Capital Advantage, Inc.
Q2 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
139
- Value ($000)
$631,435
- Date Filed07/11/2025
- Form type13F-HR
- CIK0001628896
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $85.86M | 14 % | 1,035,452 | ||
CGMS CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $58.23M | 9 % | 2,108,316 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $41.99M | 7 % | 1,049,211 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $36.79M | 6 % | 408,194 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $30.49M | 5 % | 380,556 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $26.13M | 4 % | 199,187 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $23.24M | 4 % | 113,525 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $22.95M | 4 % | 865,886 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $21.80M | 4 % | 416,302 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $21.49M | 3 % | 86,548 |
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