Capital Directions Investment Advisors, LLC ETFs

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPYG Spdr Portfolio	$0	$61.5 Million 22.96% of portfolio	1,212,962	Q4 2022 New
IWM Ishares Russell 2000 ETF	$0	$25.1 Million 9.39% of portfolio	144,222	Q4 2022 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$22.4 Million 8.35% of portfolio	309,403	Q4 2022 New
MUB Ishares National Muni Bond ETF	$0	$20.9 Million 7.81% of portfolio	198,130	Q4 2022 New
IJK Ishares S&P Midcap 400 Growth	$0	$20.7 Million 7.73% of portfolio	302,999	Q4 2022 New
EFA Ishares Tr Msci Eafe ETF	$0	$14.5 Million 5.41% of portfolio	220,624	Q4 2022 New
IWV Ishares Russell 3000 ETF	$0	$14.4 Million 5.37% of portfolio	65,125	Q4 2022 New
IWN Ishares Russell2000 Val ETF	$0	$11.6 Million 4.33% of portfolio	83,623	Q4 2022 New
VEU Vanguard Ftse All World Ex Us	$0	$6.32 Million 2.36% of portfolio	125,961	Q4 2022 New
IWD Ishares Russell 1000 Val ETF	$0	$5.78 Million 2.16% of portfolio	38,130	Q4 2022 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$5.53 Million 2.07% of portfolio	97,988	Q4 2022 New
IWF Ishares Russell 1000 Gr ETF	$0	$5.51 Million 2.06% of portfolio	25,702	Q4 2022 New
IWO Ishares Russell 2000 Gwt ETF	$0	$4.58 Million 1.71% of portfolio	21,337	Q4 2022 New
IEMG Ishares Inc	$0	$2.92 Million 1.09% of portfolio	62,589	Q4 2022 New
IVV Ishares Core S&P 500 ETF	$0	$1.89 Million 0.71% of portfolio	4,931	Q4 2022 New
IWP Ishares Russell Mid Cap Growth	$0	$1.88 Million 0.7% of portfolio	22,447	Q4 2022 New
VNQI Vanguard Global Ex U.S. Real	$0	$1.79 Million 0.67% of portfolio	43,231	Q4 2022 New
SPY Spdr S&P 500 ETF Trust	$0	$1.64 Million 0.61% of portfolio	4,283	Q4 2022 New
IEFA Ishares Tr	$0	$1.44 Million 0.54% of portfolio	23,306	Q4 2022 New
VTV Vanguard Value ETF	$0	$981,000 0.37% of portfolio	6,989	Q4 2022 New
IVE Ishares S&P 500 Value ETF	$0	$944,000 0.35% of portfolio	6,513	Q4 2022 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$866,000 0.32% of portfolio	17,504	Q4 2022 New
IBMM Ishares Tr Ibonds Dec 2024 Ter	$0	$728,000 0.27% of portfolio	28,286	Q4 2022 New
IBML Ishares Tr Ibonds Dec 2023 Ter	$0	$727,000 0.27% of portfolio	28,681	Q4 2022 New
VNQ Vanguard Specialized Funds Van	$0	$718,000 0.27% of portfolio	8,707	Q4 2022 New
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$708,000 0.26% of portfolio	26,855	Q4 2022 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$671,000 0.25% of portfolio	5,370	Q4 2022 New
IWS Ishares Russell Midcap Value E	$0	$595,000 0.22% of portfolio	5,653	Q4 2022 New
VO Vanguard Mid Cap ETF	$0	$504,000 0.19% of portfolio	2,473	Q4 2022 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$431,000 0.16% of portfolio	5,744	Q4 2022 New
BSCN Invesco Et Self Idxd Fd Tr Bul	$0	$415,000 0.16% of portfolio	19,822	Q4 2022 New
BSCO Invesco Et Self Idxd Fd Tr Bul	$0	$405,000 0.15% of portfolio	19,809	Q4 2022 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$370,000 0.14% of portfolio	9,000	Q4 2022 New
ITOT Ishares Core S&P Total U.S. St	$0	$365,000 0.14% of portfolio	4,311	Q4 2022 New
DHS Wisdomtree Tr U.S	$0	$344,000 0.13% of portfolio	4,000	Q4 2022 New
VOT Vanguard Mid Cap Growth Index	$0	$334,000 0.12% of portfolio	1,860	Q4 2022 New
SCHV Schwab Strategic Tr Us Large C	$0	$326,000 0.12% of portfolio	4,945	Q4 2022 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$316,000 0.12% of portfolio	15,708	Q4 2022 New
SCHG Schwab Strategic Tr Us Large C	$0	$309,000 0.12% of portfolio	5,572	Q4 2022 New
ACWI Ishares Msci Acwi ETF	$0	$308,000 0.12% of portfolio	3,636	Q4 2022 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$263,000 0.1% of portfolio	13,922	Q4 2022 New
CLTL Invesco ETF Tr Ii Treas Collat	$0	$263,000 0.1% of portfolio	2,501	Q4 2022 New
AGG Ishares Core U.S. Aggregate Bo	$0	$213,000 0.08% of portfolio	2,200	Q4 2022 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$209,000 0.08% of portfolio	596	Q4 2022 New
SCHX Schwab Strategic Tr Us Large C	$0	$204,000 0.08% of portfolio	4,528	Q4 2022 New
VIG Vanguard Dividend Appreciation	$0	$203,000 0.08% of portfolio	1,342	Q4 2022 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$193,000 0.07% of portfolio	4,118	Q4 2022 New
IJH Ishares Core S&P Mid Cap ETF	$0	$193,000 0.07% of portfolio	798	Q4 2022 New
VUG Vanguard Growth ETF	$0	$186,000 0.07% of portfolio	873	Q4 2022 New
IYY Ishares Tr	$0	$164,000 0.06% of portfolio	1,756	Q4 2022 New

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