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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
34
9
5
1
1
0
25
4
1
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC

Time Period2018-06-30

Total Holdings152

Total Value ($x1000)213,202
Activities
New100

Increased10

Unchanged12

Decreased30

Sold Out48

Top 10 Stock Holdingstotal 87.59%
EFA38.81

IWM21.94

IJK14.83

EEM2.9

IWF2.04

 
MUB1.76

VTI1.63

VIG1.29

IWD1.27

IVV1.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
38.81%
MSCI EAFE ETF
IWM
21.94%
RUSSELL 2000 ETF
IJK
14.83%
S&P MC 400GR ETF
EEM
2.9%
MSCI EMG MKT ETF
IWF
2.04%
RUS 1000 GRW ETF
MUB
1.76%
NAT AMT FREE BD
VTI
1.63%
TOTAL STK MKT
VIG
1.29%
DIV APP ETF
IWD
1.27%
RUS 1000 VAL ETF
IVV
1.12%
CORE S&P500 ETF
AGG
0.96%
CORE TOTUSBD ETF
VB
0.91%
SMALL CP ETF
TSS
0.86%
COM
IWP
0.77%
RUS MD CP GR ETF
VT
0.7%
TT WRLD ST ETF
IWO
0.61%
RUS 2000 GRW ETF
SCZ
0.57%
EAFE SML CP ETF
IGE
0.52%
NA NAT RES
UTX
0.46%
COM
IJH
0.43%
CORE S&P MCP ETF
VNQ
0.41%
REIT ETF
IWN
0.34%
RUS 2000 VAL ETF
IWV
0.33%
RUSSELL 3000 ETF
IVE
0.31%
S&P 500 VAL ETF
RTN
0.22%
COM NEW
MSFT
0.2%
COM
INTC
0.19%
COM
ITOT
0.18%
CORE S&P TTL STK
DRI
0.15%
COM
SCHG
0.15%
US LCAP GR ETF
SCHV
0.14%
US LCAP VA ETF
BRK.B
0.13%
CL B NEW
IWS
0.13%
RUS MDCP VAL ETF
ACWI
0.12%
MSCI ACWI ETF
GE
0.12%
COM
THG
0.12%
COM
IYW
0.11%
U.S. TECH ETF
MDLZ
0.09%
CL A
SCHX
0.08%
US LRG CAP ETF
BND
0.07%
TOTAL BND MRKT
PM
0.07%
COM
PAYX
0.07%
COM
PEP
0.06%
COM
PG
0.06%
COM
PNW
0.06%
COM
JNJ
0.06%
COM
AAPL
0.06%
COM
IJJ
0.05%
S&P MC 400VL ETF
SCHF
0.05%
INTL EQTY ETF
LLY
0.05%
COM
AMZN
0.04%
COM
KHC
0.04%
COM
SUB
0.04%
SHT NTLAMTFR ETF
SCHA
0.04%
US SML CAP ETF
IWR
0.04%
RUS MID-CAP ETF
EFV
0.04%
EAFE VALUE ETF
SCHM
0.04%
US MID-CAP ETF
TIP
0.03%
TIPS BD ETF
GILD
0.03%
COM
IP
0.03%
COM
IJS
0.03%
SP SMCP600VL ETF
BIV
0.03%
INTERMED TERM
WFC
0.03%
COM
BMY
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
UPS
0.03%
CL B
QCOM
0.03%
COM
MBB
0.03%
MBS ETF
NBL
0.03%
COM
DHR
0.03%
COM
BAX
0.02%
COM
CVX
0.02%
COM
WBA
0.02%
COM
SLB
0.02%
COM
AMGN
0.02%
COM
TMO
0.02%
COM
SO
0.02%
COM
TSM
0.02%
SPONSORED ADR
FREL
0.02%
MSCI RL EST ETF
BSV
0.02%
SHORT TRM BOND
CHD
0.02%
COM
DFS
0.02%
COM
JBHT
0.02%
COM
PSX
0.02%
COM
IJR
0.02%
CORE S&P SCP ETF
SCHH
0.02%
US REIT ETF
MS
0.02%
COM NEW
TSN
0.02%
CL A
AXP
0.02%
COM
NKE
0.02%
CL B
ALK
0.02%
COM
VOE
0.02%
MCAP VL IDXVIP
