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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings105

Total Value ($x1000)289,070
Activities
New25

Increased26

Unchanged33

Decreased21

Sold Out77

Top 10 Stock Holdingstotal 80.52%
SPYG21.89

EFA15.03

IWM10.84

IJK8.81

SLYG7.14

 
IWN4.18

MUB4.06

SCZ3.52

IWV3.06

VTI1.99

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPYG
21.89%
S&P 500 GROWTH
EFA
15.03%
MSCI EAFE ETF
IWM
10.84%
RUSSELL 2000 ETF
IJK
8.81%
S&P MC 400GR ETF
SLYG
7.14%
S&P 600 SMCP GRW
IWN
4.18%
RUS 2000 VAL ETF
MUB
4.06%
NAT AMT FREE BD
SCZ
3.52%
EAFE SML CP ETF
IWV
3.06%
RUSSELL 3000 ETF
VTI
1.99%
TOTAL STK MKT
VNQI
1.89%
GLB EX US ETF
IWD
1.84%
RUS 1000 VAL ETF
EEM
1.81%
MSCI EMG MKT ETF
IWO
1.58%
RUS 2000 GRW ETF
VEU
1.55%
ALLWRLD EX US
IWF
1.49%
RUS 1000 GRW ETF
RWX
0.96%
DJ INTL RL ETF
IEMG
0.77%
CORE MSCI EMKT
IVV
0.57%
CORE S&P500 ETF
IWP
0.5%
RUS MD CP GR ETF
RWR
0.47%
DJ REIT ETF
VT
0.46%
TT WRLD ST ETF
IBMK
0.32%
IBONDS DEC 22
DIA
0.29%
UT SER 1
VEA
0.27%
FTSE DEV MKT ETF
IBMM
0.25%
IBONDS DEC
IBML
0.25%
IBONDS DEC2023
VNQ
0.25%
REIT ETF
AGG
0.24%
CORE TOTUSBD ETF
GWX
0.23%
S&P INTL SMLCP
IVE
0.21%
S&P 500 VAL ETF
SPY
0.2%
TR UNIT
SDY
0.2%
S&P DIVID ETF
POWERSHA...
0.19%
COM
POWERSHA...
0.19%
COM
POWERSHA...
0.19%
COM
IBMJ
0.18%
IBONDS DEC 21
IBMI
0.17%
IBONDS SEP2020
ITOT
0.12%
CORE S&P TTL STK
IBMN
0.11%
IBONDS DEC 25
SCHV
0.11%
US LCAP VA ETF
SCHG
0.1%
US LCAP GR ETF
VIG
0.1%
DIV APP ETF
BSCQ
0.1%
BULSHS 2026 CB
POWERSHA...
0.09%
COM
POWERSHA...
0.09%
COM
IJH
0.09%
CORE S&P MCP ETF
ACWI
0.08%
MSCI ACWI ETF
IYW
0.08%
U.S. TECH ETF
IEFA
0.07%
CORE MSCI EAFE
IWS
0.07%
RUS MDCP VAL ETF
SCHX
0.06%
US LRG CAP ETF
RWO
0.06%
DJ GLB RL ES ETF
SUB
0.04%
SHT NTLAMTFR ETF
SCHF
0.04%
INTL EQTY ETF
ISHARES ...
0.04%
COM
VUG
0.04%
GROWTH ETF
SCHA
0.04%
US SML CAP ETF
IJJ
0.03%
S&P MC 400VL ETF
IWR
0.03%
RUS MID-CAP ETF
SCHM
0.02%
US MID-CAP ETF
RPV
0.02%
GUG S&P500 PU VA
GNR
0.02%
GLB NAT RESRCE
SPYV
0.02%
S&P 500 VALUE
IJS
0.02%
SP SMCP600VL ETF
TIP
0.02%
TIPS BD ETF
MDY
0.02%
UTSER1 S&PDCRP
XLI
0.02%
SBI INT-INDS
VOE
0.02%
MCAP VL IDXVIP
VB
0.02%
SMALL CP ETF
SCHC
0.01%
INTL SCEQT ETF
SHY
0.01%
1-3 YR TR BD ETF
SCHH
0.01%
US REIT ETF
SLY
0.01%
S&P 600 SML CAP
VHT
0.01%
HEALTH CAR ETF
VCSH
0.01%
SHRT TRM CORP BD
BND
0.01%
TOTAL BND MRKT
ENB
0.01%
COM
PEY
0.01%
HI YLD EQ DVDN
OEF
0.01%
S&P 100 ETF
