Capital Directions Investment Advisors, LLC
Q4 2022 13F Holdings
- Locationatlanta, GA
- Num holdings
237
- Value ($000)
$267,960
- Date Filed02/01/2023
- Form type13F-HR
- CIK0001427684
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR S&P 500 Growth ETF | COM | 78464A409 | $61.46 M | 23 % | 1,212,962 | ||
IWM iShares Russell 2001 | COM | 464287655 | $25.15 M | 9 % | 144,222 | ||
SLYG SPDR DJ Small Cap Growth | COM | 78464A201 | $22.35 M | 8 % | 309,403 | ||
MUB iShares S&P National Muni Bond | COM | 464288414 | $20.91 M | 8 % | 198,130 | ||
IJK iShares S&P MidCap 400 - Barra Growth | COM | 464287606 | $20.69 M | 8 % | 302,999 | ||
EFA iShares MSCI EAFE Index | COM | 464287465 | $14.48 M | 5 % | 220,624 | ||
IWV iShares Russell 3000 Index | COM | 464287689 | $14.37 M | 5 % | 65,125 | ||
IWN iShares Russell 2000 Value | COM | 464287630 | $11.60 M | 4 % | 83,623 | ||
VTI Vanguard Total Stock Mkt | COM | 922908769 | $7.39 M | 3 % | 38,636 | ||
VEU Vanguard Intl Eqty Index | COM | 922042775 | $6.32 M | 2 % | 125,961 |
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