0001628896-16-000007.txt : 20160226
0001628896-16-000007.hdr.sgml : 20160226
20160225181054
ACCESSION NUMBER: 0001628896-16-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160226
DATE AS OF CHANGE: 20160225
EFFECTIVENESS DATE: 20160226
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: 161457256
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
12-31-2015
12-31-2015
Capital Advantage, Inc.
3708 MT. DIABLO BLVD., SUITE 200
LAFAYETTE
CA
94549
13F HOLDINGS REPORT
028-16928
N
Dawnalizabeth Henke
Chief Compliance Officer
925.299.1500
Dawnalizabeth Henke
Lafayette
CA
02-25-2016
0
78
296649
false
INFORMATION TABLE
2
capadvantage13f4q2015.xml
1/100 Berkshire Htwy Cla
COM
84990175
2176
1100
SH
SOLE
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1100
3M Company
COM
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245
1627
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1627
Abbott Laboratories
COM
2824100
228
5070
SH
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0
0
5070
Alphabet Inc Class A
COM
38259P508
225
289
SH
SOLE
0
0
289
Alphabet Inc Class C
COM
38259P706
280
369
SH
SOLE
0
0
369
Altria
COM
02209S103
221
3804
SH
SOLE
0
0
3804
Amazon.com Inc.
COM
23135106
630
932
SH
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0
0
932
Amgen
COM
31162100
361
2223
SH
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0
0
2223
Apple Computer
COM
37833100
3053
29003
SH
SOLE
0
0
29003
AT&T
COM
00206R102
1427
41472
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0
0
41472
Bank of America Corporation
COM
60505104
183
10890
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0
0
10890
Bank of NY Mellon Corp
COM
64058100
318
7706
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0
0
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Berkshire Hathaway Cl B
COM
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2268
17176
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0
17176
Boeing Co
COM
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257
1777
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0
0
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Calamos Strategic Total Return
COM
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225
22735
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22735
Charles Schwab Corp
COM
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222
6741
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Chevron Corp
COM
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19550
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Cisco Systems
COM
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22525
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Clorox Company
COM
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Coca Cola Company
COM
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Exxon Mobil Corporation
COM
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Facebook Inc Class A
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General Electric
COM
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COM
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Intel Corp
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International Business Machine
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383104
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iShares Core MSCI Emerging Mar
COM
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iShares Russell 2000
COM
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1812
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iShares S&P 500 Index
COM
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COM
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Johnson & Johnson
COM
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Kinder Morgan Inc
COM
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McDonalds Corp
COM
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McKesson Inc.
COM
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Merck & Co Inc
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Microsoft Corp
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Northrop Grumman Corp
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Pepsico Incorporated
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Pfizer Incorporated
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Qualcomm Inc
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