Ironwood Wealth Management

Ironwood Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Ironwood Wealth Management

Ironwood Wealth Management holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares TRUST Core Msci Eafe Etf Etf (IEFA) 15.1 $49M 694k 70.28
Vanguard Long-Term Treasury ETF Etf (VGLT) 14.8 $48M 862k 55.35
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 13.9 $45M 483k 92.45
iShares S&P 500 Index Etf (IVV) 12.1 $39M 66k 588.68
Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) 8.4 $27M 519k 52.22
Invesco BulletShares 2025 Corp Bd ETF Etf (BSCP) 7.2 $23M 1.1M 20.65
iShares Core S&P Mid-Cap ETF Etf (IJH) 4.3 $14M 223k 62.31
iShares S&P SmallCap 600 Index Etf (IJR) 4.1 $13M 115k 115.22
SPDR Developed World Ex-US ETF Etf (SPDW) 2.8 $9.1M 267k 34.13
Ishares National AMT Free Muni ETF Etf (MUB) 2.5 $7.9M 75k 106.55
Schwab US Large Cap Etf Etf (SCHX) 2.1 $6.8M 295k 23.18
SPDR SERIES TRUST PORTFOLIO Small Cap ETF Etf (SPSM) 1.7 $5.3M 119k 44.92
iPath Bloomberg Commodity Index Total Return ETN Etn (DJP) 1.3 $4.1M 129k 32.09
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.2 $3.9M 103k 38.37
Schwab US Broad Market Etf Etf (SCHB) 1.2 $3.8M 168k 22.70
Ishares Short-Term National Muni Bond ETF Etf (SUB) 1.1 $3.6M 34k 105.48
Schwab International Equity ETF Etf (SCHF) 0.9 $3.0M 162k 18.50
Ishares Msci EAFE Index ETF Etf (EFA) 0.8 $2.7M 35k 75.61
Spdr S&p 500 Etf Etf (SPY) 0.8 $2.6M 4.4k 586.08
Schwab Emerging Market Equity Etf Etf (SCHE) 0.5 $1.8M 66k 26.63
Schwab US Small Cap Etf Etf (SCHA) 0.4 $1.4M 55k 25.86
Schwab US Mid-Cap Etf Etf (SCHM) 0.4 $1.4M 50k 27.71
iShares Russell 3000 Index Etf (IWV) 0.3 $1.0M 3.0k 334.25
Ishares Tr Barclays 1-3 Bond Etf (SHY) 0.3 $1.0M 12k 81.98
SPDR Nvn Barclys Short Term Mncpl Bnd ETF Etf (SHM) 0.3 $835k 18k 47.39
SPDR SERIES TRUST PORTFOLIO Mid Cap ETF Etf (SPMD) 0.3 $820k 15k 54.69
SPDR Barclays Emerging Markets Local Bond ETF Etf (EBND) 0.2 $571k 29k 19.53
Vanguard Total Stock Mkt ETF Etf (VTI) 0.2 $532k 1.8k 289.88
Ishares Russell Midcap ETF Etf (IWR) 0.1 $481k 5.4k 88.40
SPDR Portfolio Long Term Treasury ETF Etf (SPTL) 0.1 $465k 18k 26.19
Vanguard Emerging Market ETF Etf (VWO) 0.1 $370k 8.4k 44.04
Vanguard Mid Cap ETF Etf (VO) 0.1 $294k 1.1k 264.13
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $277k 2.4k 117.52
Vanguard S&P 500 Index ETF Etf (VOO) 0.1 $269k 500.00 538.81
SPDR DJ Wilshire Global Real Estate Etf (RWO) 0.1 $193k 4.5k 42.89
Vanguard Europe Pac Etf Etf (VEA) 0.0 $128k 2.7k 47.82
Ishares S&P 500 Value ETF Etf (IVE) 0.0 $42k 221.00 190.88
Ishares TRUST Emerging Debt ETF Etf (EMB) 0.0 $38k 428.00 89.04
Vanguard Small Cap Index ETF Etf (VB) 0.0 $24k 101.00 240.22
Powershares Etf Etf (BKLN) 0.0 $22k 1.0k 21.07
SPDR SERIES TRUST PORTFOLIO Large Cap ETF Etf (SPLG) 0.0 $20k 290.00 68.94
iShares Barclays Aggregate Bond ETF Etf (AGG) 0.0 $16k 167.00 96.73
Dentsply Intl Common Stock (XRAY) 0.0 $7.4k 390.00 18.98
Ishares Msci Emrg Mkt ETF Etf (EEM) 0.0 $3.3k 80.00 41.83
Invesco BulletShares 2024 Corp Bd ETF Etf 0.0 $274.999400 13.00 21.15