0001085146-22-000362.txt : 20220128
0001085146-22-000362.hdr.sgml : 20220128
20220127203209
ACCESSION NUMBER: 0001085146-22-000362
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220128
DATE AS OF CHANGE: 20220127
EFFECTIVENESS DATE: 20220128
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Ironwood Financial, llc
CENTRAL INDEX KEY: 0001630360
IRS NUMBER: 364659322
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16526
FILM NUMBER: 22564973
BUSINESS ADDRESS:
STREET 1: 1926 E FT. LOWELL ROAD
STREET 2: STE 100
CITY: TUCSON
STATE: AZ
ZIP: 85719
BUSINESS PHONE: 5203184600
MAIL ADDRESS:
STREET 1: 1926 E FT. LOWELL ROAD
STREET 2: STE 100
CITY: TUCSON
STATE: AZ
ZIP: 85719
FORMER COMPANY:
FORMER CONFORMED NAME: Ironwood Wealth Management, llc
DATE OF NAME CHANGE: 20150109
13F-HR
1
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12-31-2021
12-31-2021
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Ironwood Financial, llc
1926 E FT. LOWELL ROAD
STE 100
TUCSON
AZ
85719
13F HOLDINGS REPORT
028-16526
N
Robin Dolezal
CCO
520-318-4600
/s/Robin Dolezal
Tucson
AZ
01-25-2022
0
124
365109
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
356
2003
SH
SOLE
0
0
2003
ABBOTT LABS
COM
002824100
441
3133
SH
SOLE
0
0
3133
ABBVIE INC
COM
00287Y109
394
2911
SH
SOLE
0
0
2911
ACCELERATE DIAGNOSTICS INC
COM
00430H102
656
125678
SH
SOLE
0
0
125678
ALPHABET INC
CAP STK CL A
02079K305
3381
1167
SH
SOLE
0
0
1167
ALPHABET INC
CAP STK CL C
02079K107
2856
987
SH
SOLE
0
0
987
AMAZON COM INC
COM
023135106
5985
1795
SH
SOLE
0
0
1795
AMERICAN HOMES 4 RENT
CL A
02665T306
547
12552
SH
SOLE
0
0
12552
AMERISOURCEBERGEN CORP
COM
03073E105
1622
12206
SH
SOLE
0
0
12206
AMGEN INC
COM
031162100
1297
5767
SH
SOLE
0
0
5767
APPLE INC
COM
037833100
42544
239588
SH
SOLE
0
0
239588
BIOGEN INC
COM
09062X103
915
3814
SH
SOLE
0
0
3814
BOEING CO
COM
097023105
477
2370
SH
SOLE
0
0
2370
BRISTOL-MYERS SQUIBB CO
COM
110122108
862
13823
SH
SOLE
0
0
13823
CHOICE HOTELS INTL INC
COM
169905106
252
1618
SH
SOLE
0
0
1618
CIGNA CORP NEW
COM
125523100
262
1139
SH
SOLE
0
0
1139
COMCAST CORP NEW
CL A
20030N101
760
15095
SH
SOLE
0
0
15095
COSTCO WHSL CORP NEW
COM
22160K105
2111
3718
SH
SOLE
0
0
3718
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
526
16029
SH
SOLE
0
0
16029
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
300
10350
SH
SOLE
0
0
10350
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
534
10320
SH
SOLE
0
0
10320
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
3595
59924
SH
SOLE
0
0
59924
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
228
4801
SH
SOLE
0
0
4801
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
291
11132
SH
SOLE
0
0
11132
DISNEY WALT CO
COM
254687106
694
4481
SH
SOLE
0
0
4481
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
286
4699
SH
SOLE
0
0
4699
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
507
11505
SH
SOLE
0
0
11505
HOME DEPOT INC
COM
437076102
1826
4401
SH
SOLE
0
0
4401
HONEYWELL INTL INC
COM
438516106
729
3498
SH
SOLE
0
0
3498
INTEL CORP
COM
458140100
457
8876
SH
SOLE
0
0
8876
INTERNATIONAL BUSINESS MACHS
COM
459200101
1411
10556
SH
SOLE
0
0
10556
INTUIT
COM
461202103
3093
4808
SH
SOLE
0
0
4808
