| |
|
|
| Name: |
Ironwood Wealth Management llc |
| City: |
PHOENIX |
| State: |
AZ |
| Zip: |
85040 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
38 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LLY |
Eli Lilly & Co |
29 |
- |
$878.45 |
$4,147,000 |
5,330 |
0.95% |
1,040,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
GOOGL |
Alphabet Inc |
33 |
- |
$176.79 |
$3,334,000 |
22,092 |
0.77% |
248,000 |
0 |
0 |
Search Engines & Info... |
|
|
ABC |
AmerisourceBergen Corp |
36 |
- |
$232.53 |
$2,948,000 |
12,131 |
0.68% |
457,000 |
0 |
0.006 |
Drugs Wholesale |
|
|
GOOG |
Alphabet Inc |
37 |
- |
$178.37 |
$2,937,000 |
19,292 |
0.68% |
218,000 |
0 |
0 |
Search Engines & Info... |
|
|
INTU |
Intuit Inc |
38 |
- |
$595.70 |
$2,865,000 |
4,408 |
0.66% |
110,000 |
0 |
0.002 |
Application Software |
|
|
LOW |
Lowes Companies Inc |
46 |
- |
$223.35 |
$1,931,000 |
7,580 |
0.44% |
244,000 |
0 |
0.001 |
Home Improvement Stores |
|
|
HD |
Home Depot Inc |
54 |
- |
$346.84 |
$1,667,000 |
4,346 |
0.38% |
161,000 |
0 |
0 |
Home Improvement Stores |
|
|
AMGN |
Amgen Inc |
55 |
- |
$298.62 |
$1,653,000 |
5,813 |
0.38% |
-21,000 |
0 |
0.001 |
Biotechnology |
|
|
ZION |
Zions Bancorporation |
71 |
- |
$40.75 |
$931,000 |
21,463 |
0.21% |
-11,000 |
0 |
0.013 |
Domestic Regional Banks |
|
|
BIIB |
Biogen Idec Inc |
80 |
- |
$231.69 |
$779,000 |
3,614 |
0.18% |
-156,000 |
0 |
0.002 |
Biotechnology |
|
|
HON |
Honeywell International Inc |
81 |
- |
$208.53 |
$767,000 |
3,738 |
0.18% |
-17,000 |
0 |
0.001 |
Conglomerates |
|
|
BMY |
Bristol-Myers Squibb Co |
82 |
- |
$41.20 |
$758,000 |
13,973 |
0.17% |
41,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
YUM |
YUM! Brands Inc |
89 |
- |
$134.34 |
$687,000 |
4,957 |
0.16% |
39,000 |
0 |
0.002 |
Restaurants |
|
|
CMCSA |
Comcast Corp |
90 |
- |
$37.44 |
$683,000 |
15,760 |
0.16% |
-8,000 |
0 |
0 |
CATV Systems |
|
|
LMT |
Lockheed Martin Corp |
92 |
- |
$458.34 |
$631,000 |
1,387 |
0.15% |
2,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
SNA |
Snap-On Inc |
93 |
- |
$262.24 |
$586,000 |
1,979 |
0.13% |
14,000 |
0 |
0.004 |
Small Tools & Accesso... |
|
|
DFIV |
Dimensional International V... |
97 |
- |
$36.14 |
$559,000 |
15,216 |
0.13% |
36,000 |
0 |
0.002 |
N/A |
|
|
DIS |
Walt Disney Co |
98 |
- |
$99.97 |
$548,000 |
4,481 |
0.13% |
143,000 |
0 |
0 |
Entertainment - Diver... |
|
|
DFUS |
Dimensional U S Equity Etf |
101 |
- |
$58.60 |
$532,000 |
9,338 |
0.12% |
48,000 |
0 |
0.001 |
N/A |
|
|
ABBV |
Abbvie Inc. |
102 |
- |
$168.59 |
$494,000 |
2,715 |
0.11% |
73,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
BA |
Boeing Co |
104 |
- |
$177.27 |
$470,000 |
2,434 |
0.11% |
-164,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
VIOO |
Vanguard S&P Small-Cap 600 Etf |
107 |
- |
$96.32 |
$443,000 |
4,365 |
0.1% |
10,000 |
0 |
0.033 |
N/A |
|
|
CI |
Cigna Corporation |
109 |
- |
$333.29 |
$414,000 |
1,139 |
0.1% |
73,000 |
0 |
0 |
Health Care Plans |
|
|
OXY |
Occidental Petroleum Corp |
112 |
- |
$59.84 |
$383,000 |
5,886 |
0.09% |
32,000 |
0 |
0.001 |
Independent Oil & Gas |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
113 |
- |
$38.76 |
$379,000 |
9,270 |
0.09% |
34,000 |
0 |
0.001 |
N/A |
|
|
ZBH |
Zimmer Holdings Inc |
114 |
- |
$107.19 |
$367,000 |
2,777 |
0.08% |
29,000 |
0 |
0.001 |
Medical Appliances & ... |
|
|
SYK |
Stryker Corp |
118 |
- |
$344.98 |
$336,000 |
939 |
0.08% |
55,000 |
0 |
0 |
Medical Instruments &... |
|
|
DFAC |
Dimensional U S Core Equity... |
119 |
- |
$32.10 |
$331,000 |
10,350 |
0.08% |
28,000 |
0 |
0.001 |
N/A |
|
|
PEP |
Pepsico Inc |
121 |
- |
$163.81 |
$328,000 |
1,872 |
0.08% |
10,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
ABT |
Abbott Laboratories |
123 |
- |
$103.68 |
$326,000 |
2,870 |
0.07% |
10,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
VNQ |
Vanguard REIT Index VIPERs |
122 |
- |
$84.00 |
$326,000 |
3,766 |
0.07% |
-7,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
VGT |
Vanguard I T VIPERS |
127 |
- |
$579.41 |
$283,000 |
540 |
0.07% |
22,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFAX |
Dimensional Funds plc - Wor... |
128 |
- |
$25.52 |
$282,000 |
11,082 |
0.06% |
11,000 |
0 |
0.001 |
N/A |
|
|
GLD |
streetTRACKS Gold Trust |
129 |
- |
$215.73 |
$267,000 |
1,300 |
0.06% |
18,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFAT |
Dimensional U S Targeted Va... |
130 |
- |
$51.02 |
$261,000 |
4,801 |
0.06% |
10,000 |
0 |
0.001 |
N/A |
|
|
GSK |
GlaxoSmithKline Plc (ADR) |
135 |
- |
$40.41 |
$246,000 |
5,745 |
0.06% |
33,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
VSS |
Vanguard FTSE All-Wld ex-US... |
136 |
- |
$117.56 |
$227,000 |
1,947 |
0.05% |
3,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
HLN |
Haleon plc |
142 |
- |
$8.39 |
$98,000 |
11,505 |
0.02% |
3,000 |
0 |
0 |
N/A |
|
