0001085146-22-003602.txt : 20221026
0001085146-22-003602.hdr.sgml : 20221026
20221026095045
ACCESSION NUMBER: 0001085146-22-003602
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221026
DATE AS OF CHANGE: 20221026
EFFECTIVENESS DATE: 20221026
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: 221331500
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
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09-30-2022
09-30-2022
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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
10-25-2022
0
115
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INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
224
2023
SH
SOLE
0
0
2023
ABBOTT LABS
COM
002824100
301
3114
SH
SOLE
0
0
3114
ABBVIE INC
COM
00287Y109
391
2911
SH
SOLE
0
0
2911
ACCELERATE DIAGNOSTICS INC
COM
00430H102
19
12523
SH
SOLE
0
0
12523
ALPHABET INC
CAP STK CL A
02079K305
2252
23542
SH
SOLE
0
0
23542
ALPHABET INC
CAP STK CL C
02079K107
1898
19740
SH
SOLE
0
0
19740
AMAZON COM INC
COM
023135106
4063
35960
SH
SOLE
0
0
35960
AMERICAN HOMES 4 RENT
CL A
02665T306
384
11702
SH
SOLE
0
0
11702
AMERISOURCEBERGEN CORP
COM
03073E105
1652
12206
SH
SOLE
0
0
12206
AMGEN INC
COM
031162100
1300
5767
SH
SOLE
0
0
5767
APPLE INC
COM
037833100
33266
240713
SH
SOLE
0
0
240713
BIOGEN INC
COM
09062X103
1018
3814
SH
SOLE
0
0
3814
BOEING CO
COM
097023105
331
2736
SH
SOLE
0
0
2736
BRISTOL-MYERS SQUIBB CO
COM
110122108
983
13823
SH
SOLE
0
0
13823
CIGNA CORP NEW
COM
125523100
316
1139
SH
SOLE
0
0
1139
COMCAST CORP NEW
CL A
20030N101
453
15458
SH
SOLE
0
0
15458
COSTCO WHSL CORP NEW
COM
22160K105
1757
3721
SH
SOLE
0
0
3721
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
410
15909
SH
SOLE
0
0
15909
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
230
10350
SH
SOLE
0
0
10350
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
396
10205
SH
SOLE
0
0
10205
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
294
9917
SH
SOLE
0
0
9917
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
2781
59774
SH
SOLE
0
0
59774
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
210
11132
SH
SOLE
0
0
11132
DISNEY WALT CO
COM
254687106
427
4530
SH
SOLE
0
0
4530
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
300
7242
SH
SOLE
0
0
7242
GSK PLC
SPONSORED ADR
37733W204
271
9201
SH
SOLE
0
0
9201
HALEON PLC
SPON ADS
405552100
70
11505
SH
SOLE
0
0
11505
HOME DEPOT INC
COM
437076102
1209
4383
SH
SOLE
0
0
4383
HONEYWELL INTL INC
COM
438516106
601
3598
SH
SOLE
0
0
3598
INTEL CORP
COM
458140100
228
8835
SH
SOLE
0
0
8835
INTERNATIONAL BUSINESS MACHS
COM
459200101
1252
10537
SH
SOLE
0
0
10537
INTUIT
COM
461202103
1862
4808
SH
SOLE
0
0
4808
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1343
63398
SH
SOLE
0
0
63398
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
1932
87917
SH
SOLE
0
0
87917
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
8476
406127
SH
SOLE
0
0
406127
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
8894
389737
SH
SOLE
0
0
389737
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
9841
482649
SH
SOLE
0
0
482649
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 HY
46138J833
9362
433021
SH
SOLE
0
0
433021
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
9340
468265
SH
SOLE
0
0
468265
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
8989
413289
SH
SOLE
0
0
413289
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
8159
437737
SH
SOLE
0
0
437737
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
46138J635
7937
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SH
SOLE
0
0
362768
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
46137V720
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21481
SH
SOLE
0
0
21481
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1523
11964
SH
SOLE
0
0
11964
INVESCO QQQ TR
UNIT SER 1
46090E103
2783
10414
SH
SOLE
0
0
10414
ISHARES INC
MSCI EQUAL WEITE
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9342
139874
SH
SOLE
0
0
139874
ISHARES TR
1 3 YR TREAS BD
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1519
18706
SH
SOLE
0
0
18706
ISHARES TR
CORE HIGH DV ETF
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1387
15196
SH
SOLE
0
0
15196
ISHARES TR
CORE S&P MCP ETF
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47658
SH
SOLE
0
0
47658
ISHARES TR
CORE S&P SCP ETF
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7897
90571
SH
SOLE
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90571
ISHARES TR
CORE S&P TTL STK
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51095
SH
SOLE
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0
51095
ISHARES TR
CORE S&P500 ETF
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29624
82599
SH
SOLE
0
0
82599
ISHARES TR
EUROPE ETF
464287861
247
6548
SH
SOLE
0
0
6548
ISHARES TR
GLOBAL TECH ETF
464287291
504
11953
SH
SOLE
0
0
11953
ISHARES TR
INTL SEL DIV ETF
464288448
838
37179
SH
SOLE
0
0
37179
ISHARES TR
ISHARES SEMICDTR
464287523
410
1285
SH
SOLE
0
0
1285
ISHARES TR
MSCI EAFE ETF
464287465
5245
93652
SH
SOLE
0
0
93652
ISHARES TR
PFD AND INCM SEC
464288687
910
28720
SH
SOLE
0
0
28720
ISHARES TR
RUS 1000 GRW ETF
464287614
1082
5141
SH
SOLE
0
0
5141
ISHARES TR
RUS 2000 GRW ETF
464287648
1514
7327
SH
SOLE
0
0
7327
ISHARES TR
RUS MID CAP ETF
464287499
239
3843
SH
SOLE
0
0
3843
ISHARES TR
RUSSELL 2000 ETF
464287655
842
5105
SH
