETF Etf (VB) 0.0 $22k 103.00 213.92
Dentsply Intl Common Stock (XRAY) 0.0 $14k 390.00 35.59
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $6.7k 166.00 40.21
Ishares Gold ETF Etf (IAU) 0.0 $3.1k 80.00 39.02