$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | Ishares Tr S&P 500 Value | $558,000 | +9.0% | 6,532 | 0.0% | 0.22% | -2.2% | |
| IWV | Ishares Russell 3000 Index | $473,000 | +9.5% | 4,271 | 0.0% | 0.18% | -2.1% | |
| VEU | Vanguard International Equity Index | $212,000 | +4.4% | 4,181 | 0.0% | 0.08% | -6.7% | |
| SUB | Ishares S&P Short Term Muni Fund | $127,000 | 0.0% | 1,192 | 0.0% | 0.05% | -10.7% | |
| IJJ | Schwab US MidCap Value | $85,000 | +7.6% | 729 | 0.0% | 0.03% | -5.7% | |
| SCJ | Ishares MSCI Japan Small Cap Index | $74,000 | -1.3% | 1,360 | 0.0% | 0.03% | -12.1% | |
| SCHR | Schwab Intermediate US Tr | $65,000 | -1.5% | 1,243 | 0.0% | 0.02% | -13.8% | |
| SPYV | Spider S&P 500 Value ETF | $40,000 | +11.1% | 427 | 0.0% | 0.02% | 0.0% | |
| IJS | Ishares S&P Small Cap | $32,000 | +10.3% | 285 | 0.0% | 0.01% | 0.0% | |
| Ishares Russell 1000 Index | $25,000 | +8.7% | 240 | 0.0% | 0.01% | 0.0% | ||
| IJR | Ishares Core S&P Small Cap | $22,000 | +10.0% | 205 | 0.0% | 0.01% | 0.0% | |
| SCHX | Schwab US Large Cap ETF | $9,000 | +12.5% | 204 | 0.0% | 0.00% | +33.3% | |
| SCHB | Schwab US Broad Market ETF | $10,000 | +11.1% | 225 | 0.0% | 0.00% | 0.0% | |
| MGC | Vanguard Meg Cap 300 | $8,000 | +14.3% | 125 | 0.0% | 0.00% | 0.0% | |
| VDE | Vanguard Energy ETF | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| VEA | Vanguard MSCI EAFE ETF | $3,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
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.