0001628896-22-000002.txt : 20220510 0001628896-22-000002.hdr.sgml : 20220510 20220510112525 ACCESSION NUMBER: 0001628896-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22908167 BUSINESS ADDRESS: STREET 1: 3470 MT. DIABLO BLVD., SUITE A215 CITY: LAFAYETTE STATE: CA ZIP: 94549 BUSINESS PHONE: 9252991500 MAIL ADDRESS: STREET 1: 3470 MT. DIABLO BLVD., SUITE A215 CITY: LAFAYETTE STATE: CA ZIP: 94549 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001628896 XXXXXXXX 03-31-2022 03-31-2022 Capital Advantage, Inc.

3470 MT. DIABLO BLVD., SUITE A215 LAFAYETTE CA 94549

13F HOLDINGS REPORT 028-16928 N Dawnalizabeth Henke 925-299-1500 Dawnalizabeth Henke Lafayette CA 05-10-2022 0 43 434843 false INFORMATION TABLE 2 capitaladvantageq1202213f.xml Advanced Micro Devices Equities 007903107 3087 28233 SH SOLE 0 0 28233 Apple Inc Equities 037833100 10616 60796 SH SOLE 0 0 60796 AT&T Inc Equities 00206R102 808 34176 SH SOLE 0 0 34176 BlackRock Ultra Short Term Bond ETF ETF 46434V878 6065 120928 SH SOLE 0 0 120928 Charles Schwab Corp Equities 808513105 870 10316 SH SOLE 0 0 10316 Chevron Corp Equities 166764100 1974 12125 SH SOLE 0 0 12125 Cisco Systems Inc Equities 17275R102 981 17600 SH SOLE 0 0 17600 Comcast Corp Class A Equities 20030N101 532 11356 SH SOLE 0 0 11356 Consumer Staples SPDR ETF ETF 81369Y308 16728 220428 SH SOLE 0 0 220428 Extreme Networks Inc Equities 30226D106 2200 180143 SH SOLE 0 0 180143 Exxon Mobil Corp Equities 30231G102 1109 13433 SH SOLE 0 0 13433 Financial Select Sector SPDR ETF 81369Y605 22228 580071 SH SOLE 0 0 580071 Intel Corp Equities 458140100 1025 20683 SH SOLE 0 0 20683 iShares Core MSCI EAFE ETF ETF 46432F842 12579 180971 SH SOLE 0 0 180971 iShares Core MSCI Pacific ETF ETF 46434V696 2984 48994 SH SOLE 0 0 48994 iShares Core S&P Small Cap ETF ETF 464287804 17405 161339 SH SOLE 0 0 161339 iShares Interest Rate Hedged Corp Bd ETF ETF 46431W705 24883 266043 SH SOLE 0 0 266043 iShares Russell 2000 ETF ETF 464287655 3065 14930 SH SOLE 0 0 14930 Merck & Co Inc Equities 58933Y105 1052 12823 SH SOLE 0 0 12823 Microsoft Corp Equities 594918104 4883 15839 SH SOLE 0 0 15839 Pfizer Inc Equities 717081103 1182 22833 SH SOLE 0 0 22833 PS Interest Rate Hedged ETF ETF 74347B607 45695 632638 SH SOLE 0 0 632638 Schwab US Dividend Equity ETF ETF 808524797 22878 289996 SH SOLE 0 0 289996 Schwab US Large Cap ETF ETF 808524201 1726 32046 SH SOLE 0 0 32046 Schwab US Mid Cap ETF ETF 808524508 7865 103681 SH SOLE 0 0 103681 Schwab US Small Cap ETF ETF 808524607 569 12023 SH SOLE 0 0 12023 Uber Technologies Inc Equities 90353T100 1313 36807 SH SOLE 0 0 36807 VanEck IG Floating Rate ETF ETF 92189F486 23596 940065 SH SOLE 0 0 940065 Vanguard Dividend Appreciation ETF ETF 921908844 21467 132384 SH SOLE 0 0 132384 Vanguard FTSE Emerging Markets ETF ETF 922042858 664 14396 SH SOLE 0 0 14396 Vanguard FTSE Europe ETF ETF 922042874 13608 218503 SH SOLE 0 0 218503 Vanguard Health Care ETF ETF 92204A504 27250 107124 SH SOLE 0 0 107124 Vanguard International Dividend ETF ETF 921946810 36709 464404 SH SOLE 0 0 464404 Vanguard International High Dividend ETF ETF 921946794 13473 199244 SH SOLE 0 0 199244 Vanguard Mega Cap Blend ETF ETF 921910873 7718 48530 SH SOLE 0 0 48530 Vanguard Mega Cap Value ETF ETF 921910840 16068 149721 SH SOLE 0 0 149721 Vanguard Mid Cap Value ETF ETF 922908512 19563 130708 SH SOLE 0 0 130708 Vanguard Pacific Index ETF ETF 922042866 15308 206732 SH SOLE 0 0 206732 Vanguard Short-Term Treasury ETF ETF 92206C102 650 10972 SH SOLE 0 0 10972 Vanguard Small Cap Value Index ETF ETF 922908611 9095 51691 SH SOLE 0 0 51691 Vanguard Total International Stock ETF ETF 921909768 11750 196689 SH SOLE 0 0 196689 Vanguard Ultra-Short Bond ETF ETF 92203C303 981 19865 SH SOLE 0 0 19865 Verizon Communications Inc Equities 92343V104 641 12575 SH SOLE 0 0 12575