Capital Advantage, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwalnut creek, CA
- CIK0001628896
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
135 | $548.79M | VCIT, FNDF, VIGI, VYMI | 13F-HR | Feb 14, 2025 | 000166773125000261 | ||
49 | $521.94M | VCIT, FNDF, VIGI, VYMI | 13F-HR | Nov 7, 2024 | 000162889624000006 | ||
48 | $487.87M | VCIT, FNDF, ICSH, VIGI | 13F-HR | Jul 12, 2024 | 000162889624000005 | ||
48 | $492.46M | VCIT, ICSH, IGHG, FNDF | 13F-HR | May 14, 2024 | 000162889624000004 | ||
40 | $492.81M | VCIT, IGHG, ICSH, VIGI | 13F-HR | Jan 23, 2024 | 000162889624000001 | ||
42 | $466.51M | IGHG, VCIT, ICSH, VIGI | 13F-HR | Oct 30, 2023 | 000162889623000006 | ||
43 | $479.48M | IGHG, VCIT, ICSH, VIGI | 13F-HR | Aug 7, 2023 | 000162889623000005 | ||
40 | $470.03M | IGHG, ICSH, VCIT, VIGI | 13F-HR | May 5, 2023 | 000162889623000004 | ||
38 | $445.44M | IGHG, ICSH, FLOT, VIGI | 13F-HR | Jan 24, 2023 | 000162889623000001 | ||
41 | $436.98M | ICSH, IGHG, FLOT, VIGI | 13F-HR | Oct 31, 2022 | 000162889622000004 | ||
43 | $453.70M | IGHG, ICSH, FLOT, VIGI | 13F-HR | Jul 21, 2022 | 000162889622000003 | ||
43 | $434.84M | IGHG, VIGI, VANGUARD WORLD FDS, LQDH | 13F-HR | May 10, 2022 | 000162889622000002 | ||
48 | $417.29M | IGHG, VIGI, VANGUARD WORLD FDS, LQDH | 13F-HR | Jan 21, 2022 | 000177443722000001 | ||
46 | $370.17M | IGHG, VIGI, VANGUARD WORLD FDS, SCHD | 13F-HR | Oct 7, 2021 | 000162889621000005 | ||
46 | $381.46M | IGHG, VIGI, VIG, VANGUARD WORLD FDS | 13F-HR | Aug 16, 2021 | 000162889621000004 | ||
107 | $366.92M | VIGI, VIG, VANGUARD WORLD FDS, SCHD | 13F-HR | Apr 26, 2021 | 000162889621000003 | ||
106 | $335.54M | VIGI, VIG, VANGUARD WORLD FDS, SCHD | 13F-HR | Feb 17, 2021 | 000162889621000002 | ||
93 | $303.75M | VIGI, VIG, VANGUARD WORLD FDS, XLP | 13F-HR | Nov 12, 2020 | 000151312520000006 | ||
91 | $281.52M | VIGI, VIG, VANGUARD WORLD FDS, ICSH | 13F-HR | Aug 13, 2020 | 000162889620000004 | ||
89 | $256.02M | VIG, ICSH, VIGI, VANGUARD WORLD FDS | 13F-HR | May 8, 2020 | 000162889620000003 | ||
96 | $316.23M | MINT, ICSH, VIGI, VANGUARD WORLD FDS | 13F-HR | Feb 14, 2020 | 000162889620000002 | ||
90 | $288.85M | MINT, ICSH, IEFA, MGV | 13F-HR | Nov 12, 2019 | 000162889619000005 | ||
77 | $281.60M | MINT, ICSH, IEFA, MGV | 13F-HR | May 10, 2019 | 000162889619000003 | ||
72 | $263.73M | MINT, KRE, IEFA, MGV | 13F-HR | Feb 7, 2019 | 000162889619000001 | ||
82 | $435.21M | MINT, 9000002D, 9000003D, 9000001D | 13F-HR | Nov 1, 2018 | 000162889618000006 | ||
82 | $424.40M | MINT, 9000002D, 9000003D, 9000001D | 13F-HR | Aug 1, 2018 | 000162889618000005 | ||
74 | $408.88M | 9000002D, MINT, 9000001D, 9000003D | 13F-HR | May 2, 2018 | 000162889618000004 | ||
78 | $387.89M | 9000002D, 9000000D, 9000001D, 9000003D | 13F-HR | Feb 13, 2018 | 000162889618000003 | ||
81 | $399.67M | 9000000D, 9000002D, 9000001D, 9000003D | 13F-HR | Oct 30, 2017 | 000162889617000005 | ||
74 | $381.63M | 9000000D, 9000001D, 9000002D, 9000003D | 13F-HR | Aug 8, 2017 | 000162889617000004 | ||
79 | $365.08M | 9000000D, 9000001D, 9000002D, IEFA | 13F-HR | May 3, 2017 | 000162889617000003 | ||
79 | $345.27M | 9000000D, 9000001D, BSCH, IEFA | 13F-HR | Feb 2, 2017 | 000162889617000001 | ||
75 | $356.51M | 9000000D, 9000001D, BSCH, IEFA | 13F-HR | Nov 2, 2016 | 000162889616000015 | ||
76 | $344.31M | 9000000D, BSCH, 9000001D, IEFA | 13F-HR | Aug 10, 2016 | 000162889616000013 | ||
77 | $281.99M | BSCG, BSCH, BSJG, IEFA | 13F-HR | May 23, 2016 | 000162889616000008 | ||
78 | $296.65M | BSCG, BSCH, BSJG, 9000000D | 13F-HR | Feb 26, 2016 | 000162889616000007 | ||
72 | $256.65M | BSCH, BSJG, 9000000D, VGK | 13F-HR | Oct 23, 2015 | 000162889615000006 | ||
71 | $256.50M | BSCH, BSJG, VGK, 9000000D | 13F-HR | Aug 14, 2015 | 000162889615000003 | ||
70 | $243.65M | BSCG, 9000000D, VGK, MGV | 13F-HR | May 15, 2015 | 000162889615000002 | ||
67 | $242.52M | BSCH, BSJG, VGK, MGV | 13F-HR | May 15, 2015 | 000162889615000001 | ||
56 | $191.82M | BSCH, BSCG, BSJG, VGK | 13F-HR | Jun 22, 2016 | 000162889616000010 | ||
56 | $181.21M | BSCH, BSCG, VGK, BSJG | 13F-HR | Jul 15, 2016 | 000162889616000011 | ||
48 | $143.57M | BSCH, BSCG, VGK, HYS | 13F-HR | Aug 9, 2016 | 000162889616000012 | ||
47 | $148.80M | BSCH, BSCG, VGK, HYS | 13F-HR | Aug 24, 2016 | 000162889616000014 |