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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 Q1 2025 · Filed April 25, 2025 · Accession 0001104659-25-039345

Total Value
$325.8M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1Ishares TRUST Core Msci Eafe Etf46432F842702,759$53.2M16.32%
2Vanguard Long-Term Treasury ETF92206C847865,136$49.8M15.30%
3iShares 7-10 Year Treasury Bond ETF464287440497,272$47.4M14.56%
4iShares S&P 500 Index (ETF)46428720067,006$37.7M11.56%
5Ishares Inc Core Msci Emerging Mkts Etf46434G103528,775$28.5M8.76%
6Invesco BulletShares 2025 Corp Bd ETFIVZ1,140,976$23.6M7.24%
7iShares Core S&P Mid-Cap ETF464287507230,697$13.5M4.13%
8iShares S&P SmallCap 600 Index (ETF)464287804118,209$12.4M3.79%
9SPDR Developed World Ex-US ETF78463X889258,170$9.4M2.89%
10Ishares National AMT Free Muni ETF46428841469,148$7.3M2.24%
11Schwab US Large Cap Etf808524201261,032$5.8M1.77%
12iPath Bloomberg Commodity Index Total Return ETNVXZ124,689$4.4M1.35%
13SPDR SERIES TRUST PORTFOLIO Small Cap ETF78468R853106,461$4.3M1.33%
14SPDR Portfolio Emerging Markets ETF78463X50997,994$3.9M1.18%
15Schwab US Broad Market Etf808524102165,463$3.6M1.09%
16Ishares Short-Term National Muni Bond ETF46428815830,319$3.2M0.98%
17Ishares Msci EAFE Index ETF46428746531,434$2.6M0.79%
18SPDR S&P 500 ETFSPY4,263$2.4M0.73%
19Schwab International Equity ETF808524805115,383$2.3M0.70%
20Schwab Emerging Market Equity Etf80852470665,978$1.8M0.56%
21Schwab US Small Cap Etf80852460754,218$1.3M0.39%
22SPDRA(R) Portfolio Long Term Treasury ETF78464A66443,564$1.2M0.36%
23Schwab US Mid-Cap Etf80852450843,005$1.1M0.35%
24iShares Russell 3000 Index (ETF)4642876893,045$967,2140.30%
25Ishares Tr Barclays 1-3 Bond (SHY)46428745710,213$844,8810.26%
26SPDR SERIES TRUST PORTFOLIO Mid Cap ETF78464A84714,252$729,4100.22%
27Vanguard Total Stock Mkt ETF9229087692,065$567,4370.17%
28Ishares Russell Midcap ETF4642874994,930$419,3950.13%
29Vanguard Emerging Market ETF9220428588,464$383,0840.12%
30Vanguard Mid Cap ETF9229086291,187$306,9820.09%
31Ishares Msci Acwi Etf4642882572,534$294,9750.09%
32Vanguard S&P 500 Index ETF922908363424$217,8980.07%
33SPDR DJ Wilshire Global Real Estate (ETF)78463X7494,495$196,1620.06%
34Vanguard Europe Pac Etf9219438582,881$146,4450.04%
35SPDR Barclays Emerging Markets Local Bond ETF78464A3913,441$69,0610.02%
36Ishares TRUST Emerging Debt ETF464288281428$38,7730.01%
37Ishares S&P 500 Value ETF464287408196$37,3540.01%
38Vanguard Small Cap Index ETF922908751101$22,4100.01%
39Powershares EtfIVZ1,037$21,4660.01%
40iShares Barclays Aggregate Bond ETF464287226182$17,9750.01%
41Dentsply Intl IncXRAY390$5,8270.00%
42Ishares Msci Emrg Mkt ETF46428723480$3,4960.00%