Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC 02-01-2023 12-31-2022 240 267,960,334
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 Growth ETF COM 1 $61,460,773 1,212,962 0.02 23.21 1,212,962 +Inf 12-31-2022
iShares Russell 2001 COM 2 $25,146,506 144,222 0.01 8.92 144,222 +Inf 12-31-2022
SPDR DJ Small Cap Growth COM 3 $22,351,298 309,403 0.01 8.06 309,403 +Inf 12-31-2022
iShares S&P National Muni Bond COM 4 $20,906,678 198,130 0.01 10.69 198,130 +Inf 12-31-2022
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