0001754960-21-000057.txt : 20210414 0001754960-21-000057.hdr.sgml : 20210414 20210413204100 ACCESSION NUMBER: 0001754960-21-000057 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210414 DATE AS OF CHANGE: 20210413 EFFECTIVENESS DATE: 20210414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mountain Capital Investment Advisors, Inc CENTRAL INDEX KEY: 0001714506 IRS NUMBER: 274826969 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18140 FILM NUMBER: 21824332 BUSINESS ADDRESS: STREET 1: 9351 GRANT ST STREET 2: SUITE 420 CITY: DENVER STATE: CO ZIP: 80229 BUSINESS PHONE: 720500-0050 MAIL ADDRESS: STREET 1: 9351 GRANT ST STREET 2: SUITE 420 CITY: DENVER STATE: CO ZIP: 80229 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001714506 XXXXXXXX 03-31-2021 03-31-2021 Mountain Capital Investment Advisors, Inc
9351 GRANT ST SUITE 420 DENVER CO 80229
13F HOLDINGS REPORT 028-18140 N
File13F.com Agent 877-588-2679 Aryn Sands Reno NV 04-13-2021 0 144 188238 false
INFORMATION TABLE 2 InformationTable.xml PFIZER INC COM 717081103 1427 38409 SH SOLE 0 0 0 38409 AMERICAN TOWER CORP NEW COM 03027X100 495 2039 SH SOLE 0 0 0 2039 DIGITAL RLTY TR INC COM 253868103 574 3924 SH SOLE 0 0 0 3924 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6661 45898 SH SOLE 0 0 0 45898 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 659 20821 SH SOLE 0 0 0 20821 MASTERCARD INCORPORATED CL A 57636Q104 1935 5117 SH SOLE 0 0 0 5117 HOULIHAN LOKEY INC CL A 441593100 562 8595 SH SOLE 0 0 0 8595 KIMBERLY-CLARK CORP COM 494368103 954 6951 SH SOLE 0 0 0 6951 ABBOTT LABS COM 002824100 2286 18587 SH SOLE 0 0 0 18587 WINGSTOP INC COM 974155103 1030 7521 SH SOLE 0 0 0 7521 AON PLC SHS CL A G0403H108 772 3226 SH SOLE 0 0 0 3226 INTUITIVE SURGICAL INC COM NEW 46120E602 772 972 SH SOLE 0 0 0 972 FS KKR CAP CORP II COM 35952V303 290 14278 SH SOLE 0 0 0 14278 AMN HEALTHCARE SVCS INC COM 001744101 613 8174 SH SOLE 0 0 0 8174 ENDAVA PLC ADS 29260V105 884 10638 SH SOLE 0 0 0 10638 NORTHERN TR CORP COM 665859104 1304 11990 SH SOLE 0 0 0 11990 COSTCO WHSL CORP NEW COM 22160K105 272 746 SH SOLE 0 0 0 746 PRUDENTIAL FINL INC COM 744320102 1246 13075 SH SOLE 0 0 0 13075 TREX CO INC COM 89531P105 334 3293 SH SOLE 0 0 0 3293 NOVARTIS AG SPONSORED ADR 66987V109 788 9095 SH SOLE 0 0 0 9095 APPLE INC COM 037833100 4059 30193 SH SOLE 0 0 0 30193 ENVESTNET INC COM 29404K106 379 5097 SH SOLE 0 0 0 5097 MALIBU BOATS INC COM CL A 56117J100 642 7622 SH SOLE 0 0 0 7622 ISHARES TR MSCI USA MIN VOL 46429B697 592 8334 SH SOLE 0 0 0 8334 TARGET CORP COM 