Colorado Capital Management, Inc. at 2023-12-31

Filling information for Colorado Capital Management, Inc. as Treemap, investor disclosed 78 total holdings based on 2023-12-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
97717X669 97717X669 WISDOMTREE TR US QTLY DIV GRT 698 9936
478160104 478160104 JOHNSON & JOHNSON COM 358 2284
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 2840 37817
33738D309 33738D309 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 3850 83580
78463X863 78463X863 SPDR INDEX SHS FDS DJ INTL RL ETF 667 24443
233051200 233051200 DBX ETF TR XTRAK MSCI EAFE 241 6527
293792107 293792107 ENTERPRISE PRODS PARTNERS L COM 196 7460
56167N753 56167N753 MANAGED PORTFOLIO SERIES ECOFIN GBL WATER 1305 29783
464287200 464287200 ISHARES TR CORE S&P500 ETF 983 2058
78467Y107 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 6767 13337
464287739 464287739 ISHARES TR U.S. REAL ES ETF 284 3103
023135106 023135106 AMAZON COM INC COM 465 3061
25434V500 25434V500 DIMENSIONAL ETF TRUST US SMALL CAP ETF 6106 102419
67092P870 67092P870 NUSHARES ETF TR NUVEEN ESG US 3028 136053
594918104 594918104 MICROSOFT CORP COM 1248 3318
464287408 464287408 ISHARES TR S&P 500 VAL ETF 371 2134
921937827 921937827 VANGUARD BD INDEX FD INC SHORT TRM BOND 3607 46830
29273V100 29273V100 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 143 10360
670100205 670100205 NOVO-NORDISK A S ADR 379 3662
25434V724 25434V724 DIMENSIONAL ETF TRUST US MKTWIDE VAL 6695 179877
33738D101 33738D101 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 1303 47052
46435G441 46435G441 ISHARES TR ESG ADVNCD HY BD 2051 45105
464286632 464286632 ISHARES MSCI ISR CAP ETF 298 5118
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 1072 3006
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 254 4514
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 2299 15376
808524508 808524508 SCHWAB STRATEGIC TR US MID-CAP ETF 5827 77364
92203C303 92203C303 VANGUARD BD INDEX FDS VANGUARD ULTRA 241 4879
41068X100 41068X100 HANNON ARMSTRONG SUST INFR C COM 1565 56754
67092P300 67092P300 NUSHARES ETF TR NUVEEN ESG LRGVL 409 11391
46144X107 46144X107 INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 3013 90713
67092P888 67092P888 NUSHARES ETF TR NUVEEN ESG EMRGN 3872 143695
00287Y109 00287Y109 ABBVIE INC COM 213 1374
30303M102 30303M102 META PLATFORMS INC CL A 281 794
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 4295 48608
46138G847 46138G847 INVESCO EXCH TRADED FD TR II GLBL CLEAN ENRG 883 55297
464287507 464287507 ISHARES TR CORE S&P MCP ETF 1358 4901
88160R101 88160R101 TESLA INC COM 1708 6875
464287499 464287499 ISHARES TR RUS MID-CAP ETF 339 4365
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 5912 19500
922020805 922020805 VANGUARD MALVERN FDS STRM INFPROIDX 7096 149412
56170L695 56170L695 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 4427 444493
67092P201 67092P201 NUSHARES ETF TR NUVEEN ESG LRGCP 1497 21551
464287671 464287671 ISHARES TR CORE S&P US GWT 3890 37370
46137V357 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1002 6352
46138E719 46138E719 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 3243 178903
464287598 464287598 ISHARES TR RUS 1000 VAL ETF 2583 15629
233051150 233051150 DBX ETF TR XTRCKR MSCI US 4256 96194
717081103 717081103 PFIZER INC COM 669 23231
464287804 464287804 ISHARES TR CORE S&P SCP ETF 2270 20976
886364876 886364876 TIDAL ETF TR ADASINA SOCIAL 198 11597
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 398 9696
97717W604 97717W604 WISDOMTREE TR SMALLCAP DIVID 279 8666
037833100 037833100 APPLE INC COM 7312 37978
97717W281 97717W281 WISDOMTREE TR EMG MKTS SMCAP 400 8023
46435G243 46435G243 ISHARES TR ESG AWRE 1 5 YR 2181 89092
33733E500 33733E500 FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN 1044 24765
464288802 464288802 ISHARES TR USA ESG SLCT ETF 2466 21042
922042718 922042718 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 2545 22128
437076102 437076102 HOME DEPOT INC COM 281 810
464287226 464287226 ISHARES TR CORE US AGGBD ET 213 2152
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 341 643
464287762 464287762 ISHARES TR US HLTHCARE ETF 312 1091
464287465 464287465 ISHARES TR MSCI EAFE ETF 447 5940
46137V613 46137V613 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 995 28258
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 1330 33082
464287648 464287648 ISHARES TR RUS 2000 GRW ETF 300 1188
97717X594 97717X594 WISDOMTREE TR ITL HDG QTLY DIV 699 16646
97717X610 97717X610 WISDOMTREE TR EURO QTLY DIV GR 457 14357
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 1462 3571
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 1155 5754
464288414 464288414 ISHARES TR NATIONAL MUN ETF 210 1942
02079K305 02079K305 ALPHABET INC CAP STK CL A 463 3318
18383Q507 18383Q507 CLAYMORE EXCHANGE TRD FD TR GUGG S&P GBL WTR 4986 94064
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 6643 13975
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 250 712
67092P607 67092P607 NUSHARES ETF TR NUVEEN ESG SMLCP 5575 142573
61774R403 61774R403 MORGAN STANLEY ETF TRUST CALVERT US MDCP 1168 21863

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