Director of Operations

0001062993-23-001787.txt : 20230201 0001062993-23-001787.hdr.sgml : 20230201 20230201130642 ACCESSION NUMBER: 0001062993-23-001787 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230201 DATE AS OF CHANGE: 20230201 EFFECTIVENESS DATE: 20230201 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: 23575854 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 X0202 13F-HR LIVE false true false 0001427684 XXXXXXXX 12-31-2022 12-31-2022 Capital Directions Investment Advisors, LLC

THE POINTE, SUITE 220 400 NORTHRIDGE ROAD ATLANTA GA 30350

13F HOLDINGS REPORT 028-13057 N Macora P Furlong Director of Operations 678-507-1460 /s/ Macora P Furlong ATLANTA GA 02-01-2023 0 240 267960334 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE Advanced Micro Devic COM 007903107 972 15 SH SOLE 0 0 0 Brown & Brown Inc COM 115236101 4159 73 SH SOLE 0 0 0 Brown & Brown Inc COM 115236101 249016 4371 SH SOLE 0 0 0 Brown & Brown Inc COM 115236101 110009 1931 SH SOLE 0 0 0 Brown & Brown Inc COM 115236101 363184 6375 SH SOLE 0 0 0 CVS Corp. COM 126650100 14910 160 SH SOLE 0 0 0 Cdn Imperial Bk Comm COM 136069101 6876 170 SH SOLE 0 0 0 Caterpillar Tractor Co. S COM 149123101 222312 928 SH SOLE 0 0 0 Chevron Corp COM 166764100 60668 338 SH SOLE 0 0 0 Church & Dwight Co Inc COM 171340102 58442 725 SH SOLE 0 0 0 Citigroup Inc. COM 172967424 16735 370 SH SOLE 0 0 0 Coca-Cola Co. COM 191216100 55273 869 SH SOLE 0 0 0 Copart Inc COM 217204106 87925 1444 SH SOLE 0 0 0 Cousins Properties Inc. COM 222795502 106547 4213 SH SOLE 0 0 0 Deere & Co COM 244199105 12863 30 SH SOLE 0 0 0 Walt Disney Co. COM 254687106 65073 749 SH SOLE 0 0 0 Discover Finl Svcs COM 254709108 52828 540 SH SOLE 0 0 0 Dollar General Corp COM 256677105 26841 109 SH SOLE 0 0 0 DOVER CORPORATION COM 260003108 14895 110 SH SOLE 0 0 0 Ebay Inc COM 278642103 8294 200 SH SOLE 0 0 0 Factset Research Systems COM 303075105 20060 50 SH SOLE 0 0 0 Fid Ndq Comp Ec Etf Dv COM 315912808 36054 880 SH SOLE 0 0 0 Flowers Foods Inc COM 343498101 20434 711 SH SOLE 0 0 0 Ford Motor Company COM 345370860 1163 100 SH SOLE 0 0 0 Garrett Motion Inc COM 366505105 69 9 SH SOLE 0 0 0 General Electric Co. COM 369604301 5865 70 SH SOLE 0 0 0 Genuine Parts Co COM 372460105 11278 65 SH SOLE 0 0 0 Hershey Company COM 427866108 34272 148 SH SOLE 0 0 0 Home Depot COM 437076102 845557 2677 SH SOLE 0 0 0 Honeywell Intl. Inc. 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COM 532457108 275843 754 SH SOLE 0 0 0 Lowes Companies Inc. COM 548661107 22713 114 SH SOLE 0 0 0 Manitowoc Company COM 563571405 916 100 SH SOLE 0 0 0 McDonalds Corp. COM 580135101 74315 282 SH SOLE 0 0 0 Microsoft Corp. COM 594918104 1478011 6163 SH SOLE 0 0 0 Mondelez Intl Inc Cl A COM 609207105 26660 400 SH SOLE 0 0 0 Morgan Stanley COM 617446448 71842 845 SH SOLE 0 0 0 National Grid Group Adrf COM 636274409 12667 210 SH SOLE 0 0 0 Nike Inc Class B COM 654106103 48559 415 SH SOLE 0 0 0 Norfolk Southern Corp COM 655844108 29078 118 SH SOLE 0 0 0 Northrop Grumman Corp COM 666807102 30009 55 SH SOLE 0 0 0 Pnc Finl Services Gp