Ironwood Wealth Management, LLC.
CHANDLER, AZ
$451m in 54 US stocks at the end of 30 June 2026. The top 10 are 80.5% of the money. It changed about 29.6% of the portfolio this quarter.
Value
$451m
Stocks
54
Top 10 share
80.5%
Turnover
29.6%
What changed this quarter
New
Bought for the first time this quarter.
- Dimensional ETF TrustDFGX11.3% of the fund
- Vanguard Scottsdale FDSVCIT6.0% of the fund
- Vanguard Scottsdale FDSVGSH4.1% of the fund
- Vanguard Scottsdale FDSVCSH3.7% of the fund
- American Centy ETF TRAVDV1.6% of the fund
- Vanguard MUN BD FDSVTEB1.4% of the fund
- Schwab Strategic TRSCHZ0.4% of the fund
- Vanguard Charlotte FDSBNDX0.2% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIEF10.1% of the fund+9%
- Barclays BankDJP1.9% of the fund+91%
- Ishares TRMUB1.3% of the fund+24%
- Ishares TRIDEV0.5% of the fund+76%
- Vanguard Index FDSVXF0.1% of the fund+63%
- Vanguard BD Index FDSBSV<0.1% of the fund+161%
- Vanguard Scottsdale FDSVMBS<0.1% of the fund+157%
- Vanguard BD Index FDSBIV<0.1% of the fund+159%
- Vanguard BD Index FDSBLV<0.1% of the fund+158%
Cut
Sold some of their stake.
- Ishares TRIEFA17.8% of the fund-4%
- IsharesIEMG10.2% of the fund-11%
- Ishares TRIJH3.8% of the fund-4%
- Ishares TRIJR2.6% of the fund-10%
- Vanguard Scottsdale FDSVGLT2.5% of the fund-75%
- Spdr Index SHS FDSSPDW1.8% of the fund-3%
- Invesco Exch TRD SLF IDX FDBSCQ1.2% of the fund-75%
- Schwab Strategic TRSCHX1.0% of the fund-8%
- Spdr Index SHS FDSSPEM0.7% of the fund-4%
- Spdr Series TrustSPSM0.7% of the fund-3%
- Ishares TRSUB0.6% of the fund-17%
- Schwab Strategic TRSCHA0.6% of the fund-21%
- Schwab Strategic TRSCHE0.3% of the fund-9%
- Schwab Strategic TRSCHM0.2% of the fund-17%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund-41%
- Ishares TRIWV0.1% of the fund-3%
- Spdr Series TrustSPTL0.1% of the fund-63%
- Spdr Series TrustSPMD0.1% of the fund-8%
- Vanguard Index FDSVOO<0.1% of the fund-26%
- Vanguard Index FDSVTI<0.1% of the fund-55%
- Ishares TRIWR<0.1% of the fund-75%
- Vanguard Index FDSVB<0.1% of the fund-6%
- Invesco Exch Traded FD TR IIBKLN<0.1% of the fund-35%
- Ishares TRSHY<0.1% of the fund-94%
- Ishares TRACWI<0.1% of the fund-94%
Sold out
Sold their entire stake.
- Spdr Series TrustSPTM-100%
Holdings
- Ishares TRIEFA
- Share
- 17.8%
- Value
- $80m
- Shares
- 830,395
-4%
- Dimensional ETF TrustDFGX
- Share
- 11.3%
- Value
- $51m
- Shares
- 952,480
New
- Ishares TRIVV
- Share
- 10.9%
- Value
- $49m
- Shares
- 65,461
Held
- IsharesIEMG
- Share
- 10.2%
- Value
- $46m
- Shares
- 557,128
-11%
- Ishares TRIEF
- Share
- 10.1%
- Value
- $45m
- Shares
- 480,303
+9%
- Vanguard Scottsdale FDSVCIT
- Share
- 6.0%
- Value
- $27m
- Shares
- 329,314
New
- Vanguard Scottsdale FDSVGSH
- Share
- 4.1%
- Value
- $18m
- Shares
- 316,720
New
- Ishares TRIJH
- Share
- 3.8%
- Value
- $17m
- Shares
- 223,112
-4%
- Vanguard Scottsdale FDSVCSH
- Share
- 3.7%
- Value
- $17m
- Shares
- 212,762
New
- Ishares TRIJR
- Share
- 2.6%
- Value
- $12m
- Shares
- 79,511
-10%
- Vanguard Scottsdale FDSVGLT
- Share
- 2.5%
- Value
- $11m
- Shares
- 202,849
-75%
- Barclays BankDJP
- Share
- 1.9%
- Value
- $9m
- Shares
- 200,360
+91%
- Spdr Index SHS FDSSPDW
- Share
