Capital Advantage, Inc.
Q4 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
149
- Value ($000)
$741,321
- Date Filed01/07/2026
- Form type13F-HR
- CIK0001628896
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $84.03M | 11 % | 1,003,349 | ||
CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $63.75M | 9 % | 2,308,168 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $49.91M | 7 % | 1,103,954 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $39.44M | 5 % | 431,269 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $36.9M | 5 % | 410,003 | ||
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $36.33M | 5 % | 718,302 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $27.85M | 4 % | 197,266 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $25.71M | 4 % | 116,970 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $25.33M | 3 % | 87,982 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $24.03M | 3 % | 876,084 |
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