Ironwood Financial, llc

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Ironwood Financial, llc reported 158 stock positions worth $476.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.0% of the portfolio, followed by Apple (AAPL, 9.1%) and iShares S&P 500 Value ETF (IVE, 3.9%). Compared with Q3 2024, it opened 8 new positions, sold out of 1, added to 52 and reduced 54. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +5%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −8%).

Most Recent 13F
Q2 2026
Location
TUCSON, AZ
CIK
0001630360
Portfolio Value
$476.7M (Q4 2024)
SEC Filing
0001085146-25-000261 ↗ filed Jan 16, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $434.9M Q1 2024 Q2 2024: $446.0M Q2 2024 Q3 2024: $475.9M Q3 2024 Q4 2024: $476.7M $476.7M Q4 2024 Q1 2025: $466.3M Q1 2025 Q2 2025: $466.3M Q2 2025 Q3 2025: $564.4M Q3 2025 Q4 2025: $589.6M Q4 2025 Q1 2026: $572.7M Q1 2026 Q2 2026: $638.7M Q2 2026

Holdings 158 stocks · $476.7M
IVV iShares Core S&P 500 ETF 11.96% 96,884 $57.0M Reduce -7.7%
AAPL Apple Inc. 9.06% 172,385 $43.2M Reduce -1.2%
IVE iShares S&P 500 Value ETF 3.91% 97,722 $18.7M Reduce -6.0%
IJH iShares Core S&P Midcap ETF 3.87% 296,194 $18.5M Reduce -0.3%
IVW iShares S&P 500 Growth ETF 3.63% 170,456 $17.3M Reduce -1.2%
IJR iShares Core S&P Small-Cap E 2.63% 108,934 $12.6M Reduce -0.4%
EUSA iShares MSCI USA Equal Weigh 2.37% 118,696 $11.3M Reduce -10.2%
BSJQ Invesco Bulletshares 2026 HY 2.27% 465,102 $10.8M Add +1.6%
BSJP Invesco Bulletshares 2025 HY 2.22% 458,538 $10.6M Add +0.7%
BSCR Invesco Bulletshares 2027 CB 2.09% 511,863 $10.0M Reduce -0.3%
BSCS Invesco Bulletshares 2028 CB 2.09% 494,476 $10.0M Add +0.6%
BSCP Invesco Bulletshares 2025 CB 2.02% 465,451 $9.6M Reduce -2.0%
BSCQ Invesco Bulletshares 2026 CB 1.97% 482,576 $9.4M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 1.85% 30,365 $8.8M Add +4.8%
IBDU iShares Ibonds Dec 2029 Term 1.70% 355,134 $8.1M Add +3.1%
BSJR Invesco Bulletshares 2027 HY 1.65% 351,641 $7.9M Add +2.9%
IBDV iShares Ibonds Dec 2030 Corp. 1.59% 355,057 $7.6M Add +3.3%
AMZN Amazon.com Inc. 1.46% 31,659 $6.9M Reduce -0.0%
EFA iShares MSCI Eafe ETF 1.44% 90,982 $6.9M Reduce -3.5%
ITOT iShares Core S&P Total U.S. 1.37% 50,745 $6.5M Reduce -3.2%
IJS iShares S&P Small-Cap 600 Va 1.31% 57,318 $6.2M Reduce -5.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.30% 22,988 $6.2M Add +5.8%
MSFT Microsoft Corp. 1.22% 13,828 $5.8M Reduce -0.2%
RSP Invesco S&P 500 Equal Weight 1.14% 31,036 $5.4M Add +12.7%
IJJ iShares S&P Mid-Cap 400 Valu 1.10% 42,106 $5.3M Reduce -8.0%
AGG iShares Core U.S. Aggregate 1.04% 51,024 $4.9M Reduce -4.1%
DVY iShares Select Dividend ETF 1.00% 36,210 $4.8M Reduce -7.0%