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
4947
231283
SH
SOLE
0
0
231283
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
6073
261437
SH
SOLE
0
0
261437
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
8345
388886
SH
SOLE
0
0
388886
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
9298
367637
SH
SOLE
0
0
367637
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
9872
452235
SH
SOLE
0
0
452235
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 HY
46138J833
9489
379857
SH
SOLE
0
0
379857
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
8964
409310
SH
SOLE
0
0
409310
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
9005
366660
SH
SOLE
0
0
366660
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
8181
386631
SH
SOLE
0
0
386631
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
46138J635
7929
309106
SH
SOLE
0
0
309106
INVESCO EXCHANGE TRADED FD T
DYNMC LEISURE
46137V720
1105
22552
SH
SOLE
0
0
22552
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
875
5378
SH
SOLE
0
0
5378
INVESCO QQQ TR
UNIT SER 1
46090E103
2039
5124
SH
SOLE
0
0
5124
ISHARES INC
MSCI EQUAL WEITE
464286681
13693
152993
SH
SOLE
0
0
152993
ISHARES TR
1 3 YR TREAS BD
464287457
4292
50178
SH
SOLE
0
0
50178
ISHARES TR
CORE HIGH DV ETF
46429B663
1441
14270
SH
SOLE
0
0
14270
ISHARES TR
CORE S&P MCP ETF
464287507
12666
44744
SH
SOLE
0
0
44744
ISHARES TR
CORE S&P SCP ETF
464287804
8314
72605
SH
SOLE
0
0
72605
ISHARES TR
CORE S&P TTL STK
464287150
2339
21864
SH
SOLE
0
0
21864
ISHARES TR
CORE S&P500 ETF
464287200
34669
72683
SH
SOLE
0
0
72683
ISHARES TR
EUROPE ETF
464287861
290
5325
SH
SOLE
0
0
5325
ISHARES TR
GLOBAL TECH ETF
464287291
804
12487
SH
SOLE
0
0
12487
ISHARES TR
GRWT ALLOCAT ETF
464289867
200
3498
SH
SOLE
0
0
3498
ISHARES TR
INTL SEL DIV ETF
464288448
1203
38594
SH
SOLE
0
0
38594
ISHARES TR
ISHARES SEMICDTR
464287523
720
1328
SH
SOLE
0
0
1328
ISHARES TR
MRGSTR MD CP ETF
464288208
225
3172
SH
SOLE
0
0
3172
ISHARES TR
MSCI EAFE ETF
464287465
6868
87294
SH
SOLE
0
0
87294
ISHARES TR
PFD AND INCM SEC
464288687
1234
31299
SH
SOLE
0
0
31299
ISHARES TR
RUS 1000 GRW ETF
464287614
1628
5327
SH
SOLE
0
0
5327
ISHARES TR
RUS 2000 GRW ETF
464287648
2254
7690
SH
SOLE
0
0
7690
ISHARES TR
RUS MID CAP ETF
464287499
272
3280
SH
SOLE
0
0
3280
ISHARES TR
RUSSELL 2000 ETF
464287655
1209
5434
SH
SOLE
0
0
5434
ISHARES TR
S&P 500 GRWT ETF
464287309
12969
154999
SH
SOLE
0
0
154999
ISHARES TR
S&P 500 VAL ETF
464287408
15048
96072
SH
SOLE
0
0
96072
ISHARES TR
S&P MC 400GR ETF
464287606
2683
31463
SH
SOLE
0
0
31463
ISHARES TR
S&P MC 400VL ETF
464287705
5023
45382
SH
SOLE
0
0
45382
ISHARES TR
S&P SML 600 GWT
464287887
2002
14424
SH
SOLE
0
0
14424
ISHARES TR
SELECT DIVID ETF
464287168
5393
43993
SH
SOLE
0
0
43993
ISHARES TR
SP SMCP600VL ETF
464287879
6766
64754
SH
SOLE
0
0
64754
ISHARES TR
U.S. ENERGY ETF
464287796
7219
239834
SH
SOLE
0
0
239834
ISHARES TR
U.S. FINLS ETF
464287788
3064
35348
SH
SOLE
0
0
35348
ISHARES U S ETF TR
CONSUMER STPLS
46431W671
974
27944
SH
SOLE
0
0
27944
ISHARES U S ETF TR
DISCRETIONARY
46431W663
415
8593
SH
SOLE
0
0
8593
ISHARES U S ETF TR
TECHNOLOGY
46431W648
715
11690
SH
SOLE
0
0
11690
JOHNSON & JOHNSON
COM
478160104
