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Capital Advantage, Inc.

Q1 2016 Holdings

Filed 2016-05-23 | 77 holdings | $955.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Chevron Corp(CVX)COM166764100$1.8K19,0570.2%
Schwab US Large Cap Growth ETF(SCHG)COM808524300$1.8K35,1000.2%
Exxon Mobil Corporation(XOM)COM30231G102$1.9K22,2200.2%
General ElectricCOM369604103$1.9K60,8390.2%
Schwab International Equity ET(SCHF)COM808524805$2.0K72,3550.2%
Schwab US Dividend Equity ETF(SCHD)COM808524797$2.1K52,2910.2%
Schwab US Large-Cap ETF(SCHX)COM808524201$2.3K47,2120.2%
Berkshire Hathaway Cl BCOM84670702$2.4K17,0040.3%
Apple ComputerCOM37833100$3.2K29,6200.3%
Vanguard Short Term Corp Bond(VCSH)COM92206C409$3.5K43,9840.4%
Vanguard S&P 500 Index ETF(VOO)COM922908363$3.7K19,8730.4%
Vanguard Pacific Stock ETF(VPL)COM922042866$4.8K86,1370.5%
iShares Core Msci Emerging Mar(IEMG)COM46434G103$4.8K115,2730.5%
Spdr S&P MidCap 400 ETF(MDY)COM78467Y107$5.7K21,6400.6%
WT Intl. Small Cap Dividend ET(DLS)COM97717W760$5.8K99,1950.6%
Vanguard Mid Cap Value ETF(VOE)COM922908512$7.2K82,2400.8%
iShares S&P 500 Index(IVV)COM464287200$10.2K49,3611.1%
iShares S&P 600 Index(SLY)COM78464A813$10.5K93,0251.1%
Gugg. HY Bullet 2017COM18383M399$11.5K450,5761.2%
Vanguard Total International S(VXUS)COM921909768$13.6K302,8081.4%
Vanguard European(VGK)COM922042874$18.7K385,7132.0%
Gugg. Corp. Bullet 2018COM18383M530$23.5K1,111,8402.5%
iShares Core Msci Eafe(IEFA)COM46432F842$23.7K445,8292.5%
Gugg. HY Bullet 2016COM18383M415$26.0K1,006,3602.7%
Gugg. Corp. Bullet 2017COM18383M548$30.7K1,355,3663.2%
Gugg. Corp. Bullet 2016COM18383M555$31.4K1,425,6913.3%
Cisco Systems(CSCO)COM17275R102$674.0K23,66770.6%
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