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 description
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 |