Operations Manager

0001062993-19-000955.txt : 20190215 0001062993-19-000955.hdr.sgml : 20190215 20190215110954 ACCESSION NUMBER: 0001062993-19-000955 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190215 DATE AS OF CHANGE: 20190215 EFFECTIVENESS DATE: 20190215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capital Directions Investment Advisors, LLC CENTRAL INDEX KEY: 0001427684 IRS NUMBER: 582592093 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13057 FILM NUMBER: 19610278 BUSINESS ADDRESS: STREET 1: THE POINTE, SUITE 220 STREET 2: 400 NORTHRIDGE ROAD CITY: ATLANTA STATE: GA ZIP: 30350 BUSINESS PHONE: 404-237-8881 MAIL ADDRESS: STREET 1: THE POINTE, SUITE 220 STREET 2: 400 NORTHRIDGE ROAD CITY: ATLANTA STATE: GA ZIP: 30350 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001427684 XXXXXXXX 12-31-2018 12-31-2018 Capital Directions Investment Advisors, LLC

THE POINTE, SUITE 220 400 NORTHRIDGE ROAD ATLANTA GA 30350

13F HOLDINGS REPORT 028-13057 N Macora P Furlong Operations Manager 678-507-1460 Macora P Furlong Atlanta GA 02-15-2019 0 105 289069 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE iShares MSCI ACWI Index COM 464288257 233 3636 SH SOLE 3636 0 0 iShares Tr Lehman Bd Fd COM 464287226 680 6382 SH SOLE 6382 0 0 Vanguard Total Bond Index Fund COM 921937835 35 448 SH SOLE 448 0 0 Vanguard Total COM 92203J407 9 159 SH SOLE 159 0 0 Powershares Bulletshares 2021 COM 73939W706 258 12441 SH SOLE 12441 0 0 Powershares Bulletshares 2022 COM 73939W888 257 12487 SH SOLE 12487 0 0 Powershares Bulletshares 2023 COM 73939W862 549 27199 SH SOLE 27199 0 0 Powershares Bulletshares 2024 COM 73939W847 542 27122 SH SOLE 27122 0 0 Powershares Bulletshares 2025 COM 73939W821 546 27764 SH SOLE 27764 0 0 Invesco Bulletshares COM 46138J791 289 15540 SH SOLE 15540 0 0 Charter Communicatn COM 16119P108 7 25 SH SOLE 25 0 0 Cigna Corp COM 125509109 10 53 SH SOLE 53 0 0 ISHARES CALIFORNIA MUNI BOND E TF COM 464288356 15 264 SH SOLE 264 0 0 Diamonds TRUST Series I COM 78467X109 833 3571 SH SOLE 3571 0 0 Discovery Commun Ser C COM 25470F302 12 500 SH SOLE 500 0 0 iShares MSCI Emerging Markets Index COM 464287234 5237 134063 SH SOLE 134063 0 0 iShares MSCI EAFE Index COM 464287465 43457 739321 SH SOLE 739321 0 0 Enbridge Inc COM 29250N105 30 962 SH SOLE 962 0 0 E O G Resources Inc COM 26875P101 2 19 SH SOLE 19 0 0 Fiserv Inc COM 337738108 2 34 SH SOLE 34 0 0 FIDELITY COVINGTON TRUST MSCI REAL ESATE INDEX ETF COM 316092857 14 611 SH SOLE 611 0 0 SPDR GLOBAL NATURAL RESOURCES ETF COM 78463X541 64 1554 SH SOLE 1554 0 0 iShares International Small COM 78463X871 659 23601 SH SOLE 23601 0 0 SPDR SPDR S&P CHINA ETF COM 78463X400 