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Capital Advantage, Inc.

Q2 2017 Holdings

Filed 2017-08-08 | 74 holdings | $974.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Exxon Mobil Corporation(XOM)COM30231G102$1.7K20,6140.2%
Chevron Corp(CVX)COM166764100$1.9K18,3470.2%
Berkshire Hathaway Cl B(BRK/B)COM084670702$2.1K12,1750.2%
iShares Russell 2000(IWM)COM464287655$2.3K16,1090.2%
iShares S&P 500 Index(IVV)COM464287200$2.6K10,8610.3%
Vanguard Short Term Corp Bond(VCSH)COM92206C409$2.8K35,4100.3%
1/100 Berkshire Htwy ClaCOM084990175$3.1K1,2000.3%
Apple, Inc.(AAPL)COM037833100$3.7K25,5590.4%
Spdr S&P MidCap 400 ETF(MDY)COM78467Y107$4.7K14,8250.5%
Vanguard Mega Cap Blend ETF(MGC)COM921910873$6.0K72,1590.6%
WT Intl. Small Cap Dividend ET(DLS)COM97717W760$8.4K120,6090.9%
Vanguard Pacific Stock ETF(VPL)COM922042866$8.4K128,0550.9%
Schwab US Dividend Equity ETF(SCHD)COM808524797$8.8K195,7960.9%
Vanguard Total International S(VXUS)COM921909768$9.6K184,5981.0%
iShares S&P 600 Index(SLY)COM78464A813$11.8K168,7891.2%
Vanguard Mid Cap Value ETF(VOE)COM922908512$11.9K115,4901.2%
Vanguard Mega Cap Value ETF(MGV)COM921910840$13.1K188,4031.3%
Gugg. HY Bullet 2017COM18383M399$21.5K837,6522.2%
iShares Core Msci Eafe(IEFA)COM46432F842$32.7K536,7553.4%
Gugg. HY Bullet 2019COM18383M373$41.4K1,679,8744.3%
Gugg. Corp. Bullet 2019COM18383M522$49.2K2,312,7905.0%
Gugg. HY Bullet 2018(90002USD)COM18383M381$49.5K1,948,1145.1%
Gugg. Corp. Bullet 2018COM18383M530$55.8K2,627,9025.7%
Cisco Systems(CSCO)COM17275R102$593.0K18,93160.9%
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