Ironwood Wealth Management, LLC. — 2021-06-30 13F 持股

Name: Ironwood Wealth Management, LLC. — 13F Holdings, 2021-06-30
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	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	20.27%	-0.19%	+4.92%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	19.29%	-0.01%	+2.16%
3	BSCMUSD	Invesco Bulletshares 2022 Co	ETF-其他	12.34%	—	—
4	IEMG	Ishares Core Msci Emerging	ETF-新興市場	10.79%	+0.27%	+8.67%
5	SGOV	Ishares 0-3 Month Treasury B	ETF-政府公債	6.36%	—	—
6	IJH	Ishares Core S&p Midcap ETF	ETF-其他	5.82%	+0.02%	-25.19%
7	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	4.42%	—	-13.02%
8	SCHX	Schwab US Large-cap ETF	ETF-其他	3.43%	-0.14%	-5.56%
9	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	2.20%	-0.01%	-2.50%
10	SCHB	Schwab US Broad Market ETF	ETF-其他	2.06%	-0.07%	-2.57%
11	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	1.36%	—	+31.71%
12	SLY	Spdr S&p 600 Small Cap ETF	ETF-中小型股	1.32%	—	-11.77%
13	SPEM	State Street Sp Ptf Em ETF	ETF-其他	1.06%	-0.06%	-5.02%
14	MUB	Ishares National Muni Bond E	ETF-其他	1.05%	-0.03%	+9.51%
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.04%	-0.04%	-3.77%
16	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	1.01%	-0.01%	-4.46%
17	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.82%	—	-35.66%
18	SCHA	Schwab US Small-cap ETF	ETF-其他	0.79%	—	-23.60%
19	SCHF	Schwab Intl Equity ETF	ETF-其他	0.64%	—	-3.50%
20	IWV	Ishares Russell 3000 ETF	ETF-其他	0.61%	-0.01%	-15.68%
21	SUB	Ishares Short-term National	ETF-其他	0.51%	+0.13%	+0.99%
22	MDT	Medtronic plc	股票-醫療保健	0.39%	—	—
23	EFA	Ishares Msci Eafe ETF	ETF-其他	0.37%	-0.01%	—
24	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.32%	-0.01%	-14.74%
25	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.31%	—	+5.02%
26	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	0.17%	-0.01%	-36.37%
27	VO	Vanguard Mid-cap ETF	ETF-其他	0.17%	-0.01%	—
28	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.16%	-0.01%	+194.98%
29	BSCL	Invesco Bulletshares 2021 Co	ETF-其他	0.13%	—	-98.86%
30	RTX	Rtx CORP	股票-工業	0.13%	—	—
31	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.12%	—	+2.88%
32	DJP	Ipath Bloomberg Commodity In	ETF-避險與商品	0.12%	+0.35%	-24.04%
33	CARR	Carrier Global CORP	股票-工業	0.07%	—	—
34	OTIS	Otis Worldwide CORP	股票-工業	0.06%	—	—
35	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.06%	-0.01%	+51.46%
36	AAPL	Apple INC	股票-科技	0.06%	—	+38.23%
37	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.05%	—	+0.31%
38	BKLN	Invesco Senior Loan ETF	ETF-其他	0.03%	—	+0.24%
39	ACWI	Ishares Msci Acwi ETF	ETF-其他	0.02%	—	+9.51%
40	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.02%	—	—
41	XRAY	Dentsply Sirona INC	股票-醫療保健	0.01%	—	—
42	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	0.01%	-0.02%	+28.40%
43	AMAT	Applied Materials INC	股票-科技	0.01%	—	—
44	JNJ	Johnson & Johnson	股票-醫療保健	0.01%	—	—
45	VB	Vanguard Small-cap ETF	ETF-其他	—	—	-32.00%
46	IAU	Ishares Gold Trust	ETF-避險與商品	—	—	—
47	RWO	State Street Spdr Dow Jones	ETF-其他	—	—	+1.39%
48	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	—	—	+233.33%
49	LEMB	Ishares Jp Morgan Em Local C	ETF-其他	—	—	—
50	CHPT	ChargePoint Holdings, Inc.	股票-其他	—	—	—

