Dark
Light
System
Institutional Investment Manager
Ironwood Financial, llc
Ironwood Financial, llc (CIK: 0001630360) incorporated in Arizona, located at 1926 E Ft. Lowell Road, Tucson, AZ. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001630360-17-000001) filed in 2017.01.26
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 90,750 20,418 14.33%
2 CLAYMORE EXCHANGE TRD FD TR 645,396 14,592 10.24%
3 CLAYMORE EXCHANGE TRD FD TR 625,260 13,243 9.29%
4 CLAYMORE EXCHANGE TRD FD TR 523,332 11,063 7.76%
5 CLAYMORE EXCHANGE TRD FD TR 332,073 8,574 6.02%
6 ISHARES TR 50,161 8,294 5.82%
7 ISHARES TR 137,284 7,925 5.56%
8 CLAYMORE EXCHANGE TRD FD TR 313,306 7,889 5.53%
9 ISHARES TR 40,753 5,604 3.93%
10 CLAYMORE EXCHANGE TRD FD TR 225,638 5,448 3.82%
11 CLAYMORE EXCHANGE TRD FD TR 112,585 2,387 1.67%
12 SPDR S&P 500 ETF TR 9,865 2,205 1.55%
13 ISHARES TR 19,466 1,973 1.38%
14 VANGUARD INDEX FDS 18,410 1,885 1.32%
15 SIGNET JEWELERS LIMITED SHS 19,527 1,841 1.29%
16 ISHARES TR 21,670 1,830 1.28%
17 SCHWAB SHORT-TERM US TREASURY ETF 35,624 1,796 1.26%
18 ISHARES TR 13,248 1,613 1.13%
19 ISHARES TR 40,962 1,524 1.07%
20 SCHWAB U.S. LARGE-CAP ETF 28,436 1,515 1.06%
21 POWERSHARES QQQ TRUST 12,098 1,433 1.01%
22 ISHARES TR 30,875 1,198 0.84%
23 SCHWAB U.S. MID-CAP ETF 26,441 1,194 0.84%
24 ISHARES TR 23,233 1,192 0.84%
25 VANGUARD INTL EQUITY INDEX F 24,527 1,084 0.76%
26 SCHWAB INTERNATIONAL EQUITY ETF 35,015 969 0.68%
27 SCHWAB U.S. BROAD MARKET ETF 14,880 806 0.57%
28 SCHWAB U.S. SMALL-CAP ETF 12,831 789 0.55%
29 iShares Barclays 0-5 Year TIPS 6,351 640 0.45%
30 ISHARES TR 11,083 554 0.39%
31 ISHARES TR 6,057 536 0.38%
32 RAYTHEON CO 3,242 460 0.32%
33 VANGUARD INDEX FDS 3,489 459 0.32%
34 STANLEY BLACK &DECKER INC 4,000 459 0.32%
35 VANGUARD INDEX FDS 3,060 395 0.28%
36 APPLE INC 2,589 300 0.21%
37 POWERSHARES ETF TRUST II 12,463 291 0.20%
38 ISHARES TR 1,826 287 0.20%
39 VANGUARD INDEX FDS 2,896 269 0.19%
40 INTL PAPER CO 5,000 265 0.19%
41 VANGUARD INDEX FDS 2,217 247 0.17%
42 ISHARES TR 2,124 230 0.16%
43 ISHARES TR 1,307 204 0.14%
44 WELLS FARGO & CO NEW 3,633 200 0.14%
45 ISHARES TR 1,416 188 0.13%
46 VANGUARD INTL EQUITY INDEX F 4,665 167 0.12%
47 ISHARES 4,017 163 0.11%
48 XCEL ENERGY INC 3,860 157 0.11%
49 BERKSHIRE HATHAWAY INC DEL 956 156 0.11%
50 RYDEX ETF TRUST 1,763 153 0.11%
Page 1 of 6