- 1.8%
- Value
- $8m
- Shares
- 165,020
-3%
- American Centy ETF TRAVDV
- Share
- 1.6%
- Value
- $7m
- Shares
- 71,156
New
- Vanguard MUN BD FDSVTEB
- Share
- 1.4%
- Value
- $6m
- Shares
- 126,647
New
- Ishares TRMUB
- Share
- 1.3%
- Value
- $6m
- Shares
- 54,859
+24%
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- 1.2%
- Value
- $5m
- Shares
- 267,436
-75%
- Schwab Strategic TRSCHX
- Share
- 1.0%
- Value
- $4m
- Shares
- 150,979
-8%
- Spdr Index SHS FDSSPEM
- Share
- 0.7%
- Value
- $3m
- Shares
- 62,107
-4%
- Spdr Series TrustSPSM
- Share
- 0.7%
- Value
- $3m
- Shares
- 51,932
-3%
- Schwab Strategic TRSCHB
- Share
- 0.6%
- Value
- $3m
- Shares
- 100,622
Held
- Ishares TRSUB
- Share
- 0.6%
- Value
- $3m
- Shares
- 26,209
-17%
- Schwab Strategic TRSCHA
- Share
- 0.6%
- Value
- $3m
- Shares
- 72,702
-21%
- Schwab Strategic TRSCHF
- Share
- 0.5%
- Value
- $2m
- Shares
- 74,614
Held
- Ishares TRIDEV
- Share
- 0.5%
- Value
- $2m
- Shares
- 22,853
+76%
- Schwab Strategic TRSCHZ
- Share
- 0.4%
- Value
- $2m
- Shares
- 78,512
New
- Ishares TREFA
- Share
- 0.3%
- Value
- $1m
- Shares
- 11,875
Held
- Schwab Strategic TRSCHE
- Share
- 0.3%
- Value
- $1m
- Shares
- 33,781
-9%
- Vanguard Charlotte FDSBNDX
- Share
- 0.2%
- Value
- $1m
- Shares
- 23,292
New
- Schwab Strategic TRSCHM
- Share
- 0.2%
- Value
- $1m
- Shares
- 27,189
-17%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $975,848
- Shares
- 1,307
-41%
- Ishares TRIWV
- Share
- 0.1%
- Value
- $670,301
- Shares
- 1,572
-3%
- Vanguard Index FDSVXF
- Share
- 0.1%
- Value
- $665,650
- Shares
- 2,704
+63%
- Spdr Series TrustSPTL
- Share
- 0.1%
- Value
- $535,853
- Shares
- 20,429
-63%
- Spdr Series TrustSPMD
- Share
- 0.1%
- Value
- $513,610
- Shares
- 7,602
-8%
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $344,517
- Shares
- 4,276
Held
- Vanguard BD Index FDSBSV
- Share
- <0.1%
- Value
- $307,204
- Shares
- 3,943
+161%
- Vanguard Scottsdale FDSVMBS
- Share
- <0.1%
- Value
- $176,248
- Shares
- 3,765
+157%
- Vanguard BD Index FDSBIV
- Share
- <0.1%
- Value
- $159,425
- Shares
- 2,079
+159%
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $145,243
- Shares
- 211
-26%
- Vanguard BD Index FDSBLV
- Share
- <0.1%
- Value
- $136,329
- Shares
- 1,978
+158%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $132,474
- Shares
- 358
-55%
- Ishares TRIWR
- Share
- <0.1%
- Value
- $115,395
- Shares
- 1,046
-75%
- Vanguard Index FDSVB
- Share
- <0.1%
- Value
- $103,667
- Shares
- 342
-6%
- Vanguard Tax-Managed FDSVEA
- Share
- <0.1%
- Value
- $86,569
- Shares
- 1,215
Held
- Invesco Exch Traded FD TR IIBKLN
- Share
- <0.1%
- Value
- $51,353
- Shares
- 2,521
-35%
- Ishares TRSHY
- Share
- <0.1%
- Value
- $49,430
- Shares
- 602
-94%
- Spdr Index SHS FDSRWO
- Share
- <0.1%
- Value
- $42,104
- Shares
- 847
Held
- Ishares TREMB
- Share
- <0.1%
- Value
- $41,276
- Shares
- 428
Held
- Ishares TRACWI
- Share
- <0.1%
- Value
- $20,472
- Shares
- 130
-94%
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $17,276
- Shares
- 289
-96%
- Ishares TRAGG
- Share
- <0.1%
- Value
- $5,939
- Shares
- 60
-49%
- Ishares TREEM
- Share
- <0.1%
- Value
- $4,036
- Shares
- 59
-19%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIEFA | 17.8% | $80m | 830,395 | -4% |
