0001628896-18-000005.txt : 20180801 0001628896-18-000005.hdr.sgml : 20180801 20180801102605 ACCESSION NUMBER: 0001628896-18-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180801 DATE AS OF CHANGE: 20180801 EFFECTIVENESS DATE: 20180801 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: 18983398 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 06-30-2018 06-30-2018 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 08-01-2018 0 82 424400 false
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COM 037833100 4771 25771 SH SOLE 0 0 25771 Schwab US Large-Cap ETF COM 808524201 1456 22399 SH SOLE 0 0 22399 Schwab International Equity ET COM 808524805 704 21300 SH SOLE 0 0 21300 Exxon Mobil Corporation COM 30231G102 1598 19318 SH SOLE 0 0 19318 Microsoft Corp COM 594918104 1855 18813 SH SOLE 0 0 18813 Intel Corp COM 458140100 934 18794 SH SOLE 0 0 18794 Chevron Corp COM 166764100 2209 17475 SH SOLE 0 0 17475 iShares Russell 2000 COM 464287655 2661 16248 SH SOLE 0 0 16248 Pfizer Incorporated COM 717081103 554 15278 SH SOLE 0 0 15278 Southwestern Energy Co COM 845467109 78 14750 SH SOLE 0 0 14750 Verizon Communications COM 92343V104 682 13565 SH SOLE 0 0 13565 Bank of America Corporation COM 060505104 371 13152 SH SOLE 0 0 13152 SPDR S&P MidCap 400 ETF COM 78467Y107 4463 12572 SH SOLE 0 0 12572 First Foundation Inc COM 32026V104 224 12089 SH SOLE 0 0 12089 Berkshire Hathaway Cl B COM 084670702 2225 11923 SH SOLE 0 0 11923 Merck & Co Inc COM 58933Y105 714 11757 SH SOLE 0 0 11757 Workday Inc COM 98138H101 1213 10012 SH SOLE 0 0 10012 PwrShrs HY Bullet 2020 COM 18383M365 240 9897 SH SOLE 0 0 9897 Johnson & Johnson COM 478160104 1145 9436 SH SOLE 0 0 9436 Cisco Systems COM 17275R102 397 9237 SH SOLE 0 0 9237 iShares S&P 500 Index COM 464287200 2429 8895 SH SOLE 0 0 8895 Bank of NY Mellon Corp COM 064058100 416 7706 SH SOLE 0 0 7706 Xilinx Inc COM 983919101 478 7327 SH SOLE 0 0 7327 Charles Schwab Corp COM 808513105 371 7262 SH SOLE 0 0 7262 Vanguard Financials ETF COM 92204A405 414 6139 SH SOLE 0 0 6139 Procter & Gamble Co COM 742718109 439 5606 SH SOLE 0 0 5606 First Horizon National Corp COM 320517105 100 5606 SH SOLE 0 0 5606 Vanguard FTSE Developed Market COM 921943858 233 5430 SH SOLE 0 0 5430 United Technologies Corp. COM 913017109 672 5374 SH SOLE 0 0 5374 Northrop Grumman Corp COM 666807102 1575 5117 SH SOLE 0 0 5117 United Parcel Service B COM 911312106 540 5084 SH SOLE 0 0 5084 Pepsico Incorporated COM 713448108 460 4224 SH SOLE 0 0 4224 Eaton Corp PLC COM G29183103 306 4097 SH SOLE 0 0 4097 Wells Fargo & Company COM 949746101 206 3707 SH SOLE 0 0 3707 Altria COM 02209S103 210 3694 SH SOLE 0 0 3694 Vanguard Div Appreciation COM 921908844 359 3528 SH SOLE 0 0 3528 ConocoPhillips COM 20825C104 345 3518 SH SOLE 0 0 3518 McDonalds Corp COM 580135101 522 3333 SH SOLE 0 0 3333 WT Europe Hedged Equity COM 97717X701 203 3207 SH SOLE 0 0 3207 Bank of Marin COM 063425102 258 3190 SH SOLE 0 0 3190 McKesson Inc. COM 58155Q103 408 3057 SH SOLE 0 0 3057 International Business Machine COM 459200101 410 2936 SH SOLE 0 0 2936 Facebook Inc Class A COM 30303M102 540 2777 SH SOLE 0 0 2777 SPDR S&P Dividend ETF COM 78464A763 257 2769 SH SOLE 0 0 2769 Calavo Growers Inc COM 128246105 264 2750 SH SOLE 0 0 2750 Vanguard S&P 500 Index ETF COM 922908363 597 2393 SH SOLE 0 0 2393 Phillips 66 COM 718546104 259 2307 SH SOLE 0 0 2307 Walt Disney Co COM 254687106 230 2199 SH SOLE 0 0 2199 Vanguard Total Stock Market ET COM 922908769 305 2168 SH SOLE 0 0 2168 J P Morgan Chase & Co COM 46625H100 222 2130 SH SOLE 0 0 2130 Amgen COM 031162100 379 2051 SH SOLE 0 0 2051 Home Depot COM 437076102 300 1540 SH SOLE 0 0 1540 Union Pacific Corp COM 907818108 207 1458 SH SOLE 0 0 1458 S&P 500 Index SPDR Trust ETF COM 78462F103 233 860 SH SOLE 0 0 860 Boeing Co COM 097023105 286 852 SH SOLE 0 0 852 Amazon.com Inc. COM 023135106 1139 670 SH SOLE 0 0 670 Alphabet Inc Class A COM 02079K305 394 349 SH SOLE 0 0 349 Alphabet Inc Class C COM 02079K107 317 284 SH SOLE 0 0 284