Inc COM 693475105 23691 150 SH SOLE 0 0 0 Parker-Hannifin Corp COM 701094104 24153 83 SH SOLE 0 0 0 Pepsico Inc. COM 713448108 71541 396 SH SOLE 0 0 0 Perkinelmer Inc COM 714046109 7993 57 SH SOLE 0 0 0 Pfizer Inc. COM 717081103 35561 694 SH SOLE 0 0 0 Philip Morris Intl Inc COM 718172109 22064 218 SH SOLE 0 0 0 Progressive Corp Ohio COM 743315103 27369 211 SH SOLE 0 0 0 Pub Svc Ent Group Inc COM 744573106 5085 83 SH SOLE 0 0 0 ROK COM 773903109 18030 70 SH SOLE 0 0 0 Ross Stores Inc COM 778296103 30294 261 SH SOLE 0 0 0 Schwab US Broad Equity Market ETF COM 808524102 20613 460 SH SOLE 0 0 0 Schwab US Large Cap ETF COM 808524201 204439 4528 SH SOLE 0 0 0 Schwab US Large Cap Growth ETF COM 808524300 309580 5572 SH SOLE 0 0 0 Schwab US Large Cap Value ETF COM 808524409 326469 4945 SH SOLE 0 0 0 Schwab US Mid-Cap ETF COM 808524508 115998 1768 SH SOLE 0 0 0 Schwab US Small Cap ETF COM 808524607 99087 2446 SH SOLE 0 0 0 Schwab Emerging Markets Equity ETF COM 808524706 2036 86 SH SOLE 0 0 0 Schwab FTSE Dev International COM 808524805 93828 2913 SH SOLE 0 0 0 Schwab US REIT ETF COM 808524847 30517 1582 SH SOLE 0 0 0 Schwab US TIPS ETF COM 808524870 21079 407 SH SOLE 0 0 0 Schwab Intl Small Cap ETF COM 808524888 78549 2496 SH SOLE 0 0 0 Sherwin Williams Co COM 824348106 30616 129 SH SOLE 0 0 0 Southern Co. COM 842587107 62627 877 SH SOLE 0 0 0 Starbucks Corp COM 855244109 40672 410 SH SOLE 0 0 0 Stryker Corp COM 863667101 20782 85 SH SOLE 0 0 0 T-MOBILE US INC COM 872590104 105280 752 SH SOLE 0 0 0 Taiwan Semiconductr Adrf COM 874039100 87153 1170 SH SOLE 0 0 0 Teledyne Technologies COM 879360105 62786 157 SH SOLE 0 0 0 Texas Instruments Inc. COM 882508104 35688 216 SH SOLE 0 0 0 Thermo Electron Corp COM 883556102 185032 336 SH SOLE 0 0 0 Transdigm Group Inc Com COM 893641100 67373 107 SH SOLE 0 0 0 Union Pacific Corp COM 907818108 6419 31 SH SOLE 0 0 0 United Parcel Service B COM 911312106 43982 253 SH SOLE 0 0 0 VF Corp. COM 918204108 74989 2716 SH SOLE 0 0 0 Vanguard Div Apprciation COM 921908844 203783 1342 SH SOLE 0 0 0 Vanguard S&P Mid Cap COM 921932885 80954 495 SH SOLE 0 0 0 Vanguard Long Term Bond COM 921937793 36075 498 SH SOLE 0 0 0 Vanguard Bond Index Fund COM 921937819 35228 474 SH SOLE 0 0 0 Vanguard Bond Index Fund COM 921937827 77313 1027 SH SOLE 0 0 0 Vanguard Total Bond Index Fund COM 921937835 10594 147 SH SOLE 0 0 0 Vanguard MSCI EAFE ETF COM 921943858 159864 3809 SH SOLE 0 0 0 Vanguard Shrt Inf Prot COM 922020805 90804 1944 SH SOLE 0 0 0 Vanguard Global Ex US Real Estate COM 922042676 1787185 43231 SH SOLE 0 0 0 Vanguard Intl Eqty Index COM 922042775 6315685 125961 SH SOLE 0 0 0 Vanguard FTSE Emerging Markets COM 922042858 49894 1280 SH SOLE 0 0 0 Vanguard Muni Bnd Tax COM 922907746 866273 17504 SH SOLE 0 0 0 Vanguard S&P 500 Etf COM 922908363 209399 596 SH SOLE 0 0 0 Vanguard Mid-Cap Growth ETF COM 922908538 334354 1860 SH SOLE 0 0 0 Vanguard Real Estate ETF COM 922908553 718153 8707 SH SOLE 0 0 0 Vanguard Small Cap Growth COM 922908595 99668 497 SH SOLE 0 0 0 Vanguard Small Cap Value COM 922908611 21279 134 SH SOLE 