0001085146-22-001456.txt : 20220420 0001085146-22-001456.hdr.sgml : 20220420 20220419203523 ACCESSION NUMBER: 0001085146-22-001456 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ironwood Financial, llc CENTRAL INDEX KEY: 0001630360 IRS NUMBER: 364659322 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16526 FILM NUMBER: 22836132 BUSINESS ADDRESS: STREET 1: 1926 E FT. LOWELL ROAD STREET 2: STE 100 CITY: TUCSON STATE: AZ ZIP: 85719 BUSINESS PHONE: 5203184600 MAIL ADDRESS: STREET 1: 1926 E FT. LOWELL ROAD STREET 2: STE 100 CITY: TUCSON STATE: AZ ZIP: 85719 FORMER COMPANY: FORMER CONFORMED NAME: Ironwood Wealth Management, llc DATE OF NAME CHANGE: 20150109 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001630360 XXXXXXXX 03-31-2022 03-31-2022 false Ironwood Financial, llc
1926 E FT. LOWELL ROAD STE 100 TUCSON AZ 85719
13F HOLDINGS REPORT 028-16526 N
Robin Dolezal CCO 520-318-4600 /s/Robin Dolezal Tucson AZ 04-14-2022 0 123 354292 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 298 2003 SH SOLE 0 0 2003 ABBOTT LABS COM 002824100 369 3114 SH SOLE 0 0 3114 ABBVIE INC COM 00287Y109 472 2911 SH SOLE 0 0 2911 ACCELERATE DIAGNOSTICS INC COM 00430H102 181 125678 SH SOLE 0 0 125678 ALPHABET INC CAP STK CL A 02079K305 3246 1167 SH SOLE 0 0 1167 ALPHABET INC CAP STK CL C 02079K107 2757 987 SH SOLE 0 0 987 AMAZON COM INC COM 023135106 5901 1810 SH SOLE 0 0 1810 AMERICAN HOMES 4 RENT CL A 02665T306 500 12487 SH SOLE 0 0 12487 AMERISOURCEBERGEN CORP COM 03073E105 1888 12206 SH SOLE 0 0 12206 AMGEN INC COM 031162100 1395 5767 SH SOLE 0 0 5767 APPLE INC COM 037833100 42016 240628 SH SOLE 0 0 240628 BIOGEN INC COM 09062X103 803 3814 SH SOLE 0 0 3814 BOEING CO COM 097023105 454 2370 SH SOLE 0 0 2370 BRISTOL-MYERS SQUIBB CO COM 110122108 1009 13823 SH SOLE 0 0 13823 CHOICE HOTELS INTL INC COM 169905106 229 1618 SH SOLE 0 0 1618 CIGNA CORP NEW COM 125523100 273 1139 SH SOLE 0 0 1139 COMCAST CORP NEW CL A 20030N101 724 15458 SH SOLE 0 0 15458 COSTCO WHSL CORP NEW COM 22160K105 2140 3717 SH SOLE 0 0 3717 DISNEY WALT CO COM 254687106 621 4531 SH SOLE 0 0 4531 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 261 4702 SH SOLE 0 0 4702 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 501 11505 SH SOLE 0 0 11505 HOME DEPOT INC COM 437076102 1317 4401 SH SOLE 0 0 4401 HONEYWELL INTL INC COM 438516106 700 3598 SH SOLE 0 0 3598 INTEL CORP COM 458140100 438 8835 SH SOLE 0 0 8835 INTERNATIONAL BUSINESS MACHS COM 459200101 1370 10537 SH SOLE 0 0 10537 INTUIT COM 461202103 2312 4808 SH SOLE 0 0 4808 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2715 127693 SH SOLE 0 0 127693 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 4548 198518 SH SOLE 0 0 198518 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 7603 360347 SH SOLE 0 0 360347 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 9103 371380 SH SOLE 0 0 371380 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 9964 472897 SH SOLE 0 0 472897 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 9531 400140 SH SOLE 0 0 400140 