Notify me when Capital Directions Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 237 | $267,960,334 | +$267,960,334 | $0 | +$267,960,334 | SPYG, IWM, SLYG, MUB, IJK | 13F-HR | 01 Feb 2023, 13:06 |
| Q3 2022 | 0 | $0 | $0 | -$299,915,000 | -$299,915,000 | 13F-HR | 02 Nov 2022, 15:59 | |
| Q2 2022 | 250 | $299,914,000 | +$33,246,287 | -$7,836,806 | +$25,409,481 | SPYG, MUB, IWM, SLYG, IJK | 13F-HR | 26 Jul 2022, 12:55 |
| Q1 2022 | 265 | $329,334,000 | +$14,014,494 | -$4,744,790 | +$9,269,704 | SPYG, IWM, SLYG, IJK, IWV | 13F-HR | 16 May 2022, 09:35 |
| Q4 2021 | 69 | $345,863,000 | +$17,028,293 | -$18,913,188 | -$1,884,895 | SPYG, IWM, SLYG, IJK, IWV | 13F-HR | 18 Feb 2022, 17:52 |
| Q3 2021 | 256 | $327,207,000 | +$12,956,496 | -$7,214,487 | +$5,742,009 | SPYG, IWM, SLYG, IJK, EFA | 13F-HR | 08 Nov 2021, 10:27 |
| Q2 2021 | 230 | $324,709,000 | +$324,648,000 | -$305,990,000 | +$18,658,000 | SPYG, IWM, SLYG, IJK, EFA | 13F-HR | 13 Aug 2021, 16:42 |
| Q1 2021 | 196 | $306,043,000 | +$305,993,000 | -$298,567,000 | +$7,426,000 | SPDR S&P 500 Growth ETF, iShares Russell 2001, SPDR DJ Small Cap Growth, iShares S&P MidCap 400 - Barra Growth, iShares MSCI EAFE Index | 13F-HR | 17 May 2021, 09:22 |
| Q4 2020 | 190 | $298,617,000 | +$23,004,321 | -$7,553,056 | +$15,451,265 | SPYG, IWM, IJK, SLYG, EFA | Restatement | 16 Feb 2021, 08:05 |
| Q3 2020 | 198 | $264,266,000 | +$6,990,084 | -$8,720,070 | -$1,729,986 | SPYG, IJK, IWM, SLYG, EFA | 13F-HR | 12 Nov 2020, 15:00 |
| Q2 2020 | 206 | $248,665,000 | +$5,157,218 | -$37,116,172 | -$31,958,954 | SPYG, IJK, IWM, SLYG, EFA | 13F-HR | 13 Aug 2020, 12:45 |
| Q1 2020 | 230 | $233,974,000 | +$4,895,821 | -$14,476,594 | -$9,580,773 | SPYG, IJK, EFA, IWM, SLYG | 13F-HR | 11 May 2020, 14:54 |
| Q4 2019 | 240 | $312,112,000 | +$5,277,531 | -$16,370,200 | -$11,092,669 | SPYG, EFA, IWM, IJK, SLYG | 13F-HR | 05 Feb 2020, 16:00 |
| Q3 2019 | 236 | $301,974,000 | +$35,042,210 | -$17,994,477 | +$17,047,733 | SPYG, EFA, IJK, IWM, SLYG | 13F-HR | 14 Nov 2019, 09:03 |
| Q2 2019 | 82 | $286,926,000 | +$4,502,687 | -$27,380,294 | -$22,877,607 | SPYG, EFA, IWM, IJK, SLYG | 13F-HR | 14 Aug 2019, 14:36 |
| Q1 2019 | 89 | $303,360,000 | +$11,756,159 | -$31,352,166 | -$19,596,007 | SPYG, EFA, IWM, IJK, SLYG | 13F-HR | 14 May 2019, 14:47 |
| Q4 2018 | 103 | $289,066,000 | +$59,043,078 | -$49,501,533 | +$9,541,545 | SPYG, EFA, IWM, IJK, SLYG | 13F-HR | 15 Feb 2019, 11:09 |
| Q3 2018 | 144 | $329,532,000 | +$128,930,791 | -$17,998,629 | +$110,932,162 | EFA, SPYG, IWM, IJK, SLYG | 13F-HR | 14 Nov 2018, 15:36 |
