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Home > Institutional Investor > Capital Directions Investment Advisors, Llc > Profile

Instuitional Investor - Capital Directions Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Capital Directions Investment Advisors, Llc
Portfolio Value $267,960,334
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,212,962 $61,460,773 22.93%
2.
Ishares Trust
 IEF 144,222 $25,146,506 9.38%
3.
Spdr Series Trust
 309,403 $22,351,298 8.34%
4.
Ishares S&P National Muni Bond
 198,130 $20,906,678 7.8%
5.
Ishares Trust
 IEF 302,999 $20,694,832 7.72%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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