Capital Advantage, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Walnut Creek, CA
CIK
0001628896
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 49 521,936 VCIT, FNDF, VIGI, VYMI 13F-HR 11/7/2024 000162889624000006
Q2 2024 48 487,867 VCIT, FNDF, ICSH, VIGI 13F-HR 7/11/2024 000162889624000005
Q1 2024 48 492,459 VCIT, ICSH, IGHG, FNDF 13F-HR 5/14/2024 000162889624000004
Q4 2023 40 492,805 VCIT, IGHG, ICSH, VIGI 13F-HR 1/22/2024 000162889624000001
Q3 2023 42 466,509 IGHG, VCIT, ICSH, VIGI 13F-HR 10/30/2023 000162889623000006
Q2 2023 43 479,479 IGHG, VCIT, ICSH, VIGI 13F-HR 8/7/2023 000162889623000005
Q1 2023 40 470,030 IGHG, ICSH, VCIT, VIGI 13F-HR 5/4/2023 000162889623000004
Q4 2022 38 445,437 IGHG, ICSH, FLOT, VIGI 13F-HR 1/23/2023 000162889623000001
Q3 2022 41 436,975 ICSH, IGHG, FLOT, VIGI 13F-HR 10/31/2022 000162889622000004
Q2 2022 43 453,698 IGHG, ICSH, FLOT, VIGI 13F-HR 7/21/2022 000162889622000003
Q1 2022 43 434,843 IGHG, VIGI, VHT, LQDH 13F-HR 5/10/2022 000162889622000002
Q4 2021 48 417,289 IGHG, VIGI, VHT, LQDH 13F-HR 1/21/2022 000177443722000001
Q3 2021 46 370,170 IGHG, VIGI, VHT, SCHD 13F-HR 10/6/2021 000162889621000005
Q2 2021 46 381,458 IGHG, VIGI, VIG, VHT 13F-HR 8/16/2021 000162889621000004
Q1 2021 107 366,921 VIGI, VIG, VHT, SCHD 13F-HR 4/26/2021 000162889621000003
Q4 2020 106 335,538 VIGI, VIG, VHT, SCHD 13F-HR 2/17/2021 000162889621000002
Q3 2020 93 303,748 VIGI, VIG, VHT, XLP 13F-HR 11/12/2020 000151312520000006
Q2 2020 91 281,517 VIGI, VIG, VHT, ICSH 13F-HR 8/13/2020 000162889620000004
Q1 2020 89 256,017 VIG, ICSH, VIGI, VHT 13F-HR 5/8/2020 000162889620000003
Q4 2019 96 316,228 MINT, ICSH, VIGI, VHT 13F-HR 2/14/2020 000162889620000002
Q3 2019 90 288,851 MINT, ICSH, IEFA, MGV 13F-HR 11/12/2019 000162889619000005
Q1 2019 77 281,602 MINT, ICSH, IEFA, MGV 13F-HR 5/10/2019 000162889619000003
Q4 2018 72 263,726 MINT, FLRN, IEFA, MGV 13F-HR 2/7/2019 000162889619000001
Q3 2018 82 435,210 MINT, PwrShrs Corp. Bullet 2019, PwrShrs HY Bullet 2019, PwrShrs HY Bullet 2018 13F-HR 11/1/2018 000162889618000006
Q2 2018 82 424,400 MINT, PwrShrs Corp. Bullet 2019, PwrShrs HY Bullet 2019, PwrShrs HY Bullet 2018 13F-HR 8/1/2018 000162889618000005
Q1 2018 74 408,878 PowerShares Corp. Bullet 2019, MINT, PowerShares HY Bullet 2018, PowerShares HY Bullet 2019 13F-HR 5/2/2018 000162889618000004
Q4 2017 78 387,891 Gugg. Corp. Bullet 2019, Gugg. Corp. Bullet 2018, Gugg. HY Bullet 2018, Gugg. HY Bullet 2019 13F-HR 2/13/2018 000162889618000003
Q3 2017 81 399,667 Gugg. Corp. Bullet 2018, Gugg. Corp. Bullet 2019, Gugg. HY Bullet 2018, Gugg. HY Bullet 2019 13F-HR 10/30/2017 000162889617000005
Q2 2017 74 381,632 Gugg. Corp. Bullet 2018, Gugg. HY Bullet 2018, Gugg. Corp. Bullet 2019, Gugg. HY Bullet 2019 13F-HR 8/8/2017 000162889617000004
Q1 2017 79 365,081 Gugg. Corp. Bullet 2018, Gugg. HY Bullet 2018, Gugg. Corp. Bullet 2019, IEFA 13F-HR 5/3/2017 000162889617000003
Q4 2016 79 345,270 Gugg. Corp. Bullet 2018, Gugg. HY Bullet 2018, BSCH, IEFA 13F-HR 2/2/2017 000162889617000001
Q3 2016 75 356,508 Gugg. Corp. Bullet 2018, Gugg. HY Bullet 2018, BSCH, IEFA 13F-HR 11/2/2016 000162889616000015
Q2 2016 76 344,309 Gugg. Corp. Bullet 2018, BSCH, Gugg. HY Bullet 2018, IEFA 13F-HR 8/10/2016 000162889616000013
Q1 2016 77 281,988 BSCG, BSCH, BSJG, IEFA 13F-HR 5/23/2016 000162889616000008
Q4 2015 78 296,649 BSCG, BSCH, BSJG, Gugg. Corp. Bullet 2018 13F-HR 2/26/2016 000162889616000007
Q3 2015 72 256,648 BSCH, BSJG, Gugg. Corp. Bullet 2018, VGK 13F-HR 10/23/2015 000162889615000006
Q2 2015 71 256,503 BSCH, BSJG, VGK, Gugg. Corp. Bullet 2018 13F-HR 8/14/2015 000162889615000003
Q1 2015 70 243,647 BSCG, Gugg. HY Bullet 2016, VGK, MGV 13F-HR 5/15/2015 000162889615000002
Q4 2014 67 242,519 BSCH, BSJG, VGK, MGV 13F-HR 5/15/2015 000162889615000001
Q3 2014 56 191,823 BSCH, BSCG, BSJG, VGK 13F-HR 6/22/2016 000162889616000010
Q2 2014 56 181,214 BSCH, BSCG, VGK, BSJG 13F-HR 7/15/2016 000162889616000011
Q1 2014 48 143,574 BSCH, BSCG, VGK, HYS 13F-HR 8/9/2016 000162889616000012
Q4 2013 47 148,796 BSCH, BSCG, VGK, HYS 13F-HR 8/24/2016 000162889616000014