0001628896-19-000001.txt : 20190207
0001628896-19-000001.hdr.sgml : 20190207
20190207125906
ACCESSION NUMBER: 0001628896-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190207
DATE AS OF CHANGE: 20190207
EFFECTIVENESS DATE: 20190207
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: 19574405
BUSINESS ADDRESS:
STREET 1: 3470 MT. DIABLO BLVD., SUITE A215
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
BUSINESS PHONE: 9252991500
MAIL ADDRESS:
STREET 1: 3470 MT. DIABLO BLVD., SUITE A215
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001628896
XXXXXXXX
12-31-2018
12-31-2018
Capital Advantage, Inc.
3470 MT. DIABLO BLVD., SUITE A215
LAFAYETTE
CA
94549
13F HOLDINGS REPORT
028-16928
N
Dawnalizabeth Henke
Chief Compliance & Operating Officer
925-299-1500
Dawnalizabeth Henke
Lafayette
CA
02-07-2019
0
72
263726
false
INFORMATION TABLE
2
capital4q18.xml
3M Company
COM
88579Y101
352
1850
SH
SOLE
0
0
1850
Abbott Laboratories
COM
002824100
225
3105
SH
SOLE
0
0
3105
Alphabet Inc Class A
COM
02079K305
339
324
SH
SOLE
0
0
324
Alphabet Inc Class C
COM
02079K107
260
251
SH
SOLE
0
0
251
https//protect-us.mimecast.com/s/0JLkCmZkRmf3yQAFOSiWG Inc.
COM
023135106
948
631
SH
SOLE
0
0
631
Amgen
COM
031162100
389
2000
SH
SOLE
0
0
2000
Antares Pharma Inc
COM
036642106
92
34000
SH
SOLE
0
0
34000
Apple, Inc.
COM
037833100
3688
23383
SH
SOLE
0
0
23383
AT&T
COM
00206R102
1141
39968
SH
SOLE
0
0
39968
Autoliv Inc
COM
052800109
588
8377
SH
SOLE
0
0
8377
Bank of America Corporation
COM
060505104
320
13000
SH
SOLE
0
0
13000
Bank of Marin
COM
063425102
263
6380
SH
SOLE
0
0
6380
Bank of NY Mellon Corp
COM
064058100
363
7706
SH
SOLE
0
0
7706
Berkshire Hathaway Cl B
COM
084670702
2404
11776
SH
SOLE
0
0
11776
Boeing Co
COM
097023105
269
834
SH
SOLE
0
0
834
Calavo Growers Inc
COM
128246105
201
2750
SH
SOLE
0
0
2750
Charles Schwab Corp
COM
808513105
295
7099
SH
SOLE
0
0
7099
Chevron Corp
COM
166764100
1939
17824
SH
SOLE
0
0
17824
Cisco Systems
COM
17275R102
377
8710
SH
SOLE
0
0
8710
ConocoPhillips
COM
20825C104
220
3523
SH
SOLE
0
0
3523
Consumer Staples SPDR ETF
COM
81369Y308
1208
23792
SH
SOLE
0
0
23792
Eaton Corp PLC
COM
G29183103
257
3746
SH
SOLE
0
0
3746
Extreme Networks Inc
COM
30226D106
511
83793
SH
SOLE
0
0
83793
Exxon Mobil Corporation
COM
30231G102
1250
18335
SH
SOLE
0
0
18335
Facebook Inc Class A
COM
30303M102
205
1565
SH
SOLE
0
0
1565
General Electric
COM
369604103
149
19644
SH
SOLE
0
0
19644
Home Depot
COM
437076102
267
1553
SH
SOLE
0
0
1553
Intel Corp
COM
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885
18854
SH
SOLE
0
0
18854
International Business Machine
COM
459200101
304
2670
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0
0
2670
iShares Core MSCI EAFE
COM
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25285
459720
SH
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0
0
459720
iShares Core MSCI Pacific ETF
COM
46434V696
1553
30671
SH
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0
0
30671
iShares Russell 2000
COM
464287655
2168
16193
SH
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0
0
16193
iShares S&P 500 Index
COM
464287200
2030
8068
SH
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0
0
8068
iShares S&P 600 Index
COM
78464A813
11265
162509
SH
SOLE
0
0
162509
J P Morgan Chase & Co
COM
46625H100
210
2155
SH
SOLE
0
0
2155
Johnson & Johnson
COM
478160104
1027
7960
SH
SOLE
0
0
7960
McDonalds Corp
COM
580135101
391
2205
SH
SOLE
0
0
2205
Merck & Co Inc
COM
58933Y105
891
11666
SH
SOLE
0
0
11666
Microsoft Corp
COM
594918104
1926
18966
SH
SOLE
0
0
18966
Northrop Grumman Corp
COM
666807102
1254
5119
SH
SOLE
0
0
5119
Pepsico Incorporated
COM
713448108
488
4419
SH
SOLE
0
0
4419
Pfizer Incorporated
COM
717081103
650
14895
SH
SOLE
0
0
14895
PIMCO Enhanced Short Maturity
COM
72201R833
68351
677077
SH
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Procter & Gamble Co
COM
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500
5441
SH
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0
0
5441
Schwab International Equity ET
COM
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600
21147
SH
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21147
Schwab US Dividend Equity ETF
COM
808524797
9612
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SH
SOLE
0
0
204649
Schwab US Large-Cap ETF
COM
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27717
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Schwab US Mid-Cap ETF
COM
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2347
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48967
Schwab US Small-Cap ETF
COM
808524607
723
11918
SH
SOLE
0
0
11918
Southwestern Energy Co
COM
845467109
41
12000
SH
SOLE
0
0
12000
SPDR Floating Rate Inv. Grade
COM
78468R200
37540
1236078
SH
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1236078
SPDR S&P MidCap 400 ETF
COM
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3613
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COM
89151E109
334
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SH
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United Parcel Service B
COM
911312106
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United Technologies Corp.
COM
913017109
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SH
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Vanguard Div Appreciation
COM
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3570
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Vanguard Financials ETF
COM
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5710
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Vanguard Mega Cap Blend ETF
COM
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6293
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SH
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Vanguard Mega Cap Value ETF
COM
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Vanguard Mid Cap Value ETF
COM
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Vanguard Pacific Stock ETF
COM
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SH
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Vanguard S&P 500 Index ETF
COM
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513
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SH
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Vanguard Short Term Corp Bond
COM
92206C409
2152
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SH
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Vanguard Small Cap ETF
COM
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SH
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Vanguard Total International S
COM
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Vanguard Total Stock Market ET
COM
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Verizon Communications
COM
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Walgreens Boots Alliance Inc
COM
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Walt Disney Co
COM
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Workday Inc
COM
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SOLE
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WT Intl. Small Cap Dividend ET
COM
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6683
110789
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110789
Xilinx Inc
COM
983919101
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