Capital Directions Investment Advisory

Capital Directions Investment Advisors as of March 31, 2014

Portfolio Holdings for Capital Directions Investment Advisors

Capital Directions Investment Advisors holds 60 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap Growth (SPYG) 32.0 $82M 946k 86.35
iShares MSCI EAFE Index Fund (EFA) 20.1 $51M 763k 67.20
SPDR DJ Wilshire Small Cap Growth (SLYG) 13.9 $35M 198k 178.75
iShares S&P MidCap 400 Growth (IJK) 13.4 $34M 224k 152.92
iShares Russell 2000 Index (IWM) 6.4 $16M 141k 116.34
Vanguard Total Stock Market ETF (VTI) 2.0 $5.2M 54k 97.47
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.6 $4.1M 48k 84.97
iShares Russell 1000 Growth Index (IWF) 1.1 $2.9M 34k 86.55
iShares Russell 1000 Value Index (IWD) 1.0 $2.6M 27k 96.50
Vanguard Dividend Appreciation ETF (VIG) 0.8 $2.0M 26k 75.24
SPDR DJ International Real Estate ETF (RWX) 0.7 $1.9M 46k 41.17
Vanguard Small-Cap ETF (VB) 0.6 $1.4M 13k 112.96
Streettracks Gold Tr gold 0.6 $1.4M 11k 123.65
iShares Russell Midcap Growth Idx. (IWP) 0.5 $1.2M 14k 85.81
iShares Barclays TIPS Bond Fund (TIP) 0.4 $1.1M 9.9k 112.08
iShares Russell 2000 Growth Index (IWO) 0.4 $1.1M 8.0k 136.03
iShares Russell 2000 Value Index (IWN) 0.3 $886k 8.8k 100.82
SPDR DJ Wilshire REIT (RWR) 0.3 $903k 12k 78.05
iShares MSCI Emerging Markets Indx (EEM) 0.3 $836k 20k 41.03
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.3 $851k 19k 44.30
iShares S&P 500 Index (IVV) 0.3 $677k 3.6k 188.06
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $616k 12k 52.23
Vanguard REIT ETF (VNQ) 0.2 $589k 8.3k 70.57
iShares S&P 500 Value Index (IVE) 0.2 $568k 6.5k 86.96
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $560k 5.2k 107.05
iShares Russell 3000 Index (IWV) 0.2 $480k 4.3k 112.39
Spdr S&p 500 Etf (SPY) 0.2 $429k 2.3k 186.85
iShares Russell Midcap Value Index (IWS) 0.1 $380k 5.5k 68.74
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $351k 3.0k 116.81
Schwab Strategic Tr cmn (SCHV) 0.1 $331k 8.0k 41.21
Schwab U S Large Cap Growth ETF (SCHG) 0.1 $329k 7.2k 46.01
SPDR S&P International Small Cap (GWX) 0.1 $250k 7.4k 33.94
iShares Lehman Aggregate Bond (AGG) 0.1 $213k 2.0k 108.01
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $210k 4.2k 50.23
iShares MSCI ACWI Index Fund (ACWI) 0.1 $211k 3.6k 58.03
SPDR S&P MidCap 400 ETF (MDY) 0.1 $135k 537.00 251.40
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $127k 1.2k 106.54
iShares MSCI ACWI ex US Index Fund (ACWX) 0.1 $127k 2.7k 46.47
iShares S&P MidCap 400 Index (IJH) 0.0 $100k 724.00 138.12
Schwab U S Small Cap ETF (SCHA) 0.0 $108k 2.0k 53.73
Schwab Intl Small Cap Equity ETF (SCHC) 0.0 $100k 3.0k 32.87
iShares S&P MidCap 400 Value Index (IJJ) 0.0 $83k 690.00 120.29
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) 0.0 $71k 1.4k 52.21
Sch Us Mid-cap Etf etf (SCHM) 0.0 $76k 2.0k 38.78
iShares Russell Midcap Index Fund (IWR) 0.0 $61k 394.00 154.82
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $62k 572.00 108.39
SPDR DJ Wilshire Large Cap Value (SPYV) 0.0 $40k 427.00 93.68
Schwab Strategic Tr us reit etf (SCHH) 0.0 $59k 1.8k 32.96
iShares S&P SmallCap 600 Index (IJR) 0.0 $23k 205.00 112.20
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $32k 285.00 112.28
Schwab Strategic Tr intrm trm (SCHR) 0.0 $13k 253.00 51.38
Ishares Trcohen & Steer 0.0 $31k 373.00 83.11
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
Spdr Barclay Muni 0.0 $2.0k 95.00 21.05