0001628896-15-000002.txt : 20150515 0001628896-15-000002.hdr.sgml : 20150515 20150515170847 ACCESSION NUMBER: 0001628896-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 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: 15870777 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 03-31-2015 03-31-2015 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 70 243647 false INFORMATION TABLE 2 capitaladv13f1q2015.xml 1/100 Berkshire Htwy Cla COM 84990175 2393 1100 SH SOLE 0 0 1100 3M Company COM 88579Y101 232 1405 SH SOLE 0 0 1405 Amazon.com Inc. COM 23135106 352 947 SH SOLE 0 0 947 American Express Co COM 25816109 213 2729 SH SOLE 0 0 2729 Amgen COM 31162100 329 2056 SH SOLE 0 0 2056 Apple Computer COM 37833100 3564 28646 SH SOLE 0 0 28646 AT&T COM 00206R102 820 25128 SH SOLE 0 0 25128 Auto Data Processing COM 53015103 302 3531 SH SOLE 0 0 3531 Berkshire Hathaway Cl B COM 84670702 2593 17965 SH SOLE 0 0 17965 Boeing Co COM 97023105 265 1765 SH SOLE 0 0 1765 Bristol-Myers Squibb COM 110122108 256 3965 SH SOLE 0 0 3965 Charles Schwab Corp COM 808513105 327 10728 SH SOLE 0 0 10728 Chevron Corp COM 166764100 1661 15819 SH SOLE 0 0 15819 Cisco Systems COM 17275R102 530 19267 SH SOLE 0 0 19267 Coca Cola Company COM 191216100 249 6144 SH SOLE 0 0 6144 ConocoPhillips Stock Fund COM 20825C104 220 3535 SH SOLE 0 0 3535 Exxon Mobil Corporation COM 191216100 1722 20258 SH SOLE 0 0 20258 Facebook Inc Class A COM 30231G102 1536 18684 SH SOLE 0 0 18684 General Electric COM 30303M102 1074 43282 SH SOLE 0 0 43282 Gugg. Corp. Bullet 2016 COM 369604103 16476 741163 SH SOLE 0 0 741163 Gugg. Corp. Bullet 2017 COM 18383M555 27936 1223638 SH SOLE 0 0 1223638 Gugg. Corp. Bullet 2018 COM 18383M548 17195 806308 SH SOLE 0 0 806308 Gugg. HY Bullet 2016 COM 18383M530 21349 810203 SH SOLE 0 0 810203 Intel Corp COM 18383M415 670 21428 SH SOLE 0 0 21428 International Business Machine COM 459200101 380 2370 SH SOLE 0 0 2370 Ishares Floating Rate ETF COM 46429B655 2866 56596 SH SOLE 0 0 56596 iShares Russell 2000 COM 464287655 2196 17656 SH SOLE 0 0 17656 Ishares S&P 500 Index COM 464287200 11921 57359 SH SOLE 0 0 57359 iShares S&P 600 COM 78464A813 5842 49495 SH SOLE 0 0 49495 Johnson & Johnson COM 478160104 865 8597 SH SOLE 0 0 8597 Kinder Morgan Inc COM 49456B101 469 11162 SH SOLE 0 0 11162 McDonalds Corp COM 580135101 365 3744 SH SOLE 0 0 3744 McKesson Inc. COM 58155Q103 690 3050 SH SOLE 0 0 3050 Medtronic Inc COM 585055106 223 2864 SH SOLE 0 0 2864 Merck & Co Inc COM 58933Y105 315 5486 SH SOLE 0 0 5486 Microsoft Corp COM 594918104 761 18716 SH SOLE 0 0 18716 Northrop Grumman Corp COM 666807102 1033 6420 SH SOLE 0 0 6420 Pepsico Incorporated COM 713448108 437 4571 SH SOLE 0 0 4571 Pfizer Incorporated COM 717081103 498 14311 SH SOLE 0 0 14311 Phillips 66 Stock Fund COM 718546104 234 2971 SH SOLE 0 0 2971 Pimco Enhanced Short Maturity COM 72201R833 890 8797 SH SOLE 0 0 8797 Pimco High Yield Short COM 72201R783 14981 147583 SH SOLE 0 0 147583 Procter & Gamble Co COM 742718109 704 8591 SH SOLE 0 0 8591 Qualcomm Inc COM 747525103 299 4311 SH SOLE 0 0 4311 S&P 400 Mid Cap Index COM 78467Y107 6496 23430 SH SOLE 0 0 23430 S&P 500 Index SPDR Trust COM 78462F103 233 1127 SH SOLE 0 0 1127 Schwab Emerging Market Equity COM 808524706 286 11729 SH SOLE 0 0 11729 Schwab International Equity ET COM 808524805 11298 373743 SH SOLE 0 0 373743 Schwab Intl Small-Cap ETF COM 808524888 2391 79269 SH SOLE 0 0 79269 Schwab ST US Treasury ETF COM 808524862 8214 161848 SH SOLE 0 0 161848 Schwab Strategic Tr US Mid-Cap COM 808524508 894 20726 SH SOLE 0 0 20726 Schwab US Dividend Equity ETF COM 808524797 523 13281 SH SOLE 0 0 13281 Schwab US Large Cap Growth ETF COM 808524300 767 14233 SH SOLE 0 0 14233 Schwab US Large-Cap ETF COM 808524201 245 4936 SH SOLE 0 0 4936 Schwab US Small-Cap ETF COM 808524607 474 8235 SH SOLE 0 0 8235 Stryker Corp COM 863667101 250 2705 SH SOLE 0 0 2705 Twitter Inc COM 90184L102 298 5941 SH SOLE 0 0 5941 Union Pacific Corp COM 907818108 255 2352 SH SOLE 0 0 2352 United Technologies Corp. COM 913017109 957 8162 SH SOLE 0 0 8162 Vanguard Div Appreciation COM 921908844 1169 14525 SH SOLE 0 0 14525 Vanguard European COM 922042874 19739 364057 SH SOLE 0 0 364057 Vanguard Financials ETF COM 92204A405 246 4992 SH SOLE 0 0 4992 Vanguard Mega Cap ETF COM 921910873 12080 171683 SH SOLE 0 0 171683 Vanguard Mega Cap Value ETF COM 921910840 18444 308578 SH SOLE 0 0 308578 Vanguard Short Term Corp Bond COM 92206C409 5229 65197 SH SOLE 0 0 65197 Verizon Communications COM 92343V104 359 7379 SH SOLE 0 0 7379 Walgreens Boots Alliance Inc COM 931427108 302 3568 SH SOLE 0 0 3568 Walt Disney Co COM 254687106 270 2570 SH SOLE 0 0 2570 WT International Small Cap Div COM 97717W760 3742 63140 SH SOLE 0 0 63140 Xilinx Inc COM 983919101 253 5990 SH SOLE 0 0 5990