Filed: 4/25/2025ACC: 0001104659-25-039345
📋 What this filing means
IRONWOOD WEALTH MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $325.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$325.78M
Total AUM (reported)
5.68M
Total Shares
Allocation by class
ETF$321.38M98.6%
ETN$4.40M1.4%
COMMON STOCK$5.8K0.0%
Portfolio Concentration
Top 3$150.43M46.2%
4–10$132.30M40.6%
11–25$39.58M12.1%
Rest$3.48M1.1%
Top 3 weight
46.2%
Top 10 weight
86.8%
Voting Authority Distribution
Total shares with voting rights: 5.68M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
Ishares TRUST Core Msci Eafe Etf
SOLEShares702.76K
TypeSH
Market value$53.16M
16.32%
Sole
0.00
Shared
0.00
None
702.76K
Vanguard Long-Term Treasury ETF
SOLEShares865.14K
TypeSH
Market value$49.84M
15.30%
Sole
0.00
Shared
0.00
None
865.14K
iShares 7-10 Year Treasury Bond ETF
SOLEShares497.27K
TypeSH
Market value$47.42M
14.56%
Sole
0.00
Shared
0.00
None
497.27K
iShares S&P 500 Index (ETF)
SOLEShares67.01K
TypeSH
Market value$37.65M
11.56%
Sole
0.00
Shared
0.00
None
67.01K
Ishares Inc Core Msci Emerging Mkts Etf
SOLEShares528.77K
TypeSH
Market value$28.54M
8.76%
Sole
0.00
Shared
0.00
None
528.77K
Invesco BulletShares 2025 Corp Bd ETF
SOLEShares1.14M
TypeSH
Market value$23.60M
7.24%
Sole
0.00
Shared
0.00
None
1.14M
iShares Core S&P Mid-Cap ETF
SOLEShares230.70K
TypeSH
Market value$13.46M
4.13%
Sole
0.00
Shared
0.00
None
230.70K
iShares S&P SmallCap 600 Index (ETF)
SOLEShares118.21K
TypeSH
Market value$12.36M
3.79%
Sole
0.00
Shared
0.00
None
118.21K
SPDR Developed World Ex-US ETF
SOLEShares258.17K
TypeSH
Market value$9.40M
2.89%
Sole
0.00
Shared
0.00
None
258.17K
Ishares National AMT Free Muni ETF
SOLEShares69.15K
TypeSH
Market value$7.29M
2.24%
Sole
0.00
Shared
0.00
None
69.15K
Schwab US Large Cap Etf
SOLEShares261.03K
TypeSH
Market value$5.76M
1.77%
Sole
0.00
Shared
0.00
None
261.03K
iPath Bloomberg Commodity Index Total Return ETN
SOLEShares124.69K
TypeSH
Market value$4.40M
1.35%
Sole
0.00
Shared
0.00
None
124.69K
SPDR SERIES TRUST PORTFOLIO Small Cap ETF
SOLEShares106.46K
TypeSH
Market value$4.34M
1.33%
Sole
0.00
Shared
0.00
None
106.46K
SPDR Portfolio Emerging Markets ETF
SOLEShares97.99K
TypeSH
Market value$3.86M
1.18%
Sole
0.00
Shared
0.00
None
97.99K
Schwab US Broad Market Etf
SOLEShares165.46K
TypeSH
Market value$3.56M
1.09%
Sole
0.00
Shared
0.00
None
165.46K
Ishares Short-Term National Muni Bond ETF
SOLEShares30.32K
TypeSH
Market value$3.20M
0.98%
Sole
0.00
Shared
0.00
None
30.32K
Ishares Msci EAFE Index ETF
SOLEShares31.43K
TypeSH
Market value$2.57M
0.79%
Sole
0.00
Shared
0.00
None
31.43K
SPDR S&P 500 ETF
SOLEShares4.26K
TypeSH
Market value$2.38M
0.73%
Sole
0.00
Shared
0.00
None
4.26K
Schwab International Equity ETF
SOLEShares115.38K
TypeSH
Market value$2.28M
0.70%
Sole
0.00
Shared
0.00
None
115.38K
Schwab Emerging Market Equity Etf
SOLEShares65.98K
TypeSH
Market value$1.82M
0.56%
Sole
0.00
Shared
0.00
None
65.98K
Schwab US Small Cap Etf
SOLEShares54.22K
TypeSH
Market value$1.27M
0.39%
Sole
0.00
Shared
0.00
None
