All Stocks Held By Capital Advantage Inc.

As of 12/31/2023, we find all stocks held by Capital Advantage Inc. to be as follows, presented in the table below with each row detailing each Capital Advantage Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Capital Advantage Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Capital Advantage Inc. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
Vanguard Intermediate Term Corporate ETF (VCIT)	746,630	+18,810	$60,686
VCIT	746,630	+18,810	$60,686
PS Interest Rate Hedged ETF (IGHG)	780,532	-27,254	$58,828
IGHG	780,532	-27,254	$58,828
BlackRock Ultra Short Term Bond ETF (ICSH)	704,719	-36,718	$35,490
ICSH	704,719	-36,718	$35,490
Vanguard International Dividend ETF (VIGI)	429,382	+179	$34,067
VIGI	429,382	+179	$34,067
Schwab Fundamental Intl Large Co ETF (FNDF)	811,305	+23,389	$27,365
FNDF	811,305	+23,389	$27,365
VanEck IG Floating Rate ETF (FLTR)	1,015,085	+8,444	$25,529
FLTR	1,015,085	+8,444	$25,529
Vanguard Health Care ETF (VHT)	93,908	-7,490	$23,543
VHT	93,908	-7,490	$23,543
Vanguard Dividend Appreciation ETF (VIG)	118,033	+1,047	$20,113
VIG	118,033	+1,047	$20,113
Vanguard Intl High Dividend ETF (VYMI)	295,993	+14,679	$19,681
VYMI	295,993	+14,679	$19,681
Vanguard Mid Cap Value ETF (VOE)	134,965	-3,979	$19,571
VOE	134,965	-3,979	$19,571
Schwab US Dividend Equity ETF (SCHD)	247,660	-14,374	$18,854
SCHD	247,660	-14,374	$18,854
Vanguard Mega Cap Value ETF (MGV)	165,006	-2,010	$18,047
MGV	165,006	-2,010	$18,047
Consumer Staples SPDR ETF (XLP)	231,300	-31,090	$16,661
XLP	231,300	-31,090	$16,661
iShares Core S&P Small Cap ETF (IJR)	143,636	-2,019	$15,549
IJR	143,636	-2,019	$15,549
iShares Floating Rate ETF (FLOT)	299,245	+1,105	$15,148
FLOT	299,245	+1,105	$15,148
Vanguard Small Cap Value Index ETF (VBR)	69,105	-1,085	$12,437
VBR	69,105	-1,085	$12,437
Vanguard Mega Cap Blend ETF (MGC)	73,467	+27,536	$12,436
MGC	73,467	+27,536	$12,436
Apple Inc	58,262	+334	$11,217
AAPL	58,262	+334	$11,217
Schwab US Mid Cap ETF (SCHM)	82,474	+1,990	$6,212
SCHM	82,474	+1,990	$6,212
Microsoft Corp	16,103	-1,013	$6,055
MSFT	16,103	-1,013	$6,055
Workday Inc	20,112	-300	$5,552
WDAY	20,112	-300	$5,552
Advanced Micro Devices	28,331	UNCH	$4,176
AMD	28,331	UNCH	$4,176
Extreme Networks Inc	212,500	+10,466	$3,748
EXTR	212,500	+10,466	$3,748
Berkshire Hathaway Inc B			$3,579
BRK.B	10,035	-627	$3,579
iShares MSCI EAFE Index (EFA)	34,379	+4,778	$2,590
EFA	34,379	+4,778	$2,590
Uber Technologies Inc	36,807	UNCH	$2,266
UBER	36,807	UNCH	$2,266
Amazon.com Inc	12,683	+47	$1,927
AMZN	12,683	+47	$1,927
Chevron Corp	10,841	-494	$1,617
CVX	10,841	-494	$1,617
Exxon Mobil Corp	16,168	-1,243	$1,616
XOM	16,168	-1,243	$1,616
Schwab US Large Cap ETF (SCHX)	27,500	+21	$1,551
SCHX	27,500	+21	$1,551
Lumentum Holdings Inc	20,590	UNCH	$1,079
LITE	20,590	UNCH	$1,079
Intel Corp	20,837	+743	$1,047
INTC	20,837	+743	$1,047
Cisco Systems Inc	18,165	+292	$918
CSCO	18,165	+292	$918
Charles Schwab Corp	10,336	-252	$711
SCHW	10,336	-252	$711
Pfizer Inc	22,245	-2,825	$640
PFE	22,245	-2,825	$640
Verizon Communications Inc	14,496	+636	$547
VZ	14,496	+636	$547
Schwab US Small Cap ETF (SCHA)	11,269	+890	$532
SCHA	11,269	+890	$532
Upstart Holdings Inc	12,370	+12,370	$505
UPST	12,370	+12,370	$505
AT&T Inc	28,531	+150	$479
T	28,531	+150	$479
PG&E Corp	13,004	-95	$234
PCG	13,004	-95	$234
Kraft Heinz Co			$0 (exited)
KHC	0	-11,032	$0
Vanguard High Dividend Yield ETF			$0 (exited)
VYM	0	-10,192	$0
Wells Fargo & Co	0	-10,668	$0 (exited)
WFC	0	-10,668	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
UPST	+12,370	+$505

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
VYM	-10,192	-$1,053
WFC	-10,668	-$436
KHC	-11,032	-$371

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
MGC	+27,536	+$5,460
FNDF	+23,389	+$2,412
VCIT	+18,810	+$5,386
VYMI	+14,679	+$2,270
EXTR	+10,466	-$1,143
FLTR	+8,444	+$71
EFA	+4,778	+$550
SCHM	+1,990	+$765
FLOT	+1,105	-$24
VIG	+1,047	+$1,936

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
ICSH	-36,718	-$1,864
XLP	-31,090	-$1,394
IGHG	-27,254	-$988
SCHD	-14,374	+$312
VHT	-7,490	-$296
VOE	-3,979	+$1,375
PFE	-2,825	-$192
IJR	-2,019	+$1,809
MGV	-2,010	+$1,112

Capital Advantage Inc. Info

Size ($ in 1000's)
At 12/31/2023: $492,803
At 09/30/2023: $466,510

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

All Stocks Held By Capital Advantage Inc. | www.HoldingsChannel.com