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Capital Advantage, Inc.

Q4 2015 Holdings

Filed 2016-02-26 | 78 holdings | $908.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab US Large-Cap ETF(SCHX)COM808524201$1.7K34,4250.2%
Chevron Corp(CVX)COM166764100$1.8K19,5500.2%
Exxon Mobil Corporation(XOM)COM30231G102$1.8K22,7070.2%
iShares Russell 2000(IWM)COM464287655$1.8K16,0920.2%
Schwab International Equity ET(SCHF)COM808524805$2.1K76,5920.2%
1/100 Berkshire Htwy ClaCOM84990175$2.2K1,1000.2%
Berkshire Hathaway Cl BCOM84670702$2.3K17,1760.2%
Apple ComputerCOM37833100$3.1K29,0030.3%
Vanguard Short Term Corp Bond(VCSH)COM92206C409$3.5K44,8310.4%
Vanguard S&P 500 Index ETF(VOO)COM922908363$3.8K20,1850.4%
Vanguard Pacific Stock ETF(VPL)COM922042866$4.3K75,0490.5%
iShares Core Msci Emerging Mar(IEMG)COM46434G103$4.4K111,6120.5%
WT Intl. Small Cap Dividend ET(DLS)COM97717W760$5.4K93,5670.6%
Spdr S&P MidCap 400 ETF(MDY)COM78467Y107$5.6K22,1160.6%
Vanguard Mid Cap Value ETF(VOE)COM922908512$6.5K75,7230.7%
iShares S&P 600 Index(SLY)COM78464A813$9.9K90,1391.1%
Vanguard Mega Cap ETF(MGC)COM921910873$10.0K143,5041.1%
iShares S&P 500 Index(IVV)COM464287200$10.3K50,3311.1%
Gugg. HY Bullet 2017COM18383M399$10.9K435,0081.2%
Vanguard Mega Cap Value ETF(MGV)COM921910840$14.1K239,1871.6%
Vanguard Total International S(VXUS)COM921909768$16.4K363,8901.8%
Vanguard European(VGK)COM922042874$18.7K373,9582.1%
iShares Core Msci Eafe(IEFA)COM46432F842$20.8K383,1042.3%
Gugg. Corp. Bullet 2018COM18383M530$22.3K1,061,9372.5%
Gugg. HY Bullet 2016COM18383M415$25.2K974,0212.8%
Gugg. Corp. Bullet 2017COM18383M548$29.4K1,307,3973.2%
Gugg. Corp. Bullet 2016COM18383M555$30.2K1,368,2963.3%
Cisco Systems(CSCO)COM17275R102$612.0K22,52567.4%
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