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  Name: Capital Advantage Inc.
  City: LAFAYETTE
  State: CA
  Zip: 94549
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $492,804,000
  Total Value Change : $26,294,000
  Securities Held Change : -2
   
All Securities Held : 40
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (IGHG)1 Year Chart         IGHG PROSHARES INVESTMENT GRADE ... - $0.00 $58,828,000 780,532 % -988,000 -27,254 0    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... - $0.00 $35,490,000 704,719 % -1,864,000 -36,718 0    N/A
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers - $259.75 $23,543,000 93,908 % -296,000 -7,490 0    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF - $152.47 $19,571,000 134,965 % 1,375,000 -3,979 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF - $78.51 $18,854,000 247,660 % 312,000 -14,374 0    N/A
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... - $116.05 $18,047,000 165,006 % 1,112,000 -2,010 0.183    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector - $76.52 $16,661,000 231,300 % -1,394,000 -31,090 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $108.26 $15,549,000 143,636 % 1,809,000 -2,019 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER - $186.44 $12,437,000 69,105 % 1,242,000 -1,085 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $410.54 $6,055,000 16,103 % 650,000 -1,013 0    N/A
   (WDAY)1 Year Chart         WDAY Workday, Inc. - $249.63 $5,552,000 20,112 % 1,166,000 -300 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $406.37 $3,579,000 10,035 % -156,000 -627 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $162.54 $1,617,000 10,841 % -294,000 -494 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $116.15 $1,616,000 16,168 % -431,000 -1,243 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp - $76.40 $711,000 10,336 % 130,000 -252 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc - $28.27 $640,000 22,245 % -192,000 -2,825 0    N/A
   (PCG)1 Year Chart         PCG PG&E Corp - $17.84 $234,