IRONWOOD WEALTH MANAGEMENT, LLC.

PrivateCIK: 1692820
Location

CHANDLER, AZ

47
Positions
$348.70M
Total AUM (reported)
5.29M
Total Shares

Allocation by class

TOTAL AUM$348.70M47 positions
ETF$343.65M98.6%
ETN$5.05M1.4%
COMMON STOCK$4.5K0.0%

Portfolio Concentration

Top 347.8%4–1041.6%11–259.5%Rest1.1%TOP 1089.4%0%100%
Top 3$166.65M47.8%
4–10$144.92M41.6%
11–25$33.21M9.5%
Rest$3.92M1.1%

Top 3 weight

47.8%

Top 10 weight

89.4%

Voting Authority Distribution

Total shares with voting rights: 5.29M

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

5.29M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:

IEFA

SOLE
ETF
Shares860.97K
TypeSH
Market value$77.94M
22.35%
Sole
0.00
Shared
0.00
None
860.97K

VGLT

SOLE
ETF
Shares809.47K
TypeSH
Market value$44.81M
12.85%
Sole
0.00
Shared
0.00
None
809.47K

IEMG

SOLE
ETF
Shares629.33K
TypeSH
Market value$43.90M
12.59%
Sole
0.00
Shared
0.00
None
629.33K

IVV

SOLE
ETF
Shares65.29K
TypeSH
Market value$42.65M
12.23%
Sole
0.00
Shared
0.00
None
65.29K

IEF

SOLE
ETF
Shares440.20K
TypeSH
Market value$42.01M
12.05%
Sole
0.00
Shared
0.00
None
440.20K

BSCQ

SOLE
ETF
Shares1.06M
TypeSH
Market value$20.78M
5.96%
Sole
0.00
Shared
0.00
None
1.06M

IJH

SOLE
ETF
Shares232.92K
TypeSH
Market value$15.73M
4.51%
Sole
0.00
Shared
0.00
None
232.92K

IJR

SOLE
ETF
Shares88.25K
TypeSH
Market value$10.97M
3.15%
Sole
0.00
Shared
0.00
None
88.25K

SPDW

SOLE
ETF
Shares169.46K
TypeSH
Market value$7.74M
2.22%
Sole
0.00
Shared
0.00
None
169.46K

DJP

SOLE
ETN
Shares104.82K
TypeSH
Market value$5.05M
1.45%
Sole
0.00
Shared
0.00
None
104.82K

MUB

SOLE
ETF
Shares44.17K
TypeSH
Market value$4.69M
1.34%
Sole
0.00
Shared
0.00
None
44.17K

SCHX

SOLE
ETF
Shares163.51K
TypeSH
Market value$4.19M
1.20%
Sole
0.00
Shared
0.00
None
163.51K

SUB

SOLE
ETF
Shares31.61K
TypeSH
Market value$3.37M
0.97%
Sole
0.00
Shared
0.00
None
31.61K

SPEM

SOLE
ETF
Shares64.86K
TypeSH
Market value$3.04M
0.87%
Sole
0.00
Shared
0.00
None
64.86K

SCHA

SOLE
ETF
Shares91.99K
TypeSH
Market value$2.67M
0.77%
Sole
0.00
Shared
0.00
None
91.99K

SPSM

SOLE
ETF
Shares53.52K
TypeSH
Market value$2.59M
0.74%
Sole
0.00
Shared
0.00
None
53.52K

SCHB

SOLE
ETF
Shares101.74K
TypeSH
Market value$2.55M
0.73%
Sole
0.00
Shared
0.00
None
101.74K

SCHF

SOLE
ETF
Shares74.91K
TypeSH
Market value$1.85M
0.53%
Sole
0.00
Shared
0.00
None
74.91K

SPY

SOLE
ETF
Shares2.23K
TypeSH
Market value$1.45M
0.42%
Sole
0.00
Shared
0.00
None
2.23K

SPTL

SOLE
ETF
Shares54.99K
TypeSH
Market value$1.45M
0.41%
Sole
0.00
Shared
0.00
None
54.99K

SCHE

SOLE
ETF
Shares37.29K
TypeSH
Market value$1.23M
0.35%
Sole
0.00
Shared
0.00
None
37.29K

EFA

SOLE
ETF
Shares11.95K
TypeSH
Market value$1.16M
0.33%
Sole
0.00
Shared
0.00
None
11.95K

IDEV

SOLE
ETF
Shares13.01K
TypeSH
Market value$1.09M
0.31%
Sole
0.00
Shared
0.00
None
13.01K

SCHM

SOLE
ETF
Shares32.59K
TypeSH
Market value$1.01M
0.29%
Sole
0.00
Shared
0.00
None
32.59K

SHY

SOLE
ETF
Shares10.58K
TypeSH
Market value$873.5K
0.25%
Sole
0.00
Shared
0.00
None
10.58K
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