0001664147-24-000003.txt : 20240416 0001664147-24-000003.hdr.sgml : 20240416 20240415185330 ACCESSION NUMBER: 0001664147-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Colorado Capital Management, Inc. CENTRAL INDEX KEY: 0001664147 ORGANIZATION NAME: 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: 24845771 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 03-31-2024 03-31-2024 Colorado Capital Management, Inc.

4430 ARAPAHOE AVE. STE 120 BOULDER CO 80303

13F HOLDINGS REPORT 028-17087 000114011 N Andy Gilson 3034449300 Andy Gilson Boulder CO 04-15-2024 0 92 172873 false INFORMATION TABLE 2 CCM1q202413F.xml 2024Q1 CCM 13F ALPHABET INC CAP STK CL A 02079K305 484 3207 SH SOLE 0 0 3207 ALPHABET INC CAP STK CL C 02079K107 1399 9191 SH SOLE 0 0 9191 APPLE INC COM 037833100 7000 40820 SH SOLE 0 0 40820 ABBVIE INC COM 00287Y109 270 1485 SH SOLE 0 0 1485 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 247 712 SH SOLE 0 0 712 ISHARES TR CORE US AGGBD ET 464287226 211 2152 SH SOLE 0 0 2152 AMAZON COM INC COM 023135106 1122 6220 SH SOLE 0 0 6220 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 3692 48152 SH SOLE 0 0 48152 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1262 3002 SH SOLE 0 0 3002 CLAYMORE EXCHANGE TRD FD TR GUGG S&P GBL WTR 18383Q507 5011 90246 SH SOLE 0 0 90246 INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 46144X107 3363 91677 SH SOLE 0 0 91677 MORGAN STANLEY ETF TRUST CALVERT US MDCP 61774R403 1639 28323 SH SOLE 0 0 28323 DBX ETF TR XTRAK MSCI EAFE 233051200 267 6527 SH SOLE 0 0 6527 WISDOMTREE TR SMALLCAP DIVID 97717W604 276 8440 SH SOLE 0 0 8440 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 6306 101155 SH SOLE 0 0 101155 DIMENSIONAL ETF TRUST US MKTWIDE VAL 25434V724 7481 182918 SH SOLE 0 0 182918 WISDOMTREE TR US QTLY DIV GRT 97717X669 757 9936 SH SOLE 0 0 9936 WISDOMTREE TR EMG MKTS SMCAP 97717W281 395 7773 SH SOLE 0 0 7773 ISHARES TR USA ESG SLCT ETF 464288802 2547 20677 SH SOLE 0 0 20677 MANAGED PORTFOLIO SERIES ECOFIN GBL WATER 56167N753 1547 33109 SH SOLE 0 0 33109 ISHARES TR MSCI EMG MKT ETF 464287234 1353 32935 SH SOLE 0 0 32935 ISHARES TR MSCI EAFE ETF 464287465 474 5940 SH SOLE 0 0 5940 ISHARES MSCI ISR CAP ETF 464286632 326 5118 SH SOLE 0 0 5118 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 1376 46600 SH SOLE 0 0 46600 ENTERPRISE PRODS PARTNERS L COM 293792107 218 7460 SH SOLE 0 0 7460 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 163 10360 SH SOLE 0 0 10360 WISDOMTREE TR EURO QTLY DIV GR 97717X610 448 13731 SH SOLE 0 0 13731 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 3461 74898 SH SOLE 0 0 74898 HANNON ARMSTRONG SUST INFR C COM 41068X100 1495 52654 SH SOLE 0 0 52654 HOME DEPOT INC COM 437076102 322 840 SH SOLE 0 0 840 ISHARES TR ESG ADVNCD HY BD 46435G441 2720 59531 SH SOLE 0 0 59531 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 748 16275 SH SOLE 0 0 16275 ISHARES TR CORE S&P US GWT 464287671 4476 38191 SH SOLE 0 0 38191 ISHARES TR CORE S&P MCP ETF 464287507 1433 23590 SH SOLE 0 0 23590 ISHARES TR S&P MC 400GR ETF 464287606 205 2243 SH SOLE 0 0 2243 ISHARES TR CORE S&P SCP ETF 464287804 2319 20981 SH SOLE 0 0 20981 ISHARES TR S&P 500 VAL ETF 464287408 399 2134 SH SOLE 0 0 2134 ISHARES TR CORE S&P500 ETF 464287200 1006 1914 SH SOLE 0 0 1914 ISHARES TR S&P 500 GRWT ETF 464287309 3157 37390 SH SOLE 0 0 37390 ISHARES TR RUS 1000 VAL ETF 464287598 2799 15629 SH SOLE 0 0 15629 ISHARES TR RUS 1000 GRW ETF 464287614 6571 19200 SH SOLE 0 0 19200 ISHARES TR RUSSELL 2000 ETF 464287655 