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Institutional Investment Manager
Capital Directions Investment Advisors, LLC
Capital Directions Investment Advisors, LLC (CIK: 0001427684) incorporated in Georgia, located at The Pointe, Suite 220, Atlanta, GA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 58 holdings with a total value of $294,417,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 iShares Russell 1000 Index Total 130 15,000 0.01%
52 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 253 14,000 0.00%
53 ISHARES TR 92 11,000 0.00%
54 SCHWAB U.S. BROAD MARKET ETF 225 11,000 0.00%
55 SPDR S&P MIDCAP 400 ETF TR 37 10,000 0.00%
56 VANGUARD WORLD FD 50 5,000 0.00%
57 ISHARES MSCI EUROPE SMALL-CAP ETF 58 3,000 0.00%
58 SCHWAB EMERGING MARKETS EQUITY ETF 72 2,000 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-15-004421, filed 2015.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.