Ironwood Wealth Management, LLC. — 2019-12-31 13F 持股

Name: Ironwood Wealth Management, LLC. — 13F Holdings, 2019-12-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001692820

申報總市值

US$3.5億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	ETF-政府公債	14.24%	—	+4.97%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	11.57%	-0.01%	+126.30%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	9.92%	-0.19%	+94.29%
4	SCHX	Schwab US Large-cap ETF	ETF-其他	8.04%	-0.14%	-43.75%
5	SCHF	Schwab Intl Equity ETF	ETF-其他	7.98%	—	-36.30%
6	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	ETF-政府公債	7.09%	—	+4.66%
7	IJH	Ishares Core S&p Midcap ETF	ETF-其他	6.54%	+0.02%	+6.30%
8	IEMG	Ishares Core Msci Emerging	ETF-新興市場	6.35%	+0.27%	+83.87%
9	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	4.79%	-0.01%	-36.61%
10	SCHA	Schwab US Small-cap ETF	ETF-其他	4.15%	—	-2.47%
11	SCHM	Schwab US Mid Cap ETF	ETF-其他	3.96%	—	-5.90%
12	SCHB	Schwab US Broad Market ETF	ETF-其他	3.37%	-0.07%	-5.80%
13	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.47%	—	+11.40%
14	SUB	Ishares Short-term National	ETF-其他	1.42%	+0.13%	+3.15%
15	IWV	Ishares Russell 3000 ETF	ETF-其他	1.18%	-0.01%	-2.98%
16	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.84%	-0.06%	-3.23%
17	MUB	Ishares National Muni Bond E	ETF-其他	0.63%	-0.03%	+0.08%
18	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.62%	-0.01%	-3.55%
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.60%	-0.04%	—
20	VB	Vanguard Small-cap ETF	ETF-其他	0.55%	—	—
21	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	ETF-科技型	0.49%	—	+0.67%
22	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.47%	-0.01%	-1.78%
23	SLY	Spdr S&p 600 Small Cap ETF	ETF-中小型股	0.47%	—	-8.22%
24	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	0.42%	-0.02%	-1.54%
25	PRIV	State Street IG Public & Private Credit ETF	ETF-其他	0.40%	—	-1.03%
26	DJP	Ipath Bloomberg Commodity In	ETF-避險與商品	0.35%	+0.35%	-3.46%
27	✓	Etracs Bb Cmci Etn	股票-其他	0.31%	—	-1.02%
28	UTXZ	United Tech CORP	股票-其他	0.27%	—	—
29	VO	Vanguard Mid-cap ETF	ETF-其他	0.26%	-0.01%	—
30	EFA	Ishares Msci Eafe ETF	ETF-其他	0.25%	-0.01%	+2.41%
31	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	0.23%	-0.01%	-21.40%
32	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.12%	—	—
33	SMHC	VanEck China Semiconductor ETF	ETF-新興市場	0.10%	—	—
34	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.09%	—	—
35	EBND	State Street Spdr Bloomberg	ETF-其他	0.08%	—	+3.36%
36	LEMB	Ishares Jp Morgan Em Local C	ETF-其他	0.06%	—	+0.73%
37	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.05%	—	-42.46%
38	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.05%	-0.01%	—
39	IAUUSD	Ishares Gold Trust	ETF-避險與商品	0.03%	—	+0.22%
40	PZDUSD	Invesco Msci Sustainable Fut	ETF-其他	0.03%	—	—
41	IDU	Ishares US Utilities ETF	ETF-其他	0.02%	—	-77.82%
42	RWO	State Street Spdr Dow Jones	ETF-其他	0.02%	—	+0.15%
43	BA	Boeing Co/the	股票-工業	0.02%	—	—
44	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.02%	—	—
45	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.02%	—	—
46	XRAY	DENTSPLY SIRONA Inc.	股票-醫療保健	0.02%	—	—
47	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.01%	-0.01%	—
48	AAPL	Apple INC	股票-科技	0.01%	—	-79.25%
49	JNJ	Johnson & Johnson	股票-醫療保健	0.01%	—	—
50	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.01%	—	—

