Top 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 | โ | โ | โ | 2022-12-31 |
| IWM | iShares Russell 2001 | 9.38% | 144.2K | $25.1M | โ | โ | โ | 2022-12-31 |
| SLYG | SPDR DJ Small Cap Growth | 8.34% | 309.4K | $22.4M | โ | โ | โ | 2022-12-31 |
| MUB | iShares S&P National Muni Bond | 7.8% | 198.1K | $20.9M | โ | โ | โ | 2022-12-31 |
| IJK | iShares S&P MidCap 400 - Barra Growth | 7.72% | 303.0K | $20.7M | โ | โ | โ | 2022-12-31 |
| EFA | iShares MSCI EAFE Index | 5.4% | 220.6K | $14.5M | โ | โ | โ | 2022-12-31 |
| IWV | iShares Russell 3000 Index | 5.36% | 65.1K | $14.4M | โ | โ | โ | 2022-12-31 |
| IWN | iShares Russell 2000 Value | 4.33% | 83.6K | $11.6M | โ | โ | โ | 2022-12-31 |
| VTI | Vanguard Total Stock Mkt | 2.76% | 38.6K | $7.4M | โ | โ | โ | 2022-12-31 |
| VEU | Vanguard Intl Eqty Index | 2.36% | 126.0K | $6.3M | โ | โ | โ | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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