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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 :
19 |
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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 |
|
VCIT |
Vanguard Intermediate-Term |
|
- |
$79.41 |
$60,686,000 |
746,630 |
% |
5,386,000 |
18,810 |
0 |
N/A |
|
VIGI |
Vanguard International Divi... |
|
- |
$80.13 |
$34,067,000 |
429,382 |
% |
3,452,000 |
179 |
0 |
N/A |
|
FNDF |
Schwab Fundamental Internat... |
|
- |
$35.71 |
$27,365,000 |
811,305 |
% |
2,412,000 |
23,389 |
0 |
N/A |
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FLTR |
Vaneck Vectors Investment G... |
|
- |
$25.40 |
$25,529,000 |
1,015,085 |
% |
71,000 |
8,444 |
0 |
N/A |
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VIG |
Vanguard Dividend Appreciat... |
|
- |
$178.82 |
$20,113,000 |
118,033 |
% |
1,936,000 |
1,047 |
0 |
N/A |
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VYMI |
Vanguard International High... |
|
- |
$0.00 |
$19,681,000 |
295,993 |
% |
2,270,000 |
14,679 |
0 |
N/A |
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FLOT |
Ishares Floating Rate Note ... |
|
- |
$0.00 |
$15,148,000 |
299,245 |
% |
-24,000 |
1,105 |
0 |
N/A |
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MGC |
Vanguard Mega Cap 300 Index... |
|
- |
$185.36 |
$12,436,000 |
73,467 |
% |
5,460,000 |
27,536 |
0.3 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
|
- |
$182.40 |
$11,217,000 |
58,262 |
% |
1,299,000 |
334 |
0 |
N/A |
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SCHM |
Schwab U.S. Mid-Cap Etf |
|
- |
$79.19 |
$6,212,000 |
82,474 |
% |
765,000 |
1,990 |
0 |
N/A |
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EXTR |
Extreme Networks Inc |
|
- |
$11.03 |
$3,749,000 |
212,500 |
% |
-1,142,000 |
10,466 |
0 |
N/A |
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EFA |
iShares TR MSCI EAFE Indx FD |
|
- |
$79.67 |
$2,590,000 |
34,379 |
% |
550,000 |
4,778 |
0 |
N/A |
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AMZN |
Amazon.com Inc |
|
- |
$188.76 |
$1,927,000 |
12,683 |
% |
321,000 |
47 |
0 |
N/A |
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SCHX |
Schwab Strategic Trust |
|
- |
$61.34 |
$1,551,000 |
27,500 |
% |
161,000 |
21 |
0 |
N/A |
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INTC |
Intel Corp |
|
- |
$30.68 |
$1,047,000 |
20,837 |
% |
333,000 |
743 |
0 |
N/A |
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CSCO |
Cisco Systems Inc |
|
- |
$47.28 |
$918,000 |
18,165 |
% |
-43,000 |
292 |
0 |
N/A |
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VZ |
Verizon Communications Inc |
|
- |
$39.31 |
$547,000 |
14,496 |
% |
98,000 |
636 |
0 |
N/A |
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SCHA |
Schwab Strategic Trust |
|
- |
$48.04 |
$532,000 |
11,269 |
% |
102,000 |
890 |
0 |
N/A |
|
T |
AT&T Corp |
|
- |
$17.08 |
$479,000 |
28,531 |
% |
53,000 |
150 |
0 |
N/A |
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