HoldingsChannel.com
Capital Directions Investment Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 Growth ETF (SPYG) 1,674,042 -111,981 $70,159
     SPYG1,674,042-111,981$70,159
iShares MSCI EAFE Index (EFA) 454,200 -36,722 $31,540
     EFA454,200-36,722$31,540
iShares Russell 2000 (IWM) 176,361 -2,335 $29,218
     IWM176,361-2,335$29,218
iShares S&P MidCap 400 Barra Growth (IJK) 116,676 -7,574 $27,782
     IJK116,676-7,574$27,782
SPDR DJ Small Cap Growth (SLYG) 364,643 -11,469 $23,527
     SLYG364,643-11,469$23,527
iShares Russell 2000 Value (IWN) 107,107 -177 $13,772
     IWN107,107-177$13,772
iShares S&P National Muni Bond (MUB) 101,779 -1,631 $11,594
     MUB101,779-1,631$11,594
iShares MSCI EAFE Small Cap (SCZ) 186,039 -1,354 $11,587
     SCZ186,039-1,354$11,587
iShares Russell 3000 Index (IWV) 61,413 UNCH $11,576
     IWV61,413UNCH$11,576
Vanguard Global Ex US Real Estate (VNQI) 105,085 +369 $6,209
     VNQI105,085+369$6,209
iShares Russell 1000 Value (IWD) 43,570 +2 $5,946
     IWD43,570+2$5,946
iShares Russell 2000 Growth (IWO) 27,380 -443 $5,865
     IWO27,380-443$5,865
Vanguard Intl Eqty Index (VEU) 104,787 +72 $5,632
     VEU104,787+72$5,632
Vanguard Total Stock Mkt (VTI) 32,980 -154 $5,396
     VTI32,980-154$5,396
iShares Russell 1000 Growth (IWF) 26,701 -53 $4,697
     IWF26,701-53$4,697
iShares MSCI Emerging Markets Index (EEM) 104,056 -5,485 $4,669
     EEM104,056-5,485$4,669
SPDR DJ Intl Real Estate ETF (RWX) 68,053 -871 $2,640
     RWX68,053-871$2,640
Powershares Bulletshares 2021 107,730 -1,288 $2,306
     COM107,730-1,288$2,306
iShares S&P 500 Index (IVV) 6,483 +185 $2,095
     IVV6,483+185$2,095
iShares Core MSCI Emerging Markets (IEMG) 37,989 +490 $2,042
     IEMG37,989+490$2,042
iShares Russell Mid Cap Growth (IWP) 11,560 -216 $1,764
     IWP11,560-216$1,764
DJ Wilshire REIT ETF (RWR) 14,602 UNCH $1,490
     RWR14,602UNCH$1,490
United Technologies Co. 7,779 UNCH $1,165
     UTX7,779UNCH$1,165
Microsoft Corp. 6,889 -835 $1,086
     MSFT6,889-835$1,086
Ishar Ibnd Dec 2021 Trm 39,752 UNCH $1,024
     IBMJ39,752UNCH$1,024
SPDR Trust S&P 500 Index (SPY) 3,150 -150 $1,014
     SPY3,150-150$1,014
Johnson & Johnson 6,175 -1,156 $901
     JNJ6,175-1,156$901
Vanguard MSCI EAFE ETF (VEA) 19,720 +1,757 $869
     VEA19,720+1,757$869
iShares Tr S&P 500 Value (IVE) 6,618 +586 $861
     IVE6,618+586$861
Black Stone Minerals Lp 67,304 +20,220 $856
     BSM67,304+20,220$856
Vanguard Reit (VNQ) 8,796 +40 $816
     VNQ8,796+40$816
Home Depot 3,593 UNCH $785
     HD3,593UNCH$785
Spdr S&P Dividend Etf (SDY) 7,151 UNCH $769
     SDY7,151UNCH$769
Ishars Ibnd Dec 2024 Trm 28,596 UNCH $756
     IBMM28,596UNCH$756
Exxon Mobil Corp. 10,741 -695 $750
     XOM10,741-695$750
Ishares Ibonds Dec (IBML) 28,918 UNCH $747
     IBML28,918UNCH$747
Ishrs Ibnd Dec 2022 Trm 28,298 UNCH $740
     IBMK28,298UNCH$740
Visa Inc Cl A 3,657 -28 $687
     V3,657-28$687
Vanguard Total World (VT) 7,155 -13,086 $579
     VT7,155-13,086$579
Ishars Ibnd SEP 2020 Trm 19,690 UNCH $502
     IBMI19,690UNCH$502
Intel Corp. 7,998 UNCH $479
     INTC7,998UNCH$479
Google Inc Class C      $472
     GOOG249UNCH$333
     COM104UNCH$139
iShares Core S&P Total U.S. ETF (ITOT) 6,357 +311 $462
     ITOT6,357+311$462
iShares Tr Lehman Bd Fd (AGG) 3,677 -42 $413
     AGG3,677-42$413
Invesco Treasury 3,875 +973 $409
     CLTL3,875+973$409
Ishares Ibnd Dec (IBMN) 12,573 UNCH $342
     IBMN12,573UNCH$342
Norfolk Southern Corp 1,728 +1,728 $335
     NSC1,728+1,728$335
iShares US Technology Index (IYW) 1,366 UNCH $318
     IYW1,366UNCH$318
Invesco Bulletshares (BSCQ) 14,708 -832 $302
     BSCQ14,708-832$302
Schwab US Large Cap Value ETF (SCHV) 5,017 UNCH $302
     SCHV5,017UNCH$302

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 12/31/2019: $312,145
At 09/30/2019: $302,006

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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