$255 Million is the total value of Capital Directions Investment Advisors, LLC's 60 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 11.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Buy | Spider DJ Wilshire Large Cap | $81,976,000 | +11.0% | 957,986 | +0.2% | 32.14% | -0.5% |
| EFA | Buy | Ishares MSCI EAFE Index | $50,613,000 | +6.3% | 754,351 | +1.1% | 19.85% | -4.7% |
| IJK | Buy | Ishares S&P Mid Cap Barra | $34,143,000 | +8.2% | 227,330 | +0.0% | 13.39% | -3.0% |
| IWM | Buy | Ishares Russell 2000 | $15,742,000 | +13.8% | 136,460 | +5.1% | 6.17% | +2.0% |
| VTI | New | Vanguard Total Stock Market | $4,974,000 | – | 51,852 | +100.0% | 1.95% | – |
| VCIT | Buy | Vanguard Corp Bond ETF | $3,983,000 | +7.4% | 48,157 | +8.4% | 1.56% | -3.6% |
| IWF | Buy | Ishares Russell 1000 Growth | $2,915,000 | +12.4% | 33,912 | +2.2% | 1.14% | +0.8% |
| RWX | Buy | Ishares International REIT | $1,883,000 | +123.9% | 45,695 | +128.9% | 0.74% | +100.5% |
| VB | New | Vanguard Small Cap ETF | $1,389,000 | – | 12,636 | +100.0% | 0.54% | – |
| GLD | Buy | Streettracks Gold Trust | $1,315,000 | +4.2% | 11,322 | +15.0% | 0.52% | -6.5% |
| IWP | Buy | Ishares Russell Mid Cap Growth | $1,157,000 | +9.0% | 13,716 | +1.1% | 0.45% | -2.2% |
| TIP | Buy | Ishares Trust Lehman TIPS | $1,087,000 | +6.8% | 9,895 | +9.5% | 0.43% | -4.3% |
| EEM | Buy | Ishares MSCI Aemerging Markets | $869,000 | +110.4% | 20,803 | +105.5% | 0.34% | +88.4% |
| RWR | Buy | DJ Wilshire REIT | $825,000 | +8.1% | 11,569 | +10.6% | 0.32% | -3.3% |
| VNQ | Buy | Vanguard Reit | $539,000 | +9.8% | 8,346 | +12.4% | 0.21% | -1.9% |
| SPY | Buy | Spider Trust S&P 500 Index | $424,000 | +138.2% | 2,296 | +117.2% | 0.17% | +112.8% |
| MDY | Buy | S&P Mid Cap 400 | $131,000 | +1537.5% | 537 | +1351.4% | 0.05% | +1600.0% |
| SLYV | Buy | Spider S&P Small Cap Value | $61,000 | +19.6% | 572 | +10.4% | 0.02% | +9.1% |
| IWR | Buy | Ishares Russell Midcap | $59,000 | +40.5% | 394 | +29.6% | 0.02% | +27.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 38 | Q4 2022 | 38.8% |
| ISHARES TR | 38 | Q4 2022 | 14.8% |
| ISHARES TR | 38 | Q4 2022 | 21.9% |
| ISHARES TR | 38 | Q4 2022 | 13.0% |
| ISHARES TR | 38 | Q4 2022 | 4.6% |
| ISHARES TR | 38 | Q4 2022 | 2.2% |
| ISHARES TR | 38 | Q4 2022 | 2.9% |
| ISHARES TR | 38 | Q4 2022 | 2.2% |
| Ishares TRUST | 38 | Q4 2022 | 3.9% |
| ISHARES TR | 38 | Q4 2022 | 0.8% |
View Capital Directions Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-22 |
| 13F-HR | 2021-11-08 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-17 |
| 13F-HR/A | 2021-02-16 |
| 13F-HR | 2021-02-10 |
View Capital Directions Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.