87612E106 1488 7259 SH SOLE 0 0 0 7259 QUALYS INC COM 74758T303 599 5646 SH SOLE 0 0 0 5646 AMAZON COM INC COM 023135106 2300 677 SH SOLE 0 0 0 677 SOUTHWEST AIRLS CO COM 844741108 455 7189 SH SOLE 0 0 0 7189 PAYCHEX INC COM 704326107 1494 15516 SH SOLE 0 0 0 15516 AT&T INC COM 00206R102 1041 35141 SH SOLE 0 0 0 35141 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2530 8870 SH SOLE 0 0 0 8870 MERCK & CO. INC COM 58933Y105 1383 18101 SH SOLE 0 0 0 18101 ILLUMINA INC COM 452327109 933 2315 SH SOLE 0 0 0 2315 FOX FACTORY HLDG CORP COM 35138V102 1149 8406 SH SOLE 0 0 0 8406 ISHARES TR U.S. MED DVC ETF 464288810 1062 3063 SH SOLE 0 0 0 3063 PHILIP MORRIS INTL INC COM 718172109 1229 13542 SH SOLE 0 0 0 13542 PROCTER AND GAMBLE CO COM 742718109 1363 10087 SH SOLE 0 0 0 10087 APPFOLIO INC COM CL A 03783C100 760 5278 SH SOLE 0 0 0 5278 BLACKLINE INC COM 09239B109 1062 9206 SH SOLE 0 0 0 9206 PROGYNY INC COM 74340E103 770 16027 SH SOLE 0 0 0 16027 NEKTAR THERAPEUTICS COM 640268108 187 10000 SH SOLE 0 0 0 10000 SPIRIT AIRLS INC COM 848577102 324 8752 SH SOLE 0 0 0 8752 DUKE ENERGY CORP NEW COM NEW 26441C204 1262 12812 SH SOLE 0 0 0 12812 INTERPUBLIC GROUP COS INC COM 460690100 681 23058 SH SOLE 0 0 0 23058 GLOBANT S A COM L44385109 981 4339 SH SOLE 0 0 0 4339 NIKE INC CL B 654106103 819 6136 SH SOLE 0 0 0 6136 AUTODESK INC COM 052769106 1492 5050 SH SOLE 0 0 0 5050 ALARM COM HLDGS INC COM 011642105 904 9694 SH SOLE 0 0 0 9694 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1757 14485 SH SOLE 0 0 0 14485 ISHARES TR U.S. ENERGY ETF 464287796 995 38881 SH SOLE 0 0 0 38881 ISHARES TR MSCI USA VALUE 46432F388 3247 31291 SH SOLE 0 0 0 31291 ISHARES INC ESG AWR MSCI EM 46434G863 3828 88191 SH SOLE 0 0 0 88191 AUTOHOME INC SP ADS RP CL A 05278C107 451 4790 SH SOLE 0 0 0 4790 ISHARES TR GL CLEAN ENE ETF 464288224 248 10564 SH SOLE 0 0 0 10564 GOOSEHEAD INS INC COM CL A 38267D109 998 9872 SH SOLE 0 0 0 9872 ISHARES TR CORE TOTAL USD 46434V613 6187 116705 SH SOLE 0 0 0 116705 US BANCORP DEL COM NEW 902973304 1755 30993 SH SOLE 0 0 0 30993 DUCK CREEK TECHNOLOGIES INC SHS 264120106 823 18877 SH SOLE 0 0 0 18877 ISHARES TR CORE S&P SCP ETF 464287804 2469 22670 SH SOLE 0 0 0 22670 ISHARES TR US TREAS BD ETF 46429B267 7137 271170 SH SOLE 0 0 0 271170 JPMORGAN CHASE & CO COM 46625H100 705 4573 SH SOLE 0 0 0 4573 PRUDENTIAL PLC ADR 74435K204 518 12043 SH SOLE 0 0 0 12043 CISCO SYS INC COM 17275R102 1378 26667 SH SOLE 0 0 0 26667 EXXON MOBIL CORP COM 30231G102 1243 22311 SH SOLE 0 0 0 22311 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 