Capital Advantage, Inc.

File Name: https://www.sec.gov/Archives/edgar/data/1628896/0001628896-18-000003.txt
Submision Type: 13F-HR
Report Type: 13F HOLDINGS REPORT
No of holdings: 78
Holdings Value: 387,891
Address:
3470 MT. DIABLO BLVD., SUITE A215,
LAFAYETTE
CA, 94549


Capital Advantage, Inc. invested newly in

Company CUSIP Holding Value 2017 Q3 Holding Value 2017 Q4 No of Shares 2017 Q3 No of Shares 2017 Q4 File Name 2017 Q3 File Name 2017 Q4
United Parcel Service B 911312106 0 531.0 0 4,459.0 NA Link
Eaton Corp PLC G29183103 0 320.0 0 4,044.0 NA Link
ConocoPhillips 20825C104 0 205.0 0 3,742.0 NA Link

Capital Advantage, Inc. exited completely from

Company CUSIP Holding Value 2017 Holding Value 2018 No of Shares 2017 No of Shares 2018 File Name 2017 File Name 2018
Gugg. HY Bullet 2017 18383M399 21,277.0 0 827,431.0 0 Link NA
Coca Cola Company 191216100 226.0 0 5,020.0 0 Link NA
Bristol-Myers Squibb 110122108 210.0 0 3,295.0 0 Link NA
WT Europe Hedged Equity 97717X701 202.0 0 3,121.0 0 Link NA
Harris Corp 413875105 231.0 0 1,752.0 0 Link NA
Celgene Corp 151020104 208.0 0 1,425.0 0 Link NA

Capital Advantage, Inc. increased its positions in

Company CUSIP Holding Value 2017 Holding Value 2018 No of Shares 2017 No of Shares 2018 Increase in shares number File Name 2017 File Name 2018
Gugg. Corp. Bullet 2019 18383M522 54,010.0 57,765.0 2,541,638.0 2,739,387.0 197,749.0 Link Link
Gugg. HY Bullet 2019 18383M373 45,897.0 46,500.0 1,857,434.0 1,907,285.0 49,851.0 Link Link
Extreme Networks Inc 30226D106 436.0 788.0 36,662.0 62,920.0 26,258.0 Link Link
Gugg. HY Bullet 2018 18383M381 50,108.0 49,856.0 1,978,202.0 1,986,293.0 8,091.0 Link Link
PIMCO Enhanced Short Maturity 72201R833 1,053.0 1,587.0 10,341.0 15,626.0 5,285.0 Link Link
AT&T 00206R102 1,461.0 1,557.0 37,303.0 40,035.0 2,732.0 Link Link
Schwab US Dividend Equity ETF 808524797 9,451.0 10,454.0 201,945.0 204,308.0 2,363.0 Link Link
Vanguard Pacific Stock ETF 922042866 9,087.0 9,846.0 133,242.0 135,061.0 1,819.0 Link Link
Verizon Communications 92343V104 552.0 674.0 11,159.0 12,741.0 1,582.0 Link Link

Capital Advantage, Inc. decreased its positions in

Company CUSIP Holding Value 2017 Holding Value 2018 No of Shares 2017 No of Shares 2018 Decrease in shares number File Name 2017 File Name 2018
Gugg. Corp. Bullet 2018 18383M530 55,881.0 54,591.0 2,637,132.0 2,588,485.0 48,647.0 Link Link
General Electric 369604103 1,069.0 609.0 44,200.0 34,906.0 9,294.0 Link Link
iShares Core MSCI EAFE 46432F842 33,849.0 34,365.0 527,488.0 519,971.0 7,517.0 Link Link
Vanguard Total International S 921909768 9,732.0 9,790.0 177,813.0 172,320.0 5,493.0 Link Link
Vanguard Mega Cap Value ETF 921910840 13,540.0 14,070.0 188,611.0 184,012.0 4,599.0 Link Link
Schwab US Large-Cap ETF 808524201 1,339.0 1,196.0 22,308.0 18,758.0 3,550.0 Link Link
Vanguard Mega Cap Blend ETF 921910873 6,245.0 6,412.0 72,395.0 69,857.0 2,538.0 Link Link
Bank of America Corporation 060505104 557.0 590.0 21,990.0 19,992.0 1,998.0 Link Link
Vanguard Short Term Corp Bond 92206C409 2,812.0 2,667.0 35,097.0 33,631.0 1,466.0 Link Link