Ironwood Financial, llc Diversified Active

CIK: 0001630360 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 22, 2025

Total Value ($000): $564,362 (100.0% shares, 0.0% debt)

Holdings (166)

IVV ISHARES TR 12.7%
Value ($000) $71,738 Shares 107,184 Est. Cost $388.21 Unrealized
AAPL APPLE INC 7.4%
Value ($000) $41,670 Shares 163,648 Est. Cost $116.83 Unrealized +93.1%
IJH ISHARES TR 4.2%
Value ($000) $23,601 Shares 361,647 Est. Cost $85.07 Unrealized
IVE ISHARES TR 3.7%
Value ($000) $20,850 Shares 100,962 Est. Cost $128.26 Unrealized
IVW ISHARES TR 3.5%
Value ($000) $19,591 Shares 162,283 Est. Cost $95.03 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $15,302 Shares 128,773 Est. Cost $101.68 Unrealized
EUSA ISHARES INC 2.4%
Value ($000) $13,288 Shares 129,043 Est. Cost $71.36 Unrealized
IBDU ISHARES TR 2.1%
Value ($000) $11,732 Shares 499,871 Est. Cost $23.13 Unrealized
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $11,460 Shares 34,920 Est. Cost $240.13 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 2.0%
Value ($000) $11,051 Shares 472,180 Est. Cost $24.44 Unrealized
IBDV ISHARES TR 1.9%
Value ($000) $10,986 Shares 495,965 Est. Cost $21.73 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $10,640 Shares 517,268 Est. Cost $19.78 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $10,480 Shares 531,711 Est. Cost $19.18 Unrealized
IBDW ISHARES TR 1.9%
Value ($000) $10,473 Shares 493,528 Est. Cost $21.05 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $9,458 Shares 483,543 Est. Cost $20.41 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $8,589 Shares 377,687 Est. Cost $22.06 Unrealized
VV VANGUARD INDEX FDS 1.5%
Value ($000) $8,470 Shares 27,511 Est. Cost $210.24 Unrealized
EFA ISHARES TR 1.5%
Value ($000) $8,283 Shares 88,710 Est. Cost $69.43 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $8,062 Shares 42,501 Est. Cost $162.86 Unrealized
IBDX ISHARES TR 1.4%
Value ($000) $7,868 Shares 307,117 Est. Cost $25.57 Unrealized
ITOT ISHARES TR 1.3%
Value ($000) $7,611 Shares 52,254 Est. Cost $91.32 Unrealized
IBHH ISHARES TR 1.3%
Value ($000) $7,307 Shares 306,231 Est. Cost $23.84 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $6,865 Shares 31,265 Est. Cost $126.70 Unrealized +78.6%
IBDR ISHARES TR 1.2%
Value ($000) $6,712 Shares 276,222 Est. Cost $24.06 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $6,609 Shares 12,759 Est. Cost $222.62 Unrealized +128.5%
IJS ISHARES TR 1.1%
Value ($000) $6,294 Shares 56,915 Est. Cost $96.71 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $5,878 Shares 98,101 Est. Cost $49.25 Unrealized
IJJ ISHARES TR 1.0%
Value ($000) $5,569 Shares 42,933 Est. Cost $109.63 Unrealized
DVY ISHARES TR 0.9%
Value ($000) $5,167 Shares 36,361 Est. Cost $105.41 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $4,925 Shares 20,259 Est. Cost $109.02 Unrealized +91.9%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $4,915 Shares 15,580 Est. Cost $107.02 Unrealized +176.5%
VT VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $4,908 Shares 35,620 Est. Cost $111.28 Unrealized
IBDT ISHARES TR 0.9%
Value ($000) $4,901 Shares 192,054 Est. Cost $25.20 Unrealized
IBDS ISHARES TR 0.9%
Value ($000) $4,867 Shares 199,967 Est. Cost $24.05 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $4,764 Shares 47,524 Est. Cost $98.36 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $4,607 Shares 18,917 Est. Cost $109.85 Unrealized +91.1%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $4,516 Shares 7,522 Est. Cost $262.55 Unrealized
HYG ISHARES TR 0.8%
Value ($000) $4,296 Shares 52,908 Est. Cost $77.56 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $4,004 Shares 5,248 Est. Cost $154.40 Unrealized +380.7%
COR CENCORA INC 0.7%
Value ($000) $3,713 Shares 11,882 Est. Cost $92.05 Unrealized +218.8%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $3,550 Shares 3,835 Est. Cost $352.33 Unrealized +171.5%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $3,234 Shares 4,854 Est. Cost $347.90 Unrealized
IJK ISHARES TR 0.6%
Value ($000) $3,227 Shares 33,656 Est. Cost $78.13 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $2,982 Shares 10,567 Est. Cost $97.39 Unrealized +166.5%
INTU INTUIT 0.5%
Value ($000) $2,961 Shares 4,336 Est. Cost $352.98 Unrealized +103.8%
IBHG ISHARES TR 0.5%
Value ($000) $2,939 Shares 130,670 Est. Cost $22.30 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,873 Shares 40,250 Est. Cost $56.76 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $2,844 Shares 25,511 Est. Cost $110.16 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,842 Shares 5,927 Est. Cost $360.20 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $2,724 Shares 144,815 Est. Cost $18.42 Unrealized
IBHF ISHARES TR 0.5%
Value ($000) $2,586 Shares 110,542 Est. Cost $23.09 Unrealized
HDV ISHARES TR 0.4%
Value ($000) $2,386 Shares 19,485 Est. Cost $99.06 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $2,363 Shares 106,998 Est. Cost $21.34 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $2,318 Shares 12,430 Est. Cost $164.64 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $2,050 Shares 6,977 Est. Cost $202.97 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $2,033 Shares 12,149 Est. Cost $69.82 Unrealized +121.0%
