HoldingsChannel.com
Capital Directions Investment Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 Growth ETF (SPYG) 1,615,541 -58,501 $57,739
     SPYG1,615,541-58,501$57,739
iShares S&P MidCap 400 Barra Growth (IJK) 112,883 -3,793 $20,145
     IJK112,883-3,793$20,145
iShares MSCI EAFE Index (EFA) 358,616 -95,584 $19,172
     EFA358,616-95,584$19,172
iShares Russell 2001 (IWM) 167,460 -8,901 $19,168
     IWM167,460-8,901$19,168
SPDR DJ Small Cap Growth (SLYG) 353,224 -11,419 $16,312
     SLYG353,224-11,419$16,312
iShares S&P National Muni Bond (MUB) 101,804 +25 $11,505
     MUB101,804+25$11,505
iShares Russell 2000 Value (IWN) 117,702 +10,595 $9,655
     IWN117,702+10,595$9,655
iShares Russell 3000 Index (IWV) 60,870 -543 $9,029
     IWV60,870-543$9,029
iShares MSCI EAFE Small Cap (SCZ) 161,918 -24,121 $7,259
     SCZ161,918-24,121$7,259
Vanguard Intl Eqty Index (VEU) 150,064 +45,277 $6,156
     VEU150,064+45,277$6,156
Vanguard Global Ex US Real Estate (VNQI) 110,138 +5,053 $4,726
     VNQI110,138+5,053$4,726
iShares Russell 2000 Growth (IWO) 28,929 +1,549 $4,576
     IWO28,929+1,549$4,576
iShares Russell 1000 Value (IWD) 43,369 -201 $4,301
     IWD43,369-201$4,301
Vanguard Total Stock Mkt (VTI) 32,980 UNCH $4,251
     VTI32,980UNCH$4,251
iShares Russell 1000 Growth (IWF) 26,317 -384 $3,965
     IWF26,317-384$3,965
iShares MSCI Emerging Markets Index (EEM) 95,714 -8,342 $3,267
     EEM95,714-8,342$3,267
Invesco BulletShares 2020 Corp Bond (BSCQ)      $2,824
     COM120,162+120,162$2,495
     BSCQ16,698+1,990$329
iShares Core MSCI Emerging Markets (IEMG) 48,725 +10,736 $1,972
     IEMG48,725+10,736$1,972
SPDR DJ Intl Real Estate ETF (RWX) 58,276 -9,777 $1,560
     RWX58,276-9,777$1,560
iShares S&P 500 Index (IVV) 5,648 -835 $1,459
     IVV5,648-835$1,459
iShares Russell Mid Cap Growth (IWP) 11,017 -543 $1,340
     IWP11,017-543$1,340
Microsoft Corp. 6,728 -161 $1,061
     MSFT6,728-161$1,061
Ishar Ibnd Dec 2021 Trm 39,752 UNCH $1,014
     IBMJ39,752UNCH$1,014
Invesco Treasury 7,766 +3,891 $825
     CLTL7,766+3,891$825
Ishares Ibonds Dec (IBML) 31,698 +2,780 $813
     IBML31,698+2,780$813
Johnson & Johnson 6,175 UNCH $810
     JNJ6,175UNCH$810
Ishrs Ibnd Dec 2022 Trm 31,048 +2,750 $808
     IBMK31,048+2,750$808
SPDR Trust S&P 500 Index (SPY) 3,050 -100 $786
     SPY3,050-100$786
DJ Wilshire REIT ETF (RWR) 10,804 -3,798 $780
     RWR10,804-3,798$780
Ishars Ibnd Dec 2024 Trm 28,596 UNCH $748
     IBMM28,596UNCH$748
Vanguard Reit (VNQ) 10,586 +1,790 $739
     VNQ10,586+1,790$739
United Technologies Co. 7,779 UNCH $734
     UTX7,779UNCH$734
iShares Tr S&P 500 Value (IVE) 6,618 UNCH $637
     IVE6,618UNCH$637
Visa Inc Cl A 3,657 UNCH $589
     V3,657UNCH$589
Vanguard MSCI EAFE ETF (VEA) 17,063 -2,657 $569
     VEA17,063-2,657$569
Spdr S&P Dividend Etf (SDY) 7,111 -40 $568
     SDY7,111-40$568
Ishars Ibnd SEP 2020 Trm 19,690 UNCH $500
     IBMI19,690UNCH$500
Intel Corp. 7,998 UNCH $433
     INTC7,998UNCH$433
Google Inc Class C      $411
     GOOG249UNCH$290
     COM104UNCH$121
Exxon Mobil Corp. 10,741 UNCH $408
     XOM10,741UNCH$408
iShares Tr Lehman Bd Fd (AGG) 3,101 -576 $358
     AGG3,101-576$358
Home Depot 1,849 -1,744 $345
     HD1,849-1,744$345
Ishares Ibnd Dec (IBMN) 12,573 UNCH $340
     IBMN12,573UNCH$340
Black Stone Minerals Lp 67,304 UNCH $315
     BSM67,304UNCH$315
iShares US Technology Index (IYW) 1,366 UNCH $279
     IYW1,366UNCH$279
Vanguard S&P 500 Etf (IVOO)      $267
     COM927+171$220
     IVOO488UNCH$47
iShares Core MSCI EAFE (IEFA) 5,315 +1,310 $265
     IEFA5,315+1,310$265
Schwab US Large Cap Growth ETF (SCHG) 3,225 UNCH $257
     SCHG3,225UNCH$257
Brown & Brown Inc 6,690 UNCH $242
     BRO6,690UNCH$242
iShares MSCI ACWI Index (ACWI) 3,636 UNCH $228
     ACWI3,636UNCH$228

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 03/31/2020: $233,999
At 12/31/2019: $312,145

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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