☆Ironwood Wealth Management, LLC.
Quality Q
0.366
AUM ($M)
451
Positions
54
Turnover
0.30
Top-10 wt
81%
Herfindahl
0.088
History (qtrs)
6
Excess Return
—
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Holdings · 55 positions · portfolio value $451M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IEFA funds › | IEFA | TRIM | — | 17.8% | -4.6% | 80.2 | 830,395 | -30,573 | 5 | — |
| ☆DFGX funds › | DFGX | NEW | — | 11.3% | +11.3% | 51.0 | 952,480 | +952,480 | 1 | — |
| ☆IVV funds › | IVV | ADD | — | 10.9% | -1.4% | 49.0 | 65,461 | +172 | 5 | — |
| ☆IEMG funds › | IEMG | TRIM | — | 10.2% | -2.4% | 46.2 | 557,128 | -72,204 | 5 | — |
| ☆IEF funds › | IEF | ADD | — | 10.1% | -2.0% | 45.4 | 480,303 | +40,101 | 5 | — |
| ☆VCIT funds › | VCIT | NEW | — | 6.0% | +6.0% | 27.2 | 329,314 | +329,314 | 1 | — |
| ☆VGSH funds › | VGSH | NEW | — | 4.1% | +4.1% | 18.4 | 316,720 | +316,720 | 1 | — |
| ☆IJH funds › | IJH | TRIM | — | 3.8% | -0.7% | 17.2 | 223,112 | -9,805 | 5 | — |
| ☆VCSH funds › | VCSH | NEW | — | 3.7% | +3.7% | 16.8 | 212,762 | +212,762 | 1 | — |
| ☆IJR funds › | IJR | TRIM | — | 2.6% | -0.5% | 11.8 | 79,511 | -8,737 | 5 | — |
| ☆VGLT funds › | VGLT | TRIM | — | 2.5% | -10.4% | 11.2 | 202,849 | -606,617 | 5 | — |
| ☆DJP funds › | DJP | ADD | — | 1.9% | +0.5% | 8.8 | 200,360 | +95,539 | 5 | — |
| ☆SPDW funds › | SPDW | TRIM | — | 1.8% | -0.4% | 8.3 | 165,020 | -4,440 | 5 | — |
| ☆AVDV funds › | AVDV | NEW | — | 1.6% | +1.6% | 7.3 | 71,156 | +71,156 | 1 | — |
| ☆VTEB funds › | VTEB | NEW | — | 1.4% | +1.4% | 6.4 | 126,647 | +126,647 | 1 | — |
| ☆MUB funds › | MUB | ADD | — | 1.3% | -0.0% | 5.9 | 54,859 | +10,691 | 5 | — |
| ☆BSCQ funds › | BSCQ | TRIM | — | 1.2% | -4.8% | 5.2 | 267,436 | -796,432 | 5 | — |
| ☆SCHX funds › | SCHX | TRIM | — | 1.0% | -0.2% | 4.4 | 150,979 | -12,535 | 5 | — |
| ☆SPEM funds › | SPEM | TRIM | — | 0.7% | -0.2% | 3.2 | 62,107 | -2,751 | 5 | — |
| ☆SPSM funds › | SPSM | TRIM | — | 0.7% | -0.1% | 3.0 | 51,932 | -1,587 | 5 | — |
| ☆SCHB funds › | SCHB | TRIM | — | 0.6% | -0.1% | 2.9 | 100,622 | -1,115 | 5 | — |
| ☆SUB funds › | SUB | TRIM | — | 0.6% | -0.3% | 2.8 | 26,209 | -5,403 | 5 | — |
| ☆SCHA funds › | SCHA | TRIM | — | 0.6% | -0.2% | 2.6 | 72,702 | -19,285 | 5 | — |
| ☆SCHF funds › | SCHF | TRIM | — | 0.5% | -0.1% | 2.1 | 74,614 | -298 | 5 | — |
| ☆IDEV funds › | IDEV | ADD | — | 0.5% | +0.1% | 2.0 | 22,853 | +9,848 | 3 | — |
| ☆SCHZ funds › | SCHZ | NEW | — | 0.4% | +0.4% | 1.8 | 78,512 | +78,512 | 1 | — |
| ☆EFA funds › | EFA | TRIM | — | 0.3% | -0.1% | 1.2 | 11,875 | -71 | 5 | — |
| ☆SCHE funds › | SCHE | TRIM | — | 0.3% | -0.1% | 1.2 | 33,781 | -3,508 | 5 | — |
| ☆BNDX funds › | BNDX | NEW | — | 0.2% | +0.2% | 1.1 | 23,292 | +23,292 | 1 | — |
| ☆SCHM funds › | SCHM | TRIM | — | 0.2% | -0.1% | 1.0 | 27,189 | -5,405 | 5 | — |
| ☆SPY funds › | SPY | TRIM | — | 0.2% | -0.2% | 1.0 | 1,307 | -921 | 5 | — |
| ☆IWV funds › | IWV | TRIM | — | 0.1% | -0.0% | 0.7 | 1,572 | -48 | 5 | — |
| ☆VXF funds › | VXF | ADD | — | 0.1% | +0.0% | 0.7 | 2,704 | +1,046 | 3 | — |
| ☆SPTL funds › | SPTL | TRIM | — | 0.1% | -0.3% | 0.5 | 20,429 | -34,566 | 5 | — |
| ☆SPMD funds › | SPMD | TRIM | — | 0.1% | -0.0% | 0.5 | 7,602 | -643 | 5 | — |
| ☆VO funds › | VO | ADD | — | 0.1% | -0.0% | 0.3 | 4,276 | +3,207 | 5 | — |
| ☆BSV funds › | BSV | ADD | — | 0.1% | +0.0% | 0.3 | 3,943 | +2,432 | 3 | — |
| ☆VMBS funds › | VMBS | ADD | — | 0.0% | +0.0% | 0.2 | 3,765 | +2,301 | 3 | — |
| ☆BIV funds › | BIV | ADD | — | 0.0% | +0.0% | 0.2 | 2,079 | +1,276 | 3 | — |
| ☆VOO funds › | VOO | TRIM | — | 0.0% | -0.0% | 0.1 | 211 | -76 | 5 | — |
| ☆BLV funds › | BLV | ADD | — | 0.0% | +0.0% | 0.1 | 1,978 | +1,211 | 3 | — |
| ☆VTI funds › | VTI | TRIM | — | 0.0% | -0.0% | 0.1 | 358 | -444 | 5 | — |
| ☆IWR funds › | IWR | TRIM | — | 0.0% | -0.1% | 0.1 | 1,046 | -3,068 | 5 | — |
| ☆VB funds › | VB | TRIM | — | 0.0% | -0.0% | 0.1 | 342 | -21 | 5 | — |
| ☆VEA funds › | VEA | ADD | — | 0.0% | -0.0% | 0.1 | 1,215 | +1 | 5 | — |
| ☆BKLN funds › | BKLN | TRIM | — | 0.0% | -0.0% | 0.1 | 2,521 | -1,338 | 5 | — |
| ☆SHY funds › | SHY | TRIM | — | 0.0% | -0.2% | 0.0 | 602 | -9,976 | 5 | — |
| ☆RWO funds › | RWO | HOLD | — | 0.0% | -0.0% | 0.0 | 847 | +0 | 5 | — |
| ☆EMB funds › | EMB | HOLD | — | 0.0% | -0.0% | 0.0 | 428 | +0 | 5 | — |
| ☆ACWI funds › | ACWI | TRIM | — | 0.0% | -0.1% | 0.0 | 130 | -2,163 | 5 | — |
| ☆VWO funds › | VWO | TRIM | — | 0.0% | -0.1% | 0.0 | 289 | -6,851 | 5 | — |
| ☆AGG funds › | AGG | TRIM | — | 0.0% | -0.0% | 0.0 | 60 | -57 | 5 | — |
| ☆XRAY funds › | XRAY | HOLD | — | 0.0% | -0.0% | 0.0 | 390 | +0 | 5 | — |
| ☆EEM funds › | EEM | TRIM | — | 0.0% | -0.0% | 0.0 | 59 | -14 | 5 | — |
| ☆SPTM funds › | SPTM | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -5 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 451 | 54 | 0.30 | 81% | 0.088 | 0.367 | — | in |
| 2026Q1 | 349 | 47 | 0.01 | 89% | 0.120 | 0.890 | — | in |
| 2025Q4 | 340 | 47 | 0.07 | 90% | 0.121 | 0.801 | — | in |
| 2025Q3 | 298 | 41 | 0.05 | 88% | 0.108 | 0.815 | — | in |
| 2025Q2 | 274 | 42 | 0.12 | 87% | 0.106 | 0.712 | — | entered |
| 2025Q1 | 326 | 42 | 0.00 | 87% | 0.103 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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