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 primary_doc.xml 13F-HR LIVE false false false 0001630360 XXXXXXXX 12-31-2021 12-31-2021 false 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 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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