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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 Period2018-09-30

Total Holdings157

Total Value ($x1000)329,532
Activities
New106

Increased23

Unchanged15

Decreased13

Sold Out101

Top 10 Stock Holdingstotal 90.12%
EFA25.54

SPYG23.2

IWM15.41

IJK9.6

SLYG7.83

 
MUB2.39

VTI2.02

EEM1.84

IWF1.41

IWD0.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
25.54%
MSCI EAFE ETF
SPYG
23.2%
S&P 500 GROWTH
IWM
15.41%
RUSSELL 2000 ETF
IJK
9.6%
S&P MC 400GR ETF
SLYG
7.83%
S&P 600 SMCP GRW
MUB
2.39%
NAT AMT FREE BD
VTI
2.02%
TOTAL STK MKT
EEM
1.84%
MSCI EMG MKT ETF
IWF
1.41%
RUS 1000 GRW ETF
IWD
0.88%
RUS 1000 VAL ETF
RWX
0.85%
DJ INTL RL ETF
IVV
0.8%
CORE S&P500 ETF
RWR
0.56%
DJ REIT ETF
IWP
0.53%
RUS MD CP GR ETF
VT
0.47%
TT WRLD ST ETF
IWO
0.41%
RUS 2000 GRW ETF
DIA
0.36%
UT SER 1
SCZ
0.35%
EAFE SML CP ETF
IJH
0.29%
CORE S&P MCP ETF
VANGUARD...
0.28%
COM
SPY
0.24%
TR UNIT
IWV
0.22%
RUSSELL 3000 ETF
IWN
0.22%
RUS 2000 VAL ETF
IVE
0.21%
S&P 500 VAL ETF
SDY
0.19%
S&P DIVID ETF
AGG
0.18%
CORE TOTUSBD ETF
VANGUARD...
0.17%
COM
VANGUARD...
0.17%
COM
VANGUARD...
0.17%
COM
ITOT
0.13%
CORE S&P TTL STK
SCHG
0.11%
US LCAP GR ETF
SCHV
0.11%
US LCAP VA ETF
VIG
0.1%
DIV APP ETF
VANGUARD...
0.09%
COM
IWS
0.08%
RUS MDCP VAL ETF
NASDAQ 1...
0.08%
COM
ACWI
0.08%
MSCI ACWI ETF
IYW
0.08%
U.S. TECH ETF
POWERSHA...
0.08%
COM
POWERSHA...
0.08%
COM
POWERSHA...
0.08%
COM
POWERSHA...
0.08%
COM
POWERSHA...
0.08%
COM
VANGUARD...
0.08%
COM
IEFA
0.07%
CORE MSCI EAFE
VERICIME...
0.07%
COM
SCHX
0.06%
US LRG CAP ETF
VOE
0.06%
MCAP VL IDXVIP
AMERICAN...
0.05%
COM
SUB
0.05%
SHT NTLAMTFR ETF
GWX
0.05%
S&P INTL SMLCP
BND
0.05%
TOTAL BND MRKT
ABALX
0.05%
COM
SCHF
0.04%
INTL EQTY ETF
SCHA
0.04%
US SML CAP ETF
ISHARES ...
0.04%
COM
IJJ
0.04%
S&P MC 400VL ETF
VNQ
0.03%
REIT ETF
XLG
0.03%
GUG RUSS TOP 50
FXN
0.03%
ENERGY ALPHADX
AT&T INC...
0.03%
COM
PIMCO TO...
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
SCHWAB H...
0.03%
COM
PIMCO HI...
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
VDC
0.03%
CONSUM STP ETF
SCHM
0.03%
US MID-CAP ETF
RPV
0.02%
GUG S&P500 PU VA
VANGUARD...
0.02%
COM
GNR
0.02%
GLB NAT RESRCE
DVY
0.02%
SELECT DIVID ETF
VEU
0.02%
ALLWRLD EX US
SCHWAB I...
0.02%
COM
VANGUARD...
0.02%
COM
ENB
0.02%
COM
IJS
0.02%
SP SMCP600VL ETF
SPYV
0.02%
S&P 500 VALUE
VANGUARD...
0.02%
COM
MDY
0.02%
UTSER1 S&PDCRP
EIS
0.02%
MSCI ISR CAP ETF
BANK OF ...
0.02%
COM
XLI
0.02%
SBI INT-INDS
PEPSICO ...
0.02%
COM
VB
0.02%
SMALL CP ETF
TIP
0.02%
TIPS BD ETF
GEN ELEC...
0.02%
COM
JPMORGAN...
0.02%
COM
VANGUARD...
0.02%
COM
EATON VA...
0.01%
COM
SLY
0.01%
S&P 600 SML CAP
VEA
0.01%
FTSE DEV MKT ETF
VANGUARD...
0.01%
COM
SCHH
0.01%
US REIT ETF
VHT
0.01%
HEALTH CAR ETF
SHY
0.01%
1-3 YR TR BD ETF
SCHC
0.01%
INTL SCEQT ETF
IJR
0.01%
CORE S&P SCP ETF
VWO
0.01%
FTSE EMR MKT ETF
T. ROWE ...
0.01%
