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 Emerging Markets Index | COM | 51 | $2,556,961 | 67,466 | 0.00 | 0.92 | 67,466 | +Inf | 12-31-2022 |
| iShares S&P 500 Index | COM | 52 | $1,894,351 | 4,931 | 0.00 | 0.88 | 4,931 | +Inf | 12-31-2022 |
| iShares Russell Mid Cap Growth | COM | 53 | $1,876,569 | 22,447 | 0.00 | 0.60 | 22,447 | +Inf | 12-31-2022 |
| Vanguard Global Ex US Real Estate | COM | 54 | $1,787,185 | 43,231 | 0.00 | 0.57 | 43,231 | +Inf | 12-31-2022 |