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 9021 431418 SH SOLE 0 0 431418 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 9175 386005 SH SOLE 0 0 386005 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 8085 404851 SH SOLE 0 0 404851 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 8030 328499 SH SOLE 0 0 328499 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 1079 22132 SH SOLE 0 0 22132 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1354 8585 SH SOLE 0 0 8585 INVESCO QQQ TR UNIT SER 1 46090E103 1996 5505 SH SOLE 0 0 5505 ISHARES INC MSCI EQUAL WEITE 464286681 12416 146358 SH SOLE 0 0 146358 ISHARES TR 1 3 YR TREAS BD 464287457 4021 48245 SH SOLE 0 0 48245 ISHARES TR CORE HIGH DV ETF 46429B663 1569 14674 SH SOLE 0 0 14674 ISHARES TR CORE S&P MCP ETF 464287507 12232 45583 SH SOLE 0 0 45583 ISHARES TR CORE S&P SCP ETF 464287804 8484 78641 SH SOLE 0 0 78641 ISHARES TR CORE S&P TTL STK 464287150 2137 21168 SH SOLE 0 0 21168 ISHARES TR CORE S&P500 ETF 464287200 34974 77088 SH SOLE 0 0 77088 ISHARES TR EUROPE ETF 464287861 273 5438 SH SOLE 0 0 5438 ISHARES TR GLOBAL TECH ETF 464287291 718 12379 SH SOLE 0 0 12379 ISHARES TR IBONDS 23 TRM HG 46435U150 214 8976 SH SOLE 0 0 8976 ISHARES TR IBONDS 24 TRM HG 46435U184 339 14263 SH SOLE 0 0 14263 ISHARES TR IBONDS DEC2026 46435GAA0 230 9312 SH SOLE 0 0 9312 ISHARES TR IBONDS DEC24 ETF 46434VBG4 336 13405 SH SOLE 0 0 13405 ISHARES TR IBONDS DEC25 ETF 46434VBD1 241 9541 SH SOLE 0 0 9541 ISHARES TR INTL SEL DIV ETF 464288448 1200 37791 SH SOLE 0 0 37791 ISHARES TR ISHARES SEMICDTR 464287523 631 1334 SH SOLE 0 0 1334 ISHARES TR MRGSTR MD CP ETF 464288208 208 3092 SH SOLE 0 0 3092 ISHARES TR MSCI EAFE ETF 464287465 6424 87281 SH SOLE 0 0 87281 ISHARES TR PFD AND INCM SEC 464288687 1103 30281 SH SOLE 0 0 30281 ISHARES TR RUS 1000 GRW ETF 464287614 1457 5248 SH SOLE 0 0 5248 ISHARES TR RUS 2000 GRW ETF 464287648 1935 7568 SH SOLE 0 0 7568 ISHARES TR RUS MID CAP ETF 464287499 253 3238 SH SOLE 0 0 3238 ISHARES TR RUSSELL 2000 ETF 464287655 1066 5193 SH SOLE 0 0 5193 ISHARES TR S&P 500 GRWT ETF 464287309 14339 184517 SH SOLE 0 0 184517 ISHARES TR S&P 500 VAL ETF 464287408 15853 100433 SH SOLE 0 0 100433 ISHARES TR S&P MC 400GR ETF 464287606 2428 30875 SH SOLE 0 0 30875 ISHARES TR S&P MC 400VL ETF 464287705 5122 46158 SH SOLE 0 0 46158 ISHARES TR S&P SML 600 GWT 464287887 1829 14411 SH SOLE 0 0 14411 ISHARES TR SELECT DIVID ETF 464287168 5491 42854 SH SOLE 0 0 42854 ISHARES TR SP SMCP600VL ETF 464287879 6685 64679 SH SOLE 0 0 64679 ISHARES TR U.S. ENERGY ETF 464287796 6827 166839 SH SOLE 0 0 166839 ISHARES TR U.S. FINLS ETF 464287788 4630 54770 SH SOLE 0 0 54770 ISHARES U S ETF TR CONSUMER STPLS 46431W671 917 27024 SH SOLE 0 0 27024 ISHARES U S ETF TR DISCRETIONARY 46431W663 364 8304 SH SOLE 0 0 8304 ISHARES U S ETF TR TECHNOLOGY 46431W648 642 11639 SH SOLE 0 0 11639 JOHNSON & JOHNSON COM 478160104 1813 10227 SH SOLE 0 0 10227 JPMORGAN CHASE & CO COM 46625H100 2149 15768 SH SOLE 0 0 15768 LILLY ELI & CO COM 532457108 1572 5489 SH SOLE 0 0 5489 LINDE PLC SHS G5494J103 223 699 SH