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Colorado Capital Management, Inc.

13F
Colorado Capital Management, Inc.
Last update 2025-04-18 95 Stocks (9 new)
Value $212.00 Mil Turnover 10 %
Countries:
Top Holdings: USSG(5.69%)DFAI(5.67%)VTIP(4.24%)DFAS(4.17%)MGC(3.92%)
Summary Stock Picks Current Portfolio
Colorado Capital Management, I... Top Holdings of 2025-03-31 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
238,751
12,030.0
+22.85%
5.690
+1.06%
2.400
+6.63%
+2.25%
548.2
 
DFAI 		Dimensional International Core Equity Market ETF
383,933
11,990.0
+17.15%
5.670
+0.83%
0.130
+8.10%
+17.87%
10,222.0
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
179,519
8,960.0
+4.10%
4.240
+0.17%
0.070
+1.16%
+3.17%
14,746.2
 
DFAS 		Dimensional U.S. Small Cap ETF
147,749
8,830.0
+3.36%
4.170
+0.14%
0.100
+2.35%
-3.94%
9,942.5
 
MGC 		Vanguard Mega Cap 300 Index ETF
41,168
8,290.0
+17.58%
3.920
+0.59%
0.120
+5.02%
+2.34%
6,301.2
 
AAPL 		Apple Inc
35,266
7,830.0
+1.60%
3.700
+0.06%
0.000
-13.77%
-18.87%
3,026,969.2
Hardware
SPY 		SPDR S&P 500 ETF Trust
13,991
7,830.0
+0.92%
3.700
+0.03%
0.000
+4.64%
+2.25%
611,137.1
 
NUEM 		Nuveen ESG Emerging Markets Equity ETF
244,619
7,160.0
+8.85%
3.390
+0.28%
2.400
+5.81%
+8.84%
303.2
 
DFUV 		Dimensional US Marketwide Value ETF
158,732
6,540.0
-1.40%
3.090
-0.05%
0.060
+0.14%
+0.83%
11,207.4
 
IWF 		iShares Russell 1000 Growth ETF
15,545
5,610.0
-5.31%
2.650
-0.17%
0.010
+7.94%
+1.40%
107,198.1
 

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
SUSC 		iShares ESG USD Corporate Bond ETF2025-03-31New Buy
+2.25%
●
22.42 ($22.88) 23.22
$22.76
-0.52%
New holding
205,974
205,974
STSB 		Stance Sustainable Beta ETF2025-03-31New Buy
+1.43%
●
23.32 ($24.71) 25.57
$21.69
-12.22%
New holding
127,439
127,439
USSG 		Xtrackers MSCI USA Selection Equity ETF2025-03-31Add
+1.06%
●
49.93 ($53.53) 56.52
$55.09
2.91%
Add 22.85%
238,751
44,401
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Add
+0.83%
●
28.88 ($30.87) 32.4
$34.31
11.15%
Add 17.15%
383,933
56,202
TSLA 		Tesla Inc2025-03-31Sold Out
-0.77%
●
222.15 ($333.26) 428.22
$300.85
-9.73%
Sold Out
0
-3,898
CHGX 		AXS Change Finance ESG ETF2025-03-31Reduce
-0.59%
●
36.24 ($38.41) 39.75
$25.36
-33.98%
Reduce -45%
38,713
-31,679
MGC 		Vanguard Mega Cap 300 Index ETF2025-03-31Add
+0.59%
●
199.2 ($212.96) 222.69
$217.00
1.90%
Add 17.58%
41,168
6,154
DFGR 		Dimensional Global Real Estate ETF2025-03-31Add
+0.43%
●
24.73 ($26.06) 26.89
$26.78
2.76%
Add 37.33%
129,150
35,107
DFAE 		Dimensional Emerging Core Equity Market ETF2025-03-31Add
+0.35%
●
24.64 ($25.96) 26.86
$28.03
7.96%
Add 16.26%
207,063
28,956
ESGY 		AMERICAN CENTURY E2025-03-31Add
+0.33%
●
50.95 ($56.25) 59.9
$59.64
6.03%
Add 127.88%
24,470
13,732

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 2025-03-31

Colorado Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Colorado Capital Management, Inc.'s Holdings Heat Map

Size field:

Colorado Capital Management, Inc.'s Holdings Bubble Chart

Colorado Capital Management, Inc. News

  • 1

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