0001628896-15-000003.txt : 20150814 0001628896-15-000003.hdr.sgml : 20150814 20150814113821 ACCESSION NUMBER: 0001628896-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 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: 151053721 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 06-30-2015 06-30-2015 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 08-14-2015 0 71 256503 false INFORMATION TABLE 2 capitaladv13f2q2015.xml 1/100 Berkshire Htwy Cla COM 84990175 2253 1100 SH SOLE 0 0 1100 3M Company COM 88579Y101 217 1405 SH SOLE 0 0 1405 Abbott Laboratories COM 2824100 230 4688 SH SOLE 0 0 4688 Amazon.com Inc. COM 23135106 411 947 SH SOLE 0 0 947 American Express Co COM 25816109 212 2729 SH SOLE 0 0 2729 Amgen COM 31162100 316 2057 SH SOLE 0 0 2057 Apple Computer COM 37833100 3440 27428 SH SOLE 0 0 27428 AT&T COM 00206R102 778 21908 SH SOLE 0 0 21908 Berkshire Hathaway Cl B COM 84670702 2350 17264 SH SOLE 0 0 17264 Boeing Co COM 97023105 245 1765 SH SOLE 0 0 1765 Charles Schwab Corp COM 808513105 279 8531 SH SOLE 0 0 8531 Chevron Corp COM 166764100 1646 17061 SH SOLE 0 0 17061 Cisco Systems COM 17275R102 510 18558 SH SOLE 0 0 18558 Coca Cola Company COM 191216100 242 6174 SH SOLE 0 0 6174 ConocoPhillips Stock Fund COM 20825C104 217 3535 SH SOLE 0 0 3535 Exxon Mobil Corporation COM 30231G102 1748 21012 SH SOLE 0 0 21012 Facebook Inc Class A COM 30303M102 1019 11884 SH SOLE 0 0 11884 General Electric COM 369604103 1158 43579 SH SOLE 0 0 43579 Gugg. Corp. Bullet 2016 COM 18383M555 14552 655072 SH SOLE 0 0 655072 Gugg. Corp. Bullet 2017 COM 18383M548 27604 1213355 SH SOLE 0 0 1213355 Gugg. Corp. Bullet 2018 COM 18383M530 19618 922781 SH SOLE 0 0 922781 Gugg. HY Bullet 2016 COM 18383M415 21548 819202 SH SOLE 0 0 819202 Intel Corp COM 458140AD2 650 21367 SH SOLE 0 0 21367 International Business Machine COM 459200101 356 2190 SH SOLE 0 0 2190 iShares Core MSCI EAFE COM 46432F842 17894 306937 SH SOLE 0 0 306937 iShares Russell 2000 COM 464287655 2000 16019 SH SOLE 0 0 16019 Ishares S&P 500 Index COM 464287200 10954 52864 SH SOLE 0 0 52864 iShares S&P 600 COM 78464A813 5720 48526 SH SOLE 0 0 48526 Johnson & Johnson COM 478160104 822 8436 SH SOLE 0 0 8436 Kinder Morgan Inc COM 49456B101 429 11179 SH SOLE 0 0 11179 McDonalds Corp COM 580135101 341 3582 SH SOLE 0 0 3582 McKesson Inc. COM 58155Q103 686 3050 SH SOLE 0 0 3050 Merck & Co Inc COM 58933Y105 322 5662 SH SOLE 0 0 5662 Microsoft Corp COM 594918104 827 18725 SH SOLE 0 0 18725 Northrop Grumman Corp COM 666807102 1022 6440 SH SOLE 0 0 6440 Pepsico Incorporated COM 713448108 430 4610 SH SOLE 0 0 4610 Pfizer Incorporated COM 717081103 467 13916 SH SOLE 0 0 13916 Phillips 66 Stock Fund COM 718546104 242 2998 SH SOLE 0 0 2998 Pimco Enhanced Short Maturity COM 72201R833 706 6984 SH SOLE 0 0 6984 Pimco High Yield Short COM 72201R783 15569 155893 SH SOLE 0 0 155893 Procter & Gamble Co COM 742718109 648 8280 SH SOLE 0 0 8280 Qualcomm Inc COM 747525103 272 4343 SH SOLE 0 0 4343 S&P 500 Index SPDR Trust COM 78462F103 237 1149 SH SOLE 0 0 1149 Schwab Emerging Market Equity COM 808524706 412 16770 SH SOLE 0 0 16770 Schwab International Equity ET COM 808524805 11455 375944 SH SOLE 0 0 375944 Schwab Intl Small-Cap ETF COM 808524888 2471 78954 SH SOLE 0 0 78954 Schwab ST US Treasury ETF COM 808524862 2578 50829 SH SOLE 0 0 50829 Schwab Strategic Tr US Mid-Cap COM 808524508 974 22852 SH SOLE 0 0 22852 Schwab US Dividend Equity ETF COM 808524797 870 22727 SH SOLE 0 0 22727 Schwab US Large Cap Growth ETF COM 808524300 1143 21300 SH SOLE 0 0 21300 Schwab US Large-Cap ETF COM 808524201 461 9350 SH SOLE 0 0 9350 Schwab US Small-Cap ETF COM 808524607 688 11966 SH SOLE 0 0 11966 SPDR S&P MidCap 400 ETF COM 78467Y107 6247 22866 SH SOLE 0 0 22866 Stryker Corp COM 863667101 259 2705 SH SOLE 0 0 2705 Trunity Holdings Inc COM 898183108 0 20000 SH SOLE 0 0 20000 Union Pacific Corp COM 907818108 214 2245 SH SOLE 0 0 2245 United Technologies Corp. COM 913017109 921 8304 SH SOLE 0 0 8304 Vanguard Div Appreciation COM 921908844 1124 14308 SH SOLE 0 0 14308 Vanguard Energy ETF COM 92204A306 5072 47427 SH SOLE 0 0 47427 Vanguard European COM 922042874 19683 364626 SH SOLE 0 0 364626 Vanguard Financials ETF COM 92204A405 248 4992 SH SOLE 0 0 4992 Vanguard Mega Cap ETF COM 921910873 11175 158960 SH SOLE 0 0 158960 Vanguard Mega Cap Value ETF COM 921910840 17495 292123 SH SOLE 0 0 292123 Vanguard Mid Cap Value ETF COM 922908512 1701 18782 SH SOLE 0 0 18782 Vanguard Pacific Stock ETF COM 922042866 242 3969 SH SOLE 0 0 3969 Vanguard Short Term Corp Bond COM 92206C409 4794 60243 SH SOLE 0 0 60243 Verizon Communications COM 92343V104 304 6512 SH SOLE 0 0 6512 Walgreens Boots Alliance Inc COM 931427108 203 2403 SH SOLE 0 0 2403 Walt Disney Co COM 254687106 307 2689 SH SOLE 0 0 2689 Wisdomtree Intl Small Cap Divi COM 97717W760 4010 66464 SH SOLE 0 0 66464 Xilinx Inc COM 983919101 265 5990 SH SOLE 0 0 5990