HoldingsChannel.com
Capital Advantage Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Vanguard Dividend Appreciation ETF (VIG) 187,783 +183,404 $21,509
     VIG187,783+183,404$21,509
iShares Ultra Short Term Bond ETF (ICSH) 401,159 -334,736 $20,158
     ICSH401,159-334,736$20,158
Vanguard International Dividend ETF (VIGI) 312,299 +12,878 $19,328
     VIGI312,299+12,878$19,328
Vanguard Health Care ETF (VHT) 101,054 -233 $19,131
     VHT101,054-233$19,131
Consumer Staples SPDR ETF (XLP) 262,606 +4,939 $15,888
     XLP262,606+4,939$15,888
PIMCO Enhanced Short Maturity ETF (MINT) 156,168 -295,138 $15,662
     MINT156,168-295,138$15,662
Vanguard Mega Cap Value ETF (MGV) 193,729 -106 $14,117
     MGV193,729-106$14,117
Vanguard Pacific Index ETF (VPL) 208,011 +19,985 $12,013
     VPL208,011+19,985$12,013
Schwab US Dividend Equity ETF (SCHD) 226,414 +3,743 $11,298
     SCHD226,414+3,743$11,298
Vanguard Mid Cap Value ETF (VOE) 125,665 +2,606 $11,202
     VOE125,665+2,606$11,202
iShares Core MSCI EAFE ETF (IEFA) 189,595 +2,249 $9,857
     IEFA189,595+2,249$9,857
iShares Core S&P Small Cap ETF (IJR) 156,438 -2,227 $9,280
     IJR156,438-2,227$9,280
Vanguard Mega Cap Blend ETF (MGC) 86,989 +599 $8,821
     MGC86,989+599$8,821
Vanguard Total International Stock ETF (VXUS) 193,919 -3,380 $8,610
     VXUS193,919-3,380$8,610
Apple Inc 25,703 +365 $7,269
     AAPL25,703+365$7,269
Schwab US Mid Cap ETF (SCHM) 68,598 +8,022 $3,151
     SCHM68,598+8,022$3,151
SPDR S&P MidCap 400 ETF (MDY) 10,801 -197 $3,068
     MDY10,801-197$3,068
Vanguard Small Cap Value Index ETF (VBR) 29,854 +4,602 $2,834
     VBR29,854+4,602$2,834
Microsoft Corp 15,315 +33 $2,735
     MSFT15,315+33$2,735
iShares S&P 500 Index (IVV) 8,959 +1,569 $2,576
     IVV8,959+1,569$2,576
Berkshire Hathaway Inc B      $1,875
     BRK.B9,808UNCH$1,875
Northrop Grumman Corp 5,100 +1 $1,817
     NOC5,100+1$1,817
iShares Russell 2000 ETF (IWM) 14,866 -6 $1,815
     IWM14,866-6$1,815
Amazon Inc. 607 +607 $1,442
     AMZN607+607$1,442
Workday Inc 9,512 -500 $1,420
     WDAY9,512-500$1,420
Chevron Corp 15,718 +1,102 $1,370
     CVX15,718+1,102$1,370
Schwab US Large Cap ETF (SCHX) 17,847 -598 $1,217
     SCHX17,847-598$1,217
Intel Corp 19,553 +451 $1,180
     INTC19,553+451$1,180
Merck & Co Inc 12,132 +526 $1,013
     MRK12,132+526$1,013
iShares Core MSCI Pacific ETF (IPAC) 20,019 -871 $970
     IPAC20,019-871$970
Johnson & Johnson 6,305 +138 $958
     JNJ6,305+138$958
CrowdStrike Holdings Inc 14,110 UNCH $913
     CRWD14,110UNCH$913
AT&T Inc 25,978 +943 $811
     T25,978+943$811
Xilinx Inc 8,900 UNCH $792
     XLNX8,900UNCH$792
Exxon Mobil Corp 17,827 +4,072 $770
     XOM17,827+4,072$770
Vanguard Small Cap ETF (VB) 5,900 -391 $737
     VB5,900-391$737
Pfizer Inc 19,773 +1,751 $730
     PFE19,773+1,751$730
Verizon Communications Inc 11,357 +154 $664
     VZ11,357+154$664
Cisco Systems Inc 15,469 +8,345 $657
     CSCO15,469+8,345$657
Amgen 2,527 +118 $594
     AMGN2,527+118$594
Vanguard S&P 500 ETF (VOO) 2,249 -948 $593
     VOO2,249-948$593
PepsiCo Inc 4,215 +258 $580
     PEP4,215+258$580
Alphabet Inc A 408 +31 $522
     GOOGL408+31$522
The Home Depot Inc 2,464 +109 $516
     HD2,464+109$516
Vanguard Short Term Corp Bond ETF (VCSH) 6,220 -10,885 $505
     VCSH6,220-10,885$505
Auto Data Processing 3,389 +1 $478
     ADP3,389+1$478
Autoliv Inc 8,377 UNCH $471
     ALV8,377UNCH$471
Procter & Gamble Co 3,726 UNCH $465
     PG3,726UNCH$465
Schwab US Small Cap ETF (SCHA) 8,307 -447 $461
     SCHA8,307-447$461
Vanguard Mortgage Backed ETF (VMBS) 8,347 +466 $452
     VMBS8,347+466$452

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 03/31/2020: $256,017
At 12/31/2019: $316,228

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.