361 1492 SH SOLE 0 0 0 1492 CHEVRON CORP NEW COM 166764100 1568 15341 SH SOLE 0 0 0 15341 SANOFI SPONSORED ADR 80105N105 923 18407 SH SOLE 0 0 0 18407 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 353 1322 SH SOLE 0 0 0 1322 GILEAD SCIENCES INC COM 375558103 1122 17289 SH SOLE 0 0 0 17289 PPL CORP COM 69351T106 882 30734 SH SOLE 0 0 0 30734 CACI INTL INC CL A 127190304 277 1106 SH SOLE 0 0 0 1106 VISA INC COM CL A 92826C839 2800 12668 SH SOLE 0 0 0 12668 YETI HLDGS INC COM 98585X104 912 11034 SH SOLE 0 0 0 11034 ISHARES TR IBOXX INV CP ETF 464287242 2623 19968 SH SOLE 0 0 0 19968 EURONET WORLDWIDE INC COM 298736109 529 3603 SH SOLE 0 0 0 3603 EXPONENT INC COM 30214U102 948 9384 SH SOLE 0 0 0 9384 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1991 51407 SH SOLE 0 0 0 51407 EQUINOR ASA SPONSORED ADR 29446M102 343 17926 SH SOLE 0 0 0 17926 ZOETIS INC CL A 98978V103 1755 10736 SH SOLE 0 0 0 10736 FACEBOOK INC CL A 30303M102 3419 11038 SH SOLE 0 0 0 11038 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 531 75149 SH SOLE 0 0 0 75149 COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 244 32400 SH SOLE 0 0 0 32400 SALESFORCE COM INC COM 79466L302 2067 8911 SH SOLE 0 0 0 8911 ALTRIA GROUP INC COM 02209S103 983 19208 SH SOLE 0 0 0 19208 SUNCOR ENERGY INC NEW COM 867224107 686 33291 SH SOLE 0 0 0 33291 ALIGN TECHNOLOGY INC COM 016255101 885 1485 SH SOLE 0 0 0 1485 ISHARES TR ESG AWR MSCI USA 46435G425 9628 101501 SH SOLE 0 0 0 101501 REVOLVE GROUP INC CL A 76156B107 1418 27758 SH SOLE 0 0 0 27758 COCA COLA CO COM 191216100 1437 27063 SH SOLE 0 0 0 27063 NETFLIX INC COM 64110L106 1097 1981 SH SOLE 0 0 0 1981 SIMULATIONS PLUS INC COM 829214105 682 11187 SH SOLE 0 0 0 11187 VERIZON COMMUNICATIONS INC COM 92343V104 1650 28630 SH SOLE 0 0 0 28630 UNITEDHEALTH GROUP INC COM 91324P102 1185 3165 SH SOLE 0 0 0 3165 DOLLAR TREE INC COM 256746108 440 3744 SH SOLE 0 0 0 3744 SOUTHERN CO COM 842587107 1181 18584 SH SOLE 0 0 0 18584 TESLA INC COM 88160R101 369 484 SH SOLE 0 0 0 484 WASTE MGMT INC DEL COM 94106L109 1164 8659 SH SOLE 0 0 0 8659 CANADIAN NATL RY CO COM 136375102 425 3633 SH SOLE 0 0 0 3633 LOCKHEED MARTIN CORP COM 539830109 1509 3898 SH SOLE 0 0 0 3898 INTERNATIONAL BUSINESS MACHS COM 459200101 1080 8234 SH SOLE 0 0 0 8234 SERVICENOW INC COM 81762P102 1758 3202 SH SOLE 0 0 0 3202 STARBUCKS CORP COM 855244109 1471 12754 SH SOLE 0 0 0 12754 ABB LTD SPONSORED ADR 000375204 1056 33298 SH SOLE 0 0 0 33298 MICROSOFT CORP COM 594918104 3914 15142 SH SOLE 0 0 0 15142 WP CAREY