QQQ Invesco QQQ Trust Series 1 0.96% 8,955 $4.6M Reduce -15.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.89% 53,949 $4.2M Reduce -0.2%
VEA Vanguard Ftse Developed ETF 0.85% 85,211 $4.1M Add +6.3%
LLY Eli Lilly & Co. 0.85% 5,248 $4.1M Reduce -0.6%
GOOGL Alphabet Inc. Class A 0.81% 20,271 $3.8M No change
IBDQ iShares Ibonds Dec 2025 Term 0.77% 147,273 $3.7M Add +8.2%
JPM JPMorgan Chase & Co. 0.77% 15,293 $3.7M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.76% 18,918 $3.6M No change
COST Costco Wholesale Corp. 0.74% 3,852 $3.5M Add +0.6%
IBDR iShares Ibonds Dec 2026 Term 0.70% 139,356 $3.4M Add +12.8%
VT Vanguard Tot World STK ETF 0.69% 27,886 $3.3M Add +11.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.63% 5,160 $3.0M Reduce -2.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.58% 26,029 $2.8M Reduce -2.2%
IJK iShares S&P Mid-Cap 400 Grow 0.57% 30,054 $2.7M Reduce -2.7%
INTU Intuit Inc. 0.57% 4,336 $2.7M No change
IBDW iShares Ibonds Dec 2031 Corp. 0.57% 132,644 $2.7M Add +17.9%
COR Cencora Inc. 0.56% 11,891 $2.7M Reduce -0.7%
BSCT Invesco Bulletshares 2029 CB 0.50% 130,829 $2.4M Add +3.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.49% 10,582 $2.3M No change
DFAS Dimensional US Small Cap ETF 0.48% 34,917 $2.3M No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.47% 94,287 $2.3M Add +18.5%
IBDT iShares Ibonds Dec 2028 ETF 0.46% 88,845 $2.2M Add +20.4%
VEU Vanguard Ftse All-World Ex-U 0.40% 32,962 $1.9M Add +12.5%
SCHM Schwab US Mid Cap ETF 0.40% 68,273 $1.9M Add +12.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.39% 6,982 $1.8M No change
HDV iShares Core High Dividend E 0.39% 16,385 $1.8M Add +5.9%
BSJS Invesco Bulletshares 2028 HY 0.38% 84,590 $1.8M Add +13.4%
LOW Lowe's Cos Inc. 0.38% 7,430 $1.8M No change
HD Home Depot Inc. 0.37% 4,537 $1.8M Add +0.7%
IJT iShares S&P Small-Cap 600 GR 0.36% 12,796 $1.7M Reduce -4.7%
IWF iShares Russell 1000 Growth 0.36% 4,296 $1.7M Reduce -5.5%
IWO iShares Russell 2000 Growth 0.35% 5,863 $1.7M Reduce -6.0%
SCHX Schwab US Large-Cap ETF 0.34% 68,898 $1.6M Add +13.6%
VB Vanguard Most SM-Cap ETF-Usd 0.33% 6,588 $1.6M Reduce -0.5%
IBHE iShares Ibonds 2025 H/Y Inc. 0.31% 64,551 $1.5M Add +13.0%
AMGN Amgen Inc. 0.31% 5,680 $1.5M Reduce -0.5%
JNJ Johnson & Johnson 0.30% 9,943 $1.4M Reduce -0.0%
MCD McDonald's Corp. 0.29% 4,838 $1.4M No change
IBHF iShares Ibond 2026 HY & Inc. 0.29% 60,122 $1.4M Add +15.7%
XLF SS Financial Select Sector 0.29% 28,676 $1.4M Add +8.8%
BSCU Invesco Bulletshares 2030 CB 0.27% 79,426 $1.3M Add +9.5%
SCHA Schwab US Small-Cap ETF 0.26% 48,635 $1.3M Add +17.6%
RTX RTX Corp. 0.25% 10,463 $1.2M Reduce -2.8%
ZION Zions Bancorp NA 0.23% 20,604 $1.1M No change
IBHG iShares Ibonds 2027 HY Inc. 0.22% 48,010 $1.1M Add +17.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.21% 6,033 $1.0M Add +16.9%