IWF ISHARES TR 0.4%
Value ($000) $2,003 Shares 4,277 Est. Cost $216.82 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,951 Shares 65,809 Est. Cost $33.20 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,866 Shares 7,426 Est. Cost $146.06 Unrealized +67.2%
IWO ISHARES TR 0.3%
Value ($000) $1,854 Shares 5,792 Est. Cost $221.49 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,837 Shares 9,908 Est. Cost $131.43 Unrealized +29.0%
IJT ISHARES TR 0.3%
Value ($000) $1,827 Shares 12,913 Est. Cost $120.06 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,824 Shares 4,502 Est. Cost $243.04 Unrealized +60.1%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,794 Shares 33,301 Est. Cost $30.69 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,682 Shares 63,840 Est. Cost $32.67 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,659 Shares 6,523 Est. Cost $186.33 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,606 Shares 5,692 Est. Cost $197.64 Unrealized +45.0%
AVUV AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,598 Shares 16,058 Est. Cost $95.03 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,512 Shares 89,471 Est. Cost $16.64 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,489 Shares 4,900 Est. Cost $211.18 Unrealized +42.7%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,400 Shares 8,020 Est. Cost $167.92 Unrealized
IBHI ISHARES TR 0.2%
Value ($000) $1,328 Shares 55,700 Est. Cost $23.85 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,322 Shares 7,085 Est. Cost $100.91 Unrealized +72.7%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,292 Shares 46,291 Est. Cost $37.64 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $1,284 Shares 4,314 Est. Cost $273.03 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,201 Shares 4,270 Est. Cost $50.38 Unrealized +404.5%
ZION ZIONS BANCORPORATION N A 0.2%
Value ($000) $1,164 Shares 20,568 Est. Cost $37.38 Unrealized +48.9%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,110 Shares 3,777 Est. Cost $258.52 Unrealized
IETC ISHARES U S ETF TR 0.2%
Value ($000) $1,089 Shares 10,687 Est. Cost $33.34 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,026 Shares 14,986 Est. Cost $48.00 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $999 Shares 42,928 Est. Cost $23.72 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $996 Shares 38,752 Est. Cost $30.13 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $970 Shares 10,854 Est. Cost $88.97 Unrealized
WMT WALMART INC 0.2%
Value ($000) $937 Shares 9,095 Est. Cost $51.77 Unrealized +91.7%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $936 Shares 9,802 Est. Cost $58.45 Unrealized +61.7%
IXN ISHARES TR 0.2%
Value ($000) $908 Shares 8,797 Est. Cost $86.82 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $884 Shares 3,259 Est. Cost $240.91 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $863 Shares 15,597 Est. Cost $43.86 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $861 Shares 37,325 Est. Cost $23.89 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $854 Shares 3,529 Est. Cost $211.71 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $839 Shares 32,918 Est. Cost $28.62 Unrealized -15.6%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $838 Shares 1,368 Est. Cost $402.59 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $836 Shares 28,718 Est. Cost $40.00 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $834 Shares 22,811 Est. Cost $25.66 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $811 Shares 8,395 Est. Cost $63.71 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $803 Shares 29,396 Est. Cost $33.61 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $793 Shares 6,261 Est. Cost $102.12 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $791 Shares 3,760 Est. Cost $141.47 Unrealized +46.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $787 Shares 1,566 Est. Cost $484.36 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $737 Shares 4,851 Est. Cost $92.05 Unrealized +58.7%
IYE ISHARES TR 0.1%
Value ($000) $732 Shares 15,398 Est. Cost $33.45 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $706 Shares 3,050 Est. Cost $89.24 Unrealized +126.3%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $656 Shares 14,227 Est. Cost $28.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $654 Shares 1,310 Est. Cost $318.14 Unrealized +40.9%
SNA SNAP ON INC 0.1%
Value ($000) $649 Shares 1,872 Est. Cost $157.37 Unrealized +105.8%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $635 Shares 8,762 Est. Cost $40.76 Unrealized
BA BOEING CO 0.1%
Value ($000) $619 Shares 2,868 Est. Cost $192.03 Unrealized +17.4%
IEFA ISHARES TR 0.1%
