HoldingsChannel.com
Capital Advantage Inc. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
PIMCO Enhanced Short Maturity 443,753 -233,324 $45,068
     MINT443,753-233,324$45,068
iShares Ultra Short Term Bond (ICSH) 767,403 +767,403 $38,600
     ICSH767,403+767,403$38,600
iShares Core MSCI EAFE (IEFA) 391,593 -68,127 $23,797
     IEFA391,593-68,127$23,797
Vanguard Mega Cap Value ETF (MGV) 200,176 +14,127 $15,620
     MGV200,176+14,127$15,620
Consumer Staples SPDR ETF (XLP) 239,786 +215,994 $13,454
     XLP239,786+215,994$13,454
Vanguard Pacific Stock ETF (VPL) 200,646 +2,346 $13,215
     VPL200,646+2,346$13,215
Vanguard Mid Cap Value ETF (VOE) 121,444 +6,876 $13,101
     VOE121,444+6,876$13,101
iShares S&P 600 Index (SLY) 167,345 +4,836 $12,911
     SLY167,345+4,836$12,911
Vanguard Total International S (VXUS) 216,542 -26,685 $11,239
     VXUS216,542-26,685$11,239
Schwab US Dividend Equity ETF (SCHD) 207,339 +2,690 $10,840
     SCHD207,339+2,690$10,840
Vanguard Health Care (VHT) 58,205 +58,205 $10,039
     VHT58,205+58,205$10,039
Vanguard Mega Cap Blend ETF (MGC) 83,044 +10,608 $8,113
     MGC83,044+10,608$8,113
WT Intl. Small Cap Dividend ET 112,923 +2,134 $7,431
     DLS112,923+2,134$7,431
Apple Inc. 23,285 -98 $4,423
     AAPL23,285-98$4,423
SPDR S&P MidCap 400 ETF (MDY) 11,617 -320 $4,013
     MDY11,617-320$4,013
Schwab US Mid Cap ETF (SCHM) 50,950 +1,983 $2,822
     SCHM50,950+1,983$2,822
Vanguard Small Cap Value VIPER (VBR) 21,791 +21,791 $2,805
     VBR21,791+21,791$2,805
iShares Russell 2000 (IWM) 16,194 +1 $2,479
     IWM16,194+1$2,479
iShares S&P 500 Index (IVV) 7,727 -341 $2,199
     IVV7,727-341$2,199
Berkshire Hathaway Cl B      $2,069
     BRK.B10,300-1,476$2,069
Chevron Corp 16,123 -1,701 $1,986
     CVX16,123-1,701$1,986
Workday Inc 10,012 UNCH $1,931
     WDAY10,012UNCH$1,931
iShares Core MSCI Pacific ETF (IPAC) 29,458 -1,213 $1,639
     IPAC29,458-1,213$1,639
Microsoft Corp 12,902 -6,064 $1,522
     MSFT12,902-6,064$1,522
Vanguard Short Term Corp Bond (VCSH) 17,936 -9,680 $1,431
     VCSH17,936-9,680$1,431
Schwab US Large Cap ETF (SCHX) 20,854 -6,863 $1,410
     SCHX20,854-6,863$1,410
Northrop Grumman Corp 5,119 UNCH $1,380
     NOC5,119UNCH$1,380
Exxon Mobil Corporation 16,962 -1,373 $1,371
     XOM16,962-1,373$1,371
AT&T 37,685 -2,283 $1,182
     T37,685-2,283$1,182
Amazon Com Inc. 634 +3 $1,129
     AMZN634+3$1,129
PwrShrs HY Bullet 2019 46,128 +46,128 $1,107
     COM46,128+46,128$1,107
Intel Corp 19,647 +793 $1,055
     INTC19,647+793$1,055
Xilinx Inc 8,212 +385 $1,041
     XLNX8,212+385$1,041
Vanguard Small Cap ETF (VB) 6,727 -90 $1,028
     VB6,727-90$1,028
Merck & Co Inc 12,268 +602 $1,020
     MRK12,268+602$1,020
Johnson & Johnson 6,999 -961 $978
     JNJ6,999-961$978
Schwab US Small Cap ETF (SCHA) 10,616 -1,302 $742
     SCHA10,616-1,302$742
Auto Data Processing 4,441 +4,441 $709
     ADP4,441+4,441$709
Pfizer Incorporated 16,391 +1,496 $696
     PFE16,391+1,496$696
United Technologies Corp. 5,381 +3 $694
     UTX5,381+3$694
Okta Inc 8,154 +8,154 $675
     OKTA8,154+8,154$675
Extreme Networks Inc 83,793 UNCH $628
     EXTR83,793UNCH$628
Autoliv Inc 8,377 UNCH $616
     ALV8,377UNCH$616
Verizon Communications 10,129 +883 $599
     VZ10,129+883$599
Pepsico Incorporated 4,253 -166 $521
     PEP4,253-166$521
United Parcel Service B 4,495 +16 $502
     UPS4,495+16$502
Vanguard S&P 500 Index ETF (VOO) 1,927 -306 $500
     VOO1,927-306$500
Cisco Systems 8,246 -464 $445
     CSCO8,246-464$445
Procter & Gamble Co 4,224 -1,217 $439
     PG4,224-1,217$439
Vanguard Div Appreciation (VIG) 3,708 +138 $407
     VIG3,708+138$407

See Full List: All Stocks Held By Capital Advantage Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Capital Advantage Inc.

Size ($ in 1000's)
At 03/31/2019: $281,602
At 12/31/2018: $263,726

Capital Advantage Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capital Advantage Inc. 13F filings. Link to 13F filings: SEC filings

Capital Advantage Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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