0001664147-21-000003.txt : 20210729 0001664147-21-000003.hdr.sgml : 20210729 20210728184434 ACCESSION NUMBER: 0001664147-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210729 DATE AS OF CHANGE: 20210728 EFFECTIVENESS DATE: 20210729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Colorado Capital Management, Inc. CENTRAL INDEX KEY: 0001664147 IRS NUMBER: 841532591 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17087 FILM NUMBER: 211124142 BUSINESS ADDRESS: STREET 1: 4430 ARAPAHOE AVE. STE 120 CITY: BOULDER STATE: CO ZIP: 80303 BUSINESS PHONE: 3034449300 MAIL ADDRESS: STREET 1: 4430 ARAPAHOE AVE. STE 120 CITY: BOULDER STATE: CO ZIP: 80303 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001664147 XXXXXXXX 06-30-2021 06-30-2021 Colorado Capital Management, Inc.

4430 ARAPAHOE AVE. STE 120 BOULDER CO 80303

13F HOLDINGS REPORT 028-17087 N Andy Gilson 303 444 9300 Andy Gilson Boulder CO 07-28-2021 0 75 148617 false INFORMATION TABLE 2 ccm2q202113F.xml 2021Q2 13F CCM ALPHABET INC CAP STK CL A 02079K305 412 169 SH SOLE 0 0 169 APPLE INC COM 037833100 5044 36831 SH SOLE 0 0 36831 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 268 912 SH SOLE 0 0 912 ISHARES TR CORE US AGGBD ET 464287226 919 7971 SH SOLE 0 0 7971 AMAZON COM INC COM 023135106 433 126 SH SOLE 0 0 126 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 550 6410 SH SOLE 0 0 6410 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4911 59779 SH SOLE 0 0 59779 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 680 2447 SH SOLE 0 0 2447 CATALYST BIOSCIENCES INC COM NEW 14888D208 59 13712 SH SOLE 0 0 13712 CLAYMORE EXCHANGE TRD FD TR GUGG S&P GBL WTR 18383Q507 6408 119444 SH SOLE 0 0 119444 DBX ETF TR XTRAK MSCI EAFE 233051200 559 14901 SH SOLE 0 0 14901 WISDOMTREE TR SMALLCAP DIVID 97717W604 400 12558 SH SOLE 0 0 12558 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5752 98496 SH SOLE 0 0 98496 WISDOMTREE TR US QTLY DIV GRT 97717X669 836 14016 SH SOLE 0 0 14016 WISDOMTREE TR EMG MKTS SMCAP 97717W281 532 9780 SH SOLE 0 0 9780 DISNEY WALT CO COM DISNEY 254687106 224 1276 SH SOLE 0 0 1276 ISHARES TR USA ESG SLCT ETF 464288802 2990 25647 SH SOLE 0 0 25647 ISHARES TR MSCI EMG MKT ETF 464287234 2055 37273 SH SOLE 0 0 37273 ISHARES TR MSCI EAFE ETF 464287465 763 9678 SH SOLE 0 0 9678 ISHARES MSCI ISR CAP ETF 464286632 356 5118 SH SOLE 0 0 5118 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 1673 68436 SH SOLE 0 0 68436 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 110 10360 SH SOLE 0 0 10360 FACEBOOK INC CL A 30303M102 431 1237 SH SOLE 0 0 1237 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 4990 103951 SH SOLE 0 0 103951 HANNON ARMSTRONG SUST INFR C COM 41068X100 3402 60595 SH SOLE 0 0 60595 HOME DEPOT INC COM 437076102 295 927 SH SOLE 0 0 927 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1031 23375 SH SOLE 0 0 23375 INTEL CORP COM 458140100 253 4513 SH SOLE 0 0 4513 ISHARES TR CORE S&P US GWT 464287671 3551 35167 SH SOLE 0 0 35167 ISHARES TR CORE S&P MCP ETF 464287507 1729 6435 SH SOLE 0 0 6435 ISHARES TR CORE S&P SCP ETF 