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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 CLAYMORE EXCHANGE TRD FD TR 59,966 1,448 0.42%
52 SCHWAB U.S. MID-CAP ETF 34,595 1,562 0.45%
53 AT&T INC 39,668 1,687 0.49%
54 EXXON MOBIL CORP 19,273 1,740 0.50%
55 CLAYMORE EXCHANGE TRD FD TR 93,106 1,968 0.57%
56 CHEVRON CORP NEW 17,859 2,102 0.61%
57 GENERAL ELECTRIC CO 66,885 2,114 0.61%
58 ISHARES TR 15,910 2,145 0.62%
59 BERKSHIRE HATHAWAY INC DEL 14,785 2,410 0.70%
60 SCHWAB U.S. LARGE-CAP ETF 46,173 2,459 0.71%
61 VANGUARD INDEX FDS 12,726 2,613 0.76%
62 VANGUARD SCOTTSDALE FDS 38,558 3,060 0.89%
63 APPLE INC 27,569 3,193 0.92%
64 ISHARES INC 121,444 5,155 1.49%
65 SPDR S&P MIDCAP 400 ETF TR 17,991 5,428 1.57%
66 VANGUARD INTL EQUITY INDEX F 114,104 6,632 1.92%
67 WISDOMTREE TR 115,934 6,958 2.02%
68 SCHWAB US DIVIDEND EQUITY ETF 182,093 7,934 2.30%
69 VANGUARD WORLD FD 111,322 8,498 2.46%
70 ISHARES TR 39,010 8,777 2.54%
71 VANGUARD STAR FDS 195,759 8,981 2.60%
72 VANGUARD INDEX FDS 113,609 11,042 3.20%
73 SPDR SER TR S&P 600 SML CAP 92,070 12,661 3.67%
74 VANGUARD WORLD FD 245,909 16,498 4.78%
75 CLAYMORE EXCHANGE TRD FD TR 856,175 22,106 6.40%
76 ISHARES TR 549,177 29,452 8.53%
77 CLAYMORE EXCHANGE TRD FD TR 1,800,510 40,710 11.79%
78 CLAYMORE EXCHANGE TRD FD TR 1,906,064 47,995 13.90%
79 CLAYMORE EXCHANGE TRD FD TR 2,564,240 54,311 15.73%
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