Portfolio (Quarterly)
Guide ↗
Ironwood Wealth Management, LLC.
· CIK 0001692820| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | IEFA | — | 856,832.0 | $76.7M | 22.54% | +316K | +58.4% | $89.46 | +8.8% |
| 2 | VGLT | VGLT | — | 790,691.0 | $44.1M | 12.97% | +35K | +4.6% | $55.80 | -0.9% |
| 3 | IEMG | IEMG | — | 623,437.0 | $41.9M | 12.32% | +13K | +2.2% | $67.22 | +27.4% |
| 4 | IVV | IVV | — | 60,793.0 | $41.6M | 12.24% | +3K | +4.8% | $684.94 | +9.5% |
| 5 | IEF | IEF | — | 430,869.0 | $41.4M | 12.18% | +19K | +4.7% | $96.16 | -1.9% |
| 6 | BSCQ | BSCQ | — | 1,057,133.0 | $20.7M | 6.08% | +37K | +3.6% | $19.58 | -0.0% |
| 7 | IJH | IJH | — | 231,495.0 | $15.3M | 4.49% | +41K | +21.2% | $66.00 | +14.8% |
| 8 | IJR | IJR | — | 89,171.0 | $10.7M | 3.15% | +682.0 | +0.8% | $120.18 | +19.2% |
| 9 | EFA | EFA | — | 12,020.0 | $1.2M | 0.34% | +277.0 | +2.4% | $96.03 | +8.7% |
| 10 | IWR | IWR | — | 4,114.0 | $396K | 0.12% | +127.0 | +3.2% | $96.27 | +12.7% |
| 11 | ACWI | ACWI | — | 2,280.0 | $323K | 0.10% | +346.0 | +17.9% | $141.47 | +11.5% |
| 12 | AGG | AGG | — | 126.0 | $13K | 0.00% | +3.0 | +2.4% | $99.88 | -1.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
99.9%
Healthcare
0.1%