0001628896-16-000014.txt : 20160824
0001628896-16-000014.hdr.sgml : 20160824
20160824102032
ACCESSION NUMBER: 0001628896-16-000014
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20160824
DATE AS OF CHANGE: 20160824
EFFECTIVENESS DATE: 20160824
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: 161848499
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
12-31-2013
12-31-2013
Capital Advantage, Inc.
3708 MT. DIABLO BLVD., SUITE 200
LAFAYETTE
CA
94549
13F HOLDINGS REPORT
028-16928
N
Dawnalizabeth Henke
Chief Compliance & Operating Officer
925.299.1500
Dawnalizabeth Henke
Lafayette
CA
08-24-2016
0
47
148796
false
INFORMATION TABLE
2
capitaladvantage13f4q2013.xml
3M Company
COM
88579Y101
221
1574
SH
SOLE
0
0
1574
Amazon.com Inc.
COM
23135106
256
641
SH
SOLE
0
0
641
Amgen
COM
31162100
234
2050
SH
SOLE
0
0
2050
Apple Computer
COM
37833100
2419
4311
SH
SOLE
0
0
4311
AT&T
COM
00206R102
634
18036
SH
SOLE
0
0
18036
Berkshire Hathaway Cl B
COM
84670702
2231
18814
SH
SOLE
0
0
18814
Chevron Corp
COM
166764100
1303
10434
SH
SOLE
0
0
10434
Cisco Systems
COM
17275R102
486
21685
SH
SOLE
0
0
21685
Coca Cola Company
COM
191216100
207
5014
SH
SOLE
0
0
5014
Exxon Mobil Corporation
COM
30231G102
1876
18534
SH
SOLE
0
0
18534
General Electric
COM
369604103
993
35439
SH
SOLE
0
0
35439
Gugg. Corp. Bullet 2016
COM
18383M555
18571
833144
SH
SOLE
0
0
833144
Gugg. Corp. Bullet 2017
COM
18383M548
25265
1114941
SH
SOLE
0
0
1114941
Gugg. HY Bullet 2016
COM
18383M415
10494
388364
SH
SOLE
0
0
388364
Intel Corp
COM
458140AD2
312
12004
SH
SOLE
0
0
12004
International Business Machine
COM
459200101
248
1321
SH
SOLE
0
0
1321
iShares Barclays 1-3 Year Trea
COM
464287457
6313
74814
SH
SOLE
0
0
74814
iShares Emerging Markets Minim
COM
464286533
205
3517
SH
SOLE
0
0
3517
iShares Floating Rate ETF
COM
46429B655
803
15825
SH
SOLE
0
0
15825
iShares Russell 2000
COM
464287655
2050
17773
SH
SOLE
0
0
17773
iShares S&P 500 Index
COM
464287200
700
3772
SH
SOLE
0
0
3772
iShares S&P 600 Index
COM
78464A813
2169
19876
SH
SOLE
0
0
19876
Johnson & Johnson
COM
478160104
693
7564
SH
SOLE
0
0
7564
McDonalds Corp
COM
580135101
338
3484
SH
SOLE
0
0
3484
McKesson Inc.
COM
58155Q103
492
3050
SH
SOLE
0
0
3050
Merck & Co Inc
COM
58933Y105
291
5807
SH
SOLE
0
0
5807
Microsoft Corp
COM
594918104
711
19005
SH
SOLE
0
0
19005
Northrop Grumman Corp
COM
666807102
907
7914
SH
SOLE
0
0
7914
Occidental Petroleum
COM
674599105
202
2125
SH
SOLE
0
0
2125
Pepsico Incorporated
COM
713448108
302
3636
SH
SOLE
0
0
3636
Pfizer Incorporated
COM
717081103
323
10542
SH
SOLE
0
0
10542
Pimco Enhanced Short Maturity
COM
72201R833
7342
72468
SH
SOLE
0
0
72468
Pimco High Yield Short
COM
72201R783
14284
134303
SH
SOLE
0
0
134303
PowerShares S&P 500 Low Volati
COM
73937B779
10968
330758
SH
SOLE
0
0
330758
Procter & Gamble Co
COM
742718109
604
7417
SH
SOLE
0
0
7417
Qualcomm Inc
COM
747525103
289
3892
SH
SOLE
0
0
3892
SPDR S&P Dividend ETF
COM
78464A763
218
2997
SH
SOLE
0
0
2997
SPDR S&P MidCap 400 ETF
COM
78467Y107
494
2023
SH
SOLE
0
0
2023
Sprott Physical Gold Tr
COM
85207H104
174
17500
SH
SOLE
0
0
17500
Stryker Corp
COM
863667101
203
2705
SH
SOLE
0
0
2705
Teva Pharmaceutical ADR
COM
881624209
214
5351
SH
SOLE
0
0
5351
United Technologies Corp.
COM
913017109
963
8462
SH
SOLE
0
0
8462
Vanguard European
COM
922042874
17864
303810
SH
SOLE
0
0
303810
Vanguard Financials ETF
COM
92204A405
240
5394
SH
SOLE
0
0
5394
Vanguard Short Term Corp Bond
COM
92206C409
12259
153663
SH
SOLE
0
0
153663
Verizon Communications
COM
92343V104
219
4464
SH
SOLE
0
0
4464
Walgreen Company
COM
931427108
212
3698
SH
SOLE
0
0
3698