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Ironwood Wealth Management, LLC.
Period ended Sep 30, 2026 · Latest filing Oct 28, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $463,387,746
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES CORE MSCI EAFE ETF · ETF · 46432F842 · shares: $79,671,577
- DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF · ETF · 25434V575 · shares: $60,903,813
- ISHARES CORE S&P 500 ETF · ETF · 464287200 · shares: $50,538,758
- ISHARES 7-10 YEAR TREASURY BOND ETF · ETF · 464287440 · shares: $45,362,124
- ISHARES CORE MSCI EMERGING MARKETS ETF · ETF · 46434G103 · shares: $45,268,476
- VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF · ETF · 92206C870 · shares: $35,360,669
- VANGUARD SHORT-TERM TREASURY ETF · ETF · 92206C102 · shares: $22,728,531
- VANGUARD SHORT-TERM CORPORATE BOND ETF · ETF · 92206C409 · shares: $21,190,662
- ISHARES CORE S&P MID-CAP ETF · ETF · 464287507 · shares: $15,931,710
- ISHARES CORE S&P SMALL CAP ETF · ETF · 464287804 · shares: $10,640,563
Reported holdings
50 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | — | 822,374 shares | $79,671,577 |
| DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | ETF | 25434V575 | — | 1,190,958 shares | $60,903,813 |
| ISHARES CORE S&P 500 ETF | ETF | 464287200 | — | 65,990 shares | $50,538,758 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 464287440 | — | 507,918 shares | $45,362,124 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | — | 557,768 shares | $45,268,476 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 | — | 451,547 shares | $35,360,669 |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | — | 394,867 shares | $22,728,531 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | — | 274,313 shares | $21,190,662 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 221,428 shares | $15,931,710 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | — | 78,216 shares | $10,640,563 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | ETF | 025072802 | — | 85,471 shares | $9,348,798 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | — | 164,464 shares | $8,257,747 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | — | 151,776 shares | $7,188,103 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | — | 52,472 shares | $5,304,941 |
| IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | ETN | 06738C778 | — | 94,968 shares | $4,892,751 |
| SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | — | 149,897 shares | $4,496,913 |
| JPMORGAN MUNICIPAL ETF | ETF | 46641Q647 | — | 86,862 shares | $4,132,887 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | — | 63,847 shares | $3,304,729 |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 | — | 97,985 shares | $2,871,939 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 78468R853 | — | 46,909 shares | $2,479,615 |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 808524607 | — | 74,432 shares | $2,428,701 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | — | 74,614 shares | $2,049,637 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 464288158 | — | 18,906 shares | $1,976,410 |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | ETF | 46435G326 | — | 20,529 shares | $1,836,943 |
| SCHWAB US AGGREGATE BOND ETF | ETF | 808524839 | — | 74,823 shares | $1,653,597 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 2,111 shares | $1,609,728 |
| SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | — | 35,187 shares | $1,282,568 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 | — | 11,875 shares | $1,233,694 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 92203J407 | — | 24,021 shares | $1,125,882 |
| SCHWAB U.S. MID-CAP ETF | ETF | 808524508 | — | 29,857 shares | $1,015,739 |
| ISHARES RUSSELL 3000 ETF | ETF | 464287689 | — | 1,324 shares | $571,518 |
| VANGUARD EXTENDED MARKET ETF | ETF | 922908652 | — | 2,447 shares | $566,835 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 2,672 shares | $496,057 |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | 46138J791 | — | 25,075 shares | $489,460 |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 78464A847 | — | 7,169 shares | $451,951 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 | — | 4,114 shares | $439,005 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 6,926 shares | $410,785 |
| ISHARES MSCI ACWI ETF | ETF | 464288257 | — | 2,464 shares | $391,139 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 1,505 shares | $343,712 |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | ETF | 464288679 | — | 3,007 shares | $331,732 |
| VANGUARD MORNINGSTAR MID-CAP ETF | ETF | 922908629 | — | 4,139 shares | $324,580 |
| VANGUARD LONG-TERM TREASURY ETF | ETF | 92206C847 | — | 6,386 shares | $320,199 |
| APPLE INC COM | Stock | 037833100 | — | 928 shares | $309,043 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 921937827 | — | 4,044 shares | $308,999 |
| JPMORGAN BETABUILDERS JAPAN ETF | ETF | 46641Q217 | — | 3,864 shares | $303,324 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | 922908769 | — | 756 shares | $282,925 |
| ISHARES MBS ETF | ETF | 464288588 | — | 2,914 shares | $261,153 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 461 shares | $236,447 |
| JPMORGAN BETABUILDERS CANADA ETF | ETF | 46641Q225 | — | 2,308 shares | $231,631 |
| VANGUARD S&P 500 ETF | ETF | 922908363 | — | 327 shares | $229,046 |