INC COM 92936U109 1165 16203 SH SOLE 0 0 0 16203 ADOBE SYSTEMS INCORPORATED COM 00724F101 2789 5417 SH SOLE 0 0 0 5417 GENERAL MLS INC COM 370334104 1289 21239 SH SOLE 0 0 0 21239 MCDONALDS CORP COM 580135101 1294 5592 SH SOLE 0 0 0 5592 ENBRIDGE INC COM 29250N105 1315 35802 SH SOLE 0 0 0 35802 MSCI INC COM 55354G100 575 1250 SH SOLE 0 0 0 1250 ALPHABET INC CAP STK CL A 02079K305 1116 495 SH SOLE 0 0 0 495 ISHARES TR FALN ANGLS USD 46435G474 1108 37845 SH SOLE 0 0 0 37845 FLOOR & DECOR HLDGS INC CL A 339750101 377 3434 SH SOLE 0 0 0 3434 GENERAL DYNAMICS CORP COM 369550108 1197 6565 SH SOLE 0 0 0 6565 ISHARES TR MBS ETF 464288588 1078 9924 SH SOLE 0 0 0 9924 UNILEVER PLC SPON ADR NEW 904767704 592 10410 SH SOLE 0 0 0 10410 BHP GROUP LTD SPONSORED ADS 088606108 485 6908 SH SOLE 0 0 0 6908 RELX PLC SPONSORED ADR 759530108 977 36916 SH SOLE 0 0 0 36916 ISHARES TR EAFE VALUE ETF 464288877 5252 101307 SH SOLE 0 0 0 101307 ISHARES TR ISHS 1-5YR INVS 464288646 3593 65635 SH SOLE 0 0 0 65635 ALPHABET INC CAP STK CL C 02079K107 3090 1363 SH SOLE 0 0 0 1363 EMERSON ELEC CO COM 291011104 1251 13801 SH SOLE 0 0 0 13801 BANCO BRADESCO S A SP ADR PFD NEW 059460303 341 76570 SH SOLE 0 0 0 76570 MEDTRONIC PLC SHS G5960L103 879 7107 SH SOLE 0 0 0 7107 UNITED PARCEL SERVICE INC CL B 911312106 1075 5991 SH SOLE 0 0 0 5991 HP INC COM 40434L105 1621 49075 SH SOLE 0 0 0 49075 FERGUSON PLC NEW SHS G3421J106 450 3567 SH SOLE 0 0 0 3567 P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 272 11803 SH SOLE 0 0 0 11803 GARTNER INC COM 366651107 843 4461 SH SOLE 0 0 0 4461 ISHARES TR GLOBAL TECH ETF 464287291 2197 6696 SH SOLE 0 0 0 6696 BP PLC SPONSORED ADR 055622104 646 26225 SH SOLE 0 0 0 26225 PAYLOCITY HLDG CORP COM 70438V106 572 2958 SH SOLE 0 0 0 2958 ISHARES TR EAFE GRWTH ETF 464288885 3956 37852 SH SOLE 0 0 0 37852 MEDPACE HLDGS INC COM 58506Q109 998 5606 SH SOLE 0 0 0 5606 ISHARES TR MSCI USA MMENTM 46432F396 1092 6256 SH SOLE 0 0 0 6256 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 426 4020 SH SOLE 0 0 0 4020 PAYPAL HLDGS INC COM 70450Y103 1741 6322 SH SOLE 0 0 0 6322 CROWN CASTLE INTL CORP NEW COM 22822V101 1580 8923 SH SOLE 0 0 0 8923 HELEN OF TROY LTD COM G4388N106 576 2621 SH SOLE 0 0 0 2621 ETSY INC COM 29786A106 1190 5314 SH SOLE 0 0 0 5314 JOHNSON & JOHNSON COM 478160104 1215 7618 SH SOLE 0 0 0 7618 ALTAIR ENGR INC COM CL A 021369103 562 8822 SH SOLE 0 0 0 8822 ICICI BANK LIMITED ADR 45104G104 599 40874 SH SOLE 0 0 0 40874 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 661 16125 SH SOLE 0 0 0 16125