Capital Directions Investment Advisory

Capital Directions Investment Advisors as of Sept. 30, 2022

Portfolio Holdings for Capital Directions Investment Advisors

Capital Directions Investment Advisors holds 215 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Huntington Bancshares Incorporated (HBAN) 0.0 $0 0 0.00
Comcast Corporation (CMCSA) 0.0 $0 0 0.00
iShares MSCI Emerging Markets Indx (EEM) 0.0 $0 0 0.00
Taiwan Semiconductor Mfg (TSM) 0.0 $0 0 0.00
Microsoft Corporation (MSFT) 0.0 $0 0 0.00
Ansys (ANSS) 0.0 $0 0 0.00
JPMorgan Chase & Co. (JPM) 0.0 $0 0 0.00
MasterCard Incorporated (MA) 0.0 $0 0 0.00
PNC Financial Services (PNC) 0.0 $0 0 0.00
Discover Financial Services 0.0 $0 0 0.00
Caterpillar (CAT) 0.0 $0 0 0.00
Coca-Cola Company (KO) 0.0 $0 0 0.00
Costco Wholesale Corporation (COST) 0.0 $0 0 0.00
CSX Corporation (CSX) 0.0 $0 0 0.00
Exxon Mobil Corporation (XOM) 0.0 $0 0 0.00
McDonald's Corporation (MCD) 0.0 $0 0 0.00
Wal-Mart Stores (WMT) 0.0 $0 0 0.00
Home Depot (HD) 0.0 $0 0 0.00
Johnson & Johnson (JNJ) 0.0 $0 0 0.00
Eli Lilly & Co. (LLY) 0.0 $0 0 0.00
Walt Disney Company (DIS) 0.0 $0 0 0.00
Brookfield Asset Management 0.0 $0 0 0.00
Chevron Corporation (CVX) 0.0 $0 0 0.00
Spdr S&p 500 Etf (SPY) 0.0 $0 0 0.00
United Parcel Service (UPS) 0.0 $0 0 0.00
Brown & Brown (BRO) 0.0 $0 0 0.00
Cisco Systems (CSCO) 0.0 $0 0 0.00
Copart (CPRT) 0.0 $0 0 0.00
Northrop Grumman Corporation (NOC) 0.0 $0 0 0.00
T. Rowe Price (TROW) 0.0 $0 0 0.00
Sherwin-Williams Company (SHW) 0.0 $0 0 0.00
Travelers Companies (TRV) 0.0 $0 0 0.00
Union Pacific Corporation (UNP) 0.0 $0 0 0.00
V.F. Corporation (VFC) 0.0 $0 0 0.00
Adobe Systems Incorporated (ADBE) 0.0 $0 0 0.00
Intel Corporation (INTC) 0.0 $0 0 0.00
Ross Stores (ROST) 0.0 $0 0 0.00
Verisign (VRSN) 0.0 $0 0 0.00
Morgan Stanley (MS) 0.0 $0 0 0.00
Verizon Communications (VZ) 0.0 $0 0 0.00
Regions Financial Corporation (RF) 0.0 $0 0 0.00
CVS Caremark Corporation (CVS) 0.0 $0 0 0.00
Thermo Fisher Scientific (TMO) 0.0 $0 0 0.00
PerkinElmer (RVTY) 0.0 $0 0 0.00
NiSource (NI) 0.0 $0 0 0.00
Altria (MO) 0.0 $0 0 0.00
ConocoPhillips (COP) 0.0 $0 0 0.00
Honeywell International (HON) 0.0 $0 0 0.00
Intuitive Surgical (ISRG) 0.0 $0 0 0.00
Nike (NKE) 0.0 $0 0 0.00
Parker-Hannifin Corporation (PH) 0.0 $0 0 0.00
Pepsi (PEP) 0.0 $0 0 0.00
Philip Morris International (PM) 0.0 $0 0 0.00
Stryker Corporation (SYK) 0.0 $0 0 0.00
Texas Instruments Incorporated (TXN) 0.0 $0 0 0.00
UnitedHealth (UNH) 0.0 $0 0 0.00
iShares Russell 1000 Value Index (IWD) 0.0 $0 0 0.00
