13F-HR filed by Ironwood Wealth Management, LLC.
Ironwood Wealth Management, LLC. filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-01, with 52 holding rows worth $229,286,000.
- Accession
- 0001104659-22-010262
- Filer
- CIK 1692820
- Filed
- 2022-02-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 58 entries on the cover page, a total value of $229,286,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $229,286,000 with VALUE read as thousands by filing date, 13F file number 028-18287. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 615,381 | $45,932,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 92,751 | $44,241,000 | thousands by filing date | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 432,718 | $43,283,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 377,013 | $22,568,000 | thousands by filing date | |
| IJH | 464287507 | COM | 44,774 | $12,675,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 108,251 | $12,396,000 | thousands by filing date | |
| INVESCO | 46138J882 | EXCHANGE TRADED | 547,472 | $11,710,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 56,313 | $6,407,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 103,659 | $3,781,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 32,845 | $3,712,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 66,941 | $3,292,000 | thousands by filing date | |
| STATE STREET | 78464A813 | EXCHANGE TRADED | 23,141 | $2,300,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 4,161 | $1,976,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 39,658 | $1,645,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 13,751 | $1,599,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 52,388 | $1,552,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 17,347 | $1,395,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 13,477 | $1,379,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 27,743 | $1,078,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 3,880 | $1,077,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 8,088 | $636,000 | thousands by filing date | |
| iShares Russell Midcap ETF | 464287499 | SHS | 7,042 | $585,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 5,427 | $561,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 4,748 | $542,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 4,654 | $500,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,227 | $313,000 | thousands by filing date | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 6,155 | $306,000 | thousands by filing date | |
| VTI | 922908769 | COM | 1,233 | $298,000 | thousands by filing date | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 8,139 | $234,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,631 | $226,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 3,649 | $180,000 | thousands by filing date | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 2,631 | $143,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 734 | $130,000 | thousands by filing date | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 1,315 | $114,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 259 | $113,000 | thousands by filing date | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 988 | $105,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 1,636 | $84,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 2,489 | $55,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 243 | $38,000 | thousands by filing date | |
| iShares Gold Trust | 464285204 | COM | 847 | $29,000 | thousands by filing date | |
| DENTSPLY SIRONA INC | 24906P109 | COM | 390 | $22,000 | thousands by filing date | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 434 | $19,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 100 | $16,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 86 | $15,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 34 | $8,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 93 | $5,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 76 | $4,000 | thousands by filing date | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 85 | $3,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 16 | $2,000 | thousands by filing date | |
| iShares JP Morgan EM Local Ccy Bd ETF | 464286517 | SHS | 81 | $1,000 | thousands by filing date | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 66 | $1,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 16 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-22-010262 | this filing | 2022-02-01 | acceptance time not in the bulk data set |