Filer Name: IRONWOOD WEALTH MANAGEMENT, LLC.
CIK: 1692820
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 45
Portfolio Value: $0.32B

Ironwood Wealth Management, Llc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IEFA US ISHARES CORE MSCI EAFE ETF 694,443 $49M 15.14% 11.3% -
VGLT US VANGUARD LONG-TERM TREASURY 861,524 $48M 14.79% 5.1% -
IEF US ISHARES 7-10 YEAR TREASURY B 483,290 $45M 13.86% 1.0% -
IVV US ISHARES CORE S&P 500 ETF 66,105 $39M 12.07% -5.3% -
IEMG US ISHARES CORE MSCI EMERGING 518,881 $27M 8.41% 5.1% -
BSCP US INVESCO BULLETSHARES 2025 CB 1,118,912 $23M 7.17% 3.1% -
IJH US ISHARES CORE S&P MIDCAP ETF 222,965 $14M 4.31% 0.9% -
IJR US ISHARES CORE S&P SMALL-CAP E 114,527 $13M 4.09% 6.9% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 266,829 $9M 2.83% -0.2% -
MUB US ISHARES NATIONAL MUNI BOND E 74,601 $8M 2.47% 0.2% -
SCHX US SCHWAB US LARGE-CAP ETF 294,607 $7M 2.12% 167.9% -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 118,692 $5M 1.65% -7.9% -
DJP US IPATH BLOOMBERG COMMODITY IN 128,663 $4M 1.28% 15.8% -
SPEM US SPDR PORTFOLIO EMERGING MARK 102,898 $4M 1.22% -1.1% -
SCHB US SCHWAB US BROAD MARKET ETF 168,046 $4M 1.18% 194.2% -
SUB US ISHARES SHORT-TERM NATIONAL 34,267 $4M 1.12% -2.4% -
SCHF US SCHWAB INTL EQUITY ETF 161,766 $3M 0.93% 100.6% -
EFA US ISHARES MSCI EAFE ETF 35,325 $3M 0.83% 4.8% -
SPY US SPDR S&P 500 ETF TRUST 4,377 $3M 0.80% -2.3% -
SCHE US SCHWAB EMRG MRKTS EQTY ETF 66,430 $2M 0.55% -1.5% -
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