Colorado Capital Management, Inc.
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$268K
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USSG
DBX ETF TR
Held since at least Q1 2024
6.7%
02
$DFAI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.2%
03
$MGC
VANGUARD WORLD FD
Held since at least Q1 2024
5.3%
04
$VTIP
VANGUARD MALVERN FDS
Q1 2026: New position (50.5k shares)
4.0%
05
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
06
$GOOG
ALPHABET INC
Q1 2026: Increased +6.6% (14.7k → 15.7k shares)
3.6%
07
$DFAE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.4%
08
$NUEM
NUSHARES ETF TR
Held since at least Q1 2024
3.3%
09
$AAPL
APPLE INC
Q1 2026: Sold 1.3% (13.7k → 13.6k shares)
3.2%
10
$SPY
SPDR S&P 500 ETF TR
Q4 2025: New position (63.4k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:15 UTC.