IETC iShares U.S. Tech Independen 0.20% 11,033 $941K No change
IXN iShares Global Tech ETF 0.19% 10,794 $915K Reduce -0.1%
VOO Vanguard S&P 500 ETF 0.19% 1,669 $899K Add +8.2%
PFE Pfizer Inc. 0.19% 33,672 $893K Add +0.6%
AVUV Avantis US Small Cap Value 0.18% 9,098 $878K Add +51.0%
NVDA Nvidia Corp. 0.18% 6,483 $871K Add +1.6%
SCHB Schwab US Broad Market ETF 0.18% 38,010 $863K Add +48.4%
SCHF Schwab Intl Equity ETF 0.18% 46,298 $857K Add +13.8%
IWM iShares Russell 2000 ETF 0.18% 3,859 $853K Reduce -4.1%
IWR iShares Russell Mid-Cap ETF 0.18% 9,638 $852K No change
HON Honeywell International Inc. 0.18% 3,760 $849K No change
WMT Walmart Inc. 0.17% 9,049 $818K No change
PEJ Invesco Leisure & Entertainm 0.17% 15,415 $805K Reduce -1.1%
SPYV SS SPDR P S&P 500 Value ETF 0.16% 15,312 $783K Add +62.1%
SCHV Schwab US Large-Cap Value 0.16% 29,232 $762K Add +0.6%
SOXX iShares Semiconductor ETF 0.16% 3,504 $755K Reduce -0.7%
IDV iShares International Select 0.16% 27,096 $742K Reduce -8.9%
SCHW Schwab (charles) Corp. 0.15% 9,802 $725K Reduce -2.0%
ORCL Oracle Corp. 0.15% 4,270 $712K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.14% 2,449 $686K Add +42.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.14% 4,066 $658K Add +47.2%
YUM Yum! Brands Inc. 0.14% 4,851 $651K No change
LMT Lockheed Martin Corp. 0.13% 1,310 $637K No change
SNA Snap-on Inc. 0.13% 1,872 $636K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.12% 2,344 $595K Add +44.1%
DFUS Dimensional US Eq MKT ETF 0.12% 9,212 $587K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 1,422 $583K Add +6.1%
MRK Merck & Co. Inc. 0.12% 5,782 $575K Add +0.9%
CMCSA Comcast Corp. Class A 0.12% 15,142 $568K No change
ONEQ Fidelity Nasdaq Comp Indx 0.11% 7,133 $543K No change
BIIB Biogen Inc. 0.11% 3,535 $541K No change
ABBV Abbvie Inc. 0.11% 2,892 $514K No change
DFIV Dimensional International Va 0.11% 14,427 $512K Reduce -0.0%
BMY Bristol-Myers Squibb Co. 0.11% 9,029 $511K No change
IEFA iShares Core MSCI Eafe ETF 0.10% 6,840 $481K Reduce -0.6%
SCHG Schwab US Large-Cap Growth 0.10% 17,143 $478K Add +1.6%
SCHD Schwab US DVD Equity ETF 0.09% 16,391 $448K Add +71.3%
XLE SS Energy Select Sector 0.09% 5,183 $444K Add +65.6%
VIOO Vanguard S&P Small-Cap 600 E 0.09% 4,014 $426K No change
BA The Boeing Co. 0.09% 2,304 $408K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 5,725 $395K New
IYF iShares US Financials ETF 0.08% 3,501 $387K Reduce -41.6%
DFUV Dimensional US Marketwide Va 0.08% 9,270 $379K No change
CART Maplebear Inc. 0.08% 9,036 $374K No change
IYE iShares U.S. Energy ETF 0.08% 8,069 $368K Reduce -48.4%
BSCV Invesco Bulletshares 2031 CB 0.08% 22,635 $363K Add +32.9%