1–50 of 51

本季持股變動

Ironwood Wealth Management, LLC. 於截至 2021-06-30 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	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清倉
2	IVV	Ishares Core S&p 500 ETF	—	EXIT	清倉
3	BSCL	Invesco Bulletshares 2021 Co	—	EXIT	清倉
4	IEMG	Ishares Core Msci Emerging	—	EXIT	清倉
5	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清倉
6	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
7	SCHX	Schwab US Large-cap ETF	—	EXIT	清倉
8	SPDW	Ste Str Spdr Pt Dw EU ETF	—	EXIT	清倉
9	SCHB	Schwab US Broad Market ETF	—	EXIT	清倉
10	SLY	Spdr S&p 600 Small Cap ETF	—	EXIT	清倉
11	SCHM	Schwab US Mid Cap ETF	—	EXIT	清倉
12	SPEM	State Street Sp Ptf Em ETF	—	EXIT	清倉
13	SHM	Ss Spdr N Ice St Muni ETF	—	EXIT	清倉
14	SCHE	Schwab Emrg Mrkts Eqty ETF	—	EXIT	清倉
15	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清倉
16	SCHA	Schwab US Small-cap ETF	—	EXIT	清倉
17	MUB	Ishares National Muni Bond E	—	EXIT	清倉
18	IWV	Ishares Russell 3000 ETF	—	EXIT	清倉
19	SCHF	Schwab Intl Equity ETF	—	EXIT	清倉
20	SUB	Ishares Short-term National	—	EXIT	清倉
21	MDT	Medtronic plc	—	EXIT	清倉
22	IWR	Ishares Russell Mid-cap ETF	—	EXIT	清倉
23	EFA	Ishares Msci Eafe ETF	—	EXIT	清倉
24	AGG	Ishares Core U.s. Aggregate	—	EXIT	清倉
25	SPMD	Ss Spdr P S&p 400 Midcap ETF	—	EXIT	清倉
26	VO	Vanguard Mid-cap ETF	—	EXIT	清倉
27	DJP	Ipath Bloomberg Commodity In	—	EXIT	清倉
28	RTX	Rtx CORP	—	EXIT	清倉
29	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清倉
30	CARR	Carrier Global CORP	—	EXIT	清倉
31	OTIS	Otis Worldwide CORP	—	EXIT	清倉
32	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
33	VEA	Vanguard Ftse Developed ETF	—	EXIT	清倉
34	AAPL	Apple INC	—	EXIT	清倉
35	VOO	Vanguard S&p 500 ETF	—	EXIT	清倉
36	BKLN	Invesco Senior Loan ETF	—	EXIT	清倉
37	IVE	Ishares S&p 500 Value ETF	—	EXIT	清倉
38	ACWI	Ishares Msci Acwi ETF	—	EXIT	清倉
39	BSJL	Invesco Bulletshares 2021 Hi	—	EXIT	清倉
40	XRAY	Dentsply Sirona INC	—	EXIT	清倉
41	SPSM	Ss Spdr P S&p 600 Small Cap	—	EXIT	清倉
42	JNJ	Johnson & Johnson	—	EXIT	清倉
43	VB	Vanguard Small-cap ETF	—	EXIT	清倉
44	IAUUSD	Ishares Gold Trust	—	EXIT	清倉
45	RWO	State Street Spdr Dow Jones	—	EXIT	清倉
46	LEMB	Ishares Jp Morgan Em Local C	—	EXIT	清倉
47	TFI	Ss Spdr N Ice Muni Bond ETF	—	EXIT	清倉
48	XLE	Ss Energy Select Sector	—	EXIT	清倉
49	STNG	Scorpio Tankers Inc.	—	EXIT	清倉