SCHC
0.01%
INTL SCEQT ETF
RDS/A
0.01%
SPONS ADR A
HD
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
DIS
0.01%
COM DISNEY
LOW
0.01%
COM
FND
0.01%
CL A
LNC
0.01%
COM
IEI
0.01%
3-7 YR TR BD ETF
VWO
0.01%
FTSE EMR MKT ETF
AWK
0.01%
COM
SRE
0.01%
COM
SCHE
0.01%
EMRG MKTEQ ETF
GIS
0.01%
COM
SCHR
0.01%
INTRM TRM TRES
VEU
0.01%
ALLWRLD EX US
NUE
0.01%
COM
NFX
0.01%
COM
BA
0.01%
COM
PFE
0.01%
COM
CCL
0.01%
PAIRED CTF
IBB
0.01%
NASDQ BIOTEC ETF
CUZ
0.01%
COM
OMC
0.01%
COM
CMF
0.01%
CALI AMT-FRE ETF
NDAQ
0.01%
COM
WAT
0.01%
COM
WP
0.01%
CL A
VBR
0.01%
SM CP VAL ETF
VO
0.01%
MID CAP ETF
VXUS
0.01%
VG TL INTL STK F
VSS
< 0.01%
FTSE SMCAP ETF
HYG
< 0.01%
IBOXX HI YD ETF
BAC
< 0.01%
COM
DOV
< 0.01%
COM
WY
< 0.01%
COM
MCD
< 0.01%
COM
HRS
< 0.01%
COM
STI
< 0.01%
COM
TXN
< 0.01%
COM
WMT
< 0.01%
COM
CAT
< 0.01%
COM
MAR
< 0.01%
CL A
VYM
< 0.01%
HIGH DIV YLD
PKI
< 0.01%
COM
MMC
< 0.01%
COM
IBM
< 0.01%
COM
SYK
< 0.01%
COM
UNP
< 0.01%
COM
EMR
< 0.01%
COM
SCHW
< 0.01%
COM
EMN
< 0.01%
COM
ITW
< 0.01%
COM
IGOV
< 0.01%
INTL TREA BD ETF
IWW
< 0.01%
RUS 3000 VAL ETF
VEA
< 0.01%
FTSE DEV MKT ETF
YUM
< 0.01%
COM
IWZ
< 0.01%
RUS 3000 GRW ETF
NRG
< 0.01%
COM NEW
PRSP
< 0.01%
COM
SPYG
23.05%
S&P 500 GROWTH
SLYG
7.5%
S&P 600 SMCP GRW
VCIT
1.54%
INT-TERM CORP
RWX
1.06%
DJ INTL RL ETF
STREETTR...
0.57%
COM
VCSH
0.45%
SHRT TRM CORP BD
RWR
0.39%
DJ REIT ETF
SPY
0.26%
TR UNIT
IEFA
0.15%
CORE MSCI EAFE
SCPB
0.12%
BARC SHT TR CP
PROSHS U...
0.12%
COM
NASDAQ 1...
0.08%
COM
MDY
0.07%
UTSER1 S&PDCRP
SCHD
0.06%
US DIVIDEND EQ
SDY
0.06%
S&P DIVID ETF
GWX
0.06%
S&P INTL SMLCP
SCHB
0.05%
US BRD MKT ETF
SH
0.04%
SHORT S&P 500 NE
ISHARES ...
0.04%
COM
FXN
0.03%
ENERGY ALPHADX
XLG
0.03%
GUG RUSS TOP 50
RPV
0.02%
GUG S&P500 PU VA
GNR
0.02%
GLB NAT RESRCE
NAD
0.02%
COM
VDC
0.02%
CONSUM STP ETF
VOO
0.02%
S&P 500 ETF SH
SPYV
0.02%
S&P 500 VALUE
IEMG
0.02%
CORE MSCI EMKT
EIS
0.02%
MSCI ISR CAP ETF
SLYV
0.02%
S&P 600 SMCP VAL
SLY
0.01%
S&P 600 SML CAP
MLPI
0.01%
ALERIAN INFRST
ISHARES ...
0.01%
COM
IOO
0.01%
GLOBAL 100 ETF
VDE
0.01%
ENERGY ETF
IHE
< 0.01%
U.S. PHARMA ETF
QTEC
< 0.01%
SHS
SCHP
< 0.01%
US TIPS ETF
PFF
< 0.01%
U.S. PFD STK ETF
MEN
< 0.01%
COM
PROSHS U...
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
QCP
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
CEFS
< 0.01%
SABA INT RATE
BNDX
< 0.01%
INTL BD IDX ETF
UGAZ
< 0.01%
ETN LKD 32
PROSHS U...
< 0.01%
COM