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| Name: |
Colorado Capital Management Inc. |
| City: |
BOULDER |
| State: |
CO |
| Zip: |
80303 |
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data |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFUV |
DFA Dimensional Us Marketwi... |
1 |
- |
$40.33 |
$7,481,000 |
182,918 |
4.33% |
786,000 |
3,041 |
0.02 |
N/A |
|
|
VTIP |
Vanguard Short Term Inflati... |
3 |
- |
$48.16 |
$7,281,000 |
152,039 |
4.21% |
185,000 |
2,627 |
0.008 |
N/A |
|
|
AAPL |
Apple Inc |
5 |
- |
$189.84 |
$7,000,000 |
40,820 |
4.05% |
-312,000 |
2,842 |
0 |
Personal Computers |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
7 |
- |
$80.42 |
$6,313,000 |
77,530 |
3.65% |
486,000 |
166 |
0.061 |
N/A |
|
|
USSG |
Xtrackers Msci Usa Esg Lead... |
10 |
- |
$0.00 |
$5,615,000 |
113,749 |
3.25% |
1,359,000 |
17,555 |
0.122 |
N/A |
|
|
VGSR |
Vert Global Sustainable Rea... |
12 |
- |
$0.00 |
$4,988,000 |
508,779 |
2.89% |
561,000 |
64,286 |
0.565 |
N/A |
|
|
NUEM |
Nushares Esg Emerging Marke... |
13 |
- |
$0.00 |
$4,889,000 |
177,769 |
2.83% |
1,017,000 |
34,074 |
0.936 |
N/A |
|
|
IWZ |
iShares Russell 3000 Growth |
14 |
- |
$119.52 |
$4,476,000 |
38,191 |
2.59% |
586,000 |
821 |
0.004 |
Closed - End Fund - E... |
|
|
BSV |
Vanguard Short-Term Bond |
16 |
- |
$76.46 |
$3,692,000 |
48,152 |
2.14% |
85,000 |
1,322 |
0.009 |
Closed - End Fund - E... |
|
|
CHGX |
Axs Change Finance Esg Etf |
18 |
- |
$36.05 |
$3,363,000 |
91,677 |
1.95% |
350,000 |
964 |
1.019 |
N/A |
|
|
NUBD |
Nushares Esg Us Aggregate B... |
19 |
- |
$0.00 |
$3,203,000 |
145,801 |
1.85% |
175,000 |
9,748 |
0.221 |
N/A |
|
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
22 |
- |
$0.00 |
$2,983,000 |
121,870 |
1.73% |
802,000 |
32,778 |
0.318 |
N/A |
|
|
HYXE |
Ishares Iboxx High Yld Ex Oil |
24 |
- |
$0.00 |
$2,720,000 |
59,531 |
1.57% |
669,000 |
14,426 |
0.661 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
28 |
- |
$110.41 |
$2,319,000 |
20,981 |
1.34% |
49,000 |
5 |
0.004 |
Closed - End Fund - E... |
|
|
CVMC |
Calvert Us Mid-cap Core Res... |
29 |
- |
$0.00 |
$1,639,000 |
28,323 |
0.95% |
471,000 |
6,460 |
0.315 |
N/A |
|
|
TBLU |
Tortoise Water Fund |
32 |
- |
$0.00 |
$1,547,000 |
33,109 |
0.89% |
242,000 |
3,326 |
2.207 |
N/A |
|
|
MSFT |
Microsoft Corp |
33 |
- |
$420.99 |
$1,532,000 |
3,641 |
0.89% |
284,000 |
323 |
0 |
Application Software |
|
|
SCHX |
Schwab Strategic Trust |
35 |
- |
$62.69 |
$1,485,000 |
23,929 |
0.86% |
1,231,000 |
19,415 |
0.001 |
Closed - End Fund - Debt |
|
|
IJH |
iShares S&P MidCap 400 Index |
36 |
- |
$60.26 |
$1,433,000 |
23,590 |
0.83% |
75,000 |
18,689 |
0.01 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
41 |
- |
$177.81 |
$1,256,000 |
7,147 |
0.73% |
-452,000 |
272 |
0 |
Auto Manufacturers |
|
|
AMZN |
Amazon.com Inc |
43 |
- |
$183.63 |
$1,122,000 |
6,220 |
0.65% |
657,000 |
3,159 |
0 |
Internet Software & S... |
|
|
PG |
Procter & Gamble Co |
46 |
- |
$167.86 |
$1,013,000 |
6,243 |
0.59% |
1,013,000 |
6,243 |
0 |
Cleaning Products |
|
|
QCLN |
First Trust NASDAQ Clean Ed... |
48 |
- |
$35.23 |
$938,000 |
27,057 |
0.54% |
-106,000 |
2,292 |
0.144 |
N/A |
|
|
IYH |
iShares Dow Jones US Health... |
72 |
- |
$61.29 |
$338,000 |
5,455 |
0.2% |
26,000 |
4,364 |
0.054 |
Closed - End Fund - E... |
|
|
HD |
Home Depot Inc |
74 |
- |
$342.73 |
$322,000 |
840 |
0.19% |
41,000 |
30 |
0 |
Home Improvement Stores |
|
|
ABBV |
Abbvie Inc. |
79 |
- |
$164.35 |
$270,000 |
1,485 |
0.16% |
57,000 |
111 |
0 |
Drug Manufacturers - ... |
|