COM
BOEING C...
0.01%
COM
VANGUARD...
0.01%
COM
VANGUARD...
0.01%
COM
ISHARES ...
0.01%
COM
SCHD
0.01%
US DIVIDEND EQ
BARCLAYS...
0.01%
COM
SCHE
0.01%
EMRG MKTEQ ETF
VANGUARD...
0.01%
COM
VANGUARD...
0.01%
COM
ALCOA IN...
0.01%
COM
GOLDMAN ...
0.01%
COM
SCHR
0.01%
INTRM TRM TRES
SLYV
0.01%
S&P 600 SMCP VAL
GOLDMAN ...
0.01%
COM
INVESCO ...
0.01%
COM
FORD MOT...
0.01%
COM
VANGUARD...
< 0.01%
COM
DISCK
< 0.01%
COM SER C
FREL
< 0.01%
MSCI RL EST ETF
GOLDMAN ...
< 0.01%
COM
GEN ELEC...
< 0.01%
COM
CMF
< 0.01%
CALI AMT-FRE ETF
VANGUARD...
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
VANGUARD...
< 0.01%
COM
CLEARBRI...
< 0.01%
COM
DWS EAFE...
< 0.01%
COM
SCHP
< 0.01%
US TIPS ETF
STREETTR...
< 0.01%
COM
VANGUARD...
< 0.01%
COM
SLV
< 0.01%
ISHARES
BIP
< 0.01%
LP INT UNIT
VDE
< 0.01%
ENERGY ETF
MORGAN S...
< 0.01%
COM
DWS RREE...
< 0.01%
COM
MEN
< 0.01%
COM
TOUCHSTO...
< 0.01%
COM
MPW
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
BANC OF ...
< 0.01%
COM
LORD ABB...
< 0.01%
COM
OPPENHEI...
< 0.01%
COM
NRG
< 0.01%
COM NEW
LORD ABB...
< 0.01%
COM
UGAZ
< 0.01%
ETN LKD 32
PROSHS U...
< 0.01%
COM
PRUDENTI...
< 0.01%
COM
SPONGETE...
< 0.01%
COM
IMMU
< 0.01%
COM
HEALTHWA...
< 0.01%
COM
TCW EMER...
< 0.01%
COM
VANGUARD...
< 0.01%
COM
CLF
< 0.01%
COM
TSS
0.86%
COM
IGE
0.52%
NA NAT RES
UTX
0.46%
COM
RTN
0.22%
COM NEW
MSFT
0.2%
COM
INTC
0.19%
COM
DRI
0.15%
COM
BRK.B
0.13%
CL B NEW
GE
0.12%
COM
THG
0.12%
COM
MDLZ
0.09%
CL A
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
LLY
0.05%
COM
KHC
0.04%
COM
AMZN
0.04%
COM
EFV
0.04%
EAFE VALUE ETF
GILD
0.03%
COM
IP
0.03%
COM
BIV
0.03%
INTERMED TERM
WFC
0.03%
COM
BMY
0.03%
COM
UPS
0.03%
CL B
MBB
0.03%
MBS ETF
QCOM
0.03%
COM
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
BSV
0.02%
SHORT TRM BOND
CHD
0.02%
COM
DFS
0.02%
COM
JBHT
0.02%
COM
PSX
0.02%
COM
MS
0.02%
COM NEW
TSN
0.02%
CL A
NKE
0.02%
CL B
AXP
0.02%
COM
ALK
0.02%
COM
RDS/A
0.01%
SPONS ADR A
HD
0.01%
COM
DIS
0.01%
COM DISNEY
LOW
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
FND
0.01%
CL A
LNC
0.01%
COM
IEI
0.01%
3-7 YR TR BD ETF
AWK
0.01%
COM
SRE
0.01%
COM
GIS
0.01%
COM
NUE
0.01%
COM
NFX
0.01%
COM
BA
0.01%
COM
PFE
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
CCL
0.01%
PAIRED CTF
CUZ
0.01%
COM
OMC
0.01%
COM
NDAQ
0.01%
COM
WP
0.01%
CL A
WAT
0.01%
COM
VO
0.01%
MID CAP ETF
VXUS
0.01%
VG TL INTL STK F
VSS
< 0.01%
FTSE SMCAP ETF
DOV
< 0.01%
COM
HYG
< 0.01%
IBOXX HI YD ETF
BAC
< 0.01%
COM
WY
< 0.01%
COM
MCD
< 0.01%
COM
HRS
< 0.01%
COM
STI
< 0.01%
COM
TXN
< 0.01%
COM
CAT
< 0.01%
COM
WMT
< 0.01%
COM
MMC
< 0.01%
COM
VYM
< 0.01%
HIGH DIV YLD
UNP
< 0.01%
COM
IBM
< 0.01%
COM
MAR
< 0.01%
CL A
SYK
< 0.01%
COM
PKI
< 0.01%
COM
EMN
< 0.01%
COM
ITW
< 0.01%
COM
SCHW
< 0.01%
COM
EMR
< 0.01%
COM
YUM
< 0.01%
COM
IGOV
< 0.01%
INTL TREA BD ETF
IWW
< 0.01%
RUS 3000 VAL ETF
IWZ
< 0.01%
RUS 3000 GRW ETF
PRSP
< 0.01%
COM