GHP INVESTMENT ADVISORS, INC.

PrivateCIK: 1401561

Location

DENVER, CO

1437

Positions

$2.43B

Total AUM (reported)

23.24M

Total Shares

Allocation by class

COM$1.39B57.1%

STATE STREET SPD$130.83M5.4%

CL A$87.23M3.6%

US LCAP GR ETF$42.59M1.8%

COM NEW$37.01M1.5%

CAP STK CL C$34.34M1.4%

INTL SEL DIV ETF$32.34M1.3%

Portfolio Concentration

Top 3$118.12M4.9%

4–10$215.26M8.9%

11–25$367.13M15.1%

Rest$1.73B71.2%

Top 3 weight

4.9%

Top 10 weight

13.7%

Voting Authority Distribution

Total shares with voting rights: 23.24M

Sole

Full voting authority

22.68M

% of voting shares97.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

556.37K

% of voting shares2.4%

Investment Discretion (by position count)

Sole1437

Shared0

Other0

Dominant voting typeSole · 97.6% of voting shares

Institutional Holdings1437

Rows:

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.46M

TypeSH

Market value$42.59M

1.75%

Sole

1.45M

Shared

0.00

None

14.73K

APPLE INC

SOLE

COM

Shares162.30K

TypeSH

Market value$41.19M

1.69%

Sole

154.42K

Shared

0.00

None

7.88K

ALPHABET INC

SOLE

CAP STK CL C

Shares119.69K

TypeSH

Market value$34.34M

1.41%

Sole

116.16K

Shared

0.00

None

3.53K

ISHARES TR

SOLE

INTL SEL DIV ETF

Shares759.92K

TypeSH

Market value$32.34M

1.33%

Sole

751.56K

Shared

0.00

None

8.36K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares504.49K

TypeSH

Market value$32.33M

1.33%

Sole

499.82K

Shared

0.00

None

4.66K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.29M

TypeSH

Market value$31.81M

1.31%

Sole

1.26M

Shared

0.00

None

27.02K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares330.09K

TypeSH

Market value$31.68M

1.30%

Sole

326.66K

Shared

0.00

None

3.43K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares1.02M

TypeSH

Market value$31.26M

1.29%

Sole

1.02M

Shared

0.00

None

9.89K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares309.51K

TypeSH

Market value$28.02M

1.15%

Sole

306.14K

Shared

0.00

None

3.37K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares600.22K

TypeSH

Market value$27.83M

1.14%

Sole

593.44K

Shared

0.00

None

6.79K

FRANKLIN TEMPLETON ETF TR

SOLE

FTSE UNTD KGDM

Shares800.19K

TypeSH

Market value$27.81M

1.14%

Sole

788.51K

Shared

0.00

None

11.68K

MICROSOFT CORP

SOLE

COM

Shares73.23K

TypeSH

Market value$27.11M

1.12%

Sole

69.03K

Shared

0.00

None

4.20K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares55.85K

TypeSH

Market value$26.77M

1.10%

Sole

54.04K

Shared

0.00

None

1.81K

JPMORGAN CHASE & CO

SOLE

COM

Shares90.90K

TypeSH

Market value$26.74M

1.10%

Sole

87.83K

Shared

0.00

None

3.07K

ESCO TECHNOLOGIES INC

SOLE

COM

Shares93.77K

TypeSH

Market value$26.38M

1.09%

Sole

92.44K

Shared

0.00

None

1.33K

RTX CORPORATION

SOLE

COM

Shares126.58K

TypeSH

Market value$24.42M

1.00%

Sole

124.56K

Shared

0.00

None

2.02K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares285.05K

TypeSH

Market value$24.27M

1.00%

Sole

282.86K

Shared

0.00

None

2.19K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares249.83K

TypeSH

Market value$24.14M

0.99%

Sole

247.94K

Shared

0.00

None

1.89K

EMCOR GROUP INC

SOLE

COM

Shares31.89K

TypeSH

Market value$23.54M

0.97%

Sole

31.52K

Shared

0.00

None

367.00

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares197.06K

TypeSH

Market value$23.34M

0.96%

Sole

193.85K

Shared

0.00

None

3.21K

TJX COS INC NEW

SOLE

COM

Shares144.02K

TypeSH

Market value$23.00M

0.95%

Sole

142.07K

Shared

0.00

None

1.95K

ISHARES TR

SOLE

S&P SML 600 GWT

Shares157.63K

TypeSH

Market value$22.81M

0.94%

Sole

156.40K

Shared

0.00

None

1.24K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares477.76K

TypeSH

Market value$22.33M

0.92%

Sole

470.70K

Shared

0.00

None

7.05K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares52.25K

TypeSH

Market value$22.28M

0.92%

Sole

50.70K

Shared

0.00

None

1.55K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares196.13K

TypeSH

Market value$22.18M

0.91%

Sole

196.13K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.46M	SH	$42.59M 1.75%	1.45M	14.73K
APPLE INCSOLE	COM	162.30K	SH	$41.19M 1.69%	154.42K	7.88K
ALPHABET INCSOLE	CAP STK CL C	119.69K	SH	$34.34M 1.41%	116.16K	3.53K
ISHARES TRSOLE	INTL SEL DIV ETF	759.92K	SH	$32.34M 1.33%	751.56K	8.36K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	504.49K	SH	$32.33M 1.33%	499.82K	4.66K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.29M	SH	$31.81M 1.31%	1.26M	27.02K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	330.09K	SH	$31.68M 1.30%	326.66K	3.43K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	1.02M	SH	$31.26M 1.29%	1.02M	9.89K
ISHARES TRSOLE	CORE MSCI EAFE	309.51K	SH	$28.02M 1.15%	306.14K	3.37K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	600.22K	SH	$27.83M 1.14%	593.44K	6.79K
FRANKLIN TEMPLETON ETF TRSOLE	FTSE UNTD KGDM	800.19K	SH	$27.81M 1.14%	788.51K	11.68K
MICROSOFT CORPSOLE	COM	73.23K	SH	$27.11M 1.12%	69.03K	4.20K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	55.85K	SH	$26.77M 1.10%	54.04K	1.81K
JPMORGAN CHASE & COSOLE	COM	90.90K	SH	$26.74M 1.10%	87.83K	3.07K
ESCO TECHNOLOGIES INCSOLE	COM	93.77K	SH	$26.38M 1.09%	92.44K	1.33K
RTX CORPORATIONSOLE	COM	126.58K	SH	$24.42M 1.00%	124.56K	2.02K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	285.05K	SH	$24.27M 1.00%	282.86K	2.19K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	249.83K	SH	$24.14M 0.99%	247.94K	1.89K
EMCOR GROUP INCSOLE	COM	31.89K	SH	$23.54M 0.97%	31.52K	367.00
ISHARES TRSOLE	SP SMCP600VL ETF	197.06K	SH	$23.34M 0.96%	193.85K	3.21K
TJX COS INC NEWSOLE	COM	144.02K	SH	$23.00M 0.95%	142.07K	1.95K
ISHARES TRSOLE	S&P SML 600 GWT	157.63K	SH	$22.81M 0.94%	156.40K	1.24K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	477.76K	SH	$22.33M 0.92%	470.70K	7.05K
ISHARES TRSOLE	RUS 1000 GRW ETF	52.25K	SH	$22.28M 0.92%	50.70K	1.55K
ISHARES TRSOLE	S&P 500 GRWT ETF	196.13K	SH	$22.18M 0.91%	196.13K	0.00

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