- New Purchases: JPM, IJK, UNP, VYM,
- Added Positions: PBD, VTIP, FTSL, HASI, CGW, FB, MSFT, MRK,
- Reduced Positions: VCIT, IWF, IWS, VTV, SPY, VSS, JPST, BSV, TMO, BA, IJR, EMLP, VNQ, VWO, IWM, BND, RTN, AGG, EEM, BRK.B, SCZ, VBR, DGRW, SCHX, EFA, IVV, ICF, BOND, PEP, VUG,
For the details of Colorado Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/colorado+capital+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Colorado Capital Management, Inc.- SPDR S&P 500 ETF Trust (SPY) - 21,964 shares, 5.50% of the total portfolio. Shares reduced by 1.9%
- SPDR S&P MidCap 400 ETF (MDY) - 17,837 shares, 5.21% of the total portfolio. Shares reduced by 0.6%
- Vanguard FTSE All-World Ex-US Small-Cap Index Fund (VSS) - 57,945 shares, 5.01% of the total portfolio. Shares reduced by 1.85%
- Vanguard Value ETF (VTV) - 50,198 shares, 4.68% of the total portfolio. Shares reduced by 2.48%
- Schwab U.S. Mid-Cap ETF (SCHM) - 96,199 shares, 4.50% of the total portfolio. Shares reduced by 0.04%
Colorado Capital Management, Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $136.68. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,666 shares as of .
New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)Colorado Capital Management, Inc. initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $242.57. The impact to a portfolio due to this purchase was 0.16%. The holding were 856 shares as of .
New Purchase: Union Pacific Corp (UNP)Colorado Capital Management, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $180.93. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,124 shares as of .
New Purchase: Vanguard High Dividend Yield Index Fund (VYM)Colorado Capital Management, Inc. initiated holding in Vanguard High Dividend Yield Index Fund. The purchase prices were between $85.84 and $94.47, with an estimated average price of $90.79. The stock is now traded at around $94.54. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,128 shares as of .
Added: Invesco Global Clean Energy ETF (PBD)Colorado Capital Management, Inc. added to a holding in Invesco Global Clean Energy ETF by 21.01%. The purchase prices were between $11.92 and $14.3, with an estimated average price of $13.03. The stock is now traded at around $15.32. The impact to a portfolio due to this purchase was 0.14%. The holding were 73,386 shares as of .
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