0001104659-21-128219.txt : 20211021 0001104659-21-128219.hdr.sgml : 20211021 20211020214728 ACCESSION NUMBER: 0001104659-21-128219 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211021 DATE AS OF CHANGE: 20211020 EFFECTIVENESS DATE: 20211021 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ironwood Wealth Management, LLC. CENTRAL INDEX KEY: 0001692820 IRS NUMBER: 204608596 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18287 FILM NUMBER: 211335530 BUSINESS ADDRESS: STREET 1: 4650 E. COTTON CENTER BLVD STREET 2: SUITE 130 CITY: PHOENIX STATE: AZ ZIP: 85040 BUSINESS PHONE: 4807765960 MAIL ADDRESS: STREET 1: 4650 E. COTTON CENTER BLVD STREET 2: SUITE 130 CITY: PHOENIX STATE: AZ ZIP: 85040 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001692820 XXXXXXXX 09-30-2021 09-30-2021 true 1 RESTATEMENT false Ironwood Wealth Management, LLC.
4650 E. Cotton Center Blvd Suite 130 Phoenix AZ 85040
13F HOLDINGS REPORT 028-18287 N
CEAN KENEFICK-ROGERS CFA 480-776-5960 /s/ CEAN KENEFICK-ROGERS PHOENIX AZ 10-20-2021 0 58 212431
INFORMATION TABLE 2 infotable.xml Ishares TRUST Core Msci Eafe Etf ETF 46432F842 42683 574857 SH SOLE 0 0 574857 ISHARES 0 TO 3 MNTH TREASURY BND ETF ETF 46436E718 39356 393466 SH SOLE 0 0 393466 iShares S&P 500 Index (ETF) ETF 464287200 38975 90467 SH SOLE 0 0 90467 Ishares Inc Core Msci Emerging Mkts Etf ETF 46434G103 21549 348914 SH SOLE 0 0 348914 iShares S&P SmallCap 600 Index (ETF) ETF 464287804 11716 107302 SH SOLE 0 0 107302 iShares Core S&P Mid-Cap ETF ETF 464287507 11701 44479 SH SOLE 0 0 44479 Guggenheim Bullet 2022 ETF 46138J882 11016 511653 SH SOLE 0 0 511653 Schwab US Large Cap Etf ETF 808524201 5882 56537 SH SOLE 0 0 56537 SPDR Developed World Ex-US ETF ETF 78463X889 3732 103076 SH SOLE 0 0 103076 Schwab US Broad Market Etf ETF 808524102 3435 33072 SH SOLE 0 0 33072 SPDR Nvn Barclys Short Term Mncpl Bnd ETF ETF 78468R739 3423 69282 SH SOLE 0 0 69282 SPDR S&P 600 Small Cap ETF ETF 78464A813 2193 23148 SH SOLE 0 0 23148 SPDR S&P 500 ETF ETF 78462F103 1805 4205 SH SOLE 0 0 4205 SPDR Portfolio Emerging Markets ETF ETF 78463X509 1668 39223 SH SOLE 0 0 39223 Ishares National AMT Free Muni ETF ETF 464288414 1608 13839 SH SOLE 0 0 13839 Schwab Emerging Market Equity Etf ETF 808524706 1603 52576 SH SOLE 0 0 52576 Schwab US Mid-Cap Etf ETF 808524508 1331 17362 SH SOLE 0 0 17362 Schwab US Small Cap Etf ETF 808524607 1326 13246 SH SOLE 0 0 13246 Schwab International Equity ETF ETF 808524805 1069 27621 SH SOLE 0 0 27621 iShares Russell 3000 Index (ETF) ETF 464287689 989 3880 SH SOLE 0 0 3880 Medtronic Inc Common Stock G5960L103 680 5427 SH SOLE 0 0 5427 Ishares Msci EAFE Index ETF ETF 464287465 628 8046 SH SOLE 0 0 8046 Ishares Russell Midcap ETF ETF 464287499 551 7042 SH SOLE 0 0 7042 iShares Barclays Aggregate Bond ETF ETF 464287226 531 4622 SH SOLE 0 0 4622 Ishares Short-Term National Muni Bond ETF ETF 464288158 412 3828 SH SOLE 0 0 3828 Vanguard Mid Cap ETF ETF 922908629 291 1227 SH SOLE 0 0 1227 SPDR SERIES TRUST PORTFOLIO Mid Cap ETF ETF 78464A847 284 6158 SH SOLE 0 0 6158 Raytheon Technologies Co Common Stock 75513E101 226 2631 SH SOLE 0 0 2631 iPath Bloomberg Commodity Index Total Return ETN ETN 06738C778 222 7580 SH SOLE 0 0 7580 Vanguard Emerging Market ETF ETF 922042858 182 3648 SH SOLE 0 0 3648 Vanguard Total Stock Mkt ETF ETF 922908769 181 813 SH SOLE 0 0 813 Guggenheim Bullet 2021 ETF 46138J700 157 7432 SH SOLE 0 0 7432 Carrier Global Corp Common Stock 14448C104 136 2631 SH SOLE 0 0 2631 Otis Worldwide Corp Common Stock 68902V107 108 1315 SH SOLE 0 0 1315 Apple Inc Common Stock 037833100 104 734 SH SOLE 0 0 734 Ishares TRUST Core Msci Eafe Etf ETF 46432F842 94 1270 SH SOLE 0 0 1270 Vanguard Total Stock Mkt ETF ETF 922908769 93 420 SH SOLE 0 0 420 Vanguard Europe Pac Etf ETF 921943858 83 1635 SH SOLE 0 0 1635 Ishares Inc Core Msci Emerging Mkts Etf ETF 46434G103 71 1153 SH SOLE 0 0 1153 Vanguard S&P 500 Index ETF ETF 922908363 66 167 SH SOLE 0 0 167 Powershares Etf ETF 46138G508 55 2489 SH SOLE 0 0 2489 Ishares Msci Acwi Etf ETF 464288257 47 475 SH SOLE 0 0 475 Vanguard S&P 500 Index ETF ETF 922908363 36 92 SH SOLE 0 0 92 Ishares S&P 500 Value ETF ETF 464287408 35 243 SH SOLE 0 0 243 Dentsply Intl Inc Common Stock 24906P109 23 390 SH SOLE 0 0 390 SPDR SERIES TRUST PORTFOLIO Small Cap ETF ETF 78468R853 18 434 SH SOLE 0 0 434 Johnson & Johnson Common Stock 478160104 14 86 SH SOLE 0 0 86 Applied Materials Inc Common Stock 038222105 13 100 SH SOLE 0 0 100 Ishares Gold ETF ETF 464285204 8 235 SH SOLE 0 0 235 Vanguard Small Cap Index ETF ETF 922908751 7 34 SH SOLE 0 0 34 SPDR DJ Wilshire Global Real Estate (ETF) ETF 78463X749 4 76 SH SOLE 0 0 76 Schwab US Large Cap Etf ETF 808524201 3 25 SH SOLE 0 0 25 iShares Emerging Markets Local Currency Bond ETF ETF 464286517 2 50 SH SOLE 0 0 50 Spdr Nuveen Barclay Muni Bond ETF ETF 78468R721 2 36 SH SOLE 0 0 36 Schwab US Small Cap Etf ETF 808524607 1 14 SH SOLE 0 0 14 Energy Select Sector SPDR ETF ETF 81369Y506 1 16 SH SOLE 0 0 16 Schwab International Equity ETF ETF 808524805 1 18 SH SOLE 0 0 18 ChargePoint Holdings Inc Common Stock 15961R105 1 26 SH SOLE 0 0 26