Ironwood Wealth Management, INC. — Q1 2021 13F 持股

Name: Ironwood Wealth Management, INC. — 13F Holdings, Q1 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001844821

申报总市值

US$2.2亿

← 返回最新季度

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	13.70%	+0.18%	-2.27%
2	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	13.26%	-0.03%	-28.28%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	13.13%	-0.21%	-0.01%
4	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-其他	12.18%	—	+1.60%
5	IUSV	Ishares Core S&p U.s. Value	ETF-其他	10.85%	-0.08%	—
6	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	9.18%	-0.20%	-0.20%
7	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	9.03%	-0.04%	+124.60%
8	IXUS	Ishares Core Intl Stock ETF	ETF-其他	7.27%	—	+165.64%
9	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	6.09%	—	+59.20%
10	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	4.93%	—	+0.59%
11	VZ	Verizon Communications INC	股票-通信服务	0.10%	—	—
12	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.05%	—	—
13	AXP	American Express Co	股票-金融	0.04%	—	—
14	6D8	Dupont De Nemours INC	股票-其他	0.03%	—	-35.21%
15	DOW	Dow INC	股票-原材料	0.03%	—	-35.21%
16	OLN	Olin CORP	股票-原材料	0.02%	—	—
17	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.02%	—	—
18	SLV	Ishares Silver Trust	ETF-避险与商品	0.01%	—	—
19	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.01%	—	—
20	FENY	Fidelity Msci Energy Index	ETF-大型股与成长	0.01%	—	+25.00%
21	CTVA	Corteva INC	股票-原材料	0.01%	—	—
22	COP	Conocophillips	股票-能源	0.01%	—	—
23	FIDU	Fidelity Msci Indust Indx	ETF-其他	0.01%	—	+100.00%
24	IAT	Ishares US Regional Banks Et	ETF-其他	0.01%	—	+200.00%
25	ONEQ	Fidelity Nasdaq Comp Indx	ETF-科技型	0.01%	—	—
26	FNCL	Fidelity Msci Financial Indx	ETF-其他	—	—	—
27	ACWV	Ishares Msci Global Min Vol	ETF-其他	—	—	-99.90%
28	FLOT	Ishares Floating Rate Bond E	ETF-其他	—	—	-62.55%
29	XLB	Ss Materials Select Sector	ETF-其他	—	—	—
30	IEZ	Ishares U.s. Oil Equipment &	ETF-其他	—	—	—

本季持股变动

Ironwood Wealth Management, INC. 于截至 Q1 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IVE	Ishares S&p 500 Value ETF	+4.9%	+124.60%	加仓
2	IXUS	Ishares Core Intl Stock ETF	+4.3%	+165.64%	加仓
3	IEFA	Ishares Core Msci Eafe ETF	+1.9%	+59.20%	加仓
4	IJR	Ishares Core S&p Small-cap E	+0.2%	-2.27%	减仓
5	OLN	Olin CORP	0%	—	不变
6	IAT	Ishares US Regional Banks Et	0%	+200.00%	加仓
7	FIDU	Fidelity Msci Indust Indx	0%	+100.00%	加仓
8	AXP	American Express Co	—	—	不变
9	FENY	Fidelity Msci Energy Index	—	+25.00%	加仓
10	ITOT	Ishares Core S&p Total U.s.	—	—	不变
11	COP	Conocophillips	—	—	不变
12	CTVA	Corteva INC	—	—	不变
13	FNCL	Fidelity Msci Financial Indx	—	—	不变
14	VWO	Vanguard Ftse Emerging Marke	—	—	不变
15	ONEQ	Fidelity Nasdaq Comp Indx	—	—	不变
16	DOW	Dow INC	0%	-35.21%	减仓
17	FLOT	Ishares Floating Rate Bond E	0%	-62.55%	减仓
18	VZ	Verizon Communications INC	0%	—	不变
19	SLV	Ishares Silver Trust	0%	—	不变
20	6D8	Dupont De Nemours INC	0%	-35.21%	减仓
21	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.6%	+0.59%	加仓
22	IVV	Ishares Core S&p 500 ETF	-1%	-0.01%	减仓
23	IUSG	Ishares Core S&p U.s. Growth	-1.1%	-0.20%	减仓
24	ISTB	Ishares Core 1-5 Year Usd Bo	-1.6%	+1.60%	加仓
25	ACWV	Ishares Msci Global Min Vol	-5.1%	-99.90%	减仓
26	USMV	Ishares Msci USA Min Vol Fac	-7.4%	-28.28%	减仓
27	IUSV	Ishares Core S&p U.s. Value	—	NEW	新建仓
28	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
29	IJT	Ishares S&p Small-cap 600 Gr	—	EXIT	清仓
30	IJS	Ishares S&p Small-cap 600 Va	—	NEW	新建仓
31	FSTA	Fidelity Msci Cons Stap Indx	—	EXIT	清仓
32	XLB	Ss Materials Select Sector	—	NEW	新建仓
33	FHLC	Fidelity Msci Health Care	—	EXIT	清仓
34	IEZ	Ishares U.s. Oil Equipment &	—	NEW	新建仓

