Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 44 | 308,411,423 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Ishares TRUST Core Msci Eafe Etf | ETF | 1 | $45,824,051 | 617,408 | 0.01 | 0.01 | -1,066 | -0.17 | 03-31-2024 |
| Vanguard Long-Term Treasury ETF | ETF | 2 | $43,394,926 | 732,527 | 0.01 | 0.01 | 20,248 | 2.84 | 03-31-2024 |
| iShares 7-10 Year Treasury Bond ETF | ETF | 3 | $40,101,843 | 423,641 | 0.01 | 0.01 | 8,853 | 2.13 | 03-31-2024 |
| iShares S&P 500 Index (ETF) | ETF | 4 | $39,471,245 | 75,079 | 0.01 | 0.01 | -1,519 | -1.98 | 03-31-2024 |