0 0 0 Vanguard Mid Cap COM 922908629 504022 2473 SH SOLE 0 0 0 Vanguard Extended Mkt COM 922908652 17670 133 SH SOLE 0 0 0 Vanguard Large Cap Growth ETF COM 922908736 186045 873 SH SOLE 0 0 0 Vanguard Large Cap Value ETF COM 922908744 981046 6989 SH SOLE 0 0 0 Vanguard Small Cap Blend ETF COM 922908751 62954 343 SH SOLE 0 0 0 Vanguard Total Stock Mkt COM 922908769 7386817 38636 SH SOLE 0 0 0 Wabtec COM 929740108 100 1 SH SOLE 0 0 0 Wal-Mart Stores Inc. COM 931142103 6948 49 SH SOLE 0 0 0 Verisign Inc COM 92343E106 27529 134 SH SOLE 0 0 0 Travelers Companies Inc COM 89417E113 14999 80 SH SOLE 0 0 0 Abbvie Inc COM 00287Y109 18262 113 SH SOLE 0 0 0 Adobe Systems Inc COM 00724F101 7740 23 SH SOLE 0 0 0 Google Inc Class C COM 02079K107 289260 3260 SH SOLE 0 0 0 Google Inc Class A COM 02079K305 233104 2642 SH SOLE 0 0 0 Altria Group COM 02209S103 23769 520 SH SOLE 0 0 0 American Tower Corp COM 03027X100 15890 75 SH SOLE 0 0 0 Ameriprise Financial Inc COM 03076C106 21796 70 SH SOLE 0 0 0 Ansys Inc COM 03662Q105 19327 80 SH SOLE 0 0 0 Black Stone Minerals Lp COM 09225M101 100950 5984 SH SOLE 0 0 0 Blackrock Inc COM 09247X101 7086 10 SH SOLE 0 0 0 Avago Technologies COM 11135F101 79956 143 SH SOLE 0 0 0 Brookfield Asset Mgmt COM 11271J107 52758 1677 SH SOLE 0 0 0 Cisco Systems Inc COM 17275R102 6670 140 SH SOLE 0 0 0 Comcast Corp New Cl A COM 20030N101 31298 895 SH SOLE 0 0 0 ConocoPhillips COM 20825C104 84960 720 SH SOLE 0 0 0 Constellation Brand COM 21036P108 18540 80 SH SOLE 0 0 0 Costco Whsl Corp New COM 22160K105 13695 30 SH SOLE 0 0 0 Duke Energy Corp. COM 26441C204 14831 144 SH SOLE 0 0 0 Encompass Health Cor COM 29261A100 5024 84 SH SOLE 0 0 0 Entergy Corp New COM 29364G103 32512 289 SH SOLE 0 0 0 Exxon Mobil Corp. COM 30231G102 364211 3302 SH SOLE 0 0 0 Flexshares Qual Div ETF COM 33939L860 22565 429 SH SOLE 0 0 0 Hca The Healthcare Co COM 40412C101 47992 200 SH SOLE 0 0 0 Ingevity Corporation COM 45688C107 17469 248 SH SOLE 0 0 0 Intuitive Surgical New COM 46120E602 37414 141 SH SOLE 0 0 0 Invesco S&P 500 Top 51 COM 46137V233 142682 517 SH SOLE 0 0 0 Rydex Etf TRUST COM 46137V258 32596 418 SH SOLE 0 0 0 Powershs Db Commdty Indx COM 46138B103 17773 721 SH SOLE 0 0 0 Invesco Treasury COM 46138G888 263455 2501 SH SOLE 0 0 0 Invesco BulletShares 2026 Corp Bond COM 46138J791 263474 13922 SH SOLE 0 0 0 Invesco BulletShares 2025 Corp Bond COM 46138J825 316359 15708 SH SOLE 0 0 0 Invesco BulletShares 2024 Corp Bond COM 46138J841 405789 19809 SH SOLE 0 0 0 Invesco BulletShares 2023 Corp Bond COM 46138J866 415866 19822 SH SOLE 0 0 0 Ishares Msci Usa Min COM 46429B697 22063 306 SH SOLE 0 0 0 iShares Core MSCI EAFE COM 46432F842 1436582 23306 SH SOLE 0 0 0 iShares Core MSCI Emerging Markets COM 46434G103 2922906 62589 SH SOLE 0 0 0 iShares iBonds Dec 2023 Term Muni Bond COM 46435G318 727063 28681 SH SOLE 0 0 0 iShares iBonds Dec 2025 Term Muni Bond COM 46435U432 708166 26855 SH SOLE 0 0 0 iShares iBonds Dec 2024 Term Muni Bond COM 46435U697 728364 28286 SH SOLE 0 0 0 J.P.Morgan Chase & Co. 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