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Ironwood Financial, llc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Ironwood Financial, llc

报告期 2026-03-31 · CIK 0001630360

持仓数

168

前50大市值合计

$478.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$69.2M

105,992

14.5%

AAPL APPLE INC

COM

$38.2M

150,598

8.0%

IJH ISHARES TR

CORE S&P MCP ETF

$25.0M

370,056

5.2%

IVE ISHARES TR

S&P 500 VAL ETF

$20.5M

96,875

4.3%

IJR ISHARES TR

CORE S&P SCP ETF

$16.7M

134,483

3.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$16.5M

146,091

3.5%

IBDU ISHARES TR

IBONDS DEC 29

$13.0M

559,085

2.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$12.4M

38,733

2.6%

EUSA ISHARES INC

MSCI EQUAL WEITE

$12.2M

119,654

2.5%

IBDV ISHARES TR

IBONDS DEC 2030

$12.2M

555,651

2.5%

IBDW ISHARES TR

IBONDS DEC 2031

$11.9M

569,411

2.5%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$10.5M

512,659

2.2%

BSCR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB

$10.1M

516,473

2.1%

IBDX ISHARES TR

IBONDS DEC 2032

$9.6M

379,700

2.0%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$9.3M

48,561

1.9%

BSJQ INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26

$9.3M

399,427

1.9%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$8.8M

29,583

1.8%

IBHH ISHARES TR

IBONDS 28 TR HI

$8.6M

365,319

1.8%

EFA ISHARES TR

MSCI EAFE ETF

$8.2M

84,415

1.7%

BSJR INVESCO EXCH TRD SLF IDX FD

BULETSHS 2027

$8.2M

366,045

1.7%

IBDR ISHARES TR

IBONDS DEC2026

$7.9M

325,923

1.7%

ITOT ISHARES TR

CORE S&P TTL STK

$7.3M

51,355

1.5%

BSCQ INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB

$7.1M

364,152

1.5%

IBDS ISHARES TR

IBONDS 27 ETF

$6.8M

281,089

1.4%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$6.8M

105,888

1.4%

AMZN AMAZON COM INC

COM

$6.5M

31,206

1.4%

IJS ISHARES TR

SP SMCP600VL ETF

$6.4M

54,058

1.3%

IBDT ISHARES TR

IBDS DEC28 ETF

$6.2M

243,639

1.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$6.0M

13,654

1.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$5.8M

42,228

1.2%

GOOGL ALPHABET INC

CAP STK CL A

$5.8M

20,249

1.2%

GOOG ALPHABET INC

CAP STK CL C

$5.4M

18,827

1.1%

IJJ ISHARES TR

S&P MC 400VL ETF

$5.3M

40,223

1.1%

DVY ISHARES TR

SELECT DIVID ETF

$5.2M

34,081

1.1%

LLY ELI LILLY & CO

COM

$4.8M

5,222

1.0%

MSFT MICROSOFT CORP

COM

$4.7M

12,779

1.0%

JPM JPMORGAN CHASE & CO

COM

$4.6M

15,594

1.0%

AGG ISHARES TR

CORE US AGGBD ET

$4.3M

43,732

0.9%

HYG ISHARES TR

IBOXX HI YD ETF

$4.0M

50,188

0.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$4.0M

6,859

0.8%

COST COSTCO WHOLESALE CORPORATION

COM

$3.8M

3,794

0.8%

COR CENCORA INC

COM

$3.7M

11,882

0.8%

IBHG ISHARES TR

IBONDS 2027 TERM

$3.7M

165,529

0.8%

VTV VANGUARD INDEX FDS

VALUE ETF

$3.4M

17,377

0.7%

IJK ISHARES TR

S&P MC 400GR ETF

$3.4M

33,870

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$3.4M

45,311

0.7%

IBHF ISHARES TR

IBONDS 2026 TERM

$3.0M

130,962

0.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.9M

4,406

0.6%

HDV ISHARES TR

CORE HIGH DV ETF

$2.8M

20,842

0.6%

BSCT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029

$2.7M

145,218

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

IVV14.5%AAPL8.0%IJH5.2%IVE4.3%IJR3.5%IVW3.5%