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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 XILINX INC 6,565 396 0.11%
2 WISDOMTREE TR 115,934 6,958 2.02%
3 WALGREENS BOOTS ALLIANCE INC 2,611 216 0.06%
4 VERIZON COMMUNICATIONS INC 9,866 527 0.15%
5 VANGUARD WORLD FDS 5,042 299 0.09%
6 VANGUARD WORLD FD 111,322 8,498 2.46%
7 VANGUARD WORLD FD 245,909 16,498 4.78%
8 VANGUARD STAR FDS 195,759 8,981 2.60%
9 VANGUARD SPECIALIZED FUNDS 4,970 423 0.12%
10 VANGUARD SCOTTSDALE FDS 38,558 3,060 0.89%
11 VANGUARD INTL EQUITY INDEX F 114,104 6,632 1.92%
12 VANGUARD INDEX FDS 3,728 430 0.12%
13 VANGUARD INDEX FDS 113,609 11,042 3.20%
14 VANGUARD INDEX FDS 12,726 2,613 0.76%
15 UNITED TECHNOLOGIES CORP 7,706 845 0.24%
16 UNITED STATES OIL FUND LP 17,050 200 0.06%
17 STRYKER CORP 2,219 266 0.08%
18 SPDR SER TR S&P 600 SML CAP 92,070 12,661 3.67%
19 SPDR SER TR 2,870 246 0.07%
20 SPDR S&P MIDCAP 400 ETF TR 17,991 5,428 1.57%
21 SPDR S&P 500 ETF TR 983 220 0.06%
22 SCHWAB US DIVIDEND EQUITY ETF 182,093 7,934 2.30%
23 SCHWAB U.S. MID-CAP ETF 34,595 1,562 0.45%
24 SCHWAB U.S. LARGE-CAP ETF 46,173 2,459 0.71%
25 SCHWAB SHORT-TERM US TREASURY ETF 11,068 558 0.16%
26 SCHWAB INTERNATIONAL EQUITY ETF 44,869 1,242 0.36%
27 SCHWAB EMERGING MARKETS EQUITY ETF 29,692 640 0.19%
28 SCHWAB CHARLES CORP 9,790 386 0.11%
29 QUALCOMM INC 4,352 284 0.08%
30 PROCTER AND GAMBLE CO 8,971 754 0.22%
31 PIMCO ETF TR 3,755 380 0.11%
32 PHILLIPS 66 8,169 706 0.20%
33 PHILIP MORRIS INTL INC 2,618 240 0.07%
34 PFIZER INC 21,773 707 0.20%
35 PEPSICO INC 3,904 409 0.12%
36 NORTHROP GRUMMAN CORP 5,682 1,322 0.38%
37 MICROSOFT CORP 16,989 1,056 0.31%
38 MERCK & CO INC 9,731 573 0.17%
39 MCKESSON CORP 3,158 443 0.13%
40 MCDONALDS CORP 3,510 427 0.12%
41 JPMORGAN CHASE & CO 2,807 242 0.07%
42 JOHNSON & JOHNSON 9,764 1,125 0.33%
43 ISHARES TR 15,910 2,145 0.62%
44 ISHARES TR 549,177 29,452 8.53%
45 ISHARES TR 39,010 8,777 2.54%
46 ISHARES INC 121,444 5,155 1.49%
47 INTERNATIONAL BUSINESS MACHS 2,955 491 0.14%
48 INTEL CORP JR SB CONV DB 35 20,999 762 0.22%
49 HONEYWELL INTL INC 4,463 517 0.15%
50 HOME DEPOT INC 1,576 211 0.06%
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