0001664147-23-000002.txt : 20230428 0001664147-23-000002.hdr.sgml : 20230428 20230428154831 ACCESSION NUMBER: 0001664147-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 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: 23865540 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 X0202 13F-HR LIVE false false false 0001664147 XXXXXXXX 03-31-2023 03-31-2023 Colorado Capital Management, Inc.
4430 ARAPAHOE AVE. STE 120 BOULDER CO 80303
13F HOLDINGS REPORT 028-17087 000114011 N
Andy Gilson Operations 303 444 9300 Andy Gilson Boulder CO 04-28-2023 0 78 129020 false
INFORMATION TABLE 2 ccm1q202313F.xml 2023Q1CCM13F ALPHABET INC CAP STK CL A 02079K305 340 3280 SH SOLE 0 0 3280 APPLE INC COM 037833100 6450 39117 SH SOLE 0 0 39117 ABBVIE INC COM 00287Y109 219 1374 SH SOLE 0 0 1374 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 207 726 SH SOLE 0 0 726 ISHARES TR CORE US AGGBD ET 464287226 229 2302 SH SOLE 0 0 2302 AMAZON COM INC COM 023135106 302 2924 SH SOLE 0 0 2924 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 304 4125 SH SOLE 0 0 4125 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 3448 45082 SH SOLE 0 0 45082 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 969 3139 SH SOLE 0 0 3139 CATALYST BIOSCIENCES INC COM NEW 14888D208 7 34165 SH SOLE 0 0 34165 CLAYMORE EXCHANGE TRD FD TR GUGG S&P GBL WTR 18383Q507 5363 107558 SH SOLE 0 0 107558 INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 46144X107 2254 78071 SH SOLE 0 0 78071 DBX ETF TR XTRAK MSCI EAFE 233051200 230 6527 SH SOLE 0 0 6527 WISDOMTREE TR SMALLCAP DIVID 97717W604 284 9937 SH SOLE 0 0 9937 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5446 103336 SH SOLE 0 0 103336 DIMENSIONAL ETF TRUST US MKTWIDE VAL 25434V724 6149 183674 SH SOLE 0 0 183674 WISDOMTREE TR US QTLY DIV GRT 97717X669 663 10637 SH SOLE 0 0 10637 WISDOMTREE TR EMG MKTS SMCAP 97717W281 374 8167 SH SOLE 0 0 8167 ISHARES TR USA ESG SLCT ETF 464288802 2487 21224 SH SOLE 0 0 21224 MANAGED PORTFOLIO SERIES ECOFIN GBL WATER 56167N753 514 12979 SH SOLE 0 0 12979 ISHARES TR MSCI EMG MKT ETF 464287234 1430 36242 SH SOLE 0 0 36242 ISHARES TR MSCI EAFE ETF 464287465 428 5992 SH SOLE 0 0 5992 ISHARES MSCI ISR CAP ETF 464286632 280 5118 SH SOLE 0 0 5118 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 1399 52560 SH SOLE 0 0 52560 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 129 10360 SH SOLE 0 0 10360 WISDOMTREE TR EURO QTLY DIV GR 97717X610 436 14475 SH SOLE 0 0 14475 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 4681 103478 SH SOLE 0 0 103478 HANNON ARMSTRONG SUST INFR C COM 41068X100 2216 77481 SH SOLE 0 0 77481 HOME DEPOT INC COM 437076102 247 837 SH SOLE 0 0 837 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 808 20504 SH SOLE 0 0 20504 ISHARES TR CORE S&P US GWT 464287671 3519 39643 SH SOLE 0 0 39643 ISHARES TR CORE S&P MCP ETF 464287507 1348 5389 SH SOLE 0 0 5389 ISHARES TR CORE S&P SCP ETF 464287804 2226 23023 SH SOLE 0 0 23023 ISHARES TR S&P 500 VAL ETF 464287408 324 2134 SH SOLE 0 0 2134 ISHARES TR CORE S&P500 ETF 464287200 951 2313 SH SOLE 0 0 2313 ISHARES TR S&P 500 GRWT ETF 464287309 2571 40251 SH SOLE 0 0 40251 ISHARES TR RUS 1000 VAL ETF 464287598 2430 15962 SH SOLE 0 0 15962 ISHARES TR RUS 1000 GRW ETF 464287614 5138 21031 SH SOLE 0 0 21031 ISHARES TR RUSSELL 2000 ETF 464287655 1099 6160 SH SOLE 0 0 6160 ISHARES TR RUS 2000 GRW ETF 464287648 269 1188 SH SOLE 0 0 1188 ISHARES TR RUS MID-CAP ETF 464287499 305 4365 SH SOLE 0 0 4365 ISHARES TR US HLTHCARE ETF 464287762 298 1091 SH SOLE 0 0 1091 ISHARES TR U.S. REAL ES ETF 464287739 263 3103 SH SOLE 0 0 3103 JOHNSON & JOHNSON 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INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 959 6119 SH SOLE 0 0 6119 FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN 33733E500 1250 23945 SH SOLE 0 0 23945 INVESCO QQQ TR UNIT SER 1 46090E103 1780 5547 SH SOLE 0 0 5547 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 951 6576 SH SOLE 0 0 6576 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 557 21188 SH SOLE 0 0 21188 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4748 69986 SH SOLE 0 0 69986 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 295 6104 SH SOLE 0 0 6104 SPDR SER TRUST NUVEEN BLMBRG SR 78468R739 418 8806 SH SOLE 0 0 8806 SPDR S&P 500 ETF TR TR UNIT 78462F103 5867 14331 SH SOLE 0 0 14331 THERMO FISHER SCIENTIFIC INC COM 883556102 418 726 SH SOLE 0 0 726 TESLA INC COM 88160R101 1520 7329 SH SOLE 0 0 7329 DBX ETF TR XTRCKR MSCI US 233051150 1679 44679 SH SOLE 0 0 44679 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 600 7485 SH SOLE 0 0 7485 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4227 50911 SH SOLE 0 0 50911 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3074 28146 SH SOLE 0 0 28146 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5553 116138 SH SOLE 0 0 116138 VANGUARD INDEX FDS VALUE ETF 922908744 2636 19088 SH SOLE 0 0 19088 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1034 21000 SH SOLE 0 0 21000 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 441 10914 SH SOLE 0 0 10914