GHP INVESTMENT ADVISORS, INC.

PrivateCIK: 1401561

Location

DENVER, CO

1394

Positions

$2.72B

Total AUM (reported)

23.51M

Total Shares

Allocation by class

COM$1.55B57.1%

CL A$89.74M3.3%

US LCAP GR ETF$49.70M1.8%

COM NEW$47.88M1.8%

CAP STK CL C$42.85M1.6%

ST STR SP400GRW$37.71M1.4%

INTL EQTY ETF$36.17M1.3%

Portfolio Concentration

Top 3$139.51M5.1%

4–10$240.25M8.8%

11–25$416.44M15.3%

Rest$1.93B70.7%

Top 3 weight

5.1%

Top 10 weight

14.0%

Voting Authority Distribution

Total shares with voting rights: 23.51M

Sole

Full voting authority

22.95M

% of voting shares97.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

565.08K

% of voting shares2.4%

Investment Discretion (by position count)

Sole1394

Shared0

Other0

Dominant voting typeSole · 97.6% of voting shares

Institutional Holdings1394

Rows:

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.47M

TypeSH

Market value$49.70M

1.83%

Sole

1.45M

Shared

0.00

None

14.46K

APPLE INC

SOLE

COM

Shares162.26K

TypeSH

Market value$46.95M

1.73%

Sole

154.61K

Shared

0.00

None

7.66K

ALPHABET INC

SOLE

CAP STK CL C

Shares121.28K

TypeSH

Market value$42.85M

1.57%

Sole

117.82K

Shared

0.00

None

3.46K

SPDR SERIES TRUST

SOLE

ST STR SP400GRW

Shares336.39K

TypeSH

Market value$37.71M

1.39%

Sole

332.82K

Shared

0.00

None

3.56K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.31M

TypeSH

Market value$36.17M

1.33%

Sole

1.28M

Shared

0.00

None

26.69K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares1.04M

TypeSH

Market value$36.16M

1.33%

Sole

1.03M

Shared

0.00

None

10.48K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares496.57K

TypeSH

Market value$35.38M

1.30%

Sole

491.92K

Shared

0.00

None

4.65K

ISHARES TR

SOLE

INTL SEL DIV ETF

Shares778.59K

TypeSH

Market value$32.26M

1.19%

Sole

768.85K

Shared

0.00

None

9.74K

ESCO TECHNOLOGIES INC

SOLE

COM

Shares91.30K

TypeSH

Market value$31.96M

1.17%

Sole

90.06K

Shared

0.00

None

1.24K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares317.11K

TypeSH

Market value$30.63M

1.13%

Sole

313.35K

Shared

0.00

None

3.77K

SPDR SERIES TRUST

SOLE

ST STR SP600GRWO

Shares254.14K

TypeSH

Market value$30.28M

1.11%

Sole

251.45K

Shared

0.00

None

2.69K

JPMORGAN CHASE & CO

SOLE

COM

Shares91.71K

TypeSH

Market value$30.02M

1.10%

Sole

88.65K

Shared

0.00

None

3.06K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares610.03K

TypeSH

Market value$29.62M

1.09%

Sole

602.39K

Shared

0.00

None

7.64K

ROCKWELL AUTOMATION INC

SOLE

COM

Shares58.69K

TypeSH

Market value$29.06M

1.07%

Sole

57.84K

Shared

0.00

None

851.00

FRANKLIN TEMPLETON ETF TR

SOLE

FTSE UNTD KGDM

Shares813.06K

TypeSH

Market value$28.69M

1.05%

Sole

801.07K

Shared

0.00

None

11.99K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares56.70K

TypeSH

Market value$28.37M

1.04%

Sole

55.07K

Shared

0.00

None

1.63K

MICROSOFT CORP

SOLE

COM

Shares75.67K

