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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 ALPHABET INC 330 262 0.08%
2 AMAZON COM INC 932 699 0.20%
3 SPDR S&P 500 ETF TR 983 220 0.06%
4 HOME DEPOT INC 1,576 211 0.06%
5 BOEING CO 1,650 257 0.07%
6 3M CO 1,756 314 0.09%
7 AMGEN INC 2,011 294 0.09%
8 STRYKER CORP 2,219 266 0.08%
9 CELGENE CORP 2,225 258 0.07%
10 WALGREENS BOOTS ALLIANCE INC 2,611 216 0.06%
11 PHILIP MORRIS INTL INC 2,618 240 0.07%
12 JPMORGAN CHASE & CO 2,807 242 0.07%
13 DUKE ENERGY CORP NEW 2,831 220 0.06%
14 AMERICAN EXPRESS CO 2,857 212 0.06%
15 SPDR SER TR 2,870 246 0.07%
16 INTERNATIONAL BUSINESS MACHS 2,955 491 0.14%
17 DISNEY WALT CO 3,010 314 0.09%
18 MCKESSON CORP 3,158 443 0.13%
19 MCDONALDS CORP 3,510 427 0.12%
20 VANGUARD INDEX FDS 3,728 430 0.12%
21 PIMCO ETF TR 3,755 380 0.11%
22 PEPSICO INC 3,904 409 0.12%
23 BANK MARIN BANCORP 4,190 292 0.08%
24 QUALCOMM INC 4,352 284 0.08%
25 HONEYWELL INTL INC 4,463 517 0.15%
26 VANGUARD SPECIALIZED FUNDS 4,970 423 0.12%
27 VANGUARD WORLD FDS 5,042 299 0.09%
28 ALTRIA GROUP INC 5,492 371 0.11%
29 FACEBOOK INC 5,512 634 0.18%
30 NORTHROP GRUMMAN CORP 5,682 1,322 0.38%
31 COCA COLA CO 5,957 247 0.07%
32 XILINX INC 6,565 396 0.11%
33 BANK NEW YORK MELLON CORP 7,706 365 0.11%
34 UNITED TECHNOLOGIES CORP 7,706 845 0.24%
35 PHILLIPS 66 8,169 706 0.20%
36 PROCTER AND GAMBLE CO 8,971 754 0.22%
37 MERCK & CO INC 9,731 573 0.17%
38 JOHNSON & JOHNSON 9,764 1,125 0.33%
39 SCHWAB CHARLES CORP 9,790 386 0.11%
40 VERIZON COMMUNICATIONS INC 9,866 527 0.15%
41 SCHWAB SHORT-TERM US TREASURY ETF 11,068 558 0.16%
42 VANGUARD INDEX FDS 12,726 2,613 0.76%
43 BERKSHIRE HATHAWAY INC DEL 14,785 2,410 0.70%
44 ISHARES TR 15,910 2,145 0.62%
45 MICROSOFT CORP 16,989 1,056 0.31%
46 UNITED STATES OIL FUND LP 17,050 200 0.06%
47 CHEVRON CORP NEW 17,859 2,102 0.61%
48 SPDR S&P MIDCAP 400 ETF TR 17,991 5,428 1.57%
49 EXXON MOBIL CORP 19,273 1,740 0.50%
50 BANK AMER CORP 20,547 454 0.13%
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