iShares S&P 500 Index (IVV) 0.0 $0 0 0.00
iShares MSCI EAFE Index Fund (EFA) 0.0 $0 0 0.00
Southern Company (SO) 0.0 $0 0 0.00
Starbucks Corporation (SBUX) 0.0 $0 0 0.00
Lowe's Companies (LOW) 0.0 $0 0 0.00
Visa (V) 0.0 $0 0 0.00
Dover Corporation (DOV) 0.0 $0 0 0.00
Public Service Enterprise (PEG) 0.0 $0 0 0.00
Verisk Analytics (VRSK) 0.0 $0 0 0.00
Vanguard Short-Term Bond ETF (BSV) 0.0 $0 0 0.00
Constellation Brands (STZ) 0.0 $0 0 0.00
Netflix (NFLX) 0.0 $0 0 0.00
Advanced Micro Devices (AMD) 0.0 $0 0 0.00
Industrial SPDR (XLI) 0.0 $0 0 0.00
salesforce (CRM) 0.0 $0 0 0.00
iShares Russell 2000 Index (IWM) 0.0 $0 0 0.00
iShares Russell 1000 Index (IWB) 0.0 $0 0 0.00
Cibc Cad (CM) 0.0 $0 0 0.00
Teledyne Technologies Incorporated (TDY) 0.0 $0 0 0.00
KLA-Tencor Corporation (KLAC) 0.0 $0 0 0.00
Wabtec Corporation (WAB) 0.0 $0 0 0.00
Church & Dwight (CHD) 0.0 $0 0 0.00
Rockwell Automation (ROK) 0.0 $0 0 0.00
TransDigm Group Incorporated (TDG) 0.0 $0 0 0.00
iShares Russell 1000 Growth Index (IWF) 0.0 $0 0 0.00
iShares Lehman Aggregate Bond (AGG) 0.0 $0 0 0.00
iShares S&P 500 Growth Index (IVW) 0.0 $0 0 0.00
iShares S&P 500 Value Index (IVE) 0.0 $0 0 0.00
iShares Russell Midcap Value Index (IWS) 0.0 $0 0 0.00
iShares Russell Midcap Index Fund (IWR) 0.0 $0 0 0.00
iShares S&P MidCap 400 Index (IJH) 0.0 $0 0 0.00
iShares S&P MidCap 400 Growth (IJK) 0.0 $0 0 0.00
iShares Russell 2000 Value Index (IWN) 0.0 $0 0 0.00
iShares Russell 2000 Growth Index (IWO) 0.0 $0 0 0.00
iShares Russell 3000 Index (IWV) 0.0 $0 0 0.00
SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $0 0 0.00
SPDR S&P MidCap 400 ETF (MDY) 0.0 $0 0 0.00
Vanguard Small-Cap Value ETF (VBR) 0.0 $0 0 0.00
Vanguard Europe Pacific ETF (VEA) 0.0 $0 0 0.00
Dollar General (DG) 0.0 $0 0 0.00
Utilities SPDR (XLU) 0.0 $0 0 0.00
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $0 0 0.00
iShares Dow Jones Transport. Avg. (IYT) 0.0 $0 0 0.00
iShares S&P SmallCap 600 Index (IJR) 0.0 $0 0 0.00
Vanguard Total Stock Market ETF (VTI) 0.0 $0 0 0.00
Vanguard Emerging Markets ETF (VWO) 0.0 $0 0 0.00
SPDR S&P China (GXC) 0.0 $0 0 0.00
Vanguard FTSE All-World ex-US ETF (VEU) 0.0 $0 0 0.00
Vanguard Growth ETF (VUG) 0.0 $0 0 0.00
Vanguard Value ETF (VTV) 0.0 $0 0 0.00
iShares Russell Midcap Growth Idx. (IWP) 0.0 $0 0 0.00
iShares S&P SmallCap 600 Growth (IJT) 0.0 $0 0 0.00
SPDR S&P Dividend (SDY) 0.0 $0 0 0.00
Vanguard Small-Cap Growth ETF (VBK) 0.0 $0 0 0.00
Vanguard Mid-Cap ETF (VO) 0.0 $0 0 0.00