1–50 of 51

本季持股變動

Ironwood Wealth Management, LLC. 於截至 2019-12-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IVV	Ishares Core S&p 500 ETF	+6.5%	+126.30%	加碼
2	IEFA	Ishares Core Msci Eafe ETF	+4.8%	+94.29%	加碼
3	IEMG	Ishares Core Msci Emerging	+3%	+83.87%	加碼
4	IJH	Ishares Core S&p Midcap ETF	+0.4%	+6.30%	加碼
5	IJR	Ishares Core S&p Small-cap E	+0.2%	+11.40%	加碼
6	VWO	Vanguard Ftse Emerging Marke	0%	—	不變
7	VTI	Vanguard Total Stock Mkt ETF	0%	—	不變
8	PZDUSD	Invesco Msci Sustainable Fut	0%	—	不變
9	SPEM	State Street Sp Ptf Em ETF	—	-3.23%	減碼
10	SPY	Ss Spdr S&p 500 ETF Trust-us	—	—	不變
11	VB	Vanguard Small-cap ETF	—	—	不變
12	SPSM	Ss Spdr P S&p 600 Small Cap	—	-1.54%	減碼
13	UTXZ	United Tech CORP	—	—	不變
14	EFA	Ishares Msci Eafe ETF	—	+2.41%	加碼
15	✓	Etracs Bb Cmci Etn	—	-1.02%	減碼
16	VO	Vanguard Mid-cap ETF	—	—	不變
17	VEA	Vanguard Ftse Developed ETF	—	—	不變
18	EBND	State Street Spdr Bloomberg	—	+3.36%	加碼
19	IVE	Ishares S&p 500 Value ETF	—	—	不變
20	JNJ	Johnson & Johnson	—	—	不變
21	EEM	Ishares Msci Emerging Market	—	—	不變
22	IAUUSD	Ishares Gold Trust	—	+0.22%	加碼
23	VOO	Vanguard S&p 500 ETF	—	—	不變
24	XRAY	DENTSPLY SIRONA Inc.	—	—	不變
25	IVW	Ishares S&p 500 Growth ETF	—	—	不變
26	IWR	Ishares Russell Mid-cap ETF	0%	-1.78%	減碼
27	BA	Boeing Co/the	0%	—	不變
28	RWO	State Street Spdr Dow Jones	0%	+0.15%	加碼
29	IWV	Ishares Russell 3000 ETF	0%	-2.98%	減碼
30	SPDW	Ste Str Spdr Pt Dw EU ETF	0%	-3.55%	減碼
31	DJP	Ipath Bloomberg Commodity In	0%	-3.46%	減碼
32	AAPL	Apple INC	0%	-79.25%	減碼
33	PRIV	State Street IG Public & Private Credit ETF	0%	-1.03%	減碼
34	SLY	Spdr S&p 600 Small Cap ETF	0%	-8.22%	減碼
35	QNDX	State Street SPDR Portfolio Nasdaq 100 ETF	0%	+0.67%	加碼
36	MUB	Ishares National Muni Bond E	0%	+0.08%	加碼
37	SCHA	Schwab US Small-cap ETF	-0.1%	-2.47%	減碼
38	SUB	Ishares Short-term National	-0.1%	+3.15%	加碼
39	AGG	Ishares Core U.s. Aggregate	-0.1%	-42.46%	減碼
40	SPMD	Ss Spdr P S&p 400 Midcap ETF	-0.1%	-21.40%	減碼
41	IDU	Ishares US Utilities ETF	-0.1%	-77.82%	減碼
42	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	-0.2%	+4.66%	加碼
43	SCHB	Schwab US Broad Market ETF	-0.2%	-5.80%	減碼
44	SCHM	Schwab US Mid Cap ETF	-0.3%	-5.90%	減碼
45	BSGT	Invesco Bulletshares 2029 Treasury Bond ETF	-0.3%	+4.97%	加碼
46	SCHE	Schwab Emrg Mrkts Eqty ETF	-2.6%	-36.61%	減碼
47	SCHF	Schwab Intl Equity ETF	-4.7%	-36.30%	減碼
48	SCHX	Schwab US Large-cap ETF	-6.1%	-43.75%	減碼
49	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	清倉
50	SPAB	Ss Spdr P Agg Bond ETF	—	EXIT	清倉