Portfolio (Quarterly)
Guide ↗
Ironwood Wealth Management, LLC.
· CIK 0001692820| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SCHE | Schwab Emerging Market Equity Etf | — | 37,578.0 | $1.3M | 0.42% | NEW | — | $33.37 | +10.5% |
| 22 | EFA | Ishares Msci EAFE Index ETF | — | 11,743.0 | $1.1M | 0.37% | NEW | — | $93.37 | +11.8% |
| 23 | SCHM | Schwab US Mid-Cap Etf | — | 32,860.0 | $974K | 0.33% | NEW | — | $29.64 | +21.8% |
| 24 | SHY | Ishares Tr Barclays 1-3 Bond (SHY) | — | 10,500.0 | $871K | 0.29% | NEW | — | $82.96 | -1.2% |
| 25 | IWV | iShares Russell 3000 Index (ETF) | — | 1,620.0 | $614K | 0.21% | NEW | — | $378.94 | +12.1% |
| 26 | SPMD | SPDR SERIES TRUST PORTFOLIO Mid Cap ETF | — | 8,750.0 | $500K | 0.17% | NEW | — | $57.19 | +16.4% |
| 27 | VWO | Vanguard Emerging Market ETF | — | 7,160.0 | $388K | 0.13% | NEW | — | $54.18 | +12.2% |
| 28 | IWR | Ishares Russell Midcap ETF | — | 3,987.0 | $385K | 0.13% | NEW | — | $96.55 | +12.4% |
| 29 | VOO | Vanguard S&P 500 Index ETF | — | 572.0 | $351K | 0.12% | NEW | — | $612.89 | +12.3% |
| 30 | VO | Vanguard Mid Cap ETF | — | 1,122.0 | $330K | 0.11% | NEW | — | $293.74 | -72.7% |
| 31 | ACWI | Ishares Msci Acwi Etf | — | 1,934.0 | $267K | 0.09% | NEW | — | $138.21 | +14.1% |
| 32 | VTI | Vanguard Total Stock Mkt ETF | — | 790.0 | $259K | 0.09% | NEW | — | $328.01 | +12.8% |
| 33 | VB | Vanguard Small Cap Index ETF | — | 368.0 | $94K | 0.03% | NEW | — | $254.37 | +16.6% |
| 34 | VEA | Vanguard Europe Pac Etf | — | 1,507.0 | $90K | 0.03% | NEW | — | $59.94 | +20.6% |
| 35 | BKLN | Powershares Etf | — | 3,859.0 | $81K | 0.03% | NEW | — | $20.93 | -2.2% |
| 36 | RWO | SPDR DJ Wilshire Global Real Estate (ETF) | — | 912.0 | $42K | 0.01% | NEW | — | $45.77 | +6.9% |
| 37 | EMB | Ishares TRUST Emerging Debt ETF | — | 428.0 | $41K | 0.01% | NEW | — | $95.19 | +1.6% |
| 38 | — | Invesco BulletShares 2025 Corp Bd ETF | — | 1,038.0 | $21K | 0.01% | NEW | — | $20.69 | — |
| 39 | AGG | iShares Barclays Aggregate Bond ETF | — | 123.0 | $12K | 0.00% | NEW | — | $100.25 | -1.3% |
| 40 | XRAY | Dentsply Intl Inc | Healthcare | 390.0 | $5K | 0.00% | NEW | — | $12.69 | -21.0% |
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%