0001664147-22-000003.txt : 20220729 0001664147-22-000003.hdr.sgml : 20220729 20220729161328 ACCESSION NUMBER: 0001664147-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 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: 221120958 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 06-30-2022 06-30-2022 Colorado Capital Management, Inc.

4430 ARAPAHOE AVE. STE 120 BOULDER CO 80303

13F HOLDINGS REPORT 028-17087 N Andy Gilson 3034449300 Andy Gilson Boulder CO 07-29-2022 0 80 123212 false INFORMATION TABLE 2 ccm2q202213F.xml 2022Q2 CCM 13F ALPHABET INC CAP STK CL A 02079K305 357 164 SH SOLE 0 0 164 APPLE INC COM 037833100 4856 35521 SH SOLE 0 0 35521 ABBVIE INC COM 00287Y109 210 1374 SH SOLE 0 0 1374 ABBOT LABS COM 002824100 164 1505 SH SOLE 0 0 1505 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 253 912 SH SOLE 0 0 912 ISHARES TR CORE US AGGBD ET 464287226 361 3550 SH SOLE 0 0 3550 AMAZON COM INC COM 023135106 291 2737 SH SOLE 0 0 2737 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 406 5399 SH SOLE 0 0 5399 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 3831 49887 SH SOLE 0 0 49887 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 607 2224 SH SOLE 0 0 2224 CATALYST BIOSCIENCES INC COM NEW 14888D208 24 13712 SH SOLE 0 0 13712 CLAYMORE EXCHANGE TRD FD TR GUGG S&P GBL WTR 18383Q507 5182 117409 SH SOLE 0 0 117409 DBX ETF TR XTRAK MSCI EAFE 233051200 519 14901 SH SOLE 0 0 14901 WISDOMTREE TR SMALLCAP DIVID 97717W604 343 12166 SH SOLE 0 0 12166 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5069 105603 SH SOLE 0 0 105603 DIMENSIONAL ETF TRUST US MKTWIDE VAL 25434V724 5915 187199 SH SOLE 0 0 187199 WISDOMTREE TR US QTLY DIV GRT 97717X669 726 12664 SH SOLE 0 0 12664 WISDOMTREE TR EMG MKTS SMCAP 97717W281 390 8745 SH SOLE 0 0 8745 DISNEY WALT CO COM DISNEY 254687106 132 1394 SH SOLE 0 0 1394 ISHARES TR USA ESG SLCT ETF 464288802 2725 23155 SH SOLE 0 0 23155 ISHARES TR MSCI EMG MKT ETF 464287234 1475 36794 SH SOLE 0 0 36794 ISHARES TR MSCI EAFE ETF 464287465 466 7457 SH SOLE 0 0 7457 ISHARES MSCI ISR CAP ETF 464286632 303 5118 SH SOLE 0 0 5118 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 1416 55028 SH SOLE 0 0 55028 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 103 10360 SH SOLE 0 0 10360 WISDOMTREE TR EURO QTLY DIV GR 97717X610 376 14312 SH SOLE 0 0 14312 META PLATFORMS INC CL A 30303M102 206 1277 SH SOLE 0 0 1277 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 4676 106032 SH SOLE 0 0 106032 HANNON ARMSTRONG SUST INFR C COM 41068X100 2557 67539 SH SOLE 0 0 67539 HOME DEPOT INC COM 437076102 227 828 SH SOLE 0 0 828 ISHARES TR COHEN STEER REIT 464287564 146 2398 SH SOLE 0 0 2398 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 828 22133 SH SOLE 0 0 22133 INTEL CORP COM 458140100 135 3602 SH SOLE 0 0 3602 ISHARES TR CORE S&P US GWT 464287671 3130 37394 SH SOLE 0 0 37394 ISHARES TR CORE S&P MCP ETF 464287507 1264 5587 SH SOLE 0 0 5587 ISHARES TR S&P MC 400GR ETF 464287606 152 2384 SH SOLE 0 0 2384 ISHARES TR CORE S&P