54.22K
SPDRA(R) Portfolio Long Term Treasury ETF
SOLEShares43.56K
TypeSH
Market value$1.19M
0.36%
Sole
0.00
Shared
0.00
None
43.56K
Schwab US Mid-Cap Etf
SOLEShares43.01K
TypeSH
Market value$1.13M
0.35%
Sole
0.00
Shared
0.00
None
43.01K
iShares Russell 3000 Index (ETF)
SOLEShares3.04K
TypeSH
Market value$967.2K
0.30%
Sole
0.00
Shared
0.00
None
3.04K
Ishares Tr Barclays 1-3 Bond (SHY)
SOLEShares10.21K
TypeSH
Market value$844.9K
0.26%
Sole
0.00
Shared
0.00
None
10.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ishares TRUST Core Msci Eafe EtfSOLE | ETF | 702.76K | SH | $53.16M 16.32% | 0.00 | 0.00 | 702.76K |
Vanguard Long-Term Treasury ETFSOLE | ETF | 865.14K | SH | $49.84M 15.30% | 0.00 | 0.00 | 865.14K |
iShares 7-10 Year Treasury Bond ETFSOLE | ETF | 497.27K | SH | $47.42M 14.56% | 0.00 | 0.00 | 497.27K |
iShares S&P 500 Index (ETF)SOLE | ETF | 67.01K | SH | $37.65M 11.56% | 0.00 | 0.00 | 67.01K |
Ishares Inc Core Msci Emerging Mkts EtfSOLE | ETF | 528.77K | SH | $28.54M 8.76% | 0.00 | 0.00 | 528.77K |
Invesco BulletShares 2025 Corp Bd ETFSOLE | ETF | 1.14M | SH | $23.60M 7.24% | 0.00 | 0.00 | 1.14M |
iShares Core S&P Mid-Cap ETFSOLE | ETF | 230.70K | SH | $13.46M 4.13% | 0.00 | 0.00 | 230.70K |
iShares S&P SmallCap 600 Index (ETF)SOLE | ETF | 118.21K | SH | $12.36M 3.79% | 0.00 | 0.00 | 118.21K |
SPDR Developed World Ex-US ETFSOLE | ETF | 258.17K | SH | $9.40M 2.89% | 0.00 | 0.00 | 258.17K |
Ishares National AMT Free Muni ETFSOLE | ETF | 69.15K | SH | $7.29M 2.24% | 0.00 | 0.00 | 69.15K |
Schwab US Large Cap EtfSOLE | ETF | 261.03K | SH | $5.76M 1.77% | 0.00 | 0.00 | 261.03K |
iPath Bloomberg Commodity Index Total Return ETNSOLE | ETN | 124.69K | SH | $4.40M 1.35% | 0.00 | 0.00 | 124.69K |
SPDR SERIES TRUST PORTFOLIO Small Cap ETFSOLE | ETF | 106.46K | SH | $4.34M 1.33% | 0.00 | 0.00 | 106.46K |
SPDR Portfolio Emerging Markets ETFSOLE | ETF | 97.99K | SH | $3.86M 1.18% | 0.00 | 0.00 | 97.99K |
Schwab US Broad Market EtfSOLE | ETF | 165.46K | SH | $3.56M 1.09% | 0.00 | 0.00 | 165.46K |
Ishares Short-Term National Muni Bond ETFSOLE | ETF | 30.32K | SH | $3.20M 0.98% | 0.00 | 0.00 | 30.32K |
Ishares Msci EAFE Index ETFSOLE | ETF | 31.43K | SH | $2.57M 0.79% | 0.00 | 0.00 | 31.43K |
SPDR S&P 500 ETFSOLE | ETF | 4.26K | SH | $2.38M 0.73% | 0.00 | 0.00 | 4.26K |
Schwab International Equity ETFSOLE | ETF | 115.38K | SH | $2.28M 0.70% | 0.00 | 0.00 | 115.38K |
Schwab Emerging Market Equity EtfSOLE | ETF | 65.98K | SH | $1.82M 0.56% | 0.00 | 0.00 | 65.98K |
Schwab US Small Cap EtfSOLE | ETF | 54.22K | SH | $1.27M 0.39% | 0.00 | 0.00 | 54.22K |
SPDRA(R) Portfolio Long Term Treasury ETFSOLE | ETF | 43.56K | SH | $1.19M 0.36% | 0.00 | 0.00 | 43.56K |
Schwab US Mid-Cap EtfSOLE | ETF | 43.01K | SH | $1.13M 0.35% | 0.00 | 0.00 | 43.01K |
iShares Russell 3000 Index (ETF)SOLE | ETF | 3.04K | SH | $967.2K 0.30% | 0.00 | 0.00 | 3.04K |
Ishares Tr Barclays 1-3 Bond (SHY)SOLE | ETF | 10.21K | SH | $844.9K 0.26% | 0.00 | 0.00 | 10.21K |
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