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Institutional Investment Manager
Capital Advantage, Inc.
Capital Advantage, Inc. (CIK: 0001628896) incorporated in California, located at 1855 Olympic Blvd, Walnut Creek, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 67 holdings with a total value of $242,519,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 54,564 2,758,000 1.14%
52 APPLE COMPUTER INC 29,844 3,294,000 1.36%
53 WISDOMTREE TR 62,309 3,459,000 1.43%
54 VANGUARD SCOTTSDALE FDS 67,745 5,395,000 2.22%
55 SPDR SER TR S&P 600 SML CAP 51,337 5,856,000 2.41%
56 SPDR S&P MIDCAP 400 ETF TR 23,490 6,201,000 2.56%
57 SCHWAB INTERNATIONAL EQUITY ETF 366,903 10,607,000 4.37%
58 SCHWAB SHORT-TERM US TREASURY ETF 219,616 11,108,000 4.58%
59 VANGUARD WORLD FD 173,346 12,178,000 5.02%
60 ISHARES TR 59,152 12,237,000 5.05%
61 PIMCO ETF TR 145,088 14,629,000 6.03%
62 CLAYMORE EXCHANGE TRD FD TR 795,349 16,798,000 6.93%
63 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 781,223 17,265,000 7.12%
64 VANGUARD WORLD FD 296,319 17,984,000 7.42%
65 VANGUARD INTL EQUITY INDEX F 362,610 18,891,000 7.79%
66 CLAYMORE EXCHANGE TRD FD TR 801,240 20,744,000 8.55%
67 CLAYMORE EXCHANGE TRD FD TR 1,243,363 28,237,000 11.64%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001628896-15-000001, filed 2015.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.