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IRONWOOD WEALTH MANAGEMENT, LLC.

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PHOENIX AZ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Ironwood Wealth Management is based out of Phoenix. Ironwood Wealth Management is a large advisory firm with 439 clients and discretionary assets under management (AUM) of $536,141,503 (Form ADV from 2023-11-06). Their last reported 13F filing for Q4 2023 included $299,710,322 in managed 13F securities and a top 10 holdings concentration of 83.94%. Ironwood Wealth Management's largest holding is VANGUARD LONG-TERM TREASURY INDEX FUND-ETF Shares with shares held of 712,279. Whalewisdom has at least 25 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
VGLT VANGUARD LONG-TERM T 14.62%
IEFA iShares Core MSCI EA 14.52%
IEF iShares 7-10 Year Tr 13.34%
IVV iShares Core S&P 500 12.21%
IEMG iShares Core MSCI Em 8.22%

2023-12-31

13F Activity

Market Value $300m, Prior: $245m
New Purchases 0 stocks
Added To 17 stocks
Sold out of 2 stocks
Reduced holdings in 20 stocks
Top 10 Holdings % 83.94%
Turnover %[1] 4.55%
Turnover Alt %[2] 6.03%
Time Held Top 20 9.65 quarters
Time Held Top 10 10.1 quarters
Time Held All 17.34 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance