IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ironwood Financial, llc

Q4 2017 Holdings

Filed 2018-01-29 | 274 holdings | $212.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Amerigas Partners L P(APU)UNIT L P INT030975106$621,3310.0%
Proshares TRPSHS ULTRA O&G74347R719$641,6110.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$715740.0%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$721,2230.0%
Ishares TR(ISTB)CORE 1 5 YR USD46432F859$731,4700.0%
Cigna CorporationCOM125509109$824060.0%
Ishares TR(IYY)DOW JONES US ETF464287846$856350.0%
Ishares TR(IXJ)GLOB HLTHCRE ETF464287325$857510.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$941,3270.0%
Amazon COM Inc(AMZN)COM023135106$94800.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$984720.0%
Ishares TR(IYF)U.S. FINLS ETF464287788$998300.0%
Ishares TR(IDU)U.S. UTILITS ETF464287697$1027660.0%
Schwab Strategic TR(SCHV)US LCAP VA ETF808524409$1061,9440.1%
Ishares TR(IYW)U.S. TECH ETF464287721$1096670.1%
Stryker Corp(SYK)COM863667101$1187650.1%
Dowdupont IncCOM26078J100$1241,7390.1%
WNS Holdings LTD(WNSN)SPON ADR92932M101$1363,3930.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1401,0180.1%
Ishares TR(IJT)S&P SML 600 GWT464287887$1428330.1%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$1475,2790.1%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1483,2300.1%
Honeywell Intl Inc(HON)COM438516106$1529920.1%
Rydex ETF TrustGUG S&P500 EQ WT78355W106$1631,6140.1%
Oracle Corp(ORCL)COM68389X105$1643,4770.1%
Ishares TR(AOR)GRWT ALLOCAT ETF464289867$1793,9820.1%
Xcel Energy Inc(XEL)COM98389B100$1863,8600.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$1899560.1%
Wells Fargo Co New(WFC)COM949746101$1913,1440.1%
Ishares TR(ILCB)MRNGSTR LG-CP ET464287127$2121,3330.1%
Ishares TR(ISCB)MRGSTR SM CP ETF464288505$2371,3590.1%
Vanguard Index FDS(VUG)GROWTH ETF922908736$2811,9980.1%
Ishares TR(STIP)0-5 YR TIPS ETF46429B747$2912,9160.1%
Vanguard Index FDS(VTV)VALUE ETF922908744$3082,8960.1%
Ishares TR(IMCB)MRGSTR MD CP ETF464288208$3471,8690.2%
Ishares TR(SHY)1 3 YR TREAS BD464287457$3954,7120.2%
Vanguard Index FDS(VB)SMALL CP ETF922908751$4032,7300.2%
Ishares TR(DVY)SELECT DIVID ETF464287168$4394,4500.2%
Apple Inc(AAPL)COM037833100$4472,6390.2%
Vanguard Index FDS(VO)MID CAP ETF922908629$5193,3540.2%
Stanley Black & Decker Inc(SWK)COM854502101$6794,0000.3%
Raytheon Co(RTN1USD)COM NEW755111507$8524,5360.4%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$86413,3840.4%
Charter Communications Inc N(CHTR)CL A16119P108$1.0K30.5%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$1.0K14,4100.5%
Ishares TR(ITOT)CORE S&P TTL STK464287150$1.2K19,3560.6%
Signet Jewelers Limited(SIG)SHSG81276100$1.2K21,7850.6%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$1.4K40,7440.7%
Ishares TR(IEV)EUROPE ETF464287861$1.4K29,8190.7%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$1.5K26,5320.7%
PreviousPage 5 of 6Next