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 | SCHE | — | 37,554.0 | $1.2M | 0.36% | — | — | $32.75 | +12.6% |
| 22 | EFA | EFA | — | 12,020.0 | $1.2M | 0.34% | +277.0 | +2.4% | $96.03 | +8.7% |
| 23 | SCHM | SCHM | — | 32,589.0 | $980K | 0.29% | -271.0 | -0.8% | $30.07 | +20.0% |
| 24 | SHY | SHY | — | 10,431.0 | $864K | 0.25% | -69.0 | -0.7% | $82.82 | -1.0% |
| 25 | IWV | IWV | — | 1,620.0 | $627K | 0.18% | — | — | $386.85 | +9.8% |
| 26 | SPMD | SPMD | — | 8,761.0 | $507K | 0.15% | — | — | $57.91 | +15.0% |
| 27 | IWR | IWR | — | 4,114.0 | $396K | 0.12% | +127.0 | +3.2% | $96.27 | +12.7% |
| 28 | VWO | VWO | — | 7,112.0 | $382K | 0.11% | -48.0 | -0.7% | $53.76 | +13.0% |
| 29 | IDEV | IDEV | — | 4,485.0 | $370K | 0.11% | NEW | — | $82.48 | +8.6% |
| 30 | VO | VO | — | 1,120.0 | $325K | 0.10% | — | — | $290.22 | -72.4% |
| 31 | ACWI | ACWI | — | 2,280.0 | $323K | 0.10% | +346.0 | +17.9% | $141.47 | +11.5% |
| 32 | VTI | VTI | — | 788.0 | $264K | 0.08% | — | — | $335.09 | +10.4% |
| 33 | VOO | VOO | — | 352.0 | $221K | 0.07% | -220.0 | -38.5% | $627.81 | +9.6% |
| 34 | VXF | VXF | — | 619.0 | $129K | 0.04% | NEW | — | $209.03 | +15.3% |
| 35 | VB | VB | — | 363.0 | $94K | 0.03% | -5.0 | -1.4% | $258.14 | +14.9% |
| 36 | BKLN | BKLN | — | 3,859.0 | $81K | 0.02% | — | — | $21.00 | -2.6% |
| 37 | BSV | BSV | — | 968.0 | $76K | 0.02% | NEW | — | $78.83 | -1.3% |
| 38 | VEA | VEA | — | 1,214.0 | $76K | 0.02% | -293.0 | -19.4% | $62.48 | +15.7% |
| 39 | VMBS | VMBS | — | 944.0 | $44K | 0.01% | NEW | — | $47.09 | -0.8% |
| 40 | EMB | EMB | — | 428.0 | $41K | 0.01% | — | — | $96.28 | +0.5% |
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%