0001085146-22-002651.txt : 20220729 0001085146-22-002651.hdr.sgml : 20220729 20220728203438 ACCESSION NUMBER: 0001085146-22-002651 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220728 EFFECTIVENESS DATE: 20220729 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: 221116894 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 06-30-2022 06-30-2022 false Ironwood Financial, llc

1926 E FT. LOWELL ROAD STE 100 TUCSON AZ 85719

13F HOLDINGS REPORT 028-16526 N Robin Dolezal 520-318-4600 /s/Robin Dolezal Tucson AZ 07-28-2022 0 117 311337 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 259 2003 SH SOLE 0 0 2003 ABBOTT LABS COM 002824100 338 3114 SH SOLE 0 0 3114 ABBVIE INC COM 00287Y109 446 2911 SH SOLE 0 0 2911 ACCELERATE DIAGNOSTICS INC COM 00430H102 12 12523 SH SOLE 0 0 12523 ALPHABET INC CAP STK CL A 02079K305 2565 1177 SH SOLE 0 0 1177 ALPHABET INC CAP STK CL C 02079K107 2159 987 SH SOLE 0 0 987 AMAZON COM INC COM 023135106 3815 35915 SH SOLE 0 0 35915 AMERICAN HOMES 4 RENT CL A 02665T306 423 11923 SH SOLE 0 0 11923 AMERISOURCEBERGEN CORP COM 03073E105 1727 12206 SH SOLE 0 0 12206 AMGEN INC COM 031162100 1403 5767 SH SOLE 0 0 5767 APPLE INC COM 037833100 32888 240548 SH SOLE 0 0 240548 BIOGEN INC COM 09062X103 778 3814 SH SOLE 0 0 3814 BOEING CO COM 097023105 371 2711 SH SOLE 0 0 2711 BRISTOL-MYERS SQUIBB CO COM 110122108 1064 13823 SH SOLE 0 0 13823 CIGNA CORP NEW COM 125523100 300 1139 SH SOLE 0 0 1139 COMCAST CORP NEW CL A 20030N101 607 15458 SH SOLE 0 0 15458 COSTCO WHSL CORP NEW COM 22160K105 1783 3721 SH SOLE 0 0 3721 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 460 15909 SH SOLE 0 0 15909 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 241 10350 SH SOLE 0 0 10350 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 416 10205 SH SOLE 0 0 10205 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 313 9917 SH SOLE 0 0 9917 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2869 59774 SH SOLE 0 0 59774 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 239 11132 SH SOLE 0 0 11132 DISNEY WALT CO COM 254687106 428 4531 SH SOLE 0 0 4531 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 312 7237 SH SOLE 0 0 7237 HOME DEPOT INC COM 437076102 1207 4401 SH SOLE 0 0 4401 HONEYWELL INTL INC COM 438516106 625 3598 SH SOLE 0 0 3598 INTEL CORP COM 458140100 331 8835 SH SOLE 0 0 8835 INTERNATIONAL BUSINESS MACHS COM 459200101 1488 10537 SH SOLE 0 0 10537 INTUIT COM 461202103 1853 4808 SH SOLE 0 0 4808 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2295 108318 SH SOLE 0 0 108318 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 3831 173738 SH SOLE 0 0 173738 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 7769 370848 SH SOLE 0 0 370848 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 8712 379787 SH SOLE 0 0 379787 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 9845 474667 SH SOLE 0 0 474667 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 9222 423210 SH SOLE 0 0 423210 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 9349 457410 SH SOLE 0 0 457410 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 8818 401731 SH SOLE 0 0 401731 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 7982 414219 SH SOLE 0 0 414219 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 7332 330111 SH SOLE 0 0 330111 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 787 21700 SH SOLE 0 0 21700 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1401 10435 SH SOLE 0 0 10435 INVESCO QQQ TR UNIT SER 1 46090E103 2866 10226 SH SOLE 0 0 10226 ISHARES INC MSCI EQUAL WEITE 464286681 10117 143220 SH SOLE 0 0 143220 ISHARES TR 1 3 YR TREAS BD 464287457 2084 25175 SH SOLE 0 0 25175 ISHARES TR CORE HIGH DV ETF 46429B663 1497 14906 SH SOLE 0 0 14906 ISHARES TR CORE S&P MCP ETF 464287507 10575 46747 SH SOLE 0 0 46747 ISHARES TR CORE S&P SCP ETF 464287804 8257 89347 SH SOLE 0 0 89347 ISHARES TR CORE S&P TTL STK 464287150 4351 51928 SH SOLE 0 0 51928 ISHARES TR CORE S&P500 ETF 464287200 29904 78872 SH SOLE 0 0 78872 ISHARES TR EUROPE ETF 464287861 243 5679 SH SOLE 0 0 5679 ISHARES TR GLOBAL TECH ETF 464287291 557 12181 SH SOLE 0 0 12181 ISHARES TR INTL SEL DIV ETF 464288448 1017 37456 SH SOLE 0 0 37456 ISHARES TR ISHARES SEMICDTR 