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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 EXTREME NETWORKS INC 31,662 159 0.05%
2 UNITED STATES OIL FUND LP 17,050 200 0.06%
3 HOME DEPOT INC 1,576 211 0.06%
4 AMERICAN EXPRESS CO 2,857 212 0.06%
5 WALGREENS BOOTS ALLIANCE INC 2,611 216 0.06%
6 SPDR S&P 500 ETF TR 983 220 0.06%
7 DUKE ENERGY CORP NEW 2,831 220 0.06%
8 PHILIP MORRIS INTL INC 2,618 240 0.07%
9 JPMORGAN CHASE & CO 2,807 242 0.07%
10 SPDR SER TR 2,870 246 0.07%
11 COCA COLA CO 5,957 247 0.07%
12 BOEING CO 1,650 257 0.07%
13 CELGENE CORP 2,225 258 0.07%
14 ALPHABET INC 330 262 0.08%
15 STRYKER CORP 2,219 266 0.08%
16 QUALCOMM INC 4,352 284 0.08%
17 BANK MARIN BANCORP 4,190 292 0.08%
18 AMGEN INC 2,011 294 0.09%
19 VANGUARD WORLD FDS 5,042 299 0.09%
20 3M CO 1,756 314 0.09%
21 DISNEY WALT CO 3,010 314 0.09%
22 BANK NEW YORK MELLON CORP 7,706 365 0.11%
23 ALTRIA GROUP INC 5,492 371 0.11%
24 PIMCO ETF TR 3,755 380 0.11%
25 SCHWAB CHARLES CORP 9,790 386 0.11%
26 XILINX INC 6,565 396 0.11%
27 PEPSICO INC 3,904 409 0.12%
28 VANGUARD SPECIALIZED FUNDS 4,970 423 0.12%
29 MCDONALDS CORP 3,510 427 0.12%
30 VANGUARD INDEX FDS 3,728 430 0.12%
31 MCKESSON CORP 3,158 443 0.13%
32 BANK AMER CORP 20,547 454 0.13%
33 INTERNATIONAL BUSINESS MACHS 2,955 491 0.14%
34 HONEYWELL INTL INC 4,463 517 0.15%
35 VERIZON COMMUNICATIONS INC 9,866 527 0.15%
36 SCHWAB SHORT-TERM US TREASURY ETF 11,068 558 0.16%
37 MERCK & CO INC 9,731 573 0.17%
38 FACEBOOK INC 5,512 634 0.18%
39 SCHWAB EMERGING MARKETS EQUITY ETF 29,692 640 0.19%
40 AMAZON COM INC 932 699 0.20%
41 PHILLIPS 66 8,169 706 0.20%
42 PFIZER INC 21,773 707 0.20%
43 CISCO SYS INC 24,367 736 0.21%
44 PROCTER AND GAMBLE CO 8,971 754 0.22%
45 INTEL CORP JR SB CONV DB 35 20,999 762 0.22%
46 UNITED TECHNOLOGIES CORP 7,706 845 0.24%
47 MICROSOFT CORP 16,989 1,056 0.31%
48 JOHNSON & JOHNSON 9,764 1,125 0.33%
49 SCHWAB INTERNATIONAL EQUITY ETF 44,869 1,242 0.36%
50 NORTHROP GRUMMAN CORP 5,682 1,322 0.38%
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