0001664147-20-000001.txt : 20200123 0001664147-20-000001.hdr.sgml : 20200123 20200122182108 ACCESSION NUMBER: 0001664147-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200123 DATE AS OF CHANGE: 20200122 EFFECTIVENESS DATE: 20200123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Colorado Capital Management, Inc. CENTRAL INDEX KEY: 0001664147 IRS NUMBER: 841532591 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17087 FILM NUMBER: 20539884 BUSINESS ADDRESS: STREET 1: 4430 ARAPAHOE AVE. STE 120 CITY: BOULDER STATE: CO ZIP: 80303 BUSINESS PHONE: 3034449300 MAIL ADDRESS: STREET 1: 4430 ARAPAHOE AVE. STE 120 CITY: BOULDER STATE: CO ZIP: 80303 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001664147 XXXXXXXX 12-31-2019 12-31-2019 Colorado Capital Management, Inc.
4430 ARAPAHOE AVE. STE 120 BOULDER CO 80303
13F HOLDINGS REPORT 028-17087 N
Andy Gilson Operations Manager 303 444 9300 Andy Gilson Boulder CO 01-22-2020 0 84 140156 false
INFORMATION TABLE 2 ccm4q201913f.xml 4Q2019 FILING ALPHABET INC CAP STK CL A 02079K305 323 241 SH SOLE 0 0 241 APPLE INC COM 037833100 2269 7725 SH SOLE 0 0 7725 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 292 1388 SH SOLE 0 0 1388 ISHARES TR CORE US AGGBD ET 464287226 998 8881 SH SOLE 0 0 8881 BOEING CO COM 097023105 256 787 SH SOLE 0 0 787 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1070 12762 SH SOLE 0 0 12762 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 5536 68676 SH SOLE 0 0 68676 PIMCO ETF TR TTL RTN ACTV ETF 72201R775 195 1810 SH SOLE 0 0 1810 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 661 2919 SH SOLE 0 0 2919 CLAYMORE EXCHANGE TRD FD TR GUGG S&P GBL WTR 18383Q507 5150 125224 SH SOLE 0 0 125224 DBX ETF TR XTRAK MSCI EAFE 233051200 1379 40832 SH SOLE 0 0 40832 WISDOMTREE TR SMALLCAP DIVID 97717W604 341 11881 SH SOLE 0 0 11881 WISDOMTREE TR US QTLY DIV GRT 97717X669 682 14075 SH SOLE 0 0 14075 WISDOMTREE TR EMG MKTS SMCAP 97717W281 1515 31688 SH SOLE 0 0 31688 ISHARES TR USA ESG SLCT ETF 464288802 3208 30364 SH SOLE 0 0 30364 ISHARES TR MSCI EMG MKT ETF 464287234 1920 42791 SH SOLE 0 0 42791 ISHARES TR MSCI EAFE ETF 464287465 1050 15126 SH SOLE 0 0 15126 ISHARES TR MIN VOL EAFE ETF 46429B689 230 3089 SH SOLE 0 0 3089 ISHARES MSCI ISR CAP ETF 464286632 535 9320 SH SOLE 0 0 9320 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 2540 99656 SH SOLE 0 0 99656 ENTERPRISE PRODS PARTNERS L COM 293792107 217 7720 SH SOLE 0 0 7720 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 133 10360 SH SOLE 0 0 10360 FACEBOOK INC CL A 30303M102 315 1537 SH SOLE 0 0 1537 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 4651 97052 SH SOLE 0 0 97052 HANNON ARMSTRONG SUST INFR C COM 41068X100 1735 53915 SH SOLE 0 0 53915 HOME DEPOT INC COM 437076102 228 1044 SH SOLE 0 0 1044 ISHARES TR HDG MSCI EAFE 46434V803 456 14935 SH SOLE 0 0 14935 ISHARES TR COHEN&STEER REIT 464287564 221 1886 SH SOLE 0 0 1886 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1260 34683 SH SOLE 0 0 34683 INTEL CORP COM 458140100 319 5339 SH SOLE 0 0 5339 ISHARES TR CORE RUSSELL GRW 464287671 2365 34970 SH SOLE 0 0 34970 ISHARES TR CORE S&P MCP ETF 464287507 2619 12727 SH SOLE 0 0 12727 ISHARES TR S&P MC 400GR ETF 464287606 204 856 SH SOLE 0 0 856 ISHARES TR CORE S&P SCP ETF 464287804 3217 38367 SH SOLE 0 0 38367 ISHARES TR S&P 500 VAL ETF 464287408 290 2231 SH SOLE 0 0 2231 