464287523 456 1305 SH SOLE 0 0 1305 ISHARES TR MSCI EAFE ETF 464287465 5737 91812 SH SOLE 0 0 91812 ISHARES TR PFD AND INCM SEC 464288687 996 30283 SH SOLE 0 0 30283 ISHARES TR RUS 1000 GRW ETF 464287614 1137 5197 SH SOLE 0 0 5197 ISHARES TR RUS 2000 GRW ETF 464287648 1532 7425 SH SOLE 0 0 7425 ISHARES TR RUS MID CAP ETF 464287499 248 3840 SH SOLE 0 0 3840 ISHARES TR RUSSELL 2000 ETF 464287655 878 5182 SH SOLE 0 0 5182 ISHARES TR S&P 500 GRWT ETF 464287309 11033 182809 SH SOLE 0 0 182809 ISHARES TR S&P 500 VAL ETF 464287408 13862 100847 SH SOLE 0 0 100847 ISHARES TR S&P MC 400GR ETF 464287606 1938 30412 SH SOLE 0 0 30412 ISHARES TR S&P MC 400VL ETF 464287705 4396 46558 SH SOLE 0 0 46558 ISHARES TR S&P SML 600 GWT 464287887 1502 14264 SH SOLE 0 0 14264 ISHARES TR SELECT DIVID ETF 464287168 5031 42757 SH SOLE 0 0 42757 ISHARES TR SP SMCP600VL ETF 464287879 5719 64234 SH SOLE 0 0 64234 ISHARES TR U.S. ENERGY ETF 464287796 3183 83490 SH SOLE 0 0 83490 ISHARES TR U.S. FINLS ETF 464287788 3961 56605 SH SOLE 0 0 56605 ISHARES U S ETF TR CONSUMER STPLS 46431W671 872 26686 SH SOLE 0 0 26686 ISHARES U S ETF TR DISCRETIONARY 46431W663 284 8177 SH SOLE 0 0 8177 ISHARES U S ETF TR TECHNOLOGY 46431W648 487 11526 SH SOLE 0 0 11526 JOHNSON & JOHNSON COM 478160104 1815 10227 SH SOLE 0 0 10227 JPMORGAN CHASE & CO COM 46625H100 1776 15768 SH SOLE 0 0 15768 LILLY ELI & CO COM 532457108 1780 5489 SH SOLE 0 0 5489 LINDE PLC SHS G5494J103 201 699 SH SOLE 0 0 699 LOCKHEED MARTIN CORP COM 539830109 606 1410 SH SOLE 0 0 1410 LOWES COS INC COM 548661107 1333 7630 SH SOLE 0 0 7630 MCDONALDS CORP COM 580135101 931 3770 SH SOLE 0 0 3770 MERCK & CO INC COM 58933Y105 473 5190 SH SOLE 0 0 5190 MICROSOFT CORP COM 594918104 3279 12765 SH SOLE 0 0 12765 OCCIDENTAL PETE CORP COM 674599105 347 5886 SH SOLE 0 0 5886 ORACLE CORP COM 68389X105 313 4484 SH SOLE 0 0 4484 PEPSICO INC COM 713448108 315 1892 SH SOLE 0 0 1892 PFIZER INC COM 717081103 1892 36081 SH SOLE 0 0 36081 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1034 10761 SH SOLE 0 0 10761 SCHWAB CHARLES CORP COM 808513105 576 9111 SH SOLE 0 0 9111 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 300 11834 SH SOLE 0 0 11834 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 722 22957 SH SOLE 0 0 22957 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 297 6723 SH SOLE 0 0 6723 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 606 9700 SH SOLE 0 0 9700 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 942 21087 SH SOLE 0 0 21087 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1353 21565 SH SOLE 0 0 21565 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 876 22463 SH SOLE 0 0 22463 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 847 26920 SH SOLE 0 0 26920 SNAP ON INC COM 833034101 409 2074 SH SOLE 0 0 2074 SPDR GOLD TR GOLD SHS 78463V107 248 1471 SH SOLE 0 0 1471 SPDR S&P 500 ETF TR TR UNIT 78462F103 1636 4337 SH SOLE 0 0 4337 SPDR SER TR SPDR S&P 500 ETF 78468R796 343 3715 SH SOLE 0 0 3715 T2 BIOSYSTEMS INC COM 89853L104 4 21701 SH SOLE 0 0 21701 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1756 10190 SH SOLE 0 0 10190 VANGUARD INDEX FDS MID CAP ETF 922908629 418 2123 SH SOLE 0 0 2123 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 345 3790 SH SOLE 0 0 3790 VANGUARD INDEX FDS SMALL CP ETF 922908751 333 1889 SH SOLE 0 0 1889 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2470 13093 SH SOLE 0 0 13093 VANGUARD INDEX FDS VALUE ETF 922908744 233 1765 SH SOLE 0 0 1765 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 975 19512 SH SOLE 0 0 19512 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 208 2017 SH SOLE 0 0 2017 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1176 13775 SH SOLE 0 0 13775 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1314 32205 SH SOLE 0 0 32205 VERIZON COMMUNICATIONS INC COM 92343V104 209 4121 SH SOLE 0 0 4121 WALMART INC COM 931142103 405 3333 SH SOLE 0 0 3333 WNS HLDGS LTD SPON ADR 92932M101 253 3393 SH SOLE 0 0 3393 YUM BRANDS INC COM 988498101 567 4997 SH SOLE 0 0 4997 YUM CHINA HLDGS INC COM 98850P109 233 4797 SH SOLE 0 0 4797 ZIMMER BIOMET HOLDINGS INC COM 98956P102 313 2977 SH SOLE 0 0 2977 ZIONS BANCORPORATION N A COM 989701107 1092 21463 SH SOLE 0 0 21463