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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 (2015Q4)
Portfolio Summary: 78 holdings with a total value of $296,649,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 SCHWAB US DIVIDEND EQUITY ETF 42,753 1,649,000 0.56%
52 SCHWAB U.S. LARGE-CAP ETF 34,425 1,672,000 0.56%
53 CHEVRON CORP NEW 19,550 1,759,000 0.59%
54 EXXON MOBIL CORP 22,707 1,770,000 0.60%
55 ISHARES TR 16,092 1,812,000 0.61%
56 SCHWAB INTERNATIONAL EQUITY ETF 76,592 2,111,000 0.71%
57 1/100 BERKSHIRE HTWY CLA 1,100 2,176,000 0.73%
58 BERKSHIRE HATHAWAY INC DE CL B NEW 17,176 2,268,000 0.76%
59 APPLE COMPUTER INC 29,003 3,053,000 1.03%
60 VANGUARD SCOTTSDALE FDS 44,831 3,541,000 1.19%
61 VANGUARD INDEX FDS 20,185 3,773,000 1.27%
62 VANGUARD INTL EQUITY INDEX F 75,049 4,253,000 1.43%
63 ISHARES INC 111,612 4,396,000 1.48%
64 WISDOMTREE TR 93,567 5,436,000 1.83%
65 SPDR S&P MIDCAP 400 ETF TR 22,116 5,618,000 1.89%
66 VANGUARD INDEX FDS 75,723 6,508,000 2.19%
67 SPDR SER TR S&P 600 SML CAP 90,139 9,925,000 3.35%
68 VANGUARD WORLD FD 143,504 10,011,000 3.37%
69 ISHARES TR 50,331 10,311,000 3.48%
70 CLAYMORE EXCHANGE TRD FD TR 435,008 10,858,000 3.66%
71 VANGUARD WORLD FD 239,187 14,119,000 4.76%
72 VANGUARD STAR FDS 363,890 16,415,000 5.53%
73 VANGUARD INTL EQUITY INDEX F 373,958 18,653,000 6.29%
74 ISHARES TR 383,104 20,833,000 7.02%
75 CLAYMORE EXCHANGE TRD FD TR 1,061,937 22,322,000 7.52%
76 CLAYMORE EXCHANGE TRD FD TR 974,021 25,198,000 8.49%
77 CLAYMORE EXCHANGE TRD FD TR 1,307,397 29,443,000 9.93%
78 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 1,368,296 30,212,000 10.18%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001628896-16-000007, filed 2016.02.26).

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.