StockDriftsStockDriftsTop 50 Capital Directions Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR S&P 500 Growth ETF | 22.94% | 1.21M | $61.5M | — | — | — | 2022-12-31 |
| IWM | iShares Russell 2001 | 9.38% | 144.2K | $25.1M | — | — | — | 2022-12-31 |
| SLYG | SPDR DJ Small Cap Growth | 8.34% | 309.4K | $22.4M | — | — | — | 2022-12-31 |
| MUB | iShares S&P National Muni Bond | 7.8% | 198.1K | $20.9M | — | — | — | 2022-12-31 |
| IJK | iShares S&P MidCap 400 - Barra Growth | 7.72% | 303.0K | $20.7M | — | — | — | 2022-12-31 |
| EFA | iShares MSCI EAFE Index | 5.4% | 220.6K | $14.5M | — | — | — | 2022-12-31 |
| IWV | iShares Russell 3000 Index | 5.36% | 65.1K | $14.4M | — | — | — | 2022-12-31 |
| IWN | iShares Russell 2000 Value | 4.33% | 83.6K | $11.6M | — | — | — | 2022-12-31 |
| VTI | Vanguard Total Stock Mkt | 2.76% | 38.6K | $7.4M | — | — | — | 2022-12-31 |
| VEU | Vanguard Intl Eqty Index | 2.36% | 126.0K | $6.3M | — | — | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Capital Directions Investment Advisors, Llc reports $267.96M in US-listed equity holdings across 240 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (22.9%), IWM (9.4%) and SLYG (8.3%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Capital Directions Investment Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1427684). View Capital Directions Investment Advisors, Llc’s 13F filings on SEC