Ironwood Wealth Management, INC. — Q1 2021 13F 持股

CIK: 0001844821

申报总市值

US$2.2亿

← 返回最新季度

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	13.70%	+0.18%	-2.27%
2	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	13.26%	-0.03%	-28.28%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	13.13%	-0.21%	-0.01%
4	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-其他	12.18%	—	+1.60%
5	IUSV	Ishares Core S&p U.s. Value	ETF-其他	10.85%	-0.08%	—
6	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	9.18%	-0.20%	-0.20%
7	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	9.03%	-0.04%	+124.60%
8	IXUS	Ishares Core Intl Stock ETF	ETF-其他	7.27%	—	+165.64%
9	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	6.09%	—	+59.20%
10	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	4.93%	—	+0.59%
11	VZ	Verizon Communications INC	股票-通信服务	0.10%	—	—
12	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.05%	—	—
13	AXP	American Express Co	股票-金融	0.04%	—	—
14	6D8	Dupont De Nemours INC	股票-其他	0.03%	—	-35.21%
15	DOW	Dow INC	股票-原材料	0.03%	—	-35.21%
16	OLN	Olin CORP	股票-原材料	0.02%	—	—
17	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.02%	—	—
18	SLV	Ishares Silver Trust	ETF-避险与商品	0.01%	—	—
19	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	0.01%	—	—
20	FENY	Fidelity Msci Energy Index	ETF-大型股与成长	0.01%	—	+25.00%
21	CTVA	Corteva INC	股票-原材料	0.01%	—	—
22	COP	Conocophillips	股票-能源	0.01%	—	—
23	FIDU	Fidelity Msci Indust Indx	ETF-其他	0.01%	—	+100.00%
24	IAT	Ishares US Regional Banks Et	ETF-其他	0.01%	—	+200.00%
25	ONEQ	Fidelity Nasdaq Comp Indx	ETF-科技型	0.01%	—	—
26	FNCL	Fidelity Msci Financial Indx	ETF-其他	—	—	—
27	ACWV	Ishares Msci Global Min Vol	ETF-其他	—	—	-99.90%
28	FLOT	Ishares Floating Rate Bond E	ETF-其他	—	—	-62.55%
29	XLB	Ss Materials Select Sector	ETF-其他	—	—	—
30	IEZ	Ishares U.s. Oil Equipment &	ETF-其他	—	—	—

本季持股变动

Ironwood Wealth Management, INC. 于截至 Q1 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IVE	Ishares S&p 500 Value ETF	+4.9%	+124.60%	加仓
2	IXUS	Ishares Core Intl Stock ETF	+4.3%	+165.64%	加仓
3	IEFA	Ishares Core Msci Eafe ETF	+1.9%	+59.20%	加仓
4	IJR	Ishares Core S&p Small-cap E	+0.2%	-2.27%	减仓
5	OLN	Olin CORP	0%	—	不变
6	IAT	Ishares US Regional Banks Et	0%	+200.00%	加仓
7	FIDU	Fidelity Msci Indust Indx	0%	+100.00%	加仓
8	AXP	American Express Co	—	—	不变
9	FENY	Fidelity Msci Energy Index	—	+25.00%	加仓
10	ITOT	Ishares Core S&p Total U.s.	—	—	不变
11	COP	Conocophillips	—	—	不变
12	CTVA	Corteva INC	—	—	不变
13	FNCL	Fidelity Msci Financial Indx	—	—	不变
14	VWO	Vanguard Ftse Emerging Marke	—	—	不变
15	ONEQ	Fidelity Nasdaq Comp Indx	—	—	不变
16	DOW	Dow INC	0%	-35.21%	减仓
17	FLOT	Ishares Floating Rate Bond E	0%	-62.55%	减仓
18	VZ	Verizon Communications INC	0%	—	不变
19	SLV	Ishares Silver Trust	0%	—	不变
20	6D8	Dupont De Nemours INC	0%	-35.21%	减仓
21	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.6%	+0.59%	加仓
22	IVV	Ishares Core S&p 500 ETF	-1%	-0.01%	减仓
23	IUSG	Ishares Core S&p U.s. Growth	-1.1%	-0.20%	减仓
24	ISTB	Ishares Core 1-5 Year Usd Bo	-1.6%	+1.60%	加仓
25	ACWV	Ishares Msci Global Min Vol	-5.1%	-99.90%	减仓
26	USMV	Ishares Msci USA Min Vol Fac	-7.4%	-28.28%	减仓
27	IUSV	Ishares Core S&p U.s. Value	—	NEW	新建仓
28	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
29	IJT	Ishares S&p Small-cap 600 Gr	—	EXIT	清仓
30	IJS	Ishares S&p Small-cap 600 Va	—	NEW	新建仓
31	FSTA	Fidelity Msci Cons Stap Indx	—	EXIT	清仓
32	XLB	Ss Materials Select Sector	—	NEW	新建仓
33	FHLC	Fidelity Msci Health Care	—	EXIT	清仓
34	IEZ	Ishares U.s. Oil Equipment &	—	NEW	新建仓