HoldingsChannel.com
Capital Advantage Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
PIMCO Enhanced Short Maturity 451,044 +451,044 $45,885
     MINT451,044+451,044$45,885
iShares Ultra Short Term Bond (ICSH) 732,690 +732,690 $36,920
     ICSH732,690+732,690$36,920
iShares Core MSCI EAFE (IEFA) 378,559 +378,559 $23,119
     IEFA378,559+378,559$23,119
Vanguard Mega Cap Value ETF (MGV) 194,821 +194,821 $15,866
     MGV194,821+194,821$15,866
Consumer Staples SPDR ETF (XLP) 249,367 +249,367 $15,316
     XLP249,367+249,367$15,316
Vanguard Pacific Stock ETF (VPL) 218,382 +218,382 $14,424
     VPL218,382+218,382$14,424
Vanguard Mid Cap Value ETF (VOE) 121,914 +121,914 $13,776
     VOE121,914+121,914$13,776
iShares S&P 600 Index (SLY) 162,423 +162,423 $12,643
     SLY162,423+162,423$12,643
Schwab US Dividend Equity ETF (SCHD) 212,022 +212,022 $11,615
     SCHD212,022+212,022$11,615
Vanguard Total International S (VXUS) 203,748 +203,748 $10,526
     VXUS203,748+203,748$10,526
Vanguard Health Care (VHT) 59,715 +59,715 $10,013
     VHT59,715+59,715$10,013
Vanguard Mega Cap Blend ETF (MGC) 85,908 +85,908 $8,858
     MGC85,908+85,908$8,858
Vanguard Int l Dividend ETF (VIGI) 107,209 +107,209 $7,137
     VIGI107,209+107,209$7,137
Apple Inc. 25,532 +25,532 $5,718
     AAPL25,532+25,532$5,718
SPDR S&P MidCap 400 ETF (MDY) 11,164 +11,164 $3,935
     MDY11,164+11,164$3,935
Schwab US Mid Cap ETF (SCHM) 58,474 +58,474 $3,306
     SCHM58,474+58,474$3,306
Vanguard Small Cap Value VIPER (VBR) 24,057 +24,057 $3,100
     VBR24,057+24,057$3,100
iShares S&P 500 Index (IVV) 7,665 +7,665 $2,288
     IVV7,665+7,665$2,288
iShares Russell 2000 (IWM) 14,869 +14,869 $2,250
     IWM14,869+14,869$2,250
Microsoft Corp 15,481 +15,481 $2,152
     MSFT15,481+15,481$2,152
Berkshire Hathaway Cl B      $2,043
     BRK.B9,819+9,819$2,043
Northrop Grumman Corp 5,099 +5,099 $1,911
     NOC5,099+5,099$1,911
Chevron Corp 15,230 +15,230 $1,806
     CVX15,230+15,230$1,806
Workday Inc 10,012 +10,012 $1,702
     WDAY10,012+10,012$1,702
iShares Core MSCI Pacific ETF (IPAC) 27,589 +27,589 $1,551
     IPAC27,589+27,589$1,551
Vanguard Short Term Corp Bond (VCSH) 17,497 +17,497 $1,418
     VCSH17,497+17,497$1,418
Schwab US Large Cap ETF (SCHX) 19,786 +19,786 $1,403
     SCHX19,786+19,786$1,403
Amazon Com Inc 739 +739 $1,283
     AMZN739+739$1,283
Exxon Mobil Corporation 16,906 +16,906 $1,194
     XOM16,906+16,906$1,194
Intel Corp 20,194 +20,194 $1,041
     INTC20,194+20,194$1,041
AT&T 26,904 +26,904 $1,018
     T26,904+26,904$1,018
Vanguard Small Cap ETF (VB) 6,590 +6,590 $1,014
     VB6,590+6,590$1,014
Merck & Co Inc 11,882 +11,882 $1,000
     MRK11,882+11,882$1,000
Xilinx Inc 8,512 +8,512 $816
     XLNX8,512+8,512$816
Johnson & Johnson 6,267 +6,267 $811
     JNJ6,267+6,267$811
United Technologies Corp. 5,256 +5,256 $718
     UTX5,256+5,256$718
Schwab US Small Cap ETF (SCHA) 9,944 +9,944 $693
     SCHA9,944+9,944$693
Pfizer Incorporated 18,599 +18,599 $668
     PFE18,599+18,599$668
Autoliv Inc 8,377 +8,377 $661
     ALV8,377+8,377$661
Verizon Communications 10,756 +10,756 $649
     VZ10,756+10,756$649
Extreme Networks Inc 83,793 +83,793 $610
     EXTR83,793+83,793$610
Auto Data Processing 3,387 +3,387 $547
     ADP3,387+3,387$547
Pepsico Incorporated 3,964 +3,964 $543
     PEP3,964+3,964$543
Vanguard Div Appreciation (VIG) 4,348 +4,348 $520
     VIG4,348+4,348$520
Amgen 2,548 +2,548 $493
     AMGN2,548+2,548$493
Five9 Inc 9,180 +9,180 $493
     FIVN9,180+9,180$493
Home Depot 2,082 +2,082 $483
     HD2,082+2,082$483
Vanguard S&P 500 Index ETF (VOO) 1,771 +1,771 $483
     VOO1,771+1,771$483
McDonalds Corp 2,157 +2,157 $463
     MCD2,157+2,157$463
Alphabet Inc Class A 378 +378 $462
     GOOGL378+378$462

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

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

Size ($ in 1000's)
At 09/30/2019: $288,851
At 06/30/2019: $0

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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