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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 (2015Q4)
Portfolio Summary: 76 holdings with a total value of $293,370,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 SCHWAB U.S. REIT ETF 1,395 55,000 0.02%
52 SCHWAB US DIVIDEND EQUITY ETF 1,437 55,000 0.02%
53 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 1,864 54,000 0.02%
54 ISHARES MSCI ISRAEL CAPPED ETF 1,053 52,000 0.02%
55 VANGUARD BD INDEX FDS 516 41,000 0.01%
56 SPDR SERIES TRUST 427 41,000 0.01%
57 UBS AG JERSEY BRH 1,500 39,000 0.01%
58 Ishares Tr Cohen & Steer 375 37,000 0.01%
59 SPDR S&P 600 SMALL CAP VALUE ETF 384 36,000 0.01%
60 ISHARES TR 306 33,000 0.01%
61 SPDR SER TR S&P 600 SML CAP 315 31,000 0.01%
62 ISHARES TR 217 24,000 0.01%
63 VANGUARD WORLD FD 250 21,000 0.01%
64 ISHARES TR 257 19,000 0.01%
65 ISHARES TR 100 16,000 0.01%
66 iShares Russell 1000 Index Total 130 15,000 0.01%
67 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 253 14,000 0.00%
68 SCHWAB US TIPS ETF 200 11,000 0.00%
69 SCHWAB U.S. BROAD MARKET ETF 225 11,000 0.00%
70 FIRST TRUST PORTFOLIOS SHS ETF 186 8,000 0.00%
71 ISHARES MSCI EUROPE SMALL-CAP ETF 58 3,000 0.00%
72 UltraShort 20 Yrs UST ProShar 75 3,000 0.00%
73 ISHARES S&P GSCI COMMODITY I 100 1,000 0.00%
74 SCHWAB EMERGING MARKETS EQUITY ETF 72 1,000 0.00%
75 Credit Suisse ETN 40 0 0.00%
76 Proshs Ultrashrt S&P 18 0 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-16-007700, filed 2016.02.11).

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.