SPYG SS SPDR P S&P 500 Growth ETF 0.08% 4,097 $360K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 3,227 $359K No change
AMH American Homes 4 Rent- A 0.07% 9,547 $357K No change
EEM iShares MSCI Emerging Market 0.07% 8,325 $348K Add +6.4%
IGV iShares Expanded Tech-Softwa 0.07% 3,405 $341K No change
SYK Stryker Corp. 0.07% 939 $338K No change
VGT Vanguard Info Tech ETF 0.07% 540 $336K No change
TSLA Tesla Inc. 0.07% 781 $315K Add +1.2%
XLY SS Consumer Disc Select Sect 0.07% 1,383 $310K No change
ABT Abbott Laboratories 0.06% 2,732 $309K Reduce -0.2%
CI The Cigna Group 0.06% 1,113 $307K No change
VNQ Vanguard Real Estate ETF 0.06% 3,423 $305K Reduce -6.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.06% 11,281 $300K Reduce -5.2%
SPYX SS SPDR S&P 500 Foss FL ETF 0.06% 6,225 $300K Reduce -33.4%
GLD SPDR Gold Shares 0.06% 1,191 $288K Add +8.5%
META Meta Platforms Inc. Class A 0.06% 489 $286K No change
PFF iShares Preferred & Income S 0.06% 8,946 $281K Reduce -33.3%
BSJT Invesco Bulletshares 2029 HY 0.06% 12,741 $273K New
PEP Pepsico Inc. 0.06% 1,788 $272K No change
OXY Occidental Petroleum Corp. 0.06% 5,449 $269K Add +3.2%
SPMD SS SPDR P S&P 400 Midcap ETF 0.06% 4,915 $269K New
V Visa Inc. Class A 0.06% 835 $264K No change
IEDI iShares U.S. Consumer Focuse 0.05% 4,880 $261K Reduce -31.1%
TQQQ Proshares Ultrapro QQQ 0.05% 3,150 $249K Reduce -1.5%
XLC SS Comm Select Sector SPDR 0.05% 2,552 $247K No change
SCHK Schwab 1000 Index ETF 0.05% 8,377 $237K New
IEV iShares Europe ETF 0.05% 4,462 $232K No change
SPSM SS SPDR P S&P 600 Small Cap 0.05% 5,144 $231K New
DFAC Dimensional US Core Equity 2 0.05% 6,472 $224K Reduce -36.5%
WFC Wells Fargo & Co. 0.05% 3,141 $221K New
TRV The Travelers Cos Inc. 0.05% 911 $219K No change
CHH Choice Hotels Intl Inc. 0.05% 1,520 $216K New
YUMC Yum China Holdings Inc. 0.05% 4,474 $216K No change
SLV iShares Silver Trust 0.04% 8,103 $213K Reduce -5.3%
DFAT Dimensional US Target Value 0.04% 3,653 $203K No change
VSS Vanguard Ftse All Wo X-US SC 0.04% 1,750 $200K Reduce -10.1%
PBT Permian Basin Royalty Trust 0.03% 12,300 $136K Reduce -33.5%
FSCO FS Credit Opportunities Corp. 0.02% 14,000 $95K No change
AXDXQ Accelerate Diagnostics Inc. 0.01% 20,313 $24K No change

Portfolio Sells Q3 2024 → Q4 2024
IVV iShares Core S&P 500 ETF Reduce -7.7% 11.96% −0.75
IVE iShares S&P 500 Value ETF Reduce -6.0% 3.91% −0.40
EUSA iShares MSCI USA Equal Weigh Reduce -10.2% 2.37% −0.29
EFA iShares MSCI Eafe ETF Reduce -3.5% 1.44% −0.21
LLY Eli Lilly & Co. Reduce -0.6% 0.85% −0.13
QQQ Invesco QQQ Trust Series 1 Reduce -15.3% 0.96% −0.12
DVY iShares Select Dividend ETF Reduce -7.0% 1.00% −0.11
AGG iShares Core U.S. Aggregate Reduce -4.1% 1.04% −0.09
IJJ iShares S&P Mid-Cap 400 Valu Reduce -8.0% 1.10% −0.08