10 117 SH SOLE 117 0 0 Ishars Ibnd SEP 2020 Trm COM 46434V571 500 19690 SH SOLE 19690 0 0 Ishar Ibnd Dec 2021 Trm COM 46435G789 506 19869 SH SOLE 19869 0 0 Ishrs Ibnd Dec 2022 Trm COM 46435G755 924 36058 SH SOLE 36058 0 0 Ishares Ibonds Dec COM 46435G318 726 28918 SH SOLE 28918 0 0 Ishars Ibnd Dec 2024 Trm COM 46435U697 728 28596 SH SOLE 28596 0 0 Ishares Ibnd Dec COM 46435U432 325 12573 SH SOLE 12573 0 0 Ishares Tr Cohen & Steer COM 449243104 20 205 SH SOLE 205 0 0 iShares Core MSCI EAFE COM 46432F842 207 3758 SH SOLE 3758 0 0 iShares Core MSCI Emerging Markets COM 46434G103 2236 47432 SH SOLE 47432 0 0 ISHARES INTL TREASURY BOND ETF COM 464288117 2 32 SH SOLE 32 0 0 iShares S&P MidCap 400 Index COM 464287507 247 1489 SH SOLE 1489 0 0 iShares S&P Midcap Value COM 464287705 98 709 SH SOLE 709 0 0 iShares S&P MidCap 400 - Barra Growth COM 464287606 25457 133125 SH SOLE 133125 0 0 Ishares S&P Smallcap COM 464287879 57 431 SH SOLE 431 0 0 iShares Core S&P Total U.S. ETF COM 464287150 347 6112 SH SOLE 6112 0 0 iShares Tr S&P 500 Value COM 464287408 610 6032 SH SOLE 6032 0 0 iShares S&P 500 Index COM 464287200 1662 6607 SH SOLE 6607 0 0 iShares Russell 1000 Value COM 464287598 5314 47850 SH SOLE 47850 0 0 iShares Russell 1000 Growth COM 464287614 4303 32870 SH SOLE 32870 0 0 iShares Russell 2000 COM 464287655 31342 234071 SH SOLE 234071 0 0 iShares Russell 2000 Value COM 464287630 12070 112234 SH SOLE 112234 0 0 iShares Russell 2000 Growth COM 464287648 4559 27135 SH SOLE 27135 0 0 iShares Russell Mid Cap Growth COM 464287481 1436 12632 SH SOLE 12632 0 0 iShares Russell Midcap COM 464287499 73 1576 SH SOLE 1576 0 0 iShares Russell Midcap Value COM 464287473 201 2628 SH SOLE 2628 0 0 iShares Russell 3000 Index COM 464287689 8858 60289 SH SOLE 60289 0 0 iShares US Technology Index COM 464287721 218 1366 SH SOLE 1366 0 0 iShares Dow Jones Total Market Index COM 464207846 109 878 SH SOLE 878 0 0 Jd.Com Inc COM 47215P106 2 100 SH SOLE 100 0 0 S & P Mid Cap 400 Dep Rcpts Mid Cap COM 78467Y107 51 170 SH SOLE 170 0 0 Medical Properties TRUST COM 58463J304 4 252 SH SOLE 252 0 0 iShares S&P National Muni Bond COM 464288414 11726 107542 SH SOLE 107542 0 0 Northern Dyn Minerl COM 66510M204 2 4000 SH SOLE 4000 0 0 Newfield Exploration COM 651290108 9 600 SH SOLE 600 0 0 Nrg Energy Inc New COM 629377508 0 3 SH SOLE 3 0 0 Ishares Tr S&P 100 Index Fund COM 464287101 23 207 SH SOLE 207 0 0 Powershs Exch Trad Fd Tr COM 73935X302 28 1750 SH SOLE 1750 0 0 Rydex Etf TRUST COM 78355W304 68 1200 SH SOLE 1200 0 0 SPDR Dow Jones Global Real Estate ETF COM 78463X749 174 3930 SH SOLE 3930 0 0 DJ Wilshire REIT ETF COM 78464A607 1370 15925 SH SOLE 