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Capital Directions Investment Advisors, Llc

Portfolio Manager
Capital Directions Investment Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$267.96M
# of Holdings
240
Performance Rank
N/A
Allocation (Top 20)
N/A

Capital Directions Investment Advisors, Llc Holdings Map

Top 50 Capital Directions Investment Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYG
SPDR S&P 500 Growth ETF
22.94%1.21M$61.5Mโ€”โ€”โ€”2022-12-31
IWM
iShares Russell 2001
9.38%144.2K$25.1Mโ€”โ€”โ€”2022-12-31
SLYG
SPDR DJ Small Cap Growth
8.34%309.4K$22.4Mโ€”โ€”โ€”2022-12-31
MUB
iShares S&P National Muni Bond
7.8%198.1K$20.9Mโ€”โ€”โ€”2022-12-31
IJK
iShares S&P MidCap 400 - Barra Growth
7.72%303.0K$20.7Mโ€”โ€”โ€”2022-12-31
EFA
iShares MSCI EAFE Index
5.4%220.6K$14.5Mโ€”โ€”โ€”2022-12-31
IWV
iShares Russell 3000 Index
5.36%65.1K$14.4Mโ€”โ€”โ€”2022-12-31
IWN
iShares Russell 2000 Value
4.33%83.6K$11.6Mโ€”โ€”โ€”2022-12-31
VTI
Vanguard Total Stock Mkt
2.76%38.6K$7.4Mโ€”โ€”โ€”2022-12-31
VEU
Vanguard Intl Eqty Index
2.36%126.0K$6.3Mโ€”โ€”โ€”2022-12-31

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