AMGN Amgen Inc. Reduce -0.5% 0.31% −0.08
IYE iShares U.S. Energy ETF Reduce -48.4% 0.08% −0.07
IJS iShares S&P Small-Cap 600 Va Reduce -5.5% 1.31% −0.07
IJR iShares Core S&P Small-Cap E Reduce -0.4% 2.63% −0.05
IYF iShares US Financials ETF Reduce -41.6% 0.08% −0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -2.2% 0.58% −0.05
BSCP Invesco Bulletshares 2025 CB Reduce -2.0% 2.02% −0.05
GSK GSK PLC-Spon ADR Sold out 0.00% −0.04
JNJ Johnson & Johnson Reduce -0.0% 0.30% −0.04
BSCR Invesco Bulletshares 2027 CB Reduce -0.3% 2.09% −0.04
PFF iShares Preferred & Income S Reduce -33.3% 0.06% −0.03
IDV iShares International Select Reduce -8.9% 0.16% −0.03
MSFT Microsoft Corp. Reduce -0.2% 1.22% −0.03
IJT iShares S&P Small-Cap 600 GR Reduce -4.7% 0.36% −0.03
SPYX SS SPDR S&P 500 Foss FL ETF Reduce -33.4% 0.06% −0.03
DFAC Dimensional US Core Equity 2 Reduce -36.5% 0.05% −0.03
BSCQ Invesco Bulletshares 2026 CB Reduce -0.4% 1.97% −0.03
IJK iShares S&P Mid-Cap 400 Grow Reduce -2.7% 0.57% −0.02
IEDI iShares U.S. Consumer Focuse Reduce -31.1% 0.05% −0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -0.2% 0.89% −0.02
RTX RTX Corp. Reduce -2.8% 0.25% −0.02
IWO iShares Russell 2000 Growth Reduce -6.0% 0.35% −0.02
IJH iShares Core S&P Midcap ETF Reduce -0.3% 3.87% −0.02
PBT Permian Basin Royalty Trust Reduce -33.5% 0.03% −0.02
ITOT iShares Core S&P Total U.S. Reduce -3.2% 1.37% −0.01
SOXX iShares Semiconductor ETF Reduce -0.7% 0.16% −0.01
IEFA iShares Core MSCI Eafe ETF Reduce -0.6% 0.10% −0.01
VNQ Vanguard Real Estate ETF Reduce -6.8% 0.06% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -5.2% 0.06% −0.01
VSS Vanguard Ftse All Wo X-US SC Reduce -10.1% 0.04% −0.01
DFIV Dimensional International Va Reduce -0.0% 0.11% −0.01
IWM iShares Russell 2000 ETF Reduce -4.1% 0.18% −0.01
SLV iShares Silver Trust Reduce -5.3% 0.04% −0.01
COR Cencora Inc. Reduce -0.7% 0.56% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.1% 0.63% −0.00
ABT Abbott Laboratories Reduce -0.2% 0.06% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.5% 0.33% +0.00
IWF iShares Russell 1000 Growth Reduce -5.5% 0.36% +0.00
TQQQ Proshares Ultrapro QQQ Reduce -1.5% 0.05% +0.00
IXN iShares Global Tech ETF Reduce -0.1% 0.19% +0.00
PEJ Invesco Leisure & Entertainm Reduce -1.1% 0.17% +0.01

Portfolio Buys Q3 2024 → Q4 2024
VTI VG Morningstar TS MKT ETF-US Add +4.8% 1.85% +0.12
RSP Invesco S&P 500 Equal Weight Add +12.7% 1.14% +0.10
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +5.8% 1.30% +0.10
SPYM Ste STR SPDR PT S&P 500 ETF New 0.08% +0.08
SPYG SS SPDR P S&P 500 Growth ETF New 0.08% +0.08
IBDR iShares Ibonds Dec 2026 Term Add +12.8% 0.70% +0.07
IBDT iShares Ibonds Dec 2028 ETF Add +20.4% 0.46% +0.07
