HoldingsChannel.com
Capital Directions Investment Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 Growth ETF (SPYG) 1,786,023 -77,346 $69,458
     SPYG1,786,023-77,346$69,458
iShares MSCI EAFE Index (EFA) 490,922 -68,695 $32,013
     EFA490,922-68,695$32,013
iShares S&P MidCap 400 Barra Growth (IJK) 124,250 -2,331 $27,815
     IJK124,250-2,331$27,815
iShares Russell 2000 (IWM) 178,696 -19,099 $27,044
     IWM178,696-19,099$27,044
SPDR DJ Small Cap Growth (SLYG) 376,112 -2,669 $22,413
     SLYG376,112-2,669$22,413
iShares Russell 2000 Value (IWN) 107,284 -2,987 $12,811
     IWN107,284-2,987$12,811
iShares S&P National Muni Bond (MUB) 103,410 -1,660 $11,799
     MUB103,410-1,660$11,799
iShares MSCI EAFE Small Cap (SCZ) 187,393 -5,327 $10,725
     SCZ187,393-5,327$10,725
iShares Russell 3000 Index (IWV) 61,413 +61,413 $10,672
     IWV61,413+61,413$10,672
Vanguard Global Ex US Real Estate (VNQI) 104,716 -218 $6,135
     VNQI104,716-218$6,135
iShares Russell 1000 Value (IWD) 43,568 -1,155 $5,588
     IWD43,568-1,155$5,588
iShares Russell 2000 Growth (IWO) 27,823 +1,016 $5,362
     IWO27,823+1,016$5,362
Vanguard Intl Eqty Index (VEU) 104,715 +5,690 $5,225
     VEU104,715+5,690$5,225
Vanguard Total Stock Mkt (VTI) 33,134 +33,134 $5,003
     VTI33,134+33,134$5,003
iShares MSCI Emerging Markets Index (EEM) 109,541 -13,127 $4,477
     EEM109,541-13,127$4,477
iShares Russell 1000 Growth (IWF) 26,754 -2,504 $4,271
     IWF26,754-2,504$4,271
SPDR DJ Intl Real Estate ETF (RWX) 68,924 -336 $2,724
     RWX68,924-336$2,724
Powershares Bulletshares 2022 109,018 UNCH $2,330
     COM109,018UNCH$2,330
iShares S&P 500 Index (IVV) 6,298 -80 $1,880
     IVV6,298-80$1,880
iShares Core MSCI Emerging Markets (IEMG) 37,499 +774 $1,838
     IEMG37,499+774$1,838
iShares Russell Mid Cap Growth (IWP) 11,776 -473 $1,665
     IWP11,776-473$1,665
DJ Wilshire REIT ETF (RWR) 14,602 -476 $1,527
     RWR14,602-476$1,527
Vanguard Total World (VT) 20,241 UNCH $1,514
     VT20,241UNCH$1,514
Microsoft Corp. 7,724 +7,724 $1,074
     MSFT7,724+7,724$1,074
United Technologies Co. 7,779 +7,779 $1,062
     UTX7,779+7,779$1,062
Ishar Ibnd Dec 2021 Trm 39,752 +39,752 $1,025
     IBMJ39,752+39,752$1,025
SPDR Trust S&P 500 Index (SPY) 3,300 -105 $979
     SPY3,300-105$979
Johnson & Johnson 7,331 +7,331 $948
     JNJ7,331+7,331$948
Home Depot 3,593 +3,593 $834
     HD3,593+3,593$834
Vanguard Reit (VNQ) 8,756 -612 $816
     VNQ8,756-612$816
Exxon Mobil Corp. 11,436 +11,436 $807
     XOM11,436+11,436$807
Ishars Ibnd Dec 2024 Trm 28,596 UNCH $753
     IBMM28,596UNCH$753
Ishares Ibonds Dec (IBML) 28,918 UNCH $745
     IBML28,918UNCH$745
Ishrs Ibnd Dec 2022 Trm 28,298 UNCH $740
     IBMK28,298UNCH$740
Vanguard MSCI EAFE ETF (VEA) 17,963 -1,245 $738
     VEA17,963-1,245$738
Spdr S&P Dividend Etf (SDY) 7,151 +7,151 $734
     SDY7,151+7,151$734
iShares Tr S&P 500 Value (IVE) 6,032 UNCH $719
     IVE6,032UNCH$719
Black Stone Minerals Lp 47,084 +47,084 $670
     BSM47,084+47,084$670
Visa Inc Cl A 3,685 +3,685 $634
     V3,685+3,685$634
Ishars Ibnd SEP 2020 Trm 19,690 UNCH $503
     IBMI19,690UNCH$503
Google Inc Class C      $431
     GOOG249+249$304
     COM104+104$127
iShares Tr Lehman Bd Fd (AGG) 3,719 -396 $421
     AGG3,719-396$421
Intel Corp. 7,998 +7,998 $412
     INTC7,998+7,998$412
iShares Core S&P Total U.S. ETF (ITOT) 6,046 +6,046 $406
     ITOT6,046+6,046$406
Ishares Ibnd Dec (IBMN) 12,573 UNCH $340
     IBMN12,573UNCH$340
Invesco Bulletshares (BSCQ) 15,540 UNCH $318
     BSCQ15,540UNCH$318
Invesco Treasury 2,902 +2,902 $306
     CLTL2,902+2,902$306
Schwab US Large Cap Value ETF (SCHV) 5,017 -665 $285
     SCHV5,017-665$285
iShares US Technology Index (IYW) 1,366 UNCH $279
     IYW1,366UNCH$279
Schwab US Large Cap Growth ETF (SCHG) 3,225 UNCH $271
     SCHG3,225UNCH$271

See Full List: All Stocks Held By Capital Directions Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Capital Directions Investment Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $302,006
At 06/30/2019: $286,926

Capital Directions Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capital Directions Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Capital Directions Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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