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Colorado Capital Management, Inc.

13F
Colorado Capital Management, Inc.
Last update 2025-07-12 99 Stocks (7 new)
Value $231.00 Mil Turnover 6 %
Countries:
Top Holdings: USSG(6.47%)DFAI(5.94%)MGC(4.62%)VTIP(4.10%)DFAS(3.96%)
Summary Stock Picks Current Portfolio
Colorado Capital Management, I... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USSG
Xtrackers MSCI USA Selection Equity ETF
Xtrackers MSCI USA Selection Equity ETF
262,493
14,930.0
+9.94%
6.470
+0.59%
2.660
+18.73%
+8.95%
574.7
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
396,237
13,700.0
+3.20%
5.940
+0.18%
0.130
+11.57%
+22.61%
10,836.7
 
MGC
Vanguard Mega Cap 300 Index ETF
47,340
10,650.0
+14.99%
4.620
+0.60%
0.160
+17.32%
+9.05%
6,885.7
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
187,964
9,450.0
+4.70%
4.100
+0.18%
0.060
+0.94%
+4.41%
14,971.4
 
DFAS
Dimensional U.S. Small Cap ETF
143,403
9,140.0
-2.94%
3.960
-0.12%
0.090
+13.88%
+1.43%
10,637.5
 
SPY
SPDR S&P 500 ETF Trust
13,991
8,650.0
0%
3.750
0%
0.000
+16.39%
+8.89%
654,583.2
 
NUEM
Nuveen ESG Emerging Markets Equity ETF
Nuveen ESG Emerging Markets Equity ETF
256,787
8,530.0
+4.97%
3.700
+0.18%
2.730
+16.83%
+17.15%
319.6
 
AAPL
Apple Inc
35,193
7,220.0
-0.21%
3.130
-0.01%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
231,239
6,690.0
+11.68%
2.900
+0.30%
0.110
+16.03%
+18.66%
6,296.7
 
IWF
iShares Russell 1000 Growth ETF
14,919
6,330.0
-4.03%
2.740
-0.11%
0.010
+21.96%
+9.25%
114,323.5
 

Colorado Capital Management, Inc.'s Historical Top Holdings Breakdowns

Colorado Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CHGX
AXS Change Finance ESG ETF
2025-06-30
Add
Add
+1.59%
●
21.58 ($25.16) 37.2
$26.54
5.48%
Add 364.38%
179,777
141,064
STSB
Stance Sustainable Beta ETF
2025-06-30
Sold Out
Sold Out
-1.43%
●
21.16 ($24.2) 26.07
$21.69
-10.37%
Sold Out
0
-127,439
MGC
Vanguard Mega Cap 300 Index ETF
2025-06-30
Add
Add
+0.60%
●
179.23 ($206.87) 224.92
$230.66
11.50%
Add 14.99%
47,340
6,172
USSG
Xtrackers MSCI USA Selection Equity ETF
Xtrackers MSCI USA Selection Equity ETF
2025-06-30
Add
Add
+0.59%
●
45.13 ($52.31) 56.88
$58.50
11.83%
Add 9.94%
262,493
23,742
DFUV
Dimensional US Marketwide Value ETF
2025-06-30
Reduce
Reduce
-0.51%
●
36.25 ($40.18) 42.28
$43.33
7.84%
Reduce -16.51%
132,521
-26,211
MYFW
First Western Financial Inc
2025-06-30
New Buy
New Buy
+0.39%
●
17.61 ($20.63) 22.61
$24.56
19.05%
New holding
39,744
39,744
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-06-30
Add
Add
+0.30%
●
22.87 ($26.82) 28.95
$29.80
11.11%
Add 11.68%
231,239
24,176
MGV
Vanguard Mega Cap Value ETF
2025-06-30
Add
Add
+0.26%
●
114.87 ($125.46) 131.25
$132.97
5.99%
Add 15.27%
34,219
4,534
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Add
Add
+0.18%
●
28.02 ($32.74) 34.71
$35.23
7.61%
Add 3.2%
396,237
12,304
NUEM
Nuveen ESG Emerging Markets Equity ETF
Nuveen ESG Emerging Markets Equity ETF
2025-06-30
Add
Add
+0.18%
●
25.97 ($30.31) 33.21
$34.00
12.17%
Add 4.97%
256,787
12,168

Colorado Capital Management, Inc. Total Holding History ($B)

To

Colorado Capital Management, Inc.'s Asset Allocation

To

Colorado Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Colorado Capital Management, Inc.'s Hypothetical Growth since 2025-06-30

Colorado Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Colorado Capital Management, Inc.'s Holdings Heat Map

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Colorado Capital Management, Inc.'s Holdings Bubble Chart

Colorado Capital Management, Inc. News

  • 1

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