Filling information for Ironwood Financial, llc as Treemap, investor disclosed 137 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 097023105 | 097023105 | BOEING CO | COM | 517553 | 2451 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1053203 | 10751 | |
| 125523100 | 125523100 | THE CIGNA GROUP | COM | 319603 | 1139 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 307457 | 12483 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 4387216 | 33655 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2071800 | 44864 | |
| 458140100 | 458140100 | INTEL CORP | COM | 207194 | 6196 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 319812 | 4267 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1665001 | 10059 | |
| 46434VBD1 | 46434VBD1 | ISHARES TR | IBONDS DEC25 ETF | 1428333 | 58586 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1290602 | 5813 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 788807 | 4212 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1371967 | 4417 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 974725 | 22254 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 247889 | 3399 | |
| 92932M101 | 92932M101 | WNS HLDGS LTD | SPON ADR | 250132 | 3393 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 12505874 | 177439 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 306624 | 1720 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 1657242 | 6829 | |
| 46435U150 | 46435U150 | ISHARES TR | IBONDS 23 TRM HG | 397787 | 16834 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 522598 | 15909 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 649596 | 1411 | |
| 464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 6059694 | 63726 | |
| 46138J817 | 46138J817 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 10977936 | 486826 | |
| 98956P102 | 98956P102 | ZIMMER BIOMET HOLDINGS INC | COM | 404331 | 2777 | |
| 931142103 | 931142103 | WALMART INC | COM | 505111 | 3214 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1447700 | 14928 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 3791920 | 10265 | |
| 98850P109 | 98850P109 | YUM CHINA HLDGS INC | COM | 271031 | 4797 | |
| 81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 238583 | 1405 | |
| 46138J833 | 46138J833 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 11131854 | 495189 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 4216871 | 43100 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 568234 | 10025 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 938512 | 4263 | |
| 464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 1606496 | 13978 | |
| 02665T306 | 02665T306 | AMERICAN HOMES 4 RENT | CL A | 356237 | 10049 | |
| 989701107 | 989701107 | ZIONS BANCORPORATION N A | COM | 576496 | 21463 | |
| 46138J635 | 46138J635 | INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 10401239 | 456195 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 1126347 | 21507 | |
| 46434VBG4 | 46434VBG4 | ISHARES TR | IBONDS DEC24 ETF | 1375276 | 55860 | |
| 46138J452 | 46138J452 | INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 893253 | 42546 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2269114 | 5119 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 6824137 | 94126 | |
| 09062X103 | 09062X103 | BIOGEN INC | COM | 1029448 | 3614 | |
| 46138J783 | 46138J783 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 5896730 | 309938 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 286480 | 939 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 1722104 | 7630 | |
| 46138J643 | 46138J643 | INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 3519605 | 178253 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2173155 | 14523 | |
| 46138J825 | 46138J825 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 11210585 | 556909 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 252259 | 892 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 222718 | 4801 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 2003472 | 3721 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 603638 | 5231 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 1463778 | 14523 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 1543167 | 21726 | |
| 464287861 | 464287861 | ISHARES TR | EUROPE ETF | 258222 | 5109 | |
| 46436E478 | 46436E478 | ISHARES TR | IBONDS 2027 TERM | 367698 | 16847 | |
| 46435U168 | 46435U168 | ISHARES TR | IBONDS 25 TRM HG | 711838 | 30949 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 281002 | 10350 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 632017 | 15211 | |
| 46137V720 | 46137V720 | INVESCO EXCHANGE TRADED FD T | DYNMC LEISURE | 749033 | 17911 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 884854 | 26249 | |
| 46435GAA0 | 46435GAA0 | ISHARES TR | IBONDS DEC2026 | 838536 | 35728 | |
| 315912808 | 315912808 | FIDELITY COMWLTH TR | NASDAQ COMPSIT | 384903 | 7117 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 460287 | 1130 | |
