Iron Financial, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IF Iron Financial, LLC | Institutional Filer | ▲ 5.18% | $228.8M | 145 |
Current Portfolio Holdings
Showing all 145 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CME | CME Group Inc. | Financial Services | 58K | $17.2M | 7.53% |
| 2 | AAPL | Apple Inc. | Technology | 64K | $16.1M | 7.04% |
| 3 | ISTB | ISHARES TR | — | 331K | $16.0M | 7.00% |
| 4 | VTI | VANGUARD INDEX FDS | — | 36K | $11.5M | 5.01% |
| 5 | SPTM | SPDR SERIES TRUST | — | 129K | $10.2M | 4.45% |
| 6 | SCHY | SCHWAB STRATEGIC TR | — | 310K | $9.8M | 4.29% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 13K | $8.4M | 3.68% |
| 8 | HTRB | HARTFORD FDS EXCHANGE TRADED | — | 246K | $8.3M | 3.63% |
| 9 | PULS | PGIM ETF TR | — | 118K | $5.8M | 2.55% |
| 10 | ACWV | ISHARES INC | — | 48K | $5.8M | 2.53% |
| 11 | SCHD | SCHWAB STRATEGIC TR | — | 173K | $5.3M | 2.32% |
| 12 | SCHP | SCHWAB STRATEGIC TR | — | 194K | $5.1M | 2.25% |
| 13 | ICSH | ISHARES TR | — | 100K | $5.0M | 2.21% |
| 14 | IBDR | ISHARES TR | — | 154K | $3.7M | 1.63% |
| 15 | SPSB | SPDR SERIES TRUST | — | 120K | $3.6M | 1.58% |
Showing 1 to 15 of 145 holdings