Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: IRONWOOD WEALTH MANAGEMENT, LLC
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Aug 14, 2019
| Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
|
Claymore Guggenheim BulletShares 2020 Corp Bd ETF (18383M514)
|
872,622 |
$18,552k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
248,411 |
$17,436k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
513,465 |
$16,477k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
390,240 |
$10,240k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
171,918 |
$9,815k |
|
|
Invesco BulletShares 2020 High Yield Corporate Bond ETF (18383M365)
|
388,064 |
$9,348k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
107,873 |
$6,623k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
21,532 |
$6,346k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
80,468 |
$5,752k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
97,480 |
$5,014k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
70,732 |
$4,989k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
19,408 |
$3,770k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
18,772 |
$2,000k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
25,322 |
$1,982k |
|
|
ISHARES RUS (464287689)
|
9,857 |
$1,699k |
|
|
BARCLAYS BK PLC (06738C778)
|
66,133 |
$1,471k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
8,123 |
$919k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,500 |
$733k |
|
|
SPDR Nvn Barclys Short Term Mncpl Bnd ETF (78464A425)
|
14,958 |
$732k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,478 |
$702k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
10,787 |
$603k |
|
|
SPDR SERIES TRUST (78464A458)
|
11,550 |
$579k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
15,715 |
$482k |
|
|
S&P WRLD EX US (78463X889)
|
14,901 |
$441k |
|
|
UBS AG JERSEY BRH (902641778)
|
29,409 |
$425k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,087 |
$349k |
|
|
CLAYMORE EXCHANGE TRD FD TR (18383M522)
|
16,323 |
$344k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,631 |
$343k |
|
|
ISHARES (464287465)
|
5,158 |
$339k |
|
|
SPDR SERIES TRUST (78464A813)
|
4,152 |
$281k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
6,265 |
$224k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
3,721 |
$158k |
|
|
MARKET VECTORS ETF TR (57060U878)
|
2,272 |
$145k |
|
|
CLAYMORE EXCHANGE TRD FD TR (18383M373)
|
6,068 |
$145k |
|
|
ISHARES TR U.S. UTILITS ETF (464287697)
|
934 |
$141k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
2,591 |
$129k |
|
|
SPDR SERIES TRUST (78464A847)
|
3,735 |
$127k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
2,815 |
$117k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
981 |
$109k |
|
|
ISHARES INC (464286517)
|
2,160 |
$100k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
581 |
$87k |
|
|
SPDR SERIES TRUST (78464A391)
|
2,506 |
$70k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
3,820 |
$52k |
|
|
Apple Inc (037833100)
|
265 |
$52k |
|
|
Boeing Co/The (097023105)
|
100 |
$36k |
|
|
POWERSHARES ETF TRUST (73935X278)
|
748 |
$34k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
243 |
$28k |
|
|
DENTSPLY INTERNATIONAL INC (249030107)
|
390 |
$23k |
|
|
FORD MOTOR CO (345370860)
|
2,000 |
$20k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
70 |
$19k |
|
|
SPDR SERIES TRUST (78464A854)
|
406 |
$14k |
|
|
JOHNSON & JOHNSON (478160104)
|
86 |
$12k |
|
|
Powershares S&P 500 Equal Weight Utilities ETF (78355W791)
|
98 |
$10k |
|
|
ISHARES (464287234)
|
213 |
$9k |
|
|
Occidental Petroleum Corp (674599105)
|
100 |
$5k |
|
|
SPDR SERIES TRUST (78464A649)
|
186 |
$5k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
11 |
$2k |
|
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