| Q2 2018 | 150 | $213,197,000 | +$13,549,524 | -$120,081,507 | -$106,531,983 | EFA, IWM, IJK, EEM, IWF | 13F-HR | 14 Aug 2018, 12:35 |
| Q1 2018 | 98 | $318,309,000 | +$4,114,682 | -$6,675,543 | -$2,560,861 | EFA, SPYG, IWM, IJK, SLYG | 13F-HR | 10 May 2018, 09:40 |
| Q4 2017 | 95 | $320,336,000 | +$58,957,700 | -$3,407,531 | +$55,550,169 | EFA, SPYG, IWM, IJK, SLYG | 13F-HR | 15 Feb 2018, 16:39 |
| Q3 2017 | 102 | $311,421,000 | +$7,720,847 | -$2,838,413 | +$4,882,434 | EFA, SPYG, IWM, IJK, SLYG | 13F-HR | 14 Nov 2017, 12:58 |
| Q2 2017 | 107 | $293,303,000 | +$6,332,158 | -$11,619,847 | -$5,287,689 | EFA, SPYG, IWM, IJK, SLYG | 13F-HR | 15 Aug 2017, 12:25 |
| Q1 2017 | 86 | $288,859,000 | +$6,224,709 | -$11,244,974 | -$5,020,265 | SPYG, EFA, IWM, IJK, SLYG | 13F-HR | 15 May 2017, 12:58 |
| Q4 2016 | 82 | $277,690,000 | +$4,894,353 | -$12,331,992 | -$7,437,639 | SPYG, EFA, IJK, IWM, SLYG | 13F-HR | 14 Feb 2017, 11:53 |
| Q3 2016 | 76 | $281,116,000 | +$1,043,950 | -$9,497,963 | -$8,454,013 | SPYG, EFA, IJK, IWM, SLYG | 13F-HR | 14 Nov 2016, 14:44 |
| Q2 2016 | 75 | $275,946,000 | +$22,585,267 | -$18,699,244 | +$3,886,023 | SPYG, EFA, IJK, SLYG, IWM | 13F-HR | 02 Aug 2016, 13:38 |
| Q1 2016 | 62 | $269,276,000 | +$2,771,522 | -$26,601,770 | -$23,830,248 | SPYG, EFA, IJK, SLYG, IWM | 13F-HR | 16 May 2016, 15:12 |
| Q4 2015 | 74 | $293,368,000 | +$6,763,686 | -$2,380,135 | +$4,383,551 | SPYG, EFA, IJK, SLYG, IWM | 13F-HR | 11 Feb 2016, 14:54 |
| Q3 2015 | 62 | $278,918,000 | +$10,665,219 | -$3,694,973 | +$6,970,246 | SPYG, EFA, IJK, SLYG, IWM | 13F-HR | 09 Nov 2015, 11:30 |
| Q2 2015 | 58 | $294,417,000 | +$688,921 | -$4,704,105 | -$4,015,184 | SPYG, EFA, IJK, SLYG, IWM | 13F-HR | 13 Aug 2015, 15:04 |
| Q1 2015 | 77 | $302,759,000 | +$4,967,299 | -$7,693,595 | -$2,726,296 | SPYG, EFA, IJK, SLYG, IWM | 13F-HR | 14 May 2015, 12:11 |
| Q4 2014 | 70 | $297,276,000 | +$18,799,233 | -$310,829 | +$18,488,404 | SPYG, EFA, IJK, SLYG, IWM | 13F-HR | 06 Feb 2015, 15:09 |
| Q3 2014 | 69 | $274,045,000 | +$7,199,703 | -$2,619,298 | +$4,580,405 | SPYG, EFA, SLYG, IJK, IWM | 13F-HR | 14 Nov 2014, 12:55 |
| Q2 2014 | 66 | $268,793,000 | +$5,808,620 | -$367,129 | +$5,441,491 | SPYG, EFA, SLYG, IJK, IWM | 13F-HR | 13 Aug 2014, 12:35 |
| Q1 2014 | 60 | $254,866,000 | +$1,480,908 | -$3,903,616 | -$2,422,708 | SPYG, EFA, SLYG, IJK, IWM | 13F-HR | 12 May 2014, 15:49 |
| Q4 2013 | 60 | $255,031,000 | $0 | $0 | $0 | SPYG, EFA, SLYG, IJK, IWM | 13F-HR | 12 Feb 2014, 16:56 |