GHP INVESTMENT ADVISORS, INC.

PrivateCIK: 1401561

Location

DENVER, CO

1321

Positions

$2.68B

Total AUM (reported)

23.92M

Total Shares

Allocation by class

COM$1.51B56.2%

CL A$99.34M3.7%

US LCAP GR ETF$52.79M2.0%

CAP STK CL C$40.83M1.5%

COM NEW$38.14M1.4%

INTL EQTY ETF$35.92M1.3%

ST STR SP400GRW$35.23M1.3%

Portfolio Concentration

Top 3$146.14M5.5%

4–10$243.20M9.1%

11–25$393.94M14.7%

Rest$1.90B70.8%

Top 3 weight

5.5%

Top 10 weight

14.5%

Voting Authority Distribution

Total shares with voting rights: 23.92M

Sole

Full voting authority

23.42M

% of voting shares97.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

503.23K

% of voting shares2.1%

Investment Discretion (by position count)

Sole1321

Shared0

Other0

Dominant voting typeSole · 97.9% of voting shares

Institutional Holdings1321

Rows:

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.47M

TypeSH

Market value$52.79M

1.97%

Sole

1.46M

Shared

0.00

None

13.39K

APPLE INC

SOLE

COM

Shares157.71K

TypeSH

Market value$52.52M

1.96%

Sole

152.03K

Shared

0.00

None

5.68K

ALPHABET INC

SOLE

CAP STK CL C

Shares119.82K

TypeSH

Market value$40.83M

1.52%

Sole

116.80K

Shared

0.00

None

3.02K

MICROSOFT CORP

SOLE

COM

Shares76.73K

TypeSH

Market value$39.36M

1.47%

Sole

73.45K

Shared

0.00

None

3.28K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.31M

TypeSH

Market value$35.92M

1.34%

Sole

1.28M

Shared

0.00

None

27.76K

SPDR SERIES TRUST

SOLE

ST STR SP400GRW

Shares337.08K

TypeSH

Market value$35.23M

1.31%

Sole

333.69K

Shared

0.00

None

3.38K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares1.04M

TypeSH

Market value$34.52M

1.29%

Sole

1.03M

Shared

0.00

None

9.93K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares484.68K

TypeSH

Market value$34.22M

1.28%

Sole

480.54K

Shared

0.00

None

4.14K

ISHARES TR

SOLE

INTL SEL DIV ETF

Shares779.88K

TypeSH

Market value$32.90M

1.23%

Sole

770.32K

Shared

0.00

None

9.56K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares320.45K

TypeSH

Market value$31.05M

1.16%

Sole

316.80K

Shared

0.00

None

3.65K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares616.11K

TypeSH

Market value$30.70M

1.15%

Sole

608.59K

Shared

0.00

None

7.52K

FRANKLIN TEMPLETON ETF TR

SOLE

FTSE UNTD KGDM

Shares831.15K

TypeSH

Market value$29.80M

1.11%

Sole

817.98K

Shared

0.00

None

13.17K

JPMORGAN CHASE & CO

SOLE

COM

Shares89.78K

TypeSH

Market value$29.70M

1.11%

Sole

87.13K

Shared

0.00

None

2.65K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares56.62K

TypeSH

Market value$28.19M

1.05%

Sole

55.16K

Shared

0.00

None

1.46K

SPDR SERIES TRUST

SOLE

ST STR SP600GRWO

Shares254.92K

TypeSH

Market value$27.27M

1.02%

Sole

252.24K

Shared

0.00

None

2.68K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares191.63K

TypeSH

Market value$27.26M

1.02%

Sole

191.63K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares206.90K

TypeSH

Market value$25.92M

