Capital Directions Investment Advisory

Capital Directions Investment Advisors as of Dec. 31, 2013

Portfolio Holdings for Capital Directions Investment Advisors

Capital Directions Investment Advisors holds 60 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap Growth (SPYG) 32.1 $82M 958k 85.57
iShares MSCI EAFE Index Fund (EFA) 19.8 $51M 754k 67.09
SPDR DJ Wilshire Small Cap Growth (SLYG) 14.4 $37M 206k 178.96
iShares S&P MidCap 400 Growth (IJK) 13.4 $34M 227k 150.19
iShares Russell 2000 Index (IWM) 6.2 $16M 137k 115.36
Vanguard Total Stock Market ETF (VTI) 1.9 $5.0M 52k 95.93
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.6 $4.0M 48k 82.71
iShares Russell 1000 Growth Index (IWF) 1.1 $2.9M 34k 85.96
iShares Russell 1000 Value Index (IWD) 1.0 $2.6M 28k 94.12
Vanguard Dividend Appreciation ETF (VIG) 0.8 $2.0M 26k 75.26
SPDR DJ International Real Estate ETF (RWX) 0.7 $1.9M 46k 41.21
Vanguard Small-Cap ETF (VB) 0.5 $1.4M 13k 109.92
Streettracks Gold Tr gold 0.5 $1.3M 11k 116.15
iShares Russell Midcap Growth Idx. (IWP) 0.5 $1.2M 14k 84.35
iShares Barclays TIPS Bond Fund (TIP) 0.4 $1.1M 9.9k 109.85
iShares Russell 2000 Growth Index (IWO) 0.4 $1.1M 8.0k 135.53
iShares Russell 2000 Value Index (IWN) 0.4 $921k 9.3k 99.54
iShares MSCI Emerging Markets Indx (EEM) 0.3 $869k 21k 41.77
iShares S&P 500 Index (IVV) 0.3 $873k 4.7k 185.71
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.3 $834k 19k 43.41
SPDR DJ Wilshire REIT (RWR) 0.3 $825k 12k 71.31
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $622k 12k 51.01
iShares S&P 500 Value Index (IVE) 0.2 $558k 6.5k 85.43
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $543k 5.2k 103.80
Vanguard REIT ETF (VNQ) 0.2 $539k 8.3k 64.58
iShares Russell 3000 Index (IWV) 0.2 $473k 4.3k 110.75
Spdr S&p 500 Etf (SPY) 0.2 $424k 2.3k 184.67
Schwab Strategic Tr cmn (SCHV) 0.2 $439k 11k 40.69
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $440k 9.7k 45.29
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $397k 3.5k 114.08
iShares Russell Midcap Value Index (IWS) 0.2 $405k 6.2k 65.66
iShares Lehman Aggregate Bond (AGG) 0.1 $325k 3.1k 106.49
SPDR S&P International Small Cap (GWX) 0.1 $247k 7.4k 33.54
iShares MSCI ACWI Index Fund (ACWI) 0.1 $218k 3.8k 57.66
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $212k 4.2k 50.71
SPDR S&P MidCap 400 ETF (MDY) 0.1 $131k 537.00 243.95
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $127k 1.2k 106.54
iShares S&P MidCap 400 Index (IJH) 0.0 $97k 724.00 133.98
Schwab U S Small Cap ETF (SCHA) 0.0 $109k 2.1k 52.56
Schwab Intl Small Cap Equity ETF (SCHC) 0.0 $97k 3.0k 31.89
iShares S&P MidCap 400 Value Index (IJJ) 0.0 $85k 729.00 116.60
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) 0.0 $74k 1.4k 54.41
Schwab Strategic Tr intrm trm (SCHR) 0.0 $65k 1.2k 52.29
Sch Us Mid-cap Etf etf (SCHM) 0.0 $77k 2.0k 37.60
iShares Russell Midcap Index Fund (IWR) 0.0 $59k 394.00 149.75
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $61k 572.00 106.64
SPDR DJ Wilshire Large Cap Value (SPYV) 0.0 $40k 427.00 93.68
Schwab Strategic Tr us reit etf (SCHH) 0.0 $56k 1.9k 30.24
iShares S&P SmallCap 600 Index (IJR) 0.0 $22k 205.00 107.32
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $32k 285.00 112.28
Schwab Strategic Tr sht tm us tres (SCHO) 0.0 $30k 595.00 50.42
Ishares Trcohen & Steer 0.0 $28k 373.00 75.07
Schwab Strategic Tr us aggregate b (SCHZ) 0.0 $27k 531.00 50.85
Ishares Russell 1000 Index 0.0 $25k 240.00 104.17
Vanguard Europe Pacific ETF (VEA) 0.0 $3.0k 77.00 38.96
Vanguard Energy ETF (VDE) 0.0 $6.0k 50.00 120.00
Vanguard Mega Cap 300 Index (MGC) 0.0 $8.0k 125.00 64.00
Schwab U S Broad Market ETF (SCHB) 0.0 $10k 225.00 44.44
Schwab Emerging Markets Equity ETF (SCHE) 0.0 $2.0k 72.00 27.78
Schwab Strategic Tr us lrg cap etf (SCHX) 0.0 $9.0k 204.00 44.12