60. Colorado Financial Management

Rank: 60
Location: Boulder, CO
Total Assets: $2,123,151,488
ETF Assets: $866,581,184
Website: www.colofinancial.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 328
Total Value of All ETF Holdings: $866,581,184
Number of Issuers: 37
Number of Sectors: 53
  • Top 5 ETF Holdings
    1. AGG: $98,738,652
    2. SPY: $70,766,949
    3. VOO: $65,795,538
    4. VEA: $52,285,787
    5. IVV: $40,097,728
  • Top 5 ETF Sectors
    1. Total Bond Market
    2. Large Cap Growth Equities
    3. Foreign Large Cap Equities
    4. Small Cap Growth Equities
    5. National Munis
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. Invesco
    4. VanEck
    5. Schwab

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.colofinancial.com 2023 Top 100 ETF Power Users