Vanguard Small-Cap ETF (VB) 0.0 $0 0 0.00
Vanguard Dividend Appreciation ETF (VIG) 0.0 $0 0 0.00
iShares Barclays TIPS Bond Fund (TIP) 0.0 $0 0 0.00
iShares Dow Jones U.S. Index Fund (IYY) 0.0 $0 0 0.00
iShares Cohen & Steers Realty Maj. (ICF) 0.0 $0 0 0.00
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $0 0 0.00
Vanguard Total Bond Market ETF (BND) 0.0 $0 0 0.00
iShares MSCI ACWI Index Fund (ACWI) 0.0 $0 0 0.00
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.0 $0 0 0.00
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $0 0 0.00
Vanguard REIT ETF (VNQ) 0.0 $0 0 0.00
SPDR DJ Wilshire REIT (RWR) 0.0 $0 0 0.00
iShares S&P 1500 Index Fund (ITOT) 0.0 $0 0 0.00
SPDR DJ International Real Estate ETF (RWX) 0.0 $0 0 0.00
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.0 $0 0 0.00
iShares S&P MidCap 400 Value Index (IJJ) 0.0 $0 0 0.00
SPDR S&P International Small Cap (GWX) 0.0 $0 0 0.00
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $0 0 0.00
Vanguard Health Care ETF (VHT) 0.0 $0 0 0.00
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.0 $0 0 0.00
iShares Dow Jones US Technology (IYW) 0.0 $0 0 0.00
WisdomTree Equity Income Fund (DHS) 0.0 $0 0 0.00
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.0 $0 0 0.00
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.0 $0 0 0.00
WisdomTree LargeCap Dividend Fund (DLN) 0.0 $0 0 0.00
Targa Res Corp (TRGP) 0.0 $0 0 0.00
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $0 0 0.00
SPDR DJ Wilshire Large Cap Value (SPYV) 0.0 $0 0 0.00
SPDR DJ Wilshire Small Cap 0.0 $0 0 0.00
Vanguard Energy ETF (VDE) 0.0 $0 0 0.00
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $0 0 0.00
WisdomTree MidCap Dividend Fund (DON) 0.0 $0 0 0.00
WisdomTree SmallCap Dividend Fund (DES) 0.0 $0 0 0.00
Sprott Physical Gold Trust (PHYS) 0.0 $0 0 0.00
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.0 $0 0 0.00
Schwab Strategic Tr intrm trm (SCHR) 0.0 $0 0 0.00
Spdr Index Shs Fds s^p global nat res (GNR) 0.0 $0 0 0.00
Schwab U S Broad Market ETF (SCHB) 0.0 $0 0 0.00
Schwab Emerging Markets Equity ETF (SCHE) 0.0 $0 0 0.00
Schwab International Equity ETF (SCHF) 0.0 $0 0 0.00
Schwab U S Small Cap ETF (SCHA) 0.0 $0 0 0.00
Sprott Physical Silver Tr tr unit (PSLV) 0.0 $0 0 0.00
Schwab Strategic Tr us lrg cap etf (SCHX) 0.0 $0 0 0.00
Schwab Strategic Tr 0 (SCHP) 0.0 $0 0 0.00
Schwab Intl Small Cap Equity ETF (SCHC) 0.0 $0 0 0.00
Fidelity Comwlth Tr ndq cp idx trk (ONEQ) 0.0 $0 0 0.00
Ishares Tr s^p gtfidx etf (WOOD) 0.0 $0 0 0.00
