| |
|
|
| 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 :
26 |
|
View All Holdings |
Currently
Viewing:
Decreased 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 |
|
IEFA |
Ishares Core Msci Eafe |
1 |
- |
$0.00 |
$45,824,000 |
617,408 |
14.86% |
2,314,000 |
-1,066 |
0.005 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
4 |
- |
$532.13 |
$39,471,000 |
75,079 |
12.8% |
2,886,000 |
-1,519 |
0.001 |
Closed - End Fund - E... |
|
|
GWL |
St Spdr S&P Wld Xus |
9 |
- |
$36.53 |
$10,077,000 |
281,164 |
3.27% |
22,000 |
-14,480 |
0.031 |
Closed - End Fund - E... |
|
|
SCHX |
Schwab Strategic Trust |
11 |
- |
$62.78 |
$7,337,000 |
118,221 |
2.38% |
372,000 |
-5,279 |
0.004 |
Closed - End Fund - Debt |
|
|
TWOK |
Spdr Russell 2000 |
12 |
- |
$42.95 |
$5,335,000 |
123,952 |
1.73% |
6,000 |
-2,399 |
0.014 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
13 |
- |
$104.63 |
$4,046,000 |
38,630 |
1.31% |
-40,000 |
-126 |
0.043 |
Closed - End Fund - Debt |
|
|
SCHB |
Schwab Strategic Trust |
15 |
- |
$61.60 |
$3,600,000 |
58,971 |
1.17% |
303,000 |
-259 |
0.03 |
Closed - End Fund - Debt |
|
|
SCHF |
Schwab Strategic Trust |
16 |
- |
$39.72 |
$3,550,000 |
90,982 |
1.15% |
127,000 |
-1,637 |
0.01 |
Closed - End Fund - Debt |
|
|
DJP |
iPath Bloomberg Commodity I... |
17 |
- |
$33.75 |
$3,499,000 |
112,523 |
1.13% |
-139,000 |
-7,200 |
0.376 |
Foreign Money Center ... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
18 |
- |
$81.64 |
$2,715,000 |
33,995 |
0.88% |
142,000 |
-147 |
0.005 |
Closed - End Fund - E... |
|
|
SPY |
Standard & Poors Depository... |
19 |
- |
$529.45 |
$2,520,000 |
4,818 |
0.82% |
229,000 |
-1 |
0 |
Closed - End Fund - E... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
20 |
- |
$27.20 |
$1,783,000 |
70,610 |
0.58% |
11,000 |
-854 |
0.026 |
N/A |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
21 |
- |
$80.48 |
$1,469,000 |
18,040 |
0.48% |
105,000 |
-71 |
0.014 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
22 |
- |
$48.69 |
$1,380,000 |
28,029 |
0.45% |
18,000 |
-811 |
0.002 |
Closed - End Fund - Debt |
|
|
EMM |
Global X Emerging Markets Etf |
23 |
- |
$27.73 |
$1,238,000 |
23,210 |
0.4% |
44,000 |
-1,294 |
0.003 |
Closed - End Fund - E... |
|
|
IWV |
iShares Tr Russell 3000 Indx |
24 |
- |
$302.51 |
$1,151,000 |
3,835 |
0.37% |
100,000 |
-6 |
0.008 |
Closed - End Fund - E... |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
25 |
- |
$81.42 |
$945,000 |
11,556 |
0.31% |
-58,000 |
-670 |
0.001 |
Closed - End Fund - E... |
|
|
SHM |
Spdr Brcly Cap Shrt Trm Mu |
26 |
- |
$47.21 |
$836,000 |
17,616 |
0.27% |
-18,000 |
-264 |
0.017 |
Closed - End Fund - E... |
|
|
EBND |
Spdr Barclays Capital Emerg... |
28 |
- |
$20.46 |
$600,000 |
29,258 |
0.19% |
-693,000 |
-31,633 |
0.003 |
N/A |
|
|
AGG |
iShares Barclays Agency Bond |
29 |
- |
$96.77 |
$503,000 |
5,136 |
0.16% |
-8,000 |
-14 |
0 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
31 |
- |
$44.89 |
$313,000 |
7,495 |
0.1% |
4,000 |
-27 |
0 |
Closed - End Fund - E... |
|
|
ACWI |
iShares MSCI ACWI Index |
34 |
- |
$112.16 |
$224,000 |
2,035 |
0.07% |
-32,000 |
-481 |
0.001 |
Closed - End Fund - E... |
|
|
TLO |
Talon Metals Corp |
35 |
- |
$27.08 |
$145,000 |
5,194 |
0.05% |
-11,000 |
-173 |
0.001 |
Closed - End Fund - E... |
|
|
VEA |
Vanguard Europe Pacific ETF |
36 |
- |
$49.56 |
$125,000 |
2,482 |
0.04% |
5,000 |
-33 |
0 |
Closed - End Fund - F... |
|
|
BKLN |
Powershares Senior Loan Por... |
37 |
- |
$21.22 |
$91,000 |
4,306 |
0.03% |
-138,000 |
-6,503 |
0.001 |
N/A |
|
|
RWO |
Spdr Index Shares Fd |
42 |
- |
$42.35 |
$12,000 |
291 |
0% |
-55,000 |
-1,238 |
0.001 |
Closed - End Fund - E... |
|