| 461202103 | 461202103 | INTUIT | COM | 2019702 | 4408 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 534000 | 4484 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 1326977 | 4822 | |
| 46436E528 | 46436E528 | ISHARES TR | IBONDS 2026 TERM | 486772 | 21397 | |
| G54950103 | G54950103 | LINDE PLC | SHS | 266375 | 699 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 746585 | 3598 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2353658 | 19457 | |
| 46138J866 | 46138J866 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 6604931 | 311995 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 392199 | 2911 | |
| 921932828 | 921932828 | VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 401088 | 4365 | |
| 464287788 | 464287788 | ISHARES TR | U.S. FINLS ETF | 4164645 | 55819 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 491473 | 10205 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 13291766 | 50833 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 321062 | 3842 | |
| 464287796 | 464287796 | ISHARES TR | U.S. ENERGY ETF | 3085852 | 72032 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 260711 | 6590 | |
| 464288448 | 464288448 | ISHARES TR | INTL SEL DIV ETF | 919136 | 34908 | |
| 405552100 | 405552100 | HALEON PLC | SPON ADS | 96412 | 11505 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 346598 | 1871 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 403112 | 9331 | |
| 674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 346097 | 5886 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 342137 | 9917 | |
| 464286681 | 464286681 | ISHARES INC | MSCI EQUAL WEITE | 10351314 | 131364 | |
| 46138J858 | 46138J858 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | 7224924 | 307313 | |
| 46434VAX8 | 46434VAX8 | ISHARES TR | IBONDS DEC23 ETF | 538534 | 21294 | |
| 46431W648 | 46431W648 | ISHARES U S ETF TR | U.S. TECH INDEPD | 628801 | 11412 | |
| 78468R796 | 78468R796 | SPDR SER TR | SPDR S&P 500 ETF | 338949 | 9371 | |
| 833034101 | 833034101 | SNAP ON INC | COM | 570328 | 1979 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 339488 | 3114 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1316687 | 35897 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 1137539 | 3812 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 4052378 | 18396 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4274954 | 12553 | |
| 46435UAA9 | 46435UAA9 | ISHARES TR | IBONDS 27 ETF | 560890 | 23888 | |
| 46138J841 | 46138J841 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 11518612 | 559971 | |
| 988498101 | 988498101 | YUM BRANDS INC | COM | 692334 | 4997 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 446345 | 6613 | |
| 922042718 | 922042718 | VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 222838 | 2017 | |
| 37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 204752 | 5745 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2664163 | 22257 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1158147 | 21286 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 474561 | 5853 | |
| 46435U184 | 46435U184 | ISHARES TR | IBONDS 24 TRM HG | 787140 | 34105 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 397385 | 4451 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 2291751 | 15757 | |
| 46138J791 | 46138J791 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 10080357 | 532085 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 2999079 | 54728 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 16979127 | 105336 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 524941 | 16972 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 4640410 | 40957 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 510885 | 9882 | |
| 03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 2348801 | 12206 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 783973 | 21991 | |
| 464287291 | 464287291 | ISHARES TR | GLOBAL TECH ETF | 698705 | 11235 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 3124374 | 15412 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 259487 | 11132 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 752818 | 3785 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 9319726 | 93525 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 724777 | 9924 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 5088761 | 47501 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 2263333 | 30178 | |
| 037833100 | 037833100 | APPLE INC | COM | 42613404 | 219691 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 883981 | 13823 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 2499663 | 5330 | |
| 464287523 | 464287523 | ISHARES TR | ISHARES SEMICDTR | 649293 | 1280 | |
| 46138J585 | 46138J585 | INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 2536420 | 117210 | |
| 46431W663 | 46431W663 | ISHARES U S ETF TR | US CONSUMER FOC | 300567 | 7448 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1408793 | 10528 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 282569 | 1989 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 579955 | 8644 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 39342557 | 88269 |