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.0 $0 0 0.00
Schwab Strategic Tr cmn (SCHV) 0.0 $0 0 0.00
Vanguard Admiral Fds Inc cmn (IVOO) 0.0 $0 0 0.00
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $0 0 0.00
Hca Holdings (HCA) 0.0 $0 0 0.00
Sch Us Mid-cap Etf etf (SCHM) 0.0 $0 0 0.00
Citigroup (C) 0.0 $0 0 0.00
Schwab Strategic Tr us reit etf (SCHH) 0.0 $0 0 0.00
Marathon Petroleum Corp (MPC) 0.0 $0 0 0.00
American Tower Reit (AMT) 0.0 $0 0 0.00
Ishares Tr usa min vo (USMV) 0.0 $0 0 0.00
Ishares Tr cmn (GOVT) 0.0 $0 0 0.00
Duke Energy (DUK) 0.0 $0 0 0.00
Mondelez Int (MDLZ) 0.0 $0 0 0.00
Eaton (ETN) 0.0 $0 0 0.00
Ishares Inc core msci emkt (IEMG) 0.0 $0 0 0.00
Abbvie (ABBV) 0.0 $0 0 0.00
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $0 0 0.00
Vanguard Malvern Fds strm infproidx (VTIP) 0.0 $0 0 0.00
Zoetis Inc Cl A (ZTS) 0.0 $0 0 0.00
Flexshares Tr qualt divd idx (QDF) 0.0 $0 0 0.00
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.0 $0 0 0.00
Vanguard S&p 500 Etf idx (VOO) 0.0 $0 0 0.00
Black Stone Minerals (BSM) 0.0 $0 0 0.00
Westrock (WRK) 0.0 $0 0 0.00
Paypal Holdings (PYPL) 0.0 $0 0 0.00
Alphabet Inc Class A cs (GOOGL) 0.0 $0 0 0.00
Alphabet Inc Class C cs (GOOG) 0.0 $0 0 0.00
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.0 $0 0 0.00
Ishares Tr ibonds dec 22 0.0 $0 0 0.00
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.0 $0 0 0.00
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.0 $0 0 0.00
Vaneck Vectors Agribusiness alt (MOO) 0.0 $0 0 0.00
S&p Global (SPGI) 0.0 $0 0 0.00
Ingevity (NGVT) 0.0 $0 0 0.00
Sba Communications Corp (SBAC) 0.0 $0 0 0.00
National Grid (NGG) 0.0 $0 0 0.00
Ishares Tr Ibonds Dec2023 etf 0.0 $0 0 0.00
Manitowoc Co Inc/the (MTW) 0.0 $0 0 0.00
Encompass Health Corp (EHC) 0.0 $0 0 0.00
Broadcom (AVGO) 0.0 $0 0 0.00
Ishares Tr ibonds dec 0.0 $0 0 0.00
Invesco S&p 500 Top 50 Etf (XLG) 0.0 $0 0 0.00
Bscm etf 0.0 $0 0 0.00
Bsco etf 0.0 $0 0 0.00
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.0 $0 0 0.00
Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) 0.0 $0 0 0.00
Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) 0.0 $0 0 0.00
Invesco Exchng Traded Fd Tr treas colaterl (TBLL) 0.0 $0 0 0.00
Garrett Motion (GTX) 0.0 $0 0 0.00
Resideo Technologies (REZI) 0.0 $0 0 0.00
Ishares Tr ibonds dec 25 (IBMN) 0.0 $0 0 0.00
Steris Plc Ord equities (STE) 0.0 $0 0 0.00
Encana Corporation (OVV) 0.0 $0 0 0.00
General Electric (GE) 0.0 $0 0 0.00
Kyndryl Holdings Ord Wi (KD) 0.0 $0 0 0.00