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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares MSCI ACWI Index | COM | 151 | $308,624 | 3,636 | 0.00 | 0.11 | 3,636 | +Inf | 12-31-2022 |
| Google Inc Class C | COM | 152 | $289,260 | 3,260 | 0.00 | 0.11 | 3,260 | +Inf | 12-31-2022 |
| Lilly Eli & Co. | COM | 153 | $275,843 | 754 | 0.00 | 0.08 | 754 | +Inf | 12-31-2022 |
| Invesco BulletShares 2026 Corp Bond | COM | 154 | $263,474 | 13,922 | 0.00 | 0.11 | 13,922 | +Inf | 12-31-2022 |