ISHARES TR CORE S&P500 ETF 464287200 1064 3293 SH SOLE 0 0 3293 ISHARES TR S&P 500 GRWT ETF 464287309 3148 16258 SH SOLE 0 0 16258 ISHARES TR RUS 1000 VAL ETF 464287598 2332 17090 SH SOLE 0 0 17090 ISHARES TR RUS 1000 GRW ETF 464287614 5723 32531 SH SOLE 0 0 32531 ISHARES TR RUSSELL 2000 ETF 464287655 1531 9241 SH SOLE 0 0 9241 ISHARES TR RUS 2000 GRW ETF 464287648 454 2119 SH SOLE 0 0 2119 ISHARES TR RUS MD CP GR ETF 464287481 235 1540 SH SOLE 0 0 1540 ISHARES TR RUS MID-CAP ETF 464287499 538 9032 SH SOLE 0 0 9032 ISHARES TR RUS MDCP VAL ETF 464287473 250 2641 SH SOLE 0 0 2641 ISHARES TR US HLTHCARE ETF 464287762 235 1091 SH SOLE 0 0 1091 ISHARES TR U.S. REAL ES ETF 464287739 473 5083 SH SOLE 0 0 5083 JOHNSON & JOHNSON COM 478160104 423 2899 SH SOLE 0 0 2899 JPMORGAN CHASE & CO COM 46625H100 232 1666 SH SOLE 0 0 1666 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 1194 23684 SH SOLE 0 0 23684 KIMBERLY CLARK CORP COM 494368103 3456 25130 SH SOLE 0 0 25130 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6696 17837 SH SOLE 0 0 17837 MERCK & CO INC COM 58933Y105 343 3773 SH SOLE 0 0 3773 MICROSOFT CORP COM 594918104 499 3163 SH SOLE 0 0 3163 ISHARES TR NAT AMT FREE BD 464288414 4374 38400 SH SOLE 0 0 38400 NUSHARES ETF TR ESG SMALL CAP 67092P607 1018 32670 SH SOLE 0 0 32670 POWERSHARES GLOBAL ETF TRUST GBL CLEAN ENER 73936T615 1049 73386 SH SOLE 0 0 73386 PEPSICO INC COM 713448108 237 1737 SH SOLE 0 0 1737 POWERSHARES GLOBAL ETF TRUST FDM HG YLD RAFI 73936T557 4665 242241 SH SOLE 0 0 242241 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 1154 9110 SH SOLE 0 0 9110 FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN 33733E500 572 22975 SH SOLE 0 0 22975 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1395 6562 SH SOLE 0 0 6562 RAYTHEON CO COM NEW 755111507 231 1053 SH SOLE 0 0 1053 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1123 9704 SH SOLE 0 0 9704 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 1177 30345 SH SOLE 0 0 30345 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5786 96199 SH SOLE 0 0 96199 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 551 7176 SH SOLE 0 0 7176 ISHARES TR EAFE SML CP ETF 464288273 231 3716 SH SOLE 0 0 3716 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 1410 28717 SH SOLE 0 0 28717 ISHARES TR 1-3 YR TR BD ETF 464287457 236 2784 SH SOLE 0 0 2784 SPDR S&P 500 ETF TR TR UNIT 78462F103 7069 21964 SH SOLE 0 0 21964 ISHARES TR TIPS BD ETF 464287176 797 6842 SH SOLE 0 0 6842 THERMO FISHER SCIENTIFIC INC COM 883556102 370 1140 SH SOLE 0 0 1140 UNION PACIFIC CORP COM 907818108 203 1124 SH SOLE 0 0 1124 VANGUARD INDEX FDS SM CP VAL ETF 922908611 434 3170 SH SOLE 0 0 3170 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5693 62340 SH SOLE 0 0 62340 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 537 12197 SH SOLE 0 0 12197 VANGUARD INDEX FDS REIT ETF 922908553 4502 48525 SH SOLE 0 0 48525 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 6437 57945 SH SOLE 0 0 57945 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3690 74880 SH SOLE 0 0 74880 VANGUARD INDEX FDS VALUE ETF 922908744 6016 50198 SH SOLE 0 0 50198 VANGUARD INDEX FDS GROWTH ETF 922908736 274 1506 SH SOLE 0 0 1506 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1520 34194 SH SOLE 0 0 34194 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 199 2128 SH SOLE 0 0 2128