Capital Directions Investment Advisors, LLC

Q4 2022 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    237

  • Value ($000)

    $267,960

  • Date Filed
    02/01/2023
  • Form type
    13F-HR
  • CIK
    0001427684
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR S&P 500 Growth ETF

COM
78464A409
$61.46M
23 %

1,212,962

I
IWM

iShares Russell 2001

COM
464287655
$25.15M
9 %

144,222

S
SLYG

SPDR DJ Small Cap Growth

COM
78464A201
$22.35M
8 %

309,403

M
MUB

iShares S&P National Muni Bond

COM
464288414
$20.91M
8 %

198,130

I
IJK

iShares S&P MidCap 400 - Barra Growth

COM
464287606
$20.69M
8 %

302,999

E
EFA

iShares MSCI EAFE Index

COM
464287465
$14.48M
5 %

220,624

I
IWV

iShares Russell 3000 Index

COM
464287689
$14.37M
5 %

65,125

I
IWN

iShares Russell 2000 Value

COM
464287630
$11.60M
4 %

83,623

V
VTI

Vanguard Total Stock Mkt

COM
922908769
$7.39M
3 %

38,636

V
VEU

Vanguard Intl Eqty Index

COM
922042775
$6.32M
2 %

125,961

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