0001628896-17-000005.txt : 20171030 0001628896-17-000005.hdr.sgml : 20171030 20171030130820 ACCESSION NUMBER: 0001628896-17-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171030 DATE AS OF CHANGE: 20171030 EFFECTIVENESS DATE: 20171030 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: 171161517 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 09-30-2017 09-30-2017 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 10-30-2017 0 81 399667 false INFORMATION TABLE 2 capitaladv3q17.xml Antares Pharma Inc COM 036642106 110 34000 SH SOLE 0 0 34000 United States Oil ETF COM 91232N108 178 17050 SH SOLE 0 0 17050 WT Europe Hedged Equity COM 97717X701 202 3121 SH SOLE 0 0 3121 Qualcomm Inc COM 747525103 205 3959 SH SOLE 0 0 3959 Celgene Corp COM 151020104 208 1425 SH SOLE 0 0 1425 Bristol-Myers Squibb COM 110122108 210 3295 SH SOLE 0 0 3295 Clorox Company COM 189054109 214 1623 SH SOLE 0 0 1623 Union Pacific Corp COM 907818108 220 1895 SH SOLE 0 0 1895 Vanguard FTSE Developed Market COM 921943858 222 5105 SH SOLE 0 0 5105 Walt Disney Co COM 254687106 222 2255 SH SOLE 0 0 2255 American Express Co COM 025816109 223 2468 SH SOLE 0 0 2468 Coca Cola Company COM 191216100 226 5020 SH SOLE 0 0 5020 Harris Corp COM 413875105 231 1752 SH SOLE 0 0 1752 DowDuPont Inc COM 26078J100 236 3405 SH SOLE 0 0 3405 Vanguard Financials ETF COM 92204A405 243 3720 SH SOLE 0 0 3720 Home Depot COM 437076102 246 1502 SH SOLE 0 0 1502 Gugg. 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COM 58155Q103 485 3158 SH SOLE 0 0 3158 Xilinx Inc COM 983919101 506 7140 SH SOLE 0 0 7140 Verizon Communications COM 92343V104 552 11159 SH SOLE 0 0 11159 Bank of America Corporation COM 060505104 557 21990 SH SOLE 0 0 21990 McDonalds Corp COM 580135101 558 3563 SH SOLE 0 0 3563 Pfizer Incorporated COM 717081103 573 16041 SH SOLE 0 0 16041 Procter & Gamble Co COM 742718109 686 7541 SH SOLE 0 0 7541 United Technologies Corp. COM 913017109 695 5985 SH SOLE 0 0 5985 Vanguard S&P 500 Index ETF COM 922908363 700 3032 SH SOLE 0 0 3032 Amazon.com Inc. COM 023135106 719 748 SH SOLE 0 0 748 Intel Corp COM 458140AD2 764 20074 SH SOLE 0 0 20074 Facebook Inc Class A COM 30303M102 847 4956 SH SOLE 0 0 4956 Merck & Co Inc COM 58933Y105 849 13256 SH SOLE 0 0 13256 Schwab International Equity ET COM 808524805 977 29180 SH SOLE 0 0 29180 Pimco Enhanced Short Maturity COM 72201R833 1053 10341 SH SOLE 0 0 10341 Microsoft Corp COM 594918104 1061 14240 SH SOLE 0 0 14240 General Electric COM 369604103 1069 44200 SH SOLE 0 0 44200 Schwab US Large-Cap ETF COM 808524201 1339 22308 SH SOLE 0 0 22308 Johnson & Johnson COM 478160104 1343 10326 SH SOLE 0 0 10326 AT&T COM 00206R102 1461 37303 SH SOLE 0 0 37303 Northrop Grumman Corp COM 666807102 1472 5116 SH SOLE 0 0 5116 Exxon Mobil Corporation COM 30231G102 1648 20099 SH SOLE 0 0 20099 Schwab US Mid-Cap ETF COM 808524508 1906 38032 SH SOLE 0 0 38032 Chevron Corp COM 166764100 2091 17797 SH SOLE 0 0 17797 Berkshire Hathaway Cl B COM 084670702 2237 12200 SH SOLE 0 0 12200 iShares Russell 2000 COM 464287655 2413 16285 SH SOLE 0 0 16285 iShares S&P 500 Index COM 464287200 2530 10005 SH SOLE 0 0 10005 Vanguard Short Term Corp Bond COM 92206C409 2812 35097 SH SOLE 0 0 35097 1/100 Berkshire Htwy Cla COM 084990175 3297 1200 SH SOLE 0 0 1200 Apple, Inc. COM 037833100 4386 28460 SH SOLE 0 0 28460 SPDR S&P MidCap 400 ETF COM 78467Y107 4632 14196 SH SOLE 0 0 14196 Vanguard Mega Cap Blend ETF COM 921910873 6245 72395 SH SOLE 0 0 72395 WT Intl. Small Cap Dividend ET COM 97717W760 9043 122285 SH SOLE 0 0 122285 Vanguard Pacific Stock ETF COM 922042866 9087 133242 SH SOLE 0 0 133242 Schwab US Dividend Equity ETF COM 808524797 9451 201945 SH SOLE 0 0 201945 Vanguard Total International S COM 921909768 9732 177813 SH SOLE 0 0 177813 Vanguard Mid Cap Value ETF COM 922908512 12523 118540 SH SOLE 0 0 118540 iShares S&P 600 Index COM 78464A813 12588 169610 SH SOLE 0 0 169610 Vanguard Mega Cap Value ETF COM 921910840 13540 188611 SH SOLE 0 0 188611 Gugg. HY Bullet 2017 COM 18383M399 21277 827431 SH SOLE 0 0 827431 iShares Core MSCI EAFE COM 46432F842 33849 527488 SH SOLE 0 0 527488 Gugg. HY Bullet 2019 COM 18383M373 45897 1857434 SH SOLE 0 0 1857434 Gugg. HY Bullet 2018 COM 18383M381 50108 1978202 SH SOLE 0 0 1978202 Gugg. Corp. Bullet 2019 COM 18383M522 54010 2541638 SH SOLE 0 0 2541638 Gugg. Corp. Bullet 2018 COM 18383M530 55881 2637132 SH SOLE 0 0 2637132