1754
10251
SH
SOLE
0
0
10251
JPMORGAN CHASE & CO
COM
46625H100
2499
15781
SH
SOLE
0
0
15781
LILLY ELI & CO
COM
532457108
1516
5489
SH
SOLE
0
0
5489
LINDE PLC
SHS
G5494J103
242
699
SH
SOLE
0
0
699
LOCKHEED MARTIN CORP
COM
539830109
501
1410
SH
SOLE
0
0
1410
LOWES COS INC
COM
548661107
2209
8547
SH
SOLE
0
0
8547
MCDONALDS CORP
COM
580135101
1011
3770
SH
SOLE
0
0
3770
MERCK & CO INC
COM
58933Y105
397
5183
SH
SOLE
0
0
5183
MICROSOFT CORP
COM
594918104
4300
12786
SH
SOLE
0
0
12786
MONDELEZ INTL INC
CL A
609207105
205
3093
SH
SOLE
0
0
3093
ORACLE CORP
COM
68389X105
462
5298
SH
SOLE
0
0
5298
PEPSICO INC
COM
713448108
329
1892
SH
SOLE
0
0
1892
PFIZER INC
COM
717081103
2107
35681
SH
SOLE
0
0
35681
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
915
10633
SH
SOLE
0
0
10633
SCHWAB CHARLES CORP
COM
808513105
766
9111
SH
SOLE
0
0
9111
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
912
23452
SH
SOLE
0
0
23452
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
317
2807
SH
SOLE
0
0
2807
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
480
6560
SH
SOLE
0
0
6560
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1123
9869
SH
SOLE
0
0
9869
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1758
21858
SH
SOLE
0
0
21858
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1236
12073
SH
SOLE
0
0
12073
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1069
27363
SH
SOLE
0
0
27363
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
305
1491
SH
SOLE
0
0
1491
SNAP ON INC
COM
833034101
447
2074
SH
SOLE
0
0
2074
SPDR GOLD TR
GOLD SHS
78463V107
287
1676
SH
SOLE
0
0
1676
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1786
3761
SH
SOLE
0
0
3761
SPDR SER TR
SPDR S&P 500 ETF
78468R796
409
3479
SH
SOLE
0
0
3479
STRYKER CORPORATION
COM
863667101
251
939
SH
SOLE
0
0
939
T2 BIOSYSTEMS INC
COM
89853L104
11
21701
SH
SOLE
0
0
21701
TESLA INC
COM
88160R101
212
201
SH
SOLE
0
0
201
VANGUARD INDEX FDS
GROWTH ETF
922908736
264
822
SH
SOLE
0
0
822
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
936
4236
SH
SOLE
0
0
4236
VANGUARD INDEX FDS
MID CAP ETF
922908629
398
1562
SH
SOLE
0
0
1562
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
200
1720
SH
SOLE
0
0
1720
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
248
568
SH
SOLE
0
0
568
VANGUARD INDEX FDS
SMALL CP ETF
922908751
337
1492
SH
SOLE
0
0
1492
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2904
12027
SH
SOLE
0
0
12027
VANGUARD INDEX FDS
VALUE ETF
922908744
244
1655
SH
SOLE
0
0
1655
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1093
17840
SH
SOLE
0
0
17840
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1310
12195
SH
SOLE
0
0
12195
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
789
15460
SH
SOLE
0
0
15460
VERIZON COMMUNICATIONS INC
COM
92343V104
210
4042
SH
SOLE
0
0
4042
WALMART INC
COM
931142103
485
3351
SH
SOLE
0
0
3351
WNS HLDGS LTD
SPON ADR
92932M101
299
3393
SH
SOLE
0
0
3393
YUM BRANDS INC
COM
988498101
694
4997
SH
SOLE
0
0
4997
YUM CHINA HLDGS INC
COM
98850P109
239
4797
SH
SOLE
0
0
4797
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
378
2977
SH
SOLE
0
0
2977
ZIONS BANCORPORATION N A
COM
989701107
1356
21463
SH
SOLE
0
0
21463