464287804 2807 24848 SH SOLE 0 0 24848 ISHARES TR S&P 500 VAL ETF 464287408 315 2134 SH SOLE 0 0 2134 ISHARES TR CORE S&P500 ETF 464287200 1116 2596 SH SOLE 0 0 2596 ISHARES TR S&P 500 GRWT ETF 464287309 3392 46646 SH SOLE 0 0 46646 ISHARES TR RUS 1000 VAL ETF 464287598 2658 16758 SH SOLE 0 0 16758 ISHARES TR RUS 1000 GRW ETF 464287614 6150 22654 SH SOLE 0 0 22654 ISHARES TR RUSSELL 2000 ETF 464287655 1532 6680 SH SOLE 0 0 6680 ISHARES TR RUS 2000 GRW ETF 464287648 406 1304 SH SOLE 0 0 1304 ISHARES TR RUS MID-CAP ETF 464287499 481 6072 SH SOLE 0 0 6072 ISHARES TR RUS MDCP VAL ETF 464287473 206 1796 SH SOLE 0 0 1796 ISHARES TR US HLTHCARE ETF 464287762 297 1091 SH SOLE 0 0 1091 ISHARES TR U.S. REAL ES ETF 464287739 437 4294 SH SOLE 0 0 4294 JOHNSON & JOHNSON COM 478160104 454 2757 SH SOLE 0 0 2757 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 915 18045 SH SOLE 0 0 18045 KIMBERLY CLARK CORP COM 494368103 3364 25147 SH SOLE 0 0 25147 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 7156 14575 SH SOLE 0 0 14575 MICROSOFT CORP COM 594918104 987 3647 SH SOLE 0 0 3647 ISHARES TR NATIONAL MUN ETF 464288414 2590 22101 SH SOLE 0 0 22101 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 430 11391 SH SOLE 0 0 11391 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 5131 113663 SH SOLE 0 0 113663 INVESCO EXCH TRADED FD TR II GLBL CLEAN ENRG 46138G847 2928 94536 SH SOLE 0 0 94536 PEPSICO INC COM 713448108 217 1471 SH SOLE 0 0 1471 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 4623 236634 SH SOLE 0 0 236634 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1303 8131 SH SOLE 0 0 8131 FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN 33733E500 1424 20578 SH SOLE 0 0 20578 INVESCO QQQ TR UNIT SER 1 46090E103 1982 5594 SH SOLE 0 0 5594 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1178 7818 SH SOLE 0 0 7818 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 731 19908 SH SOLE 0 0 19908 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5929 75761 SH SOLE 0 0 75761 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 333 3211 SH SOLE 0 0 3211 ISHARES TR EAFE SML CP ETF 464288273 235 3172 SH SOLE 0 0 3172 SPDR SER TRUST NUVEEN BLMBRG SR 78468R739 943 19046 SH SOLE 0 0 19046 ISHARES TR 1 3 YR TREAS BD 464287457 239 2784 SH SOLE 0 0 2784 SPDR S&P 500 ETF TR TR UNIT 78462F103 7417 17329 SH SOLE 0 0 17329 ISHARES TR TIPS BD ETF 464287176 688 5375 SH SOLE 0 0 5375 THERMO FISHER SCIENTIFIC INC COM 883556102 558 1108 SH SOLE 0 0 1108 TESLA INC COM 88160R101 1731 2547 SH SOLE 0 0 2547 VANGUARD INDEX FDS SM CP VAL ETF 922908611 213 1230 SH SOLE 0 0 1230 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3382 35583 SH SOLE 0 0 35583 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5398 53031 SH SOLE 0 0 53031 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4738 34727 SH SOLE 0 0 34727 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5637 107556 SH SOLE 0 0 107556 VANGUARD INDEX FDS VALUE ETF 922908744 3591 26126 SH SOLE 0 0 26126 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 759 13980 SH SOLE 0 0 13980