IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Capital Directions Investment Advisors, LLC

Q3 2022 Holdings

Filed 2022-11-02 | 215 holdings | $260.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Spdr S&P 500 Growth ETF(SPYG)COM78464A409$60.5K023.2%
iShares S&P National Muni Bond(MUB)COM464288414$27.9K010.7%
iShares Russell 2001(IWM)COM464287655$23.3K08.9%
Spdr DJ Small Cap Growth(SLYG)COM78464A201$21.0K08.1%
iShares S&P MidCap 400 - Barra Growth(IJK)COM464287606$19.1K07.3%
iShares Russell 3000 Index(IWV)COM464287689$12.5K04.8%
iShares Msci Eafe Index(EFA)COM464287465$12.1K04.6%
iShares Russell 2000 Value(IWN)COM464287630$10.7K04.1%
Vanguard Total Stock Mkt(VTI)COM922908769$6.9K02.7%
Vanguard Intl Eqty Index(VEU)COM922042775$5.3K02.0%
iShares Russell 1000 Value(IWD)COM464287598$5.1K01.9%
iShares Msci Eafe Small Cap(SCZ)COM464288273$4.9K01.9%
iShares Russell 1000 Growth(IWF)COM464287614$4.6K01.7%
iShares Russell 2000 Growth(IWO)COM464287648$4.3K01.6%
iShares Core Msci Emerging Markets(IEMG)COM46434G103$3.1K01.2%
iShares Msci Emerging Markets Index(EEM)COM464287234$2.4K00.9%
iShares S&P 500 Index(IVV)COM464287200$2.3K00.9%
iShares Core Msci Eafe(IEFA)COM46432F842$2.0K00.8%
iShares Russell Mid Cap Growth(IWP)COM464287481$1.6K00.6%
Spdr Trust - S&P 500 Index(SPY)COM78462F103$1.5K00.6%
Microsoft Corp.(MSFT)COM594918104$1.5K00.6%
Vanguard Global Ex US Real Estate(VNQI)COM922042676$1.5K00.6%
Vanguard Large Cap Value ETF(VTV)COM922908744$1.2K00.5%
Vanguard Mid Cap(VO)COM922908629$1.0K00.4%
Vanguard Muni Bnd Tax(VTEB)COM922907746$87500.3%
iShares Tr S&P 500 Value(IVE)COM464287408$83700.3%
Johnson & Johnson(JNJ)COM478160104$82700.3%
CSX Corp.(CSX)COM126408103$75900.3%
iShares iBonds Dec 2022 Term Muni BondCOM46435G755$72800.3%
iShares iBonds Dec 2023 Term Muni BondCOM46435G318$72400.3%
iShares iBonds Dec 2024 Term Muni BondCOM46435U697$72100.3%
Home Depot(HD)COM437076102$71100.3%
Vanguard Real Estate ETF(VNQ)COM922908553$69800.3%
iShares iBonds Dec 2025 Term Muni BondCOM46435U432$69600.3%
DJ Wilshire REIT ETF(RWR)COM78464A607$63800.2%
Visa Inc Cl A(V)COM92826C839$61300.2%
Spdr S&P Dividend Etf(SDY)COM78464A763$59900.2%
iShares Russell Midcap Value(IWS)COM464287473$50600.2%
Philip Morris Intl Inc(PM)COM718172109$49100.2%
Invesco BulletShares 2023 Corp BondCOM46138J866$41400.2%
Invesco BulletShares 2024 Corp Bond(BSCO)COM46138J841$38900.1%
Brown & Brown Inc(BRO)COM115236101$38600.1%
Vanguard ST Corp Bond Index - ETF(VCSH)COM92206C409$36900.1%
Vanguard Small Cap Blend ETF(VB)COM922908751$36300.1%
Wisdomtree Midcap Divdnd(DON)COM97717W505$33900.1%
iShares Core S&P Total U.S. ETF(ITOT)COM464287150$31900.1%
Schwab US Large Cap Growth ETF(SCHG)COM808524300$31800.1%
Vanguard Mid-Cap Growth ETF(VOT)COM922908538$31700.1%
Wisdomtree High Dividend Fund(DHS)COM97717W208$30300.1%
Invesco BulletShares 2026 Corp Bond(BSCQ)COM46138J791$29900.1%
Page 1 of 5Next