SOLE 0 0 699 LOCKHEED MARTIN CORP COM 539830109 622 1410 SH SOLE 0 0 1410 LOWES COS INC COM 548661107 1543 7630 SH SOLE 0 0 7630 MCDONALDS CORP COM 580135101 932 3770 SH SOLE 0 0 3770 MERCK & CO INC COM 58933Y105 426 5186 SH SOLE 0 0 5186 MICROSOFT CORP COM 594918104 3936 12765 SH SOLE 0 0 12765 OCCIDENTAL PETE CORP COM 674599105 334 5886 SH SOLE 0 0 5886 ORACLE CORP COM 68389X105 371 4484 SH SOLE 0 0 4484 PEPSICO INC COM 713448108 317 1892 SH SOLE 0 0 1892 PFIZER INC COM 717081103 1868 36081 SH SOLE 0 0 36081 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1066 10761 SH SOLE 0 0 10761 SCHWAB CHARLES CORP COM 808513105 768 9111 SH SOLE 0 0 9111 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 326 11722 SH SOLE 0 0 11722 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 847 23080 SH SOLE 0 0 23080 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 319 5972 SH SOLE 0 0 5972 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 539 7557 SH SOLE 0 0 7557 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1059 19669 SH SOLE 0 0 19669 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1660 21883 SH SOLE 0 0 21883 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1100 23217 SH SOLE 0 0 23217 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1043 27207 SH SOLE 0 0 27207 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 272 1472 SH SOLE 0 0 1472 SNAP ON INC COM 833034101 426 2074 SH SOLE 0 0 2074 SPDR GOLD TR GOLD SHS 78463V107 303 1676 SH SOLE 0 0 1676 SPDR S&P 500 ETF TR TR UNIT 78462F103 1888 4180 SH SOLE 0 0 4180 SPDR SER TR SPDR S&P 500 ETF 78468R796 409 3688 SH SOLE 0 0 3688 STRYKER CORPORATION COM 863667101 251 939 SH SOLE 0 0 939 T2 BIOSYSTEMS INC COM 89853L104 11 21701 SH SOLE 0 0 21701 TESLA INC COM 88160R101 220 204 SH SOLE 0 0 204 VANGUARD INDEX FDS GROWTH ETF 922908736 236 822 SH SOLE 0 0 822 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1787 8569 SH SOLE 0 0 8569 VANGUARD INDEX FDS MID CAP ETF 922908629 360 1512 SH SOLE 0 0 1512 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 411 3790 SH SOLE 0 0 3790 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 202 487 SH SOLE 0 0 487 VANGUARD INDEX FDS SMALL CP ETF 922908751 310 1457 SH SOLE 0 0 1457 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2870 12608 SH SOLE 0 0 12608 VANGUARD INDEX FDS VALUE ETF 922908744 252 1705 SH SOLE 0 0 1705 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1075 18666 SH SOLE 0 0 18666 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 252 2032 SH SOLE 0 0 2032 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1317 12998 SH SOLE 0 0 12998 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1264 26321 SH SOLE 0 0 26321 VERIZON COMMUNICATIONS INC COM 92343V104 210 4121 SH SOLE 0 0 4121 WALMART INC COM 931142103 496 3331 SH SOLE 0 0 3331 WNS HLDGS LTD SPON ADR 92932M101 290 3393 SH SOLE 0 0 3393 YUM BRANDS INC COM 988498101 592 4997 SH SOLE 0 0 4997 ZIMMER BIOMET HOLDINGS INC COM 98956P102 381 2977 SH SOLE 0 0 2977 ZIONS BANCORPORATION N A COM 989701107 1407 21463 SH SOLE 0 0 21463