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Andy Gilson

@Colorado Capital Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$206.498MTotal holdings94
Assets growth rate1.97%Assets growth rate (2-Q avg)7.46%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Colorado Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Colorado Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 206.498M in assets, with a quarterly growth rate of 1.97% and a 2-quarter average growth rate of 7.46%. The portfolio is managed by Andy Gilson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USSGDbx Etf Tr
Recent Activity
Increased 24.09%
5.09%
$10.491M
194,350 shares@ $53.98 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 77.45%
4.64%
$9.57M
327,731 shares@ $29.21 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 11.3%
4.51%
$9.303M
142,945 shares@ $65.09 avg price
AAPLApple Inc
Recent Activity
Decreased -2.44%
4.21%
$8.693M
34,712 shares@ $250.44 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 3.91%
4.05%
$8.35M
172,450 shares@ $48.42 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.17%
3.94%
$8.125M
13,863 shares@ $586.1 avg price
MGCVanguard World Fd
Recent Activity
Increased 48.58%
3.61%
$7.446M
35,014 shares@ $212.66 avg price
IWFIshares Tr
Recent Activity
Decreased -1.97%
3.2%
$6.593M
16,417 shares@ $401.6 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -9.09%
3.2%
$6.588M
160,993 shares@ $40.93 avg price
NUEMNushares Etf Tr
Recent Activity
Increased 7.72%
3.16%
$6.522M
224,740 shares@ $29.03 avg price