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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
1 3M CO 1,756 314 0.09%
2 ALPHABET INC 330 262 0.08%
3 ALTRIA GROUP INC 5,492 371 0.11%
4 AMAZON COM INC 932 699 0.20%
5 AMERICAN EXPRESS CO 2,857 212 0.06%
6 AMGEN INC 2,011 294 0.09%
7 APPLE INC 27,569 3,193 0.92%
8 AT&T INC 39,668 1,687 0.49%
9 BANK AMER CORP 20,547 454 0.13%
10 BANK MARIN BANCORP 4,190 292 0.08%
11 BANK NEW YORK MELLON CORP 7,706 365 0.11%
12 BERKSHIRE HATHAWAY INC DEL 14,785 2,410 0.70%
13 BOEING CO 1,650 257 0.07%
14 CELGENE CORP 2,225 258 0.07%
15 CHEVRON CORP NEW 17,859 2,102 0.61%
16 CISCO SYS INC 24,367 736 0.21%
17 CLAYMORE EXCHANGE TRD FD TR 1,800,510 40,710 11.79%
18 CLAYMORE EXCHANGE TRD FD TR 2,564,240 54,311 15.73%
19 CLAYMORE EXCHANGE TRD FD TR 1,906,064 47,995 13.90%
20 CLAYMORE EXCHANGE TRD FD TR 93,106 1,968 0.57%
21 CLAYMORE EXCHANGE TRD FD TR 59,966 1,448 0.42%
22 CLAYMORE EXCHANGE TRD FD TR 856,175 22,106 6.40%
23 COCA COLA CO 5,957 247 0.07%
24 DISNEY WALT CO 3,010 314 0.09%
25 DUKE ENERGY CORP NEW 2,831 220 0.06%
26 EXTREME NETWORKS INC 31,662 159 0.05%
27 EXXON MOBIL CORP 19,273 1,740 0.50%
28 FACEBOOK INC 5,512 634 0.18%
29 GENERAL ELECTRIC CO 66,885 2,114 0.61%
30 HOME DEPOT INC 1,576 211 0.06%
31 HONEYWELL INTL INC 4,463 517 0.15%
32 INTEL CORP JR SB CONV DB 35 20,999 762 0.22%
33 INTERNATIONAL BUSINESS MACHS 2,955 491 0.14%
34 ISHARES INC 121,444 5,155 1.49%
35 ISHARES TR 15,910 2,145 0.62%
36 ISHARES TR 549,177 29,452 8.53%
37 ISHARES TR 39,010 8,777 2.54%
38 JOHNSON & JOHNSON 9,764 1,125 0.33%
39 JPMORGAN CHASE & CO 2,807 242 0.07%
40 MCDONALDS CORP 3,510 427 0.12%
41 MCKESSON CORP 3,158 443 0.13%
42 MERCK & CO INC 9,731 573 0.17%
43 MICROSOFT CORP 16,989 1,056 0.31%
44 NORTHROP GRUMMAN CORP 5,682 1,322 0.38%
45 PEPSICO INC 3,904 409 0.12%
46 PFIZER INC 21,773 707 0.20%
47 PHILIP MORRIS INTL INC 2,618 240 0.07%
48 PHILLIPS 66 8,169 706 0.20%
49 PIMCO ETF TR 3,755 380 0.11%
50 PROCTER AND GAMBLE CO 8,971 754 0.22%
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