Titelia

Holdings of Ironwood Wealth Management, LLC.

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Net assets
-
Positions
45 in 1 countries
Top ten
90.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1iShares Core MSCI EAFE ETF 860,96877.9M $
2VANGUARD SCOTTSDALE FUNDS 809,46644.8M $
3iShares Core MSCI Emerging Markets ETF 629,33243.9M $
4iShares Core S&P 500 ETF 65,28942.6M $
5iShares 7-10 Year Treasury Bond ETF 440,20242M $
6iShares Core S&P Mid-Cap ETF 232,91715.7M $
7iShares Core S&P Small-Cap ETF 88,24811M $
8State Street SPDR Portfolio De 169,4607.7M $
9iPath Bloomberg Commodity Index Total Return ETN 104,8215M $
10ISHARES TRUST 44,1684.7M $
11Schwab U.S. Large-Cap ETF 163,5144.2M $
12iShares Short-Term National Muni Bond ETF 31,6123.4M $
13SPDR INDEX SHARES FUNDS 64,8583M $
14Schwab U.S. Small-Cap ETF 91,9872.7M $
15SPDR SERIES TRUST 53,5192.6M $
16Schwab US Broad Market ETF 101,7372.6M $
17Schwab International Equity ETF 74,9121.9M $
18SPDR S&P 500 ETF TRUST 2,2281.4M $
19State Street SPDR Portfolio Long Term Treasury ETF 54,9951.4M $
20Schwab Emerging Markets Equity ETF 37,2891.2M $
21ISHARES TRUST 11,9461.2M $
22iShares Core MSCI International Developed Markets ETF 13,0051.1M $
23ISHARES TRUST 10,578873.5K $
24ISHARES TR 1,620600.5K $
25SPDR SERIES TRUST 8,245488.3K $
26ISHARES TRUST 4,114400K $
27VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 7,140385.9K $
28Vanguard Extended Market ETF 1,658341.2K $
29ISHARES TRUST 2,293317.3K $
30Vanguard Mid-Cap ETF 1,069307K $
31Vanguard Total Stock Market ETF 802257.2K $
32Vanguard S&P 500 ETF 287171.3K $
33Vanguard Short-term Bond Etf 1,511118.5K $
34Vanguard Small-Cap ETF 36395.2K $
35Invesco Senior Loan ETF 3,85978.8K $
36VANGUARD TAX-MANAGED FUNDS 1,21477.8K $
37VANGUARD SCOTTSDALE FUNDS 1,46468.7K $
38VANGUARD BOND INDEX FUNDS 80362K $
39VANGUARD BOND INDEX FUNDS 76752.8K $
40ISHARES TRUST 42840.2K $
41State Street SPDR Dow Jones Global Real Estate ETF 84738.8K $
42iShares Core U.S. Aggregate Bond ETF 11711.6K $
43DENTSPLY SIRONA Inc 3904.5K $
44ISHARES INC 734.1K $
45State Street SPDR Portfolio S& 5395 $

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Sector breakdown

  • Funds 21.4 %
  • Unattributed 78.6 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States45326.9M $100.00 %
Cite this page

Titelia. "Holdings of Ironwood Wealth Management, LLC.". https://titelia.com/en/funds/US13F1692820