Capital Advantage, Inc.
Q1 2026 13F Holdings
- Locationwalnut creek, CA
- Num holdings
145
- Value ($000)
$764,979
- Date Filed 04/13/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $80.53M | 11 % | 973,171 | ||
CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $68.04M | 9 % | 2,498,780 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $54.1M | 7 % | 1,105,584 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $39.03M | 5 % | 414,165 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $38.54M | 5 % | 435,687 | ||
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $37.05M | 5 % | 731,853 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $28.66M | 4 % | 197,725 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $26.77M | 4 % | 872,527 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $25.21M | 3 % | 117,216 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $24.25M | 3 % | 89,063 |
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