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +18.5% 0.47% +0.07
IBDW iShares Ibonds Dec 2031 Corp. Add +17.9% 0.57% +0.06
AVUV Avantis US Small Cap Value Add +51.0% 0.18% +0.06
SCHB Schwab US Broad Market ETF Add +48.4% 0.18% +0.06
SPYV SS SPDR P S&P 500 Value ETF Add +62.1% 0.16% +0.06
BSJT Invesco Bulletshares 2029 HY New 0.06% +0.06
SPMD SS SPDR P S&P 400 Midcap ETF New 0.06% +0.06
VT Vanguard Tot World STK ETF Add +11.2% 0.69% +0.06
IBDQ iShares Ibonds Dec 2025 Term Add +8.2% 0.77% +0.06
SCHK Schwab 1000 Index ETF New 0.05% +0.05
SPSM SS SPDR P S&P 600 Small Cap New 0.05% +0.05
VBK Van Morst SML-Cap Gro-Usd Inc. Add +42.5% 0.14% +0.05
SCHX Schwab US Large-Cap ETF Add +13.6% 0.34% +0.05
WFC Wells Fargo & Co. New 0.05% +0.05
CHH Choice Hotels Intl Inc. New 0.05% +0.05
SCHM Schwab US Mid Cap ETF Add +12.8% 0.40% +0.04
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +44.1% 0.12% +0.04
VOE Vngrd Mrngstr MD-Cap Val ETF Add +47.2% 0.14% +0.04
SCHA Schwab US Small-Cap ETF Add +17.6% 0.26% +0.04
XLF SS Financial Select Sector Add +8.8% 0.29% +0.04
BSJS Invesco Bulletshares 2028 HY Add +13.4% 0.38% +0.04
SCHD Schwab US DVD Equity ETF Add +71.3% 0.09% +0.04
IBHF iShares Ibond 2026 HY & Inc. Add +15.7% 0.29% +0.04
XLE SS Energy Select Sector Add +65.6% 0.09% +0.04
IBHE iShares Ibonds 2025 H/Y Inc. Add +13.0% 0.31% +0.03
IBHG iShares Ibonds 2027 HY Inc. Add +17.3% 0.22% +0.03
COST Costco Wholesale Corp. Add +0.6% 0.74% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +16.9% 0.21% +0.02
TSLA Tesla Inc. Add +1.2% 0.07% +0.02
BSJR Invesco Bulletshares 2027 HY Add +2.9% 1.65% +0.02
NVDA Nvidia Corp. Add +1.6% 0.18% +0.02
VOO Vanguard S&P 500 ETF Add +8.2% 0.19% +0.02
BSCV Invesco Bulletshares 2031 CB Add +32.9% 0.08% +0.02
BSCU Invesco Bulletshares 2030 CB Add +9.5% 0.27% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +6.1% 0.12% +0.01
BSJQ Invesco Bulletshares 2026 HY Add +1.6% 2.27% +0.01
VEU Vanguard Ftse All-World Ex-U Add +12.5% 0.40% +0.01
SCHG Schwab US Large-Cap Growth Add +1.6% 0.10% +0.01
BSJP Invesco Bulletshares 2025 HY Add +0.7% 2.22% +0.01
BSCT Invesco Bulletshares 2029 CB Add +3.8% 0.50% +0.00
GLD SPDR Gold Shares Add +8.5% 0.06% +0.00
SCHF Schwab Intl Equity ETF Add +13.8% 0.18% +0.00
HDV iShares Core High Dividend E Add +5.9% 0.39% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 179$638.7MIVV, AAPL, IJH, IVE, IJR
Q1 2026 168$572.7MIVV, AAPL, IJH, IVE, IJR
Q4 2025 166$589.6MIVV, AAPL, IJH, IVE, IVW
Q3 2025 166$564.4MIVV, AAPL, IJH, IVE, IVW
Q2 2025 159$466.3MIVV, AAPL, IVE, IJH, IVW
Q1 2025 160$466.3MIVV, AAPL, IVE, IJH, IVW
Q4 2024 158$476.7MIVV, AAPL, IVE, IJH, IVW
Q3 2024 151$475.9MIVV, AAPL, IVE, IJH, IVW
Q2 2024 146$446.0MIVV, AAPL, IVE, IJH, IVW
Q1 2024 149$434.9MIVV, AAPL, IVE, IJH, IVW