0.97%

Sole

198.84K

Shared

0.00

None

8.05K

ROCKWELL AUTOMATION INC

SOLE

COM

Shares58.56K

TypeSH

Market value$25.49M

0.95%

Sole

57.77K

Shared

0.00

None

796.00

SPDR SERIES TRUST

SOLE

ST STR SP400VAL

Shares287.66K

TypeSH

Market value$25.46M

0.95%

Sole

284.56K

Shared

0.00

None

3.10K

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares202.90K

TypeSH

Market value$24.97M

0.93%

Sole

202.01K

Shared

0.00

None

881.00

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares193.22K

TypeSH

Market value$24.75M

0.92%

Sole

190.69K

Shared

0.00

None

2.53K

ISHARES TR

SOLE

S&P SML 600 GWT

Shares153.47K

TypeSH

Market value$24.61M

0.92%

Sole

152.21K

Shared

0.00

None

1.26K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares481.82K

TypeSH

Market value$23.97M

0.89%

Sole

475.10K

Shared

0.00

None

6.72K

RTX CORPORATION

SOLE

COM

Shares123.55K

TypeSH

Market value$22.94M

0.86%

Sole

121.72K

Shared

0.00

None

1.82K

EMCOR GROUP INC

SOLE

COM

Shares30.37K

TypeSH

Market value$22.91M

0.85%

Sole

29.96K

Shared

0.00

None

405.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.47M	SH	$52.79M 1.97%	1.46M	13.39K
APPLE INCSOLE	COM	157.71K	SH	$52.52M 1.96%	152.03K	5.68K
ALPHABET INCSOLE	CAP STK CL C	119.82K	SH	$40.83M 1.52%	116.80K	3.02K
MICROSOFT CORPSOLE	COM	76.73K	SH	$39.36M 1.47%	73.45K	3.28K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.31M	SH	$35.92M 1.34%	1.28M	27.76K
SPDR SERIES TRUSTSOLE	ST STR SP400GRW	337.08K	SH	$35.23M 1.31%	333.69K	3.38K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	1.04M	SH	$34.52M 1.29%	1.03M	9.93K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	484.68K	SH	$34.22M 1.28%	480.54K	4.14K
ISHARES TRSOLE	INTL SEL DIV ETF	779.88K	SH	$32.90M 1.23%	770.32K	9.56K
ISHARES TRSOLE	CORE MSCI EAFE	320.45K	SH	$31.05M 1.16%	316.80K	3.65K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	616.11K	SH	$30.70M 1.15%	608.59K	7.52K
FRANKLIN TEMPLETON ETF TRSOLE	FTSE UNTD KGDM	831.15K	SH	$29.80M 1.11%	817.98K	13.17K
JPMORGAN CHASE & COSOLE	COM	89.78K	SH	$29.70M 1.11%	87.13K	2.65K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	56.62K	SH	$28.19M 1.05%	55.16K	1.46K
SPDR SERIES TRUSTSOLE	ST STR SP600GRWO	254.92K	SH	$27.27M 1.02%	252.24K	2.68K
ISHARES TRSOLE	S&P 500 GRWT ETF	191.63K	SH	$27.26M 1.02%	191.63K	0.00
ISHARES TRSOLE	RUS 1000 GRW ETF	206.90K	SH	$25.92M 0.97%	198.84K	8.05K
ROCKWELL AUTOMATION INCSOLE	COM	58.56K	SH	$25.49M 0.95%	57.77K	796.00
SPDR SERIES TRUSTSOLE	ST STR SP400VAL	287.66K	SH	$25.46M 0.95%	284.56K	3.10K
SPDR SERIES TRUSTSOLE	ST STR P500GRW	202.90K	SH	$24.97M 0.93%	202.01K	881.00
ISHARES TRSOLE	SP SMCP600VL ETF	193.22K	SH	$24.75M 0.92%	190.69K	2.53K
ISHARES TRSOLE	S&P SML 600 GWT	153.47K	SH	$24.61M 0.92%	152.21K	1.26K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	481.82K	SH	$23.97M 0.89%	475.10K	6.72K
RTX CORPORATIONSOLE	COM	123.55K	SH	$22.94M 0.86%	121.72K	1.82K
EMCOR GROUP INCSOLE	COM	30.37K	SH	$22.91M 0.85%	29.96K	405.00

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