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Capital Directions Investment Advisors, LLC

Q2 2021 Holdings

Filed 2021-08-13 | 233 holdings | $490.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Spdr S&P 500 Growth ETF(SPYG)COM78464A409$81.1K1,287,30016.5%
Abbvie Inc(ABBV)COM00287Y109$68.0K60113.9%
ConocoPhillips(COP)COM20825C104$41.0K6708.4%
Constellation Brand(STZ)COM21036P108$40.0K1708.2%
iShares Russell 2000(IWM)COM464287655$34.1K148,8817.0%
Spdr DJ Small Cap Growth(SLYG)COM78464A201$28.9K325,5095.9%
iShares S&P MidCap 400 - Barra Growth(IJK)COM464287606$26.0K321,4695.3%
iShares Msci Eafe Index(EFA)COM464287465$18.1K229,3893.7%
iShares Russell 3000 Index(IWV)COM464287689$16.7K65,0603.4%
iShares Russell 2000 Value(IWN)COM464287630$15.4K92,8573.1%
iShares S&P National Muni Bond(MUB)COM464288414$10.1K86,5232.1%
Chegg Inc(CHGG)COM163092109$9.0K1081.8%
Vanguard Total Stock Mkt(VTI)COM922908769$8.9K40,0631.8%
Vanguard Msci Eafe ETF(VEA)COM921943858$8.3K131,0591.7%
iShares Msci Eafe Small Cap(SCZ)COM464288273$7.5K101,4521.5%
iShares Russell 2000 Growth(IWO)COM464287648$6.9K22,0281.4%
iShares Russell 1000 Growth(IWF)COM464287614$6.4K23,6231.3%
iShares Russell 1000 Value(IWD)COM464287598$6.0K37,5891.2%
iShares Core Msci Emerging Markets(IEMG)COM46434G103$4.7K70,6901.0%
iShares Msci Emerging Markets Index(EEM)COM464287234$4.0K72,0030.8%
Vanguard Global Ex US Real Estate(VNQI)COM922042676$3.8K64,3550.8%
iShares Russell Mid Cap Growth(IWP)COM464287481$2.6K22,9110.5%
iShares Core Msci Eafe(IEFA)COM46432F842$2.3K30,3460.5%
iShares S&P 500 Index(IVV)COM464287200$2.1K4,9240.4%
Microsoft Corp.(MSFT)COM594918104$1.7K6,3440.4%
Vanguard Mid Cap(VO)COM922908629$1.7K7,1750.3%
Vanguard Value Etf(VTV)COM922908744$1.7K12,2240.3%
Vanguard Growth ETF(VUG)COM922908736$1.2K4,1740.2%
Invesco BulletShares 2023 Corp BondCOM73939W862$1.2K54,6750.2%
Spdr Trust - S&P 500 Index(SPY)COM78462F103$1.2K2,7690.2%
Invesco BulletShares 2024 Corp BondCOM73939W847$1.1K49,6660.2%
Ishar Ibnd Dec 2021 TrmCOM46435G789$1.0K40,6700.2%
Johnson & Johnson(JNJ)COM478160104$9966,0470.2%
iShares Tr S&P 500 Value(IVE)COM464287408$9776,6180.2%
iShares iBonds Dec 2024 Term Muni BondCOM46435U697$92134,1280.2%
iShares iBonds Dec 2023 Term Muni BondCOM46435G318$90434,6320.2%
Visa Inc Cl A(V)COM92826C839$8983,8420.2%
DJ Wilshire REIT ETF(RWR)COM78464A607$8958,5330.2%
iShares iBonds Dec 2022 Term Muni BondCOM46435G755$89233,9620.2%
Vanguard Reit(VNQ)COM922908553$8918,7500.2%
Invesco BulletShares 2022 Corp BondCOM73939W888$86640,1310.2%
Spdr DJ Intl Real Estate ETF(RWX)COM78463X863$83322,6960.2%
Invesco BulletShares 2021 Corp BondCOM73939W706$83039,3310.2%
Home Depot(HD)COM437076102$7282,2830.1%
Black Stone Minerals Lp(BSM)COM09225M101$72467,3040.1%
iShares Russell Midcap Value(IWS)COM464287473$6765,8780.1%
Spdr S&P Dividend Etf(SDY)COM78464A763$6575,3700.1%
Schwab US Large Cap Value ETF(SCHV)COM808524409$6118,9400.1%
Invesco BulletShares 2025 Corp BondCOM73939W821$60527,1340.1%
Intel Corp.(INTC)COM458140100$60410,7520.1%
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