Capital Advantage, Inc.
Q3 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
138
- Value ($000)
$664,962
- Date Filed 10/22/2025
- Form type13F-HR
- CIK 0001628896
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $85.35M | 13 % | 1,014,707 | ||
C CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $60.20M | 9 % | 2,169,214 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $45.60M | 7 % | 1,061,452 | ||
V VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $37.45M | 6 % | 418,105 | ||
V VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $33.38M | 5 % | 394,226 | ||
M VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $27.30M | 4 % | 198,202 | ||
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $24.74M | 4 % | 114,642 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $23.71M | 4 % | 868,358 | ||
X SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $22.38M | 3 % | 415,477 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $22.31M | 3 % | 85,935 |
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