0001628896-15-000001.txt : 20150515 0001628896-15-000001.hdr.sgml : 20150515 20150515170415 ACCESSION NUMBER: 0001628896-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Capital Advantage, Inc. CENTRAL INDEX KEY: 0001628896 IRS NUMBER: 943307876 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16928 FILM NUMBER: 15870696 BUSINESS ADDRESS: STREET 1: 3708 MT. DIABLO BLVD., SUITE 200 CITY: LAFAYETTE STATE: CA ZIP: 94549 BUSINESS PHONE: 9252991500 MAIL ADDRESS: STREET 1: 3708 MT. DIABLO BLVD., SUITE 200 CITY: LAFAYETTE STATE: CA ZIP: 94549 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001628896 XXXXXXXX 12-31-2014 12-31-2014 Capital Advantage, Inc.

3708 MT. DIABLO BLVD., SUITE 200 LAFAYETTE CA 94549

13F HOLDINGS REPORT 028-16928 N Dawnalizabeth Henke 925.299.1500 Dawnalizabeth Henke Lafayette CA 05-15-2015 0 67 242519 false INFORMATION TABLE 2 capitaladv13f4q2014.xml 1/100 Berkshire Htwy Cla COM 84990175 2486 1100 SH SOLE 0 0 1100 3M Company COM 88579Y101 259 1574 SH SOLE 0 0 1574 Amazoncom Inc COM 23135106 386 1244 SH SOLE 0 0 1244 American Express Co COM 25816109 254 2729 SH SOLE 0 0 2729 Amgen COM 31162100 327 2055 SH SOLE 0 0 2055 Apple Computer COM 37833100 3294 29844 SH SOLE 0 0 29844 AT&T COM 00206R102 775 23072 SH SOLE 0 0 23072 Auto Data Processing COM 53015103 302 3624 SH SOLE 0 0 3624 Berkshire Hathaway Cl B COM 84670702 2709 18040 SH SOLE 0 0 18040 Boeing Co COM 97023105 229 1765 SH SOLE 0 0 1765 BristolMyers Squibb COM 110122108 234 3965 SH SOLE 0 0 3965 Chevron Corp COM 166764100 1778 15849 SH SOLE 0 0 15849 Cisco Systems COM 17275R102 543 19509 SH SOLE 0 0 19509 Coca Cola Company COM 191216100 259 6144 SH SOLE 0 0 6144 Exxon Mobil Corporation COM 30231G102 1907 20627 SH SOLE 0 0 20627 Facebook Inc Class A COM 30303M102 1450 18584 SH SOLE 0 0 18584 General Electric COM 369604103 1082 42806 SH SOLE 0 0 42806 Gugg Corp Bullet 2016 COM 18383M555 17265 781223 SH SOLE 0 0 781223 Gugg Corp Bullet 2017 COM 18383M548 28237 1243363 SH SOLE 0 0 1243363 Gugg Corp Bullet 2018 COM 18383M530 16798 795349 SH SOLE 0 0 795349 Gugg HY Bullet 2016 COM 18383M415 20744 801240 SH SOLE 0 0 801240 HewlettPackard Co COM 428236103 250 6220 SH SOLE 0 0 6220 Intel Corp COM 458140AD2 796 21937 SH SOLE 0 0 21937 International Business Machine COM 459200101 394 2454 SH SOLE 0 0 2454 iShares Barclays 13 Year Trea COM 464287457 212 2505 SH SOLE 0 0 2505 Ishares Floating Rate ETF COM 46429B655 2758 54564 SH SOLE 0 0 54564 iShares Russell 2000 COM 464287655 2151 17982 SH SOLE 0 0 17982 Ishares S&P 500 Index COM 464287200 12237 59152 SH SOLE 0 0 59152 iShares S&P 600 COM 78464A813 5856 51337 SH SOLE 0 0 51337 Johnson & Johnson COM 478160104 898 8592 SH SOLE 0 0 8592 Kinder Morgan Inc COM 49456B101 442 10447 SH SOLE 0 0 10447 McDonalds Corp COM 580135101 351 3744 SH SOLE 0 0 3744 McKesson Inc COM 58155Q103 633 3050 SH SOLE 0 0 3050 Medtronic Inc COM 585055106 207 2864 SH SOLE 0 0 2864 Merck & Co Inc COM 58933Y105 331 5823 SH SOLE 0 0 5823 Microsoft Corp COM 594918104 863 18580 SH SOLE 0 0 18580 Northrop Grumman Corp COM 666807102 1051 7129 SH SOLE 0 0 7129 Pepsico Incorporated COM 713448108 451 4771 SH SOLE 0 0 4771 Pfizer Incorporated COM 717081103 446 14306 SH SOLE 0 0 14306 Pimco Enhanced Short Maturity COM 72201R833 908 8984 SH SOLE 0 0 8984 Pimco High Yield Short COM 72201R783 14629 145088 SH SOLE 0 0 145088 Procter & Gamble Co COM 742718109 806 8849 SH SOLE 0 0 8849 Qualcomm Inc COM 747525103 282 3793 SH SOLE 0 0 3793 S&P 400 Mid Cap Index COM 78467Y107 6201 23490 SH SOLE 0 0 23490 S&P 500 Index SPDR Trust COM 78462F103 241 1172 SH SOLE 0 0 1172 Schwab Emerging Market Equity COM 808524706 214 8954 SH SOLE 0 0 8954 Schwab International Equity ET COM 808524805 10607 366903 SH SOLE 0 0 366903 Schwab Intl SmallCap ETF COM 808524888 2323 80522 SH SOLE 0 0 80522 Schwab ST US Treasury ETF COM 808524862 11108 219616 SH SOLE 0 0 219616 Schwab Strategic Tr US MidCap COM 808524508 705 17339 SH SOLE 0 0 17339 Schwab US Dividend Equity ETF COM 808524797 237 5936 SH SOLE 0 0 5936 Schwab US Large Cap Growth ETF COM 808524300 474 9144 SH SOLE 0 0 9144 Schwab US SmallCap ETF COM 808524607 217 3940 SH SOLE 0 0 3940 Stryker Corp COM 863667101 255 2705 SH SOLE 0 0 2705 Twitter Inc COM 90184L102 213 5941 SH SOLE 0 0 5941 Union Pacific Corp COM 907818108 280 2352 SH SOLE 0 0 2352 United Technologies COM 913017109 950 8262 SH SOLE 0 0 8262 Vanguard Div Appreciation COM 921908844 1213 14948 SH SOLE 0 0 14948 Vanguard European COM 922042874 18891 362610 SH SOLE 0 0 362610 Vanguard Financials ETF COM 92204A405 248 4992 SH SOLE 0 0 4992 Vanguard Mega Cap ETF COM 921910873 12178 173346 SH SOLE 0 0 173346 Vanguard Mega Cap Value ETF COM 921910840 17984 296319 SH SOLE 0 0 296319 Vanguard Short Term Corp Bond COM 92206C409 5395 67745 SH SOLE 0 0 67745 Verizon Communications COM 92343V104 330 7058 SH SOLE 0 0 7058 Walgreens Boots Alliance Inc COM 931427108 282 3698 SH SOLE 0 0 3698 Walt Disney Co COM 254687106 244 2596 SH SOLE 0 0 2596 WT International Small Cap Div COM 97717W760 3459 62309 SH SOLE 0 0 62309