Sign In
test

Andy Gilson

Colorado Capital Management, Inc.

Assets Managed
$268.222M
Holdings
105
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
0.7%(2Q avg: 1.86%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Colorado Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 105 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 268.222M in assets, with a quarterly growth rate of 0.7% and a 2-quarter average growth rate of 1.86%. The portfolio is managed by Andy Gilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USSG
Xtrackers Msci Usa Esg Ldrs
Recent Activity
Increased 3.81%
6.61%
$17.712M
296,784 shares@ $59.68 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.01%
6.17%
$16.543M
424,617 shares@ $38.96 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Increased 11.49%
5.25%
$14.068M
59,521 shares@ $236.36 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 5.72%
4%
$10.723M
214,673 shares@ $49.96 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -4.32%
3.78%
$10.138M
142,534 shares@ $71.13 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 9.04%
3.61%
$9.676M
33,732 shares@ $286.85 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 5.48%
3.4%
$9.1M
268,745 shares@ $33.87 avg price
NUEM
Nuveen Esg Emerging Markets
Recent Activity
Increased 0.46%
3.31%
$8.854M
241,008 shares@ $36.74 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.26%
3.16%
$8.451M
33,299 shares@ $253.8 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.51%
2.91%
$7.799M
11,992 shares@ $650.36 avg price

1-10 of 105