Value ($000) $578 Shares 6,617 Est. Cost $64.25 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $554 Shares 9,140 Est. Cost $29.15 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $532 Shares 16,679 Est. Cost $34.74 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $524 Shares 31,430 Est. Cost $16.38 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $496 Shares 3,543 Est. Cost $265.29 Unrealized -49.0%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $482 Shares 23,318 Est. Cost $21.40 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $468 Shares 5,975 Est. Cost $68.81 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $466 Shares 5,557 Est. Cost $65.83 Unrealized +23.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $463 Shares 14,748 Est. Cost $41.53 Unrealized -20.1%
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $443 Shares 4,014 Est. Cost $131.06 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $430 Shares 966 Est. Cost $251.28 Unrealized +38.0%
EEM ISHARES TR 0.1%
Value ($000) $424 Shares 7,933 Est. Cost $38.27 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $412 Shares 552 Est. Cost $422.10 Unrealized
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $410 Shares 4,603 Est. Cost $64.93 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $407 Shares 9,029 Est. Cost $50.63 Unrealized -10.1%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $405 Shares 9,070 Est. Cost $31.56 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $404 Shares 1,136 Est. Cost $242.99 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $392 Shares 3,405 Est. Cost $136.47 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $369 Shares 2,756 Est. Cost $92.44 Unrealized +41.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $366 Shares 3,197 Est. Cost $146.38 Unrealized -20.1%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $366 Shares 3,499 Est. Cost $87.63 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $360 Shares 16,697 Est. Cost $21.42 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $355 Shares 3,432 Est. Cost $103.40 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $352 Shares 479 Est. Cost $443.21 Unrealized +67.7%
SLV ISHARES SILVER TR 0.1%
Value ($000) $348 Shares 8,203 Est. Cost $27.26 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $347 Shares 939 Est. Cost $219.76 Unrealized +75.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $346 Shares 1,606 Est. Cost $215.74 Unrealized
CART MAPLEBEAR INC 0.1%
Value ($000) $332 Shares 9,036 Est. Cost $29.26 Unrealized +57.3%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $331 Shares 1,382 Est. Cost $150.57 Unrealized
IEDI ISHARES U S ETF TR 0.1%
Value ($000) $324 Shares 5,761 Est. Cost $35.71 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $321 Shares 1,113 Est. Cost $187.61 Unrealized +56.3%
SPYX SPDR SERIES TRUST 0.1%
Value ($000) $320 Shares 5,842 Est. Cost $48.45 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $319 Shares 6,744 Est. Cost $42.58 Unrealized +5.1%
PFF ISHARES TR 0.1%
Value ($000) $319 Shares 10,074 Est. Cost $37.53 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $312 Shares 1,490 Est. Cost $209.29 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $301 Shares 2,547 Est. Cost $81.93 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $295 Shares 5,155 Est. Cost $54.53 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $283 Shares 4,318 Est. Cost $49.40 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $281 Shares 8,752 Est. Cost $28.25 Unrealized
V VISA INC 0.0%
Value ($000) $274 Shares 804 Est. Cost $267.71 Unrealized +28.9%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $270 Shares 8,115 Est. Cost $26.90 Unrealized
WNS HLDGS LTD 0.0%
Value ($000) $259 Shares 3,393 Est. Cost $61.49 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $254 Shares 911 Est. Cost $215.32 Unrealized +23.5%
PEP PEPSICO INC 0.0%
Value ($000) $253 Shares 1,800 Est. Cost $119.89 Unrealized +17.1%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $251 Shares 6,509 Est. Cost $23.29 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $250 Shares 5,399 Est. Cost $44.72 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $249 Shares 2,972 Est. Cost $66.67 Unrealized +20.7%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $235 Shares 5,573 Est. Cost $38.08 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $225 Shares 6,734 Est. Cost $27.55 Unrealized
PBT PERMIAN BASIN RTY TR 0.0%
Value ($000) $225 Shares 12,300 Est. Cost $11.89 Unrealized
GSK GSK PLC 0.0%
Value ($000) $215 Shares 4,985 Est. Cost $43.16 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $215 Shares 2,394 Est. Cost $89.77 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $213 Shares 864 Est. Cost $247.10 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $213 Shares 3,653 Est. Cost $58.21 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $211 Shares 1,304 Est. Cost $161.38 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $203 Shares 2,217 Est. Cost $91.41 Unrealized
PSMT PRICESMART INC 0.0%
Value ($000) $202 Shares 1,664 Est. Cost $109.77 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $201 Shares 7,991 Est. Cost $24.70 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $133 Shares 19,259 Est. Cost $6.51 Unrealized