SCHE
0.01%
EMRG MKTEQ ETF
SCHR
0.01%
INTRM TRM TRES
ISHARES ...
0.01%
COM
VWO
0.01%
FTSE EMR MKT ETF
SLYV
0.01%
S&P 600 SMCP VAL
CMF
0.01%
CALI AMT-FRE ETF
FREL
< 0.01%
MSCI RL EST ETF
DISCK
< 0.01%
COM SER C
GXC
< 0.01%
S&P CHINA ETF
CI
< 0.01%
COM
NFX
< 0.01%
COM
USMV
< 0.01%
USA MIN VOL ETF
BNDX
< 0.01%
INTL BD IDX ETF
VBR
< 0.01%
SM CP VAL ETF
CHTR
< 0.01%
CL A
VDE
< 0.01%
ENERGY ETF
MPW
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
EOG
< 0.01%
COM
NAK
< 0.01%
COM NEW
IGOV
< 0.01%
INTL TREA BD ETF
FISV
< 0.01%
COM
JD
< 0.01%
SPON ADR CL A
NRG
< 0.01%
COM NEW
PROSHS U...
< 0.01%
COM
VANGUARD...
0.28%
COM
VANGUARD...
0.17%
COM
VANGUARD...
0.17%
COM
VANGUARD...
0.17%
COM
VANGUARD...
0.09%
COM
NASDAQ 1...
0.08%
COM
VANGUARD...
0.08%
COM
VERICIME...
0.07%
COM
AMERICAN...
0.05%
COM
ABALX
0.05%
COM
XLG
0.03%
GUG RUSS TOP 50
FXN
0.03%
ENERGY ALPHADX
PIMCO TO...
0.03%
COM
AT&T INC...
0.03%
COM
VANGUARD...
0.03%
COM
VANGUARD...
0.03%
COM
VANGUARD...
0.03%
COM
VOT
0.03%
MCAP GR IDXVIP
VANGUARD...
0.03%
COM
PIMCO HI...
0.03%
COM
SCHWAB H...
0.03%
COM
VDC
0.03%
CONSUM STP ETF
VANGUARD...
0.02%
COM
DVY
0.02%
SELECT DIVID ETF
SCHWAB I...
0.02%
COM
VANGUARD...
0.02%
COM
VANGUARD...
0.02%
COM
EIS
0.02%
MSCI ISR CAP ETF
BANK OF ...
0.02%
COM
PEPSICO ...
0.02%
COM
GEN ELEC...
0.02%
COM
VANGUARD...
0.02%
COM
JPMORGAN...
0.02%
COM
EATON VA...
0.01%
COM
VANGUARD...
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
T. ROWE ...
0.01%
COM
BOEING C...
0.01%
COM
VANGUARD...
0.01%
COM
VANGUARD...
0.01%
COM
SCHD
0.01%
US DIVIDEND EQ
BARCLAYS...
0.01%
COM
VANGUARD...
0.01%
COM
VANGUARD...
0.01%
COM
ALCOA IN...
0.01%
COM
GOLDMAN ...
0.01%
COM
GOLDMAN ...
0.01%
COM
INVESCO ...
0.01%
COM
FORD MOT...
0.01%
COM
GOLDMAN ...
< 0.01%
COM
VANGUARD...
< 0.01%
COM
GEN ELEC...
< 0.01%
COM
VANGUARD...
< 0.01%
COM
CLEARBRI...
< 0.01%
COM
VANGUARD...
< 0.01%
COM
DWS EAFE...
< 0.01%
COM
STREETTR...
< 0.01%
COM
SCHP
< 0.01%
US TIPS ETF
SLV
< 0.01%
ISHARES
VANGUARD...
< 0.01%
COM
BIP
< 0.01%
LP INT UNIT
DWS RREE...
< 0.01%
COM
MORGAN S...
< 0.01%
COM
MEN
< 0.01%
COM
TOUCHSTO...
< 0.01%
COM
BANC OF ...
< 0.01%
COM
OPPENHEI...
< 0.01%
COM
CLF
< 0.01%
COM
UGAZ
< 0.01%
ETN LKD 32
SPONGETE...
< 0.01%
COM
TCW EMER...
< 0.01%
COM
LORD ABB...
< 0.01%
COM
LORD ABB...
< 0.01%
COM
VANGUARD...
< 0.01%
COM
IMMU
< 0.01%
COM
HEALTHWA...
< 0.01%
COM
PRUDENTI...
< 0.01%
COM