0001664147-21-000002.txt : 20210421 0001664147-21-000002.hdr.sgml : 20210421 20210421172718 ACCESSION NUMBER: 0001664147-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210421 DATE AS OF CHANGE: 20210421 EFFECTIVENESS DATE: 20210421 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: 21842558 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 03-31-2021 03-31-2021 Colorado Capital Management, Inc.
4430 ARAPAHOE AVE. STE 120 BOULDER CO 80303
13F HOLDINGS REPORT 028-17087 N
Andy Gilson Operations Manager 3034449300 Andy Gilson Boulder CO 04-21-2021 0 74 139953 false
INFORMATION TABLE 2 ccm1q202113F.xml CCM 1Q21 13F FILING ALPHABET INC CAP STK CL A 02079K305 356 173 SH SOLE 0 0 173 APPLE INC COM 037833100 4554 37283 SH SOLE 0 0 37283 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 252 912 SH SOLE 0 0 912 ISHARES TR CORE US AGGBD ET 464287226 969 8519 SH SOLE 0 0 8519 AMAZON COM INC COM 023135106 396 128 SH SOLE 0 0 128 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 585 6910 SH SOLE 0 0 6910 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 5610 68267 SH SOLE 0 0 68267 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 640 2508 SH SOLE 0 0 2508 CATALYST BIOSCIENCES INC COM NEW 14888D208 69 13712 SH SOLE 0 0 13712 CLAYMORE EXCHANGE TRD FD TR GUGG S&P GBL WTR 18383Q507 5809 118223 SH SOLE 0 0 118223 DBX ETF TR XTRAK MSCI EAFE 233051200 541 14901 SH SOLE 0 0 14901 WISDOMTREE TR SMALLCAP DIVID 97717W604 396 12712 SH SOLE 0 0 12712 WISDOMTREE TR US QTLY DIV GRT 97717X669 801 14016 SH SOLE 0 0 14016 WISDOMTREE TR EMG MKTS SMCAP 97717W281 501 9782 SH SOLE 0 0 9780 DISNEY WALT CO COM DISNEY 254687106 235 1277 SH SOLE 0 0 1277 ISHARES TR USA ESG SLCT ETF 464288802 3162 27713 SH SOLE 0 0 27713 ISHARES TR MSCI EMG MKT ETF 464287234 1988 37273 SH SOLE 0 0 37273 ISHARES TR MSCI EAFE ETF 464287465 781 10295 SH SOLE 0 0 10295 ISHARES MSCI ISR CAP ETF 464286632 330 5118 SH SOLE 0 0 5118 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 1565 68616 SH SOLE 0 0 68616 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 79 10360 SH SOLE 0 0 10360 FACEBOOK INC CL A 30303M102 364 1237 SH SOLE 0 0 1237 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 4931 102984 SH SOLE 0 0 102984 HANNON ARMSTRONG SUST INFR C COM 41068X100 3368 60044 SH SOLE 0 0 60044 HOME DEPOT INC COM 437076102 286 937 SH SOLE 0 0 937 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 987 23925 SH SOLE 0 0 23925 INTEL CORP COM 458140100 328 5139 SH SOLE 0 0 5139 ISHARES TR CORE RUSSELL GRW 464287671 3077 33901 SH SOLE 0 0 33901 ISHARES TR CORE S&P MCP ETF 464287507 1697 6520 SH SOLE 0 0 6520 ISHARES TR CORE S&P SCP ETF 464287804 2788 25693 SH SOLE 0 0 25693 ISHARES TR S&P 500 VAL ETF 464287408 311 2208 SH SOLE 0 0 2208 ISHARES TR CORE S&P500 ETF 464287200 1215 3055 SH SOLE 0 0 3055 ISHARES TR S&P 500 GRWT ETF 464287309 3053 46901 SH SOLE 0 0 46901 ISHARES TR RUS 1000 VAL ETF 464287598 2569 16956 SH SOLE 0 0 16956 ISHARES TR RUS 1000 GRW ETF 464287614 5930 24401 SH SOLE 0 0 24401 ISHARES TR RUSSELL 2000 ETF 464287655 1520 6880 SH SOLE 0 0 6880 ISHARES TR RUS 2000 GRW ETF 464287648 392 1304 SH SOLE 0 0 1304 ISHARES TR RUS MID-CAP ETF 464287499 448 6072 SH SOLE 0 0 6072 ISHARES TR RUS MDCP VAL ETF 464287473 196 1796 SH SOLE 0 0 1796 ISHARES TR US HLTHCARE ETF 464287762 275 1091 SH SOLE 0 0 1091 ISHARES TR U.S. REAL ES ETF 464287739 395 4306 SH SOLE 0 0 4306 JOHNSON & JOHNSON COM 478160104 446 2719 SH SOLE 0 0 2719 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 1202 23683 SH SOLE 0 0 23683 KIMBERLY CLARK CORP COM 494368103 3496 25147 SH SOLE 0 0 25147 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 7109 14934 SH SOLE 0 0 14934 MICROSOFT CORP COM 594918104 832 3533 SH SOLE 0 0 3533 ISHARES TR NAT AMT FREE BD 464288414 2770 23873 SH SOLE 0 0 23873 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 412 11391 SH SOLE 0 0 11391 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 4661 108320 SH SOLE 0 0 108320 POWERSHARES GLOBAL ETF TRUST GBL CLEAN ENER 73936T615 3001 93809 SH SOLE 0 0 93809 PEPSICO INC COM 713448108 221 1564 SH SOLE 0 0 1564 POWERSHARES GLOBAL ETF TRUST FDM HG YLD RAFI 73936T557 4849 250612 SH SOLE 0 0 250612 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 1233 8131 SH SOLE 0 0 8131 FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN 33733E500 1244 18142 SH SOLE 0 0 18142 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1854 5811 SH SOLE 0 0 5811 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1202 8486 SH SOLE 0 0 8486 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 709 20589 SH SOLE 0 0 20589 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6201 83321 SH SOLE 0 0 83321 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 308 3211 SH SOLE 0 0 3211 ISHARES TR EAFE SML CP ETF 464288273 227 3172 SH SOLE 0 0 3172 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 943 19046 SH SOLE 0 0 19046 ISHARES TR 1-3 YR TR BD ETF 464287457 240 2784 SH SOLE 0 0 2784 SPDR S&P 500 ETF TR TR UNIT 78462F103 7091 17893 SH SOLE 0 0 17893 ISHARES TR TIPS BD ETF 464287176 702 5596 SH SOLE 0 0 5596 THERMO FISHER SCIENTIFIC INC COM 883556102 506 1109 SH SOLE 0 0 1109 TESLA INC COM 88160R101 1701 2547 SH SOLE 0 0 2547 VANGUARD INDEX FDS SM CP VAL ETF 922908611 203 1230 SH SOLE 0 0 1230 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3918 42119 SH SOLE 0 0 42119 VANGUARD INDEX FDS REIT ETF 922908553 4959 53985 SH SOLE 0 0 53985 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4608 35900 SH SOLE 0 0 35900 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5021 97431 SH SOLE 0 0 97431 VANGUARD INDEX FDS VALUE ETF 922908744 3546 26976 SH SOLE 0 0 26976 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 789 15177 SH SOLE 0 0 15177