GHP INVESTMENT ADVISORS, INC. Information

1801 CALIFORNIA ST., DENVER, Colorado, 80202, (303) 831-5000

Report Date: 12/31/2016

Position Statistics

Total Positions 302
New Positions 19
Increased Positions 224
Decreased Positions 63
Positions with Activity 287
Sold Out Positions 9
Total Mkt Value (in $ millions) 584

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 3.06%
Basic Materials 3.35%
Industrials 10.79%
Consumer Cyclicals 4.07%
Consumer Non-Cyclicals 5.67%
Financials 52.79%
Healthcare 6.04%
Technology 11.36%
Telecommunication Services 1.25%
Utilities 1.62%

302 Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 49,110 New 200
ISHARES TR SP SMCP600VL ETF 18,711 -318 (1.67) 135,822
ISHARES TR S&P MC 400VL ETF 15,848 -198 (1.24) 107,424
ISHARES TR SP SMCP600GR ETF 13,816 -14 (0.1) 90,471
ISHARES TR S&P 500 GRWT ETF 13,189 69 .52 100,137
ISHARES TR S&P MC 400GR ETF 12,564 -151 (1.19) 65,544
ISHARES TR S&P 500 VAL ETF 12,525 36 .29 121,803
ISHARES TR RUS 1000 VAL ETF 11,695 -103 (0.87) 102,932
ISHARES TR RUS 1000 GRW ETF 8,634 -190 (2.15) 75,695
WISDOMTREE TR INTL MIDCAP DV 8,065 477 6.29 133,928
ISHARES TR CORE S&P SCP ETF 7,106 -74 (1.02) 103,188
SCHWAB STRATEGIC TR INTL EQTY ETF 7,062 -365 (4.92) 237,285
SCHWAB STRATEGIC TR US LCAP VA ETF 6,300 402 6.82 128,069
HONEYWELL INTL INC COM 6,274 117 1.89 49,370
SCHWAB STRATEGIC TR US LCAP GR ETF 5,650 390 7.42 93,287
ISHARES TR CORE S&P MCP ETF 5,566 -84 (1.49) 32,539
APPLE INC COM 5,330 346 6.93 37,465
ISHARES TR RUS 2000 VAL ETF 4,885 -90 (1.81) 41,540
MICROSOFT CORP COM 4,803 491 11.39 72,332
WISDOMTREE TR INTL SMCAP DIV 4,783 276 6.11 72,589