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 |
|---|---|---|---|---|---|---|---|---|---|
| Invesco S&P 500 Top 51 | COM | 201 | $142,682 | 517 | 0.00 | 0.05 | 517 | +Inf | 12-31-2022 |
| iShares Russell Midcap | COM | 202 | $122,894 | 1,822 | 0.00 | 0.04 | 1,822 | +Inf | 12-31-2022 |
| Schwab US Mid-Cap ETF | COM | 203 | $115,998 | 1,768 | 0.00 | 0.04 | 1,768 | +Inf | 12-31-2022 |
| SPDR Blackstone Senior Loan ETF | COM | 204 | $110,144 | 2,693 | 0.00 | 0.04 | 2,693 | +Inf | 12-31-2022 |
