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 |
|---|---|---|---|---|---|---|---|---|---|
| Brown & Brown Inc | COM | 101 | $726,368 | 12,750 | 0.00 | 0.15 | 12,750 | +Inf | 12-31-2022 |
| Visa Inc Cl A | COM | 102 | $721,758 | 3,474 | 0.00 | 0.24 | 3,474 | +Inf | 12-31-2022 |
| Vanguard Real Estate ETF | COM | 103 | $718,153 | 8,707 | 0.00 | 0.27 | 8,707 | +Inf | 12-31-2022 |
| DJ Wilshire REIT ETF | COM | 104 | $717,332 | 8,231 | 0.00 | 0.24 | 8,231 | +Inf | 12-31-2022 |
