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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 (2016Q2)
Original 13F HR (0001628896-16-000013) filed in 2016.08.10
#
Name
Shares
Value ($)
%
Options
Notes
1 AMAZON COM INC 1,036 741 0.22%
2 SPDR S&P 500 ETF TR 1,210 254 0.07%
3 BOEING CO 1,675 218 0.06%
4 3M CO 1,690 296 0.09%
5 AMGEN INC 1,880 286 0.08%
6 PHILIP MORRIS INTL INC 2,229 227 0.07%
7 STRYKER CORP 2,504 300 0.09%
8 WALGREENS BOOTS ALLIANCE INC 2,574 214 0.06%
9 SPDR SER TR 2,588 217 0.06%
10 DISNEY WALT CO 2,806 274 0.08%
11 BRISTOL MYERS SQUIBB CO 2,839 209 0.06%
12 INTERNATIONAL BUSINESS MACHS 2,905 441 0.13%
13 MCKESSON CORP 3,157 589 0.17%
14 VANGUARD INDEX FDS 3,159 339 0.10%
15 MCDONALDS CORP 3,303 397 0.12%
16 PEPSICO INC 3,661 388 0.11%
17 PIMCO ETF TR 3,755 380 0.11%
18 HONEYWELL INTL INC 4,311 501 0.15%
19 QUALCOMM INC 4,318 231 0.07%
20 VANGUARD WORLD FDS 4,992 236 0.07%
21 ALTRIA GROUP INC 5,060 349 0.10%
22 VANGUARD SPECIALIZED FUNDS 5,067 422 0.12%
23 FACEBOOK INC 5,392 616 0.18%
24 NORTHROP GRUMMAN CORP 5,682 1,263 0.37%
25 COCA COLA CO 5,788 262 0.08%
26 XILINX INC 6,265 289 0.08%
27 UNITED TECHNOLOGIES CORP 7,619 781 0.23%
28 Bank of New York Mellon Corp 7,706 299 0.09%
29 PROCTER AND GAMBLE CO 8,574 726 0.21%
30 PHILLIPS 66 9,278 736 0.21%
31 MERCK & CO INC 9,515 548 0.16%
32 JOHNSON & JOHNSON 9,608 1,165 0.34%
33 KINDER MORGAN INC DEL 11,501 215 0.06%
34 BANK AMERICA CORP 11,640 154 0.04%
35 VERIZON COMMUNICATIONS INC 11,859 662 0.19%
36 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 12,610 278 0.08%
37 CLAYMORE EXCHANGE TRD FD TR 12,904 277 0.08%
38 ISHARES TR 15,906 1,829 0.53%
39 BERKSHIRE HATHAWAY INC DE CL B NEW 16,040 2,322 0.67%
40 SCHWAB SHORT-TERM US TREASURY ETF 16,079 819 0.24%
41 UNITED STATES OIL FUND LP 17,050 197 0.06%
42 VANGUARD INDEX FDS 17,348 3,334 0.97%
43 CHEVRON CORP NEW 19,138 2,006 0.58%
44 SPDR S&P MIDCAP 400 ETF TR 20,129 5,480 1.59%
45 CALAMOS STRATEGIC TOTL RETN 20,637 204 0.06%
46 MICROSOFT CORP 20,651 1,057 0.31%
47 EXXON MOBIL CORP 21,855 2,049 0.60%
48 INTEL CORP JR SB CONV DB 35 22,065 724 0.21%
49 PFIZER INC 22,148 780 0.23%
50 CISCO SYS INC 24,052 690 0.20%
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