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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 Q3 2023 · Filed August 8, 2023 · Accession 0001104659-23-088480

Total Value
$268.6M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Index (ETF)46428720093,911$41.9M15.58%
2Ishares TRUST Core Msci Eafe Etf46432F842576,918$38.9M14.50%
3iShares 7-10 Year Treasury Bond ETF464287440378,294$36.5M13.60%
4Ishares Inc Core Msci Emerging Mkts Etf46434G103501,775$24.7M9.21%
5Invesco BulletShares 2024 Corp Bd ETFIVZ1,174,538$24.2M8.99%
6iShares Core S&P Mid-Cap ETF46428750749,563$13.0M4.82%
7SPDR Developed World Ex-US ETF78463X889320,881$10.4M3.89%
8iShares S&P SmallCap 600 Index (ETF)46428780489,326$8.9M3.31%
9Schwab US Large Cap Etf808524201159,708$8.4M3.11%
10SPDR SERIES TRUST PORTFOLIO Small Cap ETF78468R853169,167$6.6M2.45%
11iPath Bloomberg Commodity Index Total Return ETNVXZ214,698$6.6M2.44%
12SPDR Barclays Emerging Markets Local Bond ETF78464A391239,850$5.1M1.89%
13SPDR Nvn Barclys Short Term Mncpl Bnd ETF78468R739103,543$4.9M1.81%
14Schwab International Equity ETF808524805123,672$4.4M1.64%
15Vanguard Europe Pac Etf92194385885,906$4.0M1.48%
16SPDR Portfolio Emerging Markets ETF78463X509111,627$3.8M1.43%
17Ishares Short-Term National Muni Bond ETF46428815834,101$3.5M1.32%
18Schwab US Broad Market Etf80852410265,447$3.4M1.26%
19Schwab US Small Cap Etf80852460776,521$3.4M1.25%
20Ishares Msci EAFE Index ETF46428746534,298$2.5M0.93%
21SPDR S&P 500 ETFSPY5,563$2.5M0.92%
22Ishares National AMT Free Muni ETF46428841422,346$2.4M0.89%
23Schwab Emerging Market Equity Etf80852470676,554$1.9M0.70%
24Schwab US Mid-Cap Etf80852450822,462$1.6M0.59%
25SPDR SERIES TRUST PORTFOLIO Mid Cap ETF78464A84726,592$1.2M0.45%
26iShares Russell 3000 Index (ETF)4642876894,764$1.2M0.45%
27Spdr Nuveen Barclay Muni Bond ETF78468R72110,098$466,1240.17%
28iShares Barclays Aggregate Bond ETF4642872264,755$465,7310.17%
29Ishares Russell Midcap ETF4642874995,549$405,2430.15%
30Powershares EtfIVZ15,377$323,5320.12%
31Vanguard Emerging Market ETF9220428587,551$307,1870.11%
32Vanguard Mid Cap ETF9229086291,072$236,0120.09%
33Ishares Msci Acwi Etf4642882572,284$219,1270.08%
34Vanguard Total Stock Mkt ETF922908769734$161,6630.06%
35Vanguard S&P 500 Index ETF922908363325$132,3660.05%
36SPDR DJ Wilshire Global Real Estate (ETF)78463X7491,459$59,9210.02%
37Ishares S&P 500 Value ETF464287408243$39,1690.01%
38VanEck Vectors High-Yield Municipal Index ETF92189H409574$29,4690.01%
39Vanguard Small Cap Index ETF922908751116$23,1050.01%
40Dentsply Intl IncXRAY390$15,6080.01%
41Ishares Msci Emrg Mkt ETF464287234209$8,2680.00%
42Ishares Gold ETFIAU162$5,8950.00%