Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ironwood Wealth Management, LLC.

Quarter ended Q2 2023 · Filed April 27, 2023 · Accession 0001104659-23-050933

Total Value
$253.3M
Positions
45
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (45)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Index (ETF)46428720091,250$37.5M14.81%
2Ishares TRUST Core Msci Eafe Etf46432F842551,580$36.9M14.55%
3iShares 7-10 Year Treasury Bond ETF464287440368,990$36.6M14.44%
4Ishares Inc Core Msci Emerging Mkts Etf46434G103476,014$23.2M9.17%
5Invesco BulletShares 2024 Corp Bd ETFIVZ1,110,615$22.9M9.03%
6iShares Core S&P Mid-Cap ETF46428750745,955$11.5M4.54%
7SPDR Developed World Ex-US ETF78463X889314,946$10.1M3.99%
8iShares S&P SmallCap 600 Index (ETF)46428780479,997$7.7M3.05%
9Schwab US Large Cap Etf808524201159,063$7.7M3.04%
10iPath Bloomberg Commodity Index Total Return ETNVXZ201,718$6.4M2.52%
11SPDR S&P 600 Small Cap ETF78464A81364,745$5.4M2.15%
12SPDR Nvn Barclys Short Term Mncpl Bnd ETF78468R739101,116$4.8M1.90%
13SPDR Barclays Emerging Markets Local Bond ETF78464A391214,992$4.6M1.80%
14Schwab International Equity ETF808524805123,500$4.3M1.70%
15Vanguard Europe Pac Etf92194385885,203$3.8M1.52%
16SPDR Portfolio Emerging Markets ETF78463X509111,468$3.8M1.50%
17Ishares Short-Term National Muni Bond ETF46428815832,843$3.4M1.36%
18Schwab US Small Cap Etf80852460776,547$3.2M1.27%
19Schwab US Broad Market Etf80852410266,251$3.2M1.25%
20Ishares Msci EAFE Index ETF46428746534,298$2.5M0.97%
21Ishares National AMT Free Muni ETF46428841422,230$2.4M0.95%
22SPDR S&P 500 ETFSPY5,473$2.2M0.88%
23Schwab Emerging Market Equity Etf80852470677,021$1.9M0.75%
24Schwab US Mid-Cap Etf80852450822,361$1.5M0.60%
25iShares Russell 3000 Index (ETF)4642876894,940$1.2M0.46%
26SPDR SERIES TRUST PORTFOLIO Mid Cap ETF78464A84725,532$1.1M0.44%
27Spdr Nuveen Barclay Muni Bond ETF78468R72112,904$604,1650.24%
28SPDR SERIES TRUST PORTFOLIO Small Cap ETF78468R85315,949$602,3940.24%
29iShares Barclays Aggregate Bond ETF4642872264,753$473,5670.19%
30Ishares Russell Midcap ETF4642874995,549$387,9860.15%
31Powershares EtfIVZ14,848$308,8380.12%
32Vanguard Emerging Market ETF9220428587,555$305,2260.12%
33Vanguard Mid Cap ETF9229086291,085$228,8480.09%
34Ishares Msci Acwi Etf4642882572,305$210,1240.08%
35Vanguard Total Stock Mkt ETF922908769776$158,3430.06%
36Vanguard S&P 500 Index ETF922908363316$118,8380.05%
37Ishares S&P 500 Value ETF464287408243$36,8780.01%
38SPDR DJ Wilshire Global Real Estate (ETF)78463X749549$22,5970.01%
39Dentsply Intl IncXRAY390$15,3190.01%
40ISHARES 0 TO 3 MNTH TREASURY BND ETF46436E718136$13,6790.01%
41Vanguard Small Cap Index ETF92290875171$13,4820.01%
42Ishares Msci Emrg Mkt ETF464287234209$8,2470.00%
43Ishares TRUST Emerging Debt ETF46428828173$6,2980.00%
44Ishares Gold ETFIAU162$6,0540.00%
45VanEck Vectors High-Yield Municipal Index ETF92189H40974$3,8290.00%