Capital Advantage, Inc.
Q4 2024 13F Holdings
- Locationwalnut creek, CA
- Num holdings
135
- Value ($000)
$548,791
- Date Filed02/14/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $88.35M | 16 % | 1,100,656 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $44.97M | 8 % | 1,354,253 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $31.64M | 6 % | 395,542 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $25.61M | 5 % | 377,221 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $24.90M | 5 % | 199,356 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $23.29M | 4 % | 118,945 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $22.91M | 4 % | 838,701 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $22.41M | 4 % | 88,320 | ||
MGC VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | $18.01M | 3 % | 84,711 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $15.63M | 3 % | 78,867 |
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