Colorado Capital Management, Inc. Incresed Positions in Q1 2025

Colorado Capital Management, Inc.

  • $215 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
56.2K
+ 17.15%
$28.88 - $32.4 $1.62M - $1.82M
384K $12M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
44.4K
+ 22.85%
$49.93 - $56.52 $2.22M - $2.51M
239K $12M
Dimensional ETF Trust
35.1K
+ 37.33%
N/A
129K $3.39M
MGC
Vanguard Mega Cap ETF

ETFs
6.15K
+ 17.58%
$199.2 - $222.69 $1.23M - $1.37M
41.2K $8.29M
DFAE
Dimensional ETF Tr

ETFs
29K
+ 16.26%
$24.64 - $26.86 $713K - $778K
207K $5.36M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
27.1K
+ 16.68%
$24.6 - $24.99 $667K - $677K
190K $4.74M
MGV
Vanguard Mega Cap Value

ETFs
4.16K
+ 16.27%
$123.61 - $133.01 $514K - $553K
29.7K $3.83M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
19.9K
+ 8.85%
$28.11 - $30.42 $559K - $605K
245K $7.16M
ESGY
American Centy ETF Tr Sustaina

ETFs
13.7K
+ 127.88%
N/A
24.5K $1.25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.07K
+ 4.1%
$48.43 - $49.9 $342K - $353K
180K $8.96M
Manager Directed Portfolios
32.5K
+ 6.52%
N/A
532K $5.39M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
6.41K
+ 8.47%
$46.06 - $46.94 $295K - $301K
82K $3.8M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
10.7K
+ 6.44%
$21.49 - $22.24 $229K - $237K
176K $3.91M
VO
Vanguard Mid Cap ETF

ETFs
1.31K
+ 7.93%
$251.87 - $277.95 $329K - $363K
17.8K $4.6M
EEM
Ishares Msci Emerging Markets

ETFs
272
+ 0.83%
$40.81 - $45.34 $11.1K - $12.3K
33.2K $1.45M
American Centy ETF Tr
1.05K
+ 15.7%
N/A
7.7K $418K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.33K
+ 13.55%
$38.89 - $41.6 $51.8K - $55.4K
11.2K $452K
IVE
Ishares S&P 500 Value ETF

ETFs
242
+ 11.34%
$185.78 - $198.58 $45K - $48.1K
2.38K $453K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
315
+ 0.89%
$27.01 - $28.54 $8.51K - $8.99K
35.7K $998K
META
Meta Platforms, Inc.

Communication Services
66
+ 7.9%
$576.36 - $736.67 $38K - $48.6K
901 $519K
NFLX
Netflix Inc

Communication Services
18
+ 6.67%
$828.4 - $1058.6 $14.9K - $19.1K
288 $269K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.01%
$18.36 - $20.51 $18.4 - $20.5
15.6K $308K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.03%
$158.56 - $176.26 $317 - $353
6.22K $1.06M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.15%
$84.5 - $105.05 $338 - $420
2.72K $238K
ACN
Accenture PLC

Technology
57
+ 8.47%
$300.91 - $398.25 $17.2K - $22.7K
730 $228K
MGK
Vanguard Mega Cap Growth ETF

ETFs
762
+ 10.09%
$307.43 - $357.48 $234K - $272K
8.31K $2.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
135
+ 0.28%
$21.75 - $24.28 $2.94K - $3.28K
47.6K $1.05M
GOOGL
Alphabet Inc.

Communication Services
306
+ 10.76%
$154.33 - $206.19 $47.2K - $63.1K
3.15K $487K
AMZN
Amazon Com Inc

Consumer Cyclical
488
+ 9.44%
$190.26 - $242.06 $92.8K - $118K
5.66K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
67
+ 0.38%
$57.21 - $65.8 $3.83K - $4.41K
17.5K $1.02M
MSFT
Microsoft Corp

Technology
121
+ 4.85%
$375.39 - $447.2 $45.4K - $54.1K
2.62K $983K
QQQ
Invesco Qqq Trust, Series 1

ETFs
121
+ 3.59%
$468.34 - $539.52 $56.7K - $65.3K
3.49K $1.64M
IWM
Ishares Russell 2000 ETF

ETFs
115
+ 2.24%
$198.1 - $229.79 $22.8K - $26.4K
5.26K $1.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
36
+ 0.11%
$24.91 - $29.02 $897 - $1.04K
32.5K $813K
NVDA
Nvidia Corp

Technology
145
+ 2.57%
$106.98 - $149.43 $15.5K - $21.7K
5.78K $626K
GOOG
Alphabet Inc.

Communication Services
273
+ 4.28%
$156.06 - $207.71 $42.6K - $56.7K
6.66K $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 0.92%
$551.42 - $612.93 $70.6K - $78.5K
14K $7.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.8K
+ 3.36%
$58.81 - $68.2 $283K - $328K
148K $8.83M
AAPL
Apple Inc.

Technology
554
+ 1.6%
$209.68 - $247.1 $116K - $137K
35.3K $7.83M
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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