1210 5754 SH SOLE 0 0 5754 ISHARES TR RUS 2000 GRW ETF 464287648 282 1043 SH SOLE 0 0 1043 ISHARES TR RUS MID-CAP ETF 464287499 367 4365 SH SOLE 0 0 4365 ISHARES TR US HLTHCARE ETF 464287762 338 5455 SH SOLE 0 0 5455 ISHARES TR U.S. REAL ES ETF 464287739 279 3103 SH SOLE 0 0 3103 JOHNSON & JOHNSON COM 478160104 354 2240 SH SOLE 0 0 2240 TIDAL ETF TR ADASINA SOCIAL 886364876 206 11597 SH SOLE 0 0 11597 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 7343 13197 SH SOLE 0 0 13197 META PLATFORMS INC CL A 30303M102 385 794 SH SOLE 0 0 794 VANGUARD WORLD FD MEGA CAP INDEX 921910873 671 3593 SH SOLE 0 0 3593 MICROSOFT CORP COM 594918104 1532 3641 SH SOLE 0 0 3641 ISHARES TR NATIONAL MUN ETF 464288414 209 1942 SH SOLE 0 0 1942 NETFLIX INC COM 64110L106 220 362 SH SOLE 0 0 362 NUSHARES ETF TR NUVEEN ESG US 67092P870 3203 145801 SH SOLE 0 0 145801 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 4889 177769 SH SOLE 0 0 177769 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 1632 21402 SH SOLE 0 0 21402 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 443 11391 SH SOLE 0 0 11391 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 5866 141046 SH SOLE 0 0 141046 NVIDIA CORPORATION COM 67066G104 561 621 SH SOLE 0 0 621 NOVO-NORDISK A S ADR 670100205 470 3662 SH SOLE 0 0 3662 INVESCO EXCH TRADED FD TR II GLBL CLEAN ENRG 46138G847 729 51546 SH SOLE 0 0 51546 PFIZER INC COM 717081103 645 23231 SH SOLE 0 0 23231 PROCTER AND GAMBLE CO COM 742718109 1013 6243 SH SOLE 0 0 6243 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 3155 174003 SH SOLE 0 0 174003 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1087 28258 SH SOLE 0 0 28258 FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN 33733E500 938 27057 SH SOLE 0 0 27057 PROSHARES TR PSHS ULTRA QQQ 74347R206 258 2945 SH SOLE 0 0 2945 INVESCO QQQ TR UNIT SER 1 46090E103 1586 3571 SH SOLE 0 0 3571 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1032 6095 SH SOLE 0 0 6095 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 603 23134 SH SOLE 0 0 23134 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 871 14265 SH SOLE 0 0 14265 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 925 11475 SH SOLE 0 0 11475 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 285 7298 SH SOLE 0 0 7298 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 749 8083 SH SOLE 0 0 8083 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6313 77530 SH SOLE 0 0 77530 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1485 23929 SH SOLE 0 0 23929 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 201 4383 SH SOLE 0 0 4383 SPDR S&P 500 ETF TR TR UNIT 78462F103 7252 13864 SH SOLE 0 0 13864 ISHARES TR ESG AWRE 1 5 YR 46435G243 2983 121870 SH SOLE 0 0 121870 THERMO FISHER SCIENTIFIC INC COM 883556102 368 634 SH SOLE 0 0 634 TESLA INC COM 88160R101 1256 7147 SH SOLE 0 0 7147 DBX ETF TR XTRCKR MSCI US 233051150 5615 113749 SH SOLE 0 0 113749 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 4988 508779 SH SOLE 0 0 508779 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4068 47040 SH SOLE 0 0 47040 VANGUARD INDEX FDS MID CAP ETF 922908629 248 992 SH SOLE 0 0 992 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2480 21229 SH SOLE 0 0 21229 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7281 152039 SH SOLE 0 0 152039 VANGUARD INDEX FDS VALUE ETF 922908744 2442 14992 SH SOLE 0 0 14992 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 388 9301 SH SOLE 0 0 9301 EXXON MOBIL CORP COM 30231G102 424 3648 SH SOLE 0 0 3648