| Dimensional ETF TrustDFGX | 11.3% | $51m | 952,480 | New |
| Ishares TRIVV | 10.9% | $49m | 65,461 | Held |
| IsharesIEMG | 10.2% | $46m | 557,128 | -11% |
| Ishares TRIEF | 10.1% | $45m | 480,303 | +9% |
| Vanguard Scottsdale FDSVCIT | 6.0% | $27m | 329,314 | New |
| Vanguard Scottsdale FDSVGSH | 4.1% | $18m | 316,720 | New |
| Ishares TRIJH | 3.8% | $17m | 223,112 | -4% |
| Vanguard Scottsdale FDSVCSH | 3.7% | $17m | 212,762 | New |
| Ishares TRIJR | 2.6% | $12m | 79,511 | -10% |
| Vanguard Scottsdale FDSVGLT | 2.5% | $11m | 202,849 | -75% |
| Barclays BankDJP | 1.9% | $9m | 200,360 | +91% |
| Spdr Index SHS FDSSPDW | 1.8% | $8m | 165,020 | -3% |
| American Centy ETF TRAVDV | 1.6% | $7m | 71,156 | New |
| Vanguard MUN BD FDSVTEB | 1.4% | $6m | 126,647 | New |
| Ishares TRMUB | 1.3% | $6m | 54,859 | +24% |
| Invesco Exch TRD SLF IDX FDBSCQ | 1.2% | $5m | 267,436 | -75% |
| Schwab Strategic TRSCHX | 1.0% | $4m | 150,979 | -8% |
| Spdr Index SHS FDSSPEM | 0.7% | $3m | 62,107 | -4% |
| Spdr Series TrustSPSM | 0.7% | $3m | 51,932 | -3% |
| Schwab Strategic TRSCHB | 0.6% | $3m | 100,622 | Held |
| Ishares TRSUB | 0.6% | $3m | 26,209 | -17% |
| Schwab Strategic TRSCHA | 0.6% | $3m | 72,702 | -21% |
| Schwab Strategic TRSCHF | 0.5% | $2m | 74,614 | Held |
| Ishares TRIDEV | 0.5% | $2m | 22,853 | +76% |
| Schwab Strategic TRSCHZ | 0.4% | $2m | 78,512 | New |
| Ishares TREFA | 0.3% | $1m | 11,875 | Held |
| Schwab Strategic TRSCHE | 0.3% | $1m | 33,781 | -9% |
| Vanguard Charlotte FDSBNDX | 0.2% | $1m | 23,292 | New |
| Schwab Strategic TRSCHM | 0.2% | $1m | 27,189 | -17% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $975,848 | 1,307 | -41% |
| Ishares TRIWV | 0.1% | $670,301 | 1,572 | -3% |
| Vanguard Index FDSVXF | 0.1% | $665,650 | 2,704 | +63% |
| Spdr Series TrustSPTL | 0.1% | $535,853 | 20,429 | -63% |
| Spdr Series TrustSPMD | 0.1% | $513,610 | 7,602 | -8% |
| Vanguard Index FDSVO | <0.1% | $344,517 | 4,276 | Held |
| Vanguard BD Index FDSBSV | <0.1% | $307,204 | 3,943 | +161% |
| Vanguard Scottsdale FDSVMBS | <0.1% | $176,248 | 3,765 | +157% |
| Vanguard BD Index FDSBIV | <0.1% | $159,425 | 2,079 | +159% |
| Vanguard Index FDSVOO | <0.1% | $145,243 | 211 | -26% |
| Vanguard BD Index FDSBLV | <0.1% | $136,329 | 1,978 | +158% |
| Vanguard Index FDSVTI | <0.1% | $132,474 | 358 | -55% |
| Ishares TRIWR | <0.1% | $115,395 | 1,046 | -75% |
| Vanguard Index FDSVB | <0.1% | $103,667 | 342 | -6% |
| Vanguard Tax-Managed FDSVEA | <0.1% | $86,569 | 1,215 | Held |
| Invesco Exch Traded FD TR IIBKLN | <0.1% | $51,353 | 2,521 | -35% |
| Ishares TRSHY | <0.1% | $49,430 | 602 | -94% |
| Spdr Index SHS FDSRWO | <0.1% | $42,104 | 847 | Held |
| Ishares TREMB | <0.1% | $41,276 | 428 | Held |
| Ishares TRACWI | <0.1% | $20,472 | 130 | -94% |
| Vanguard Intl Equity Index FVWO | <0.1% | $17,276 | 289 | -96% |
| Ishares TRAGG | <0.1% | $5,939 | 60 | -49% |
| Dentsply SironaXRAY | <0.1% | $4,138 | 390 | Held |
| Ishares TREEM | <0.1% | $4,036 | 59 | -19% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 64.7% since 30 June 2025.
Where the money is
Health care0.0%
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.