0001628896-16-000012.txt : 20160809
0001628896-16-000012.hdr.sgml : 20160809
20160809123648
ACCESSION NUMBER: 0001628896-16-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20160809
DATE AS OF CHANGE: 20160809
EFFECTIVENESS DATE: 20160809
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Capital Advantage, Inc.
CENTRAL INDEX KEY: 0001628896
IRS NUMBER: 943307876
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16928
FILM NUMBER: 161817028
BUSINESS ADDRESS:
STREET 1: 3708 MT. DIABLO BLVD., SUITE 200
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
BUSINESS PHONE: 9252991500
MAIL ADDRESS:
STREET 1: 3708 MT. DIABLO BLVD., SUITE 200
CITY: LAFAYETTE
STATE: CA
ZIP: 94549
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001628896
XXXXXXXX
03-31-2014
03-31-2014
Capital Advantage, Inc.
3708 MT. DIABLO BLVD., SUITE 200
LAFAYETTE
CA
94549
13F HOLDINGS REPORT
028-16928
N
Dawnalizabeth Henke
Chief Compliance & Operating Officer
925.299.1500
Dawnalizabeth Henke
Lafayette
CA
08-09-2016
0
48
143574
false
INFORMATION TABLE
2
capitaladvantage13f1q2014.xml
3M Company
COM
88579Y101
214
1574
SH
SOLE
0
0
1574
Amazon.com Inc.
COM
23135106
269
799
SH
SOLE
0
0
799
Amgen
COM
31162100
253
2051
SH
SOLE
0
0
2051
Apple Computer
COM
37833100
2390
4453
SH
SOLE
0
0
4453
AT&T
COM
00206R102
735
20954
SH
SOLE
0
0
20954
Berkshire Hathaway Cl B
COM
84670702
2320
18564
SH
SOLE
0
0
18564
Boeing Co
COM
97023105
221
1765
SH
SOLE
0
0
1765
Chevron Corp
COM
166764100
1337
11242
SH
SOLE
0
0
11242
Cisco Systems
COM
17275R102
470
20952
SH
SOLE
0
0
20952
Exxon Mobil Corporation
COM
30231G102
1828
18713
SH
SOLE
0
0
18713
General Electric
COM
369604103
1102
42567
SH
SOLE
0
0
42567
Gugg. Corp. Bullet 2016
COM
18383M555
18972
848093
SH
SOLE
0
0
848093
Gugg. Corp. Bullet 2017
COM
18383M548
26244
1150554
SH
SOLE
0
0
1150554
Gugg. HY Bullet 2016
COM
18383M415
11830
433347
SH
SOLE
0
0
433347
Intel Corp
COM
458140AD2
311
12041
SH
SOLE
0
0
12041
International Business Machine
COM
459200101
254
1321
SH
SOLE
0
0
1321
iShares Barclays 1-3 Year Trea
COM
464287457
5878
69600
SH
SOLE
0
0
69600
iShares Emerging Markets Minim
COM
464286533
201
3517
SH
SOLE
0
0
3517
iShares Floating Rate ETF
COM
46429B655
1642
32379
SH
SOLE
0
0
32379
iShares Russell 2000
COM
464287655
2077
17856
SH
SOLE
0
0
17856
iShares S&P 500 Index
COM
464287200
889
4727
SH
SOLE
0
0
4727
iShares S&P 600 Index
COM
78464A813
2628
23858
SH
SOLE
0
0
23858
Johnson & Johnson
COM
478160104
812
8266
SH
SOLE
0
0
8266
McDonalds Corp
COM
580135101
381
3884
SH
SOLE
0
0
3884
McKesson Inc.
COM
58155Q103
539
3050
SH
SOLE
0
0
3050
Merck & Co Inc
COM
58933Y105
330
5812
SH
SOLE
0
0
5812
Microsoft Corp
COM
594918104
779
19014
SH
SOLE
0
0
19014
Northrop Grumman Corp
COM
666807102
976
7914
SH
SOLE
0
0
7914
Pepsico Incorporated
COM
713448108
372
4458
SH
SOLE
0
0
4458
Pfizer Incorporated
COM
717081103
434
13498
SH
SOLE
0
0
13498
Pimco Enhanced Short Maturity
COM
72201R833
7053
69579
SH
SOLE
0
0
69579
Pimco High Yield Short
COM
72201R783
14473
135758
SH
SOLE
0
0
135758
Procter & Gamble Co
COM
742718109
591
7331
SH
SOLE
0
0
7331
Qualcomm Inc
COM
747525103
307
3893
SH
SOLE
0
0
3893
Salesforce Com
COM
79466L302
206
3600
SH
SOLE
0
0
3600
SPDR S&P Dividend ETF
COM
78464A763
234
3177
SH
SOLE
0
0
3177
SPDR S&P MidCap 400 ETF
COM
78467Y107
1475
5886
SH
SOLE
0
0
5886
Sprott Physical Gold Tr
COM
85207H104
115
10768
SH
SOLE
0
0
10768
Stryker Corp
COM
863667101
220
2705
SH
SOLE
0
0
2705
Teva Pharmaceutical ADR
COM
881624209
283
5351
SH
SOLE
0
0
5351
Union Pacific Corp
COM
907818108
221
1176
SH
SOLE
0
0
1176
United Technologies Corp.
COM
913017109
965
8262
SH
SOLE
0
0
8262
Vanguard European
COM
922042874
18200
308730
SH
SOLE
0
0
308730
Vanguard Financials ETF
COM
92204A405
246
5394
SH
SOLE
0
0
5394
Vanguard Short Term Corp Bond
COM
92206C409
11532
144183
SH
SOLE
0
0
144183
Verizon Communications
COM
92343V104
311
6537
SH
SOLE
0
0
6537
Walgreen Company
COM
931427108
244
3698
SH
SOLE
0
0
3698
Walt Disney Co
COM
254687106
210
2628
SH
SOLE
0
0
2628