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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 (2016Q4)
Original 13F HR (0001628896-17-000001) filed in 2017.02.02
#
Name
Shares
Value ($)
%
Options
Notes
51 QUALCOMM INC 4,352 284 0.08%
52 SCHWAB CHARLES CORP 9,790 386 0.11%
53 SCHWAB EMERGING MARKETS EQUITY ETF 29,692 640 0.19%
54 SCHWAB INTERNATIONAL EQUITY ETF 44,869 1,242 0.36%
55 SCHWAB SHORT-TERM US TREASURY ETF 11,068 558 0.16%
56 SCHWAB U.S. LARGE-CAP ETF 46,173 2,459 0.71%
57 SCHWAB U.S. MID-CAP ETF 34,595 1,562 0.45%
58 SCHWAB US DIVIDEND EQUITY ETF 182,093 7,934 2.30%
59 SPDR S&P 500 ETF TR 983 220 0.06%
60 SPDR S&P MIDCAP 400 ETF TR 17,991 5,428 1.57%
61 SPDR SER TR 2,870 246 0.07%
62 SPDR SER TR S&P 600 SML CAP 92,070 12,661 3.67%
63 STRYKER CORP 2,219 266 0.08%
64 UNITED STATES OIL FUND LP 17,050 200 0.06%
65 UNITED TECHNOLOGIES CORP 7,706 845 0.24%
66 VANGUARD INDEX FDS 113,609 11,042 3.20%
67 VANGUARD INDEX FDS 12,726 2,613 0.76%
68 VANGUARD INDEX FDS 3,728 430 0.12%
69 VANGUARD INTL EQUITY INDEX F 114,104 6,632 1.92%
70 VANGUARD SCOTTSDALE FDS 38,558 3,060 0.89%
71 VANGUARD SPECIALIZED FUNDS 4,970 423 0.12%
72 VANGUARD STAR FDS 195,759 8,981 2.60%
73 VANGUARD WORLD FD 245,909 16,498 4.78%
74 VANGUARD WORLD FD 111,322 8,498 2.46%
75 VANGUARD WORLD FDS 5,042 299 0.09%
76 VERIZON COMMUNICATIONS INC 9,866 527 0.15%
77 WALGREENS BOOTS ALLIANCE INC 2,611 216 0.06%
78 WISDOMTREE TR 115,934 6,958 2.02%
79 XILINX INC 6,565 396 0.11%
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