SOLE
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0
5105
ISHARES TR
S&P 500 GRWT ETF
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180686
SH
SOLE
0
0
180686
ISHARES TR
S&P 500 VAL ETF
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13214
102816
SH
SOLE
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0
102816
ISHARES TR
S&P MC 400GR ETF
464287606
1985
31495
SH
SOLE
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0
31495
ISHARES TR
S&P MC 400VL ETF
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4292
47686
SH
SOLE
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0
47686
ISHARES TR
S&P SML 600 GWT
464287887
1472
14478
SH
SOLE
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0
14478
ISHARES TR
SELECT DIVID ETF
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4566
42587
SH
SOLE
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0
42587
ISHARES TR
SP SMCP600VL ETF
464287879
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64395
SH
SOLE
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0
64395
ISHARES TR
U.S. ENERGY ETF
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3030
77071
SH
SOLE
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0
77071
ISHARES TR
U.S. FINLS ETF
464287788
3796
56189
SH
SOLE
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0
56189
ISHARES U S ETF TR
DISCRETIONARY
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285
8177
SH
SOLE
0
0
8177
ISHARES U S ETF TR
TECHNOLOGY
46431W648
456
11517
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SOLE
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0
11517
JOHNSON & JOHNSON
COM
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1814
11103
SH
SOLE
0
0
11103
JPMORGAN CHASE & CO
COM
46625H100
1777
17001
SH
SOLE
0
0
17001
LILLY ELI & CO
COM
532457108
1775
5489
SH
SOLE
0
0
5489
LOCKHEED MARTIN CORP
COM
539830109
545
1411
SH
SOLE
0
0
1411
LOWES COS INC
COM
548661107
1433
7630
SH
SOLE
0
0
7630
MCDONALDS CORP
COM
580135101
870
3770
SH
SOLE
0
0
3770
MERCK & CO INC
COM
58933Y105
447
5193
SH
SOLE
0
0
5193
MICROSOFT CORP
COM
594918104
3050
13095
SH
SOLE
0
0
13095
OCCIDENTAL PETE CORP
COM
674599105
362
5886
SH
SOLE
0
0
5886
ORACLE CORP
COM
68389X105
274
4484
SH
SOLE
0
0
4484
PEPSICO INC
COM
713448108
309
1893
SH
SOLE
0
0
1893
PFIZER INC
COM
717081103
1579
36081
SH
SOLE
0
0
36081
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
881
10761
SH
SOLE
0
0
10761
SCHWAB CHARLES CORP
COM
808513105
655
9111
SH
SOLE
0
0
9111
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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266
11879
SH
SOLE
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0
11879
SCHWAB STRATEGIC TR
INTL EQTY ETF
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606
21533
SH
SOLE
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0
21533
SCHWAB STRATEGIC TR
US BRD MKT ETF
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318
7573
SH
SOLE
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0
7573
SCHWAB STRATEGIC TR
US LCAP VA ETF
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9969
SH
SOLE
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0
9969
SCHWAB STRATEGIC TR
US LRG CAP ETF
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SH
SOLE
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19755
SCHWAB STRATEGIC TR
US MID-CAP ETF
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20654
SH
SOLE
0
0
20654
SCHWAB STRATEGIC TR
US SML CAP ETF
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796
21053
SH
SOLE
0
0
21053
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
811
26709
SH
SOLE
0
0
26709
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
205
1437
SH
SOLE
0
0
1437
SNAP ON INC
COM
833034101
418
2074
SH
SOLE
0
0
2074
SPDR GOLD TR
GOLD SHS
78463V107
260
1681
SH
SOLE
0
0
1681
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1614
4519
SH
SOLE
0
0
4519
SPDR SER TR
SPDR S&P 500 ETF
78468R796
332
3804
SH
SOLE
0
0
3804
VANGUARD INDEX FDS
LARGE CAP ETF
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1949
11913
SH
SOLE
0
0
11913
VANGUARD INDEX FDS
MID CAP ETF
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547
2911
SH
SOLE
0
0
2911
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
302
3766
SH
SOLE
0
0
3766
VANGUARD INDEX FDS
SMALL CP ETF
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410
2397
SH
SOLE
0
0
2397
VANGUARD INDEX FDS
TOTAL STK MKT
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13959
SH
SOLE
0
0
13959
VANGUARD INDEX FDS
VALUE ETF
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228
1848
SH
SOLE
0
0
1848
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
918
20691
SH
SOLE
0
0
20691
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
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1087
13782
SH
SOLE
0
0
13782
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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1317
36217
SH
SOLE
0
0
36217
WALMART INC
COM
931142103
433
3335
SH
SOLE
0
0
3335
WNS HLDGS LTD
SPON ADR
92932M101
278
3393
SH
SOLE
0
0
3393
YUM BRANDS INC
COM
988498101
531
4997
SH
SOLE
0
0
4997
YUM CHINA HLDGS INC
COM
98850P109
227
4797
SH
SOLE
0
0
4797
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
290
2777
SH
SOLE
0
0
2777
ZIONS BANCORPORATION N A
COM
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1092
21463
SH
SOLE
0
0
21463