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Capital Directions Investment Advisors, LLC

Q2 2022 Holdings

Filed 2022-07-26 | 254 holdings | $474.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
iShares S&P 500 Growth(IVW)COM464287309$811,3360.0%
Black Stone Minerals Lp(BSM)COM09225M101$825,9840.0%
Vanguard Small Cap Growth(VBK)COM922908595$874440.0%
Nisource Inc Holding Co(NI)COM65473P105$883,0000.0%
Vanguard Ftse Emerging Markets(VWO)COM922042858$892,1350.0%
Schwab Ftse Dev International(SCHF)COM808524805$912,8820.0%
Schwab US Small Cap ETF(SCHA)COM808524607$952,4460.0%
Taiwan Semiconductr Adrf(TSM)COM874039100$961,1800.0%
Ishares Tr Lehman Tips(TIP)COM464287176$1089480.0%
Schwab US Mid-Cap ETF(SCHM)COM808524508$1111,7680.0%
Spdr Blackstone Senior Loan ETF(SRLN)COM78467V608$1122,6930.0%
Vanguard Shrt Inf Prot(VTIP)COM922020805$1152,3020.0%
iShares US Technology Index(IYW)COM464287721$1171,4640.0%
iShares Russell Midcap(IWR)COM464287499$1181,8220.0%
VF Corp.(VFC)COM918204108$1202,7160.0%
Vanguard Total Bond Index Fund(BND)COM921937835$1261,6750.0%
Avago TechnologiesCOMY0486S104$1352780.0%
Invesco S&P 500 Top 50COM78355W205$1485170.0%
Walt Disney Co.(DIS)COM254687106$1571,6640.0%
Cousins Properties Inc.COM222795106$1575,3730.0%
Spdr DJ Intl Real Estate ETF(RWX)COM78463X863$1615,7080.0%
iShares Dow Jones Total Market IndexCOM464207846$1621,7560.0%
Caterpillar Tractor Co. S(CAT)COM149123101$1669280.0%
Spdr Barclay Muni ETFCOM78464A458$1673,6340.0%
Vanguard S&P 500 EtfCOM922908413$1694860.0%
Thermo Electron Corp(TMO)COM883556102$1833360.0%
Invesco Treasury(TBLL)COM46138G888$1831,7370.0%
Vanguard Div Apprciation(VIG)COM921908844$1931,3420.0%
Schwab US Large Cap ETF(SCHX)COM808524201$2024,5280.0%
Lilly Eli & Co.(LLY)COM532457108$2176700.0%
Invesco BulletShares 2022 Corp BondCOM73939W888$21810,2810.0%
iShares S&P MidCap 400 Index(IJH)COM464287507$2511,1090.1%
Vanguard Large Cap Growth ETF(VUG)COM922908736$2571,1540.1%
Google Inc Class ACOM38259P508$2571180.1%
Vanguard ST Corp Bond Index - ETF(VCSH)COM92206C409$2653,4730.1%
Unitedhealth Group Inc(UNH)COM91324P102$2665180.1%
iShares S&P Short Term Muni Fund(SUB)COM464288158$2862,7320.1%
Invesco BulletShares 2026 Corp Bond(BSCQ)COM46138J791$29815,4750.1%
Invesco BulletShares 2025 Corp BondCOM73939W821$30314,8420.1%
iShares Msci Acwi Index(ACWI)COM464288257$3053,6360.1%
Exxon Mobil Corp.(XOM)COM30231G102$3133,6520.1%
Vanguard Msci Eafe ETF(VEA)COM921943858$3157,7110.1%
Schwab US Large Cap Value ETF(SCHV)COM808524409$3185,0880.1%
Vanguard Mid-Cap Growth ETF(VOT)COM922908538$3281,8700.1%
Wisdomtree High Dividend Fund(DHS)COM97717W208$3294,0000.1%
Schwab US Large Cap Growth ETF(SCHG)COM808524300$3315,7020.1%
Intel Corp.(INTC)COM458140100$3318,8540.1%
Google Inc Class C(GOOG)COM02079K107$3481590.1%
Wisdomtree Midcap Divdnd(DON)COM97717W505$3519,0000.1%
iShares Core S&P Total U.S. ETF(ITOT)COM464287150$3614,3110.1%
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