Colorado Capital Management, Inc. Buys Dimensional U.S. Small Cap ETF, Invesco Global Clean Energy ETF, WisdomTree International Hedged Quality Dividend G, Sells Kimberly-Clark Corp, iShares Core U.S. Aggregate Bond ETF, iShares Russell Mid-Cap Value ETF

Investment company Colorado Capital Management, Inc. (Current Portfolio) buys Dimensional U.S. Small Cap ETF, Invesco Global Clean Energy ETF, WisdomTree International Hedged Quality Dividend G, Nuveen ESG Large-Cap Value ETF, sells Kimberly-Clark Corp, iShares Core U.S. Aggregate Bond ETF, iShares Russell Mid-Cap Value ETF, JPMorgan Ultra-Short Income ETF, Thermo Fisher Scientific Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Colorado Capital Management, Inc.. As of 2021Q3, Colorado Capital Management, Inc. owns 71 stocks with a total value of $135 million. These are the details of the buys and sells.

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.
  1. S&P 500 ETF TRUST ETF (SPY) - 16,849 shares, 5.37% of the total portfolio. Shares reduced by 2.77%
  2. S&P MidCap 400 ETF (MDY) - 14,405 shares, 5.14% of the total portfolio. Shares reduced by 1.17%
  3. iShares Russell 1000 Growth ETF (IWF) - 21,587 shares, 4.39% of the total portfolio. Shares reduced by 4.71%
  4. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 112,534 shares, 4.39% of the total portfolio. Shares added by 4.63%
  5. Dimensional U.S. Small Cap ETF (DFAS) - 102,591 shares, 4.38% of the total portfolio. New Position
New Purchase: Dimensional U.S. Small Cap ETF (DFAS)

Colorado Capital Management, Inc. initiated holding in Dimensional U.S. Small Cap ETF. The purchase prices were between $54.56 and $59.29, with an estimated average price of $57.56. The stock is now traded at around $60.190200. The impact to a portfolio due to this purchase was 4.38%. The holding were 102,591 shares as of 2021-09-30.

New Purchase: Invesco Global Clean Energy ETF (PBD)

Colorado Capital Management, Inc. initiated holding in Invesco Global Clean Energy ETF. The purchase prices were between $27.74 and $30.84, with an estimated average price of $29.32. The stock is now traded at around $31.220000. The impact to a portfolio due to this purchase was 2.15%. The holding were 103,681 shares as of 2021-09-30.

New Purchase: WisdomTree International Hedged Quality Dividend G (IHDG)

Colorado Capital Management, Inc. initiated holding in WisdomTree International Hedged Quality Dividend G. The purchase prices were between $43.17 and $45.91, with an estimated average price of $44.82. The stock is now traded at around $44.450000. The impact to a portfolio due to this purchase was 0.75%. The holding were 23,375 shares as of 2021-09-30.

New Purchase: Nuveen ESG Large-Cap Value ETF (NULV)

Colorado Capital Management, Inc. initiated holding in Nuveen ESG Large-Cap Value ETF. The purchase prices were between $37.12 and $39.19, with an estimated average price of $38.31. The stock is now traded at around $39.480000. The impact to a portfolio due to this purchase was 0.32%. The holding were 11,391 shares as of 2021-09-30.

Sold Out: Kimberly-Clark Corp (KMB)

Colorado Capital Management, Inc. sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.43 and $141.49, with an estimated average price of $136.06.

Sold Out: iShares Russell Mid-Cap Value ETF (IWS)

Colorado Capital Management, Inc. sold out a holding in iShares Russell Mid-Cap Value ETF. The sale prices were between $110.19 and $118.52, with an estimated average price of $115.3.



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