Holdings of Ironwood Financial, llc

Name: Holdings of Ironwood Financial, llc
Creator: Titelia

147 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.3 % of the equity sleeve

Sector breakdown

Funds 27.4 %
Technology 10.2 %
Health care 3.6 %
Consumer discretionary 2.5 %
Communication 2.5 %
Financials 1.4 %
Consumer staples 1.2 %
Industrials 0.9 %
Energy 0.2 %
Unattributed 50.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.9 %
GB 0.1 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	146	487.4M $	99.94 %
2	GB	1	275.1K $	0.06 %

Positions

Rank	Company	Shares	Value
1	iShares Core S&P 500 ETF	105,992	69.2M $
2	Apple Inc	150,598	38.2M $
3	iShares Core S&P Mid-Cap ETF	370,056	25M $
4	iShares Trust	96,875	20.5M $
5	iShares Core S&P Small-Cap ETF	134,483	16.7M $
6	iShares Trust	146,091	16.5M $
7	iShares iBonds Dec 2029 Term C	559,085	13M $
8	Vanguard Total Stock Market ETF	38,733	12.4M $
9	iShares iBonds Dec 2030 Term C	555,651	12.2M $
10	iShares iBonds Dec 2031 Term C	569,411	11.9M $
11	iShares iBonds Dec 2032 Term C	379,700	9.6M $
12	Invesco S&P 500 Equal Weight ETF	48,561	9.3M $
13	Vanguard Large-Cap ETF	29,583	8.8M $
14	iShares MSCI EAFE ETF	84,415	8.2M $
15	iShares iBonds Dec 2026 Term C	325,923	7.9M $
16	iShares Core S&P Total U.S. Stock Market ETF	51,355	7.3M $
17	iShares iBonds Dec 2027 Term C	281,089	6.8M $
18	Vanguard FTSE Developed Markets ETF	105,888	6.8M $
19	Amazon.com Inc	31,206	6.5M $
20	iShares Trust	54,058	6.4M $
21	iShares iBonds Dec 2028 Term C	243,639	6.2M $
22	Vanguard Growth ETF	13,654	6M $
23	Vanguard Total World Stock ETF	42,228	5.8M $
24	Alphabet Inc	20,249	5.8M $
25	Alphabet Inc	18,827	5.4M $
26	iShares S&P Mid-Cap 400 Value ETF	40,223	5.3M $
27	iShares Select Dividend ETF	34,081	5.2M $
28	Eli Lilly & Co	5,222	4.8M $
29	Microsoft Corp	12,779	4.7M $
30	JPMorgan Chase & Co	15,594	4.6M $
31	iShares Core U.S. Aggregate Bond ETF	43,732	4.3M $
32	iShares Trust	50,188	4M $
33	Invesco QQQ Trust Series 1	6,859	4M $
34	Costco Wholesale Corp	3,794	3.8M $
35	Cencora Inc	11,882	3.7M $
36	Vanguard Value ETF	17,377	3.4M $
37	iShares S&P Mid-Cap 400 Growth ETF	33,870	3.4M $
38	Vanguard FTSE All-World ex-US ETF	45,311	3.4M $
39	State Street SPDR S&P 500 ETF Trust	4,406	2.9M $
40	iShares Core High Dividend ETF	20,842	2.8M $
41	iShares iBoxx USD Investment Grade Corporate Bond ETF	23,864	2.6M $
42	International Business Machines Corp.	10,577	2.6M $
43	Johnson & Johnson	9,907	2.4M $
44	RTX Corp	12,063	2.3M $
45	Vanguard Mid-Cap ETF	7,727	2.2M $
46	American Century ETF Trust	18,188	2M $
47	Amgen Inc	5,688	2M $
48	Vanguard Small-Cap ETF	7,353	1.9M $
49	Intuit Inc	4,336	1.9M $
50	Lowe's Cos Inc	7,429	1.8M $
51	iShares S&P Small-Cap 600 Growth ETF	11,932	1.7M $
52	Vanguard Index Funds	9,123	1.7M $
53	Select Sector Spdr Trust	27,038	1.7M $
54	iShares Russell 1000 Growth ETF	3,879	1.7M $
55	iShares Russell 2000 Growth ETF	4,983	1.6M $
56	Schwab U.S. Large-Cap ETF	60,570	1.6M $
57	Invesco BulletShares 2030 Corp	91,385	1.5M $
58	McDonald's Corp.	4,875	1.5M $
59	Vanguard Index Funds	4,949	1.5M $
60	Home Depot Inc/The	4,478	1.5M $
61	Select Sector Spdr Trust	26,492	1.3M $
62	Schwab U.S. Small-Cap ETF	44,688	1.3M $
63	NVIDIA Corp	7,300	1.3M $
64	Zions Bancorp NA	20,568	1.2M $
65	Walmart Inc	9,097	1.1M $
66	Vanguard Mid-Cap Growth ETF	4,309	1.1M $
67	Schwab US Dividend Equity ETF	35,433	1.1M $
68	Dimensional U S Small Cap ETF	14,986	1.1M $
69	Schwab International Equity ETF	42,696	1.1M $
70	iShares Trust	3,206	1.1M $
71	iShares Trust	15,072	976.2K $
72	Schwab US Broad Market ETF	37,510	941.5K $
73	Charles Schwab Corp/The	9,803	921.3K $
74	Pfizer Inc	32,532	913.5K $
75	SPDR Series Trust	15,582	881.6K $
76	Honeywell International Inc	3,760	849.9K $
77	iShares Trust	8,269	826.7K $
78	Vanguard S&P 500 ETF	1,360	812.5K $
79	iShares Trust	8,338	810.7K $
80	Schwab Strategic Trust	26,273	801.3K $
81	Lockheed Martin Corp	1,310	791.8K $
82	Yum! Brands Inc	4,851	754.2K $
83	Dimensional International Value ETF	14,227	750.9K $
84	Berkshire Hathaway Inc	1,549	742.1K $
85	iShares Russell 2000 ETF	2,983	739.7K $
86	iShares Trust	16,216	690.1K $
87	Snap-on Inc	1,872	679.9K $
88	AbbVie Inc	2,997	651.8K $
89	Merck & Co Inc	5,395	649K $
90	Biogen Inc	3,535	648.1K $
91	iShares U.S. Financials ETF	5,500	647.1K $
92	Dimensional ETF Trust	8,898	631K $
93	Oracle Corp	4,210	619.3K $
94	iShares Core MSCI EAFE ETF	6,521	590.4K $
95	Boeing Co/The	2,868	570.8K $
96	Bristol-Myers Squibb Co	9,129	553.7K $
97	Invesco Bulletshares 2031 Corp	32,410	533.5K $
98	FIDELITY COVINGTON TRUST	6,133	530.6K $
99	SPDR Gold Shares	1,124	483.7K $
100	Schwab Strategic Trust	15,788	459.9K $