$346 Million is the total value of Capital Directions Investment Advisors, LLC's 69 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | New | CSX CORP | $1,072,000 | – | 28,500 | +100.0% | 0.31% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $458,000 | – | 1,800 | +100.0% | 0.13% | – |
| DON | New | WISDOMTREE TRus midcap divid | $399,000 | – | 9,000 | +100.0% | 0.12% | – |
| DHS | New | WISDOMTREE TRus high dividend | $330,000 | – | 4,000 | +100.0% | 0.10% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $289,000 | – | 2,400 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-22
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.