SCP ETF 464287804 2176 23549 SH SOLE 0 0 23549 ISHARES TR S&P 500 VAL ETF 464287408 306 2225 SH SOLE 0 0 2225 ISHARES TR CORE S&P500 ETF 464287200 882 2326 SH SOLE 0 0 2326 ISHARES TR S&P 500 GRWT ETF 464287309 2563 42464 SH SOLE 0 0 42464 ISHARES TR RUS 1000 VAL ETF 464287598 2319 15997 SH SOLE 0 0 15997 ISHARES TR RUS 1000 GRW ETF 464287614 4574 20915 SH SOLE 0 0 20915 ISHARES TR RUSSELL 2000 ETF 464287655 1008 5955 SH SOLE 0 0 5955 ISHARES TR RUS 2000 GRW ETF 464287648 269 1304 SH SOLE 0 0 1304 ISHARES TR RUS MID-CAP ETF 464287499 259 4000 SH SOLE 0 0 4000 ISHARES TR US HLTHCARE ETF 464287762 293 1091 SH SOLE 0 0 1091 ISHARES TR U.S. REAL ES ETF 464287739 309 3358 SH SOLE 0 0 3358 JOHNSON & JOHNSON COM 478160104 447 2520 SH SOLE 0 0 2520 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 406 8107 SH SOLE 0 0 8107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5806 14041 SH SOLE 0 0 14041 MICROSOFT CORP COM 594918104 899 3502 SH SOLE 0 0 3502 ISHARES TR NATIONAL MUN ETF 464288414 1400 13163 SH SOLE 0 0 13163 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 457 13680 SH SOLE 0 0 13680 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 4050 123433 SH SOLE 0 0 123433 NOVO-NORDISK A S ADR 670100205 204 1831 SH SOLE 0 0 1831 INVESCO EXCH TRADED FD TR II GLBL CLEAN ENRG 46138G847 2086 106447 SH SOLE 0 0 106447 PEPSICO INC COM 713448108 249 1494 SH SOLE 0 0 1494 PROCTER AND GAMBLE CO COM 742718109 162 1128 SH SOLE 0 0 1128 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 3529 209449 SH SOLE 0 0 209449 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 967 6527 SH SOLE 0 0 6527 FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN 33733E500 1274 24410 SH SOLE 0 0 24410 INVESCO QQQ TR UNIT SER 1 46090E103 1563 5577 SH SOLE 0 0 5577 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 938 6987 SH SOLE 0 0 6987 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 623 22072 SH SOLE 0 0 22072 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4854 77385 SH SOLE 0 0 77385 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 274 6130 SH SOLE 0 0 6130 ISHARES TR EAFE SML CP ETF 464288273 173 3172 SH SOLE 0 0 3172 SPDR SER TRUST NUVEEN BLMBRG SR 78468R739 797 16867 SH SOLE 0 0 16867 SPDR S&P 500 ETF TR TR UNIT 78462F103 5783 15330 SH SOLE 0 0 15330 ISHARES TR TIPS BD ETF 464287176 144 1267 SH SOLE 0 0 1267 THERMO FISHER SCIENTIFIC INC COM 883556102 438 806 SH SOLE 0 0 806 TESLA INC COM 88160R101 1735 2576 SH SOLE 0 0 2576 VANGUARD INDEX FDS SM CP VAL ETF 922908611 179 1195 SH SOLE 0 0 1195 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1893 23657 SH SOLE 0 0 23657 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4582 50295 SH SOLE 0 0 50295 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3419 33123 SH SOLE 0 0 33123 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5941 118538 SH SOLE 0 0 118538 VANGUARD INDEX FDS VALUE ETF 922908744 2672 20259 SH SOLE 0 0 20259 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 489 11740 SH SOLE 0 0 11740