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| Name: |
Capital Advantage Inc. |
| City: |
LAFAYETTE |
| State: |
CA |
| Zip: |
94549 |
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data |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ELR |
streetTRACKS Series Trust -... |
25 |
New |
$63.83 |
$3,295,000 |
53,770 |
0.67% |
3,295,000 |
53,770 |
0.006 |
Closed - End Fund - E... |
|
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SCHF |
Schwab Strategic Trust |
26 |
New |
$38.50 |
$3,156,000 |
80,631 |
0.64% |
3,156,000 |
80,631 |
0.009 |
Closed - End Fund - Debt |
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VO |
Vanguard Mid Cap VIPERS |
27 |
New |
$241.69 |
$3,000,000 |
12,234 |
0.61% |
3,000,000 |
12,234 |
0.006 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
28 |
New |
$216.02 |
$2,856,000 |
12,812 |
0.58% |
2,856,000 |
12,812 |
0.007 |
Closed - End Fund - E... |
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IVW |
ishares tr S&P 500 BARRA GR |
31 |
New |
$92.21 |
$2,050,000 |
24,189 |
0.42% |
2,050,000 |
24,189 |
0.005 |
Closed - End Fund - E... |
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QUAL |
Ishares Msci Usa Quality Fa... |
36 |
New |
$0.00 |
$1,712,000 |
10,512 |
0.35% |
1,712,000 |
10,512 |
0.001 |
N/A |
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FNDA |
Schwab Fundamental Us Small... |
37 |
New |
$54.13 |
$1,031,000 |
18,294 |
0.21% |
1,031,000 |
18,294 |
0.014 |
N/A |
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SDVY |
First Trust Smid Cap Rising... |
42 |
New |
$0.00 |
$596,000 |
17,346 |
0.12% |
596,000 |
17,346 |
0.019 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
44 |
New |
$49.56 |
$528,000 |
10,482 |
0.11% |
528,000 |
10,482 |
0 |
Closed - End Fund - F... |
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CVGW |
Calavo Growers Inc |
46 |
New |
$25.22 |
$441,000 |
15,542 |
0.09% |
441,000 |
15,542 |
0.088 |
Farm Products |
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