TypeSH

Market value$28.23M

1.04%

Sole

71.49K

Shared

0.00

None

4.18K

ISHARES TR

SOLE

S&P SML 600 GWT

Shares156.04K

TypeSH

Market value$27.87M

1.02%

Sole

154.73K

Shared

0.00

None

1.31K

SPDR SERIES TRUST

SOLE

ST STR SP400VAL

Shares289.77K

TypeSH

Market value$27.48M

1.01%

Sole

286.59K

Shared

0.00

None

3.18K

APPLIED MATLS INC

SOLE

COM

Shares37.34K

TypeSH

Market value$27.00M

0.99%

Sole

35.97K

Shared

0.00

None

1.37K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares194.93K

TypeSH

Market value$26.64M

0.98%

Sole

192.40K

Shared

0.00

None

2.53K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares193.02K

TypeSH

Market value$26.55M

0.98%

Sole

193.02K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares209.75K

TypeSH

Market value$26.05M

0.96%

Sole

202K

Shared

0.00

None

7.75K

EMCOR GROUP INC

SOLE

COM

Shares31.23K

TypeSH

Market value$25.91M

0.95%

Sole

30.79K

Shared

0.00

None

434.00

UNITED RENTALS INC

SOLE

COM

Shares21.78K

TypeSH

Market value$24.67M

0.91%

Sole

21.51K

Shared

0.00

None

266.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.47M	SH	$49.70M 1.83%	1.45M	14.46K
APPLE INCSOLE	COM	162.26K	SH	$46.95M 1.73%	154.61K	7.66K
ALPHABET INCSOLE	CAP STK CL C	121.28K	SH	$42.85M 1.57%	117.82K	3.46K
SPDR SERIES TRUSTSOLE	ST STR SP400GRW	336.39K	SH	$37.71M 1.39%	332.82K	3.56K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.31M	SH	$36.17M 1.33%	1.28M	26.69K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	1.04M	SH	$36.16M 1.33%	1.03M	10.48K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	496.57K	SH	$35.38M 1.30%	491.92K	4.65K
ISHARES TRSOLE	INTL SEL DIV ETF	778.59K	SH	$32.26M 1.19%	768.85K	9.74K
ESCO TECHNOLOGIES INCSOLE	COM	91.30K	SH	$31.96M 1.17%	90.06K	1.24K
ISHARES TRSOLE	CORE MSCI EAFE	317.11K	SH	$30.63M 1.13%	313.35K	3.77K
SPDR SERIES TRUSTSOLE	ST STR SP600GRWO	254.14K	SH	$30.28M 1.11%	251.45K	2.69K
JPMORGAN CHASE & COSOLE	COM	91.71K	SH	$30.02M 1.10%	88.65K	3.06K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	610.03K	SH	$29.62M 1.09%	602.39K	7.64K
ROCKWELL AUTOMATION INCSOLE	COM	58.69K	SH	$29.06M 1.07%	57.84K	851.00
FRANKLIN TEMPLETON ETF TRSOLE	FTSE UNTD KGDM	813.06K	SH	$28.69M 1.05%	801.07K	11.99K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	56.70K	SH	$28.37M 1.04%	55.07K	1.63K
MICROSOFT CORPSOLE	COM	75.67K	SH	$28.23M 1.04%	71.49K	4.18K
ISHARES TRSOLE	S&P SML 600 GWT	156.04K	SH	$27.87M 1.02%	154.73K	1.31K
SPDR SERIES TRUSTSOLE	ST STR SP400VAL	289.77K	SH	$27.48M 1.01%	286.59K	3.18K
APPLIED MATLS INCSOLE	COM	37.34K	SH	$27.00M 0.99%	35.97K	1.37K
ISHARES TRSOLE	SP SMCP600VL ETF	194.93K	SH	$26.64M 0.98%	192.40K	2.53K
ISHARES TRSOLE	S&P 500 GRWT ETF	193.02K	SH	$26.55M 0.98%	193.02K	0.00
ISHARES TRSOLE	RUS 1000 GRW ETF	209.75K	SH	$26.05M 0.96%	202K	7.75K
EMCOR GROUP INCSOLE	COM	31.23K	SH	$25.91M 0.95%	30.79K	434.00
UNITED RENTALS INCSOLE	COM	21.78K	SH	$24.67M 0.91%	21.51K	266.00

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