Capital Advantage, Inc.

Institutional manager (13F) · CIK 1628896

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $707M

#	Issuer	Value	Shares
1	VANGUARD SCOTTSDALE FDS	$81M	973,171
2	CAPITAL GRP FIXED INCM ETF T	$68M	2,498,780
3	SCHWAB STRATEGIC TR	$54M	1,105,584
4	VANGUARD WHITEHALL FDS	$39M	414,165
5	VANGUARD WHITEHALL FDS	$39M	435,687
6	ISHARES TR	$37M	731,853
7	VANGUARD WORLD FD	$29M	197,725
8	SCHWAB STRATEGIC TR	$27M	872,527
9	VANGUARD SPECIALIZED FUNDS	$25M	117,216
10	VANGUARD WORLD FD	$24M	89,063
11	CAPITAL GROUP DIVIDEND VALUE	$23M	536,886
12	SELECT SECTOR SPDR TR	$20M	405,507
13	SPDR SERIES TRUST	$18M	240,614
14	VANGUARD BD INDEX FDS	$17M	347,908
15	VANGUARD WORLD FD	$16M	51,484
16	VANGUARD WORLD FD	$14M	59,014
17	APPLE INC	$14M	53,550
18	VANGUARD INDEX FDS	$12M	54,431
19	SCHWAB STRATEGIC TR	$12M	469,280
20	VANGUARD INDEX FDS	$9M	34,623
21	ISHARES TR	$9M	93,309
22	ISHARES TR	$8M	113,218
23	VANGUARD INDEX FDS	$8M	44,432
24	ISHARES TR	$7M	38,117
25	GLOBAL X FDS	$6M	118,443
26	MICROSOFT CORP	$6M	16,200
27	VANGUARD INDEX FDS	$6M	20,599
28	TWILIO INC	$6M	46,472
29	ISHARES TR	$5M	43,627
30	SCHWAB STRATEGIC TR	$5M	179,386
31	ADVANCED MICRO DEVICES INC	$5M	24,451
32	ISHARES TR	$4M	75,846
33	SCHWAB STRATEGIC TR	$4M	131,739
34	CHEVRON CORPORATION	$4M	19,879
35	SELECT SECTOR SPDR TR	$4M	45,092
36	EXTREME NETWORKS INC	$4M	238,829
37	ISHARES TR	$4M	39,690
38	NORTHROP GRUMMAN CORP	$4M	5,201
39	ISHARES TR	$3M	29,833
40	FIRST TR EXCHANGE TRADED FD	$3M	81,772
41	ISHARES TR	$3M	4,892
42	ISHARES INC	$3M	36,302
43	NVIDIA CORPORATION	$3M	14,879
44	AMAZON COM INC	$2M	11,965
45	VANGUARD INDEX FDS	$2M	4,160
46	EXXON MOBIL CORP	$2M	14,451
47	VANGUARD WHITEHALL FDS	$2M	15,977
48	SCHWAB STRATEGIC TR	$2M	89,830
49	ISHARES TR	$2M	19,408
50	WORKDAY INC	$2M	14,191

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.