15925 0 0 SPDR Dow Jones International Real Estate ETF COM 78463X863 2775 78515 SH SOLE 78515 0 0 Schwab US Small Cap ETF COM 808524607 105 1724 SH SOLE 1724 0 0 Schwab Intl Small Cap ETF COM 808524888 43 1489 SH SOLE 1489 0 0 Schwab Emerging Markets Equity ETF COM 808524706 22 929 SH SOLE 929 0 0 Schwab FTSE Dev International COM 808524805 112 3965 SH SOLE 3965 0 0 Schwab US Large Cap Growth ETF COM 808524300 297 4307 SH SOLE 4307 0 0 Schwab US REIT ETF COM 808524847 40 1051 SH SOLE 1051 0 0 Schwab US Mid-Cap ETF COM 808524508 70 1455 SH SOLE 1455 0 0 Schwab Intm US Trsr ETF COM 808524854 21 393 SH SOLE 393 0 0 Schwab US Large Cap Value ETF COM 808524409 308 6255 SH SOLE 6255 0 0 Schwab US Large Cap ETF COM 808524201 178 2975 SH SOLE 2975 0 0 Schwab US Aggregate Bond ETF COM 808524839 3 60 SH SOLE 60 0 0 iShares MSCI EAFE Small Cap COM 464288273 10184 196535 SH SOLE 196535 0 0 Proshs Ultrashrt S&P COM 74347R883 0 4 SH SOLE 4 0 0 Spdr S&P Dividend Etf COM 78464A763 572 6386 SH SOLE 6386 0 0 iShares Barcalys 1 - 3 Yr Bd Fd COM 464287457 42 500 SH SOLE 500 0 0 Spdr S&P 600 Small Cap COM 78464A813 38 630 SH SOLE 630 0 0 SPDR DJ Small Cap Growth COM 78464A201 20630 382457 SH SOLE 382457 0 0 SPDR S&P 600 Small Cap Value ETF COM 78464A300 16 294 SH SOLE 294 0 0 SPDR Trust - S&P 500 Index COM 78462F103 581 2324 SH SOLE 2324 0 0 SPDR S&P 500 Growth ETF COM 78464A409 63279 1947056 SH SOLE 1947056 0 0 SPDR S&P 500 Value ETF COM 78464A508 59 2157 SH SOLE 2157 0 0 iShares S&P Short Term Muni Fund COM 464288158 119 1130 SH SOLE 1130 0 0 Ishares Tr Lehman Tips COM 464287176 56 512 SH SOLE 512 0 0 Ishares Msci Usa Min COM 46429B697 9 172 SH SOLE 172 0 0 Vanguard Small Cap ETf COM 922908751 46 349 SH SOLE 349 0 0 Vanguard Small Cap Value COM 922908611 8 69 SH SOLE 69 0 0 Vanguard Corp Bond Etf COM 92206C409 37 470 SH SOLE 470 0 0 Vanguard Energy ETF COM 92204A306 4 50 SH SOLE 50 0 0 Vanguard MSCI EAFE ETF COM 921943858 771 20785 SH SOLE 20785 0 0 Vanguard Intl Eqty Index COM 922042775 4491 98532 SH SOLE 98532 0 0 Vanguard Health Care COM 92204A504 38 239 SH SOLE 239 0 0 Vanguard Div Apprciation COM 921908844 292 2986 SH SOLE 2986 0 0 Vanguard Reit COM 922908553 720 9662 SH SOLE 9662 0 0 Vanguard Glbal Ex US COM 922042676 5457 104122 SH SOLE 104122 0 0 VANGUARD CRSP US MID CAP VALUE INDE ETF COM 922908512 50 522 SH SOLE 522 0 0 Vanguard Total World COM 922042742 1335 20387 SH SOLE 20387 0 0 Vanguard Total Stock Mkt COM 922908769 5742 44992 SH SOLE 44992 0 0 Vanguard Growth ETF COM 922908736 107 795 SH SOLE 795 0 0 Vanguard FTSE Emerging Markets COM 922042858 20 523 SH SOLE 523 0 0 Sector Spdr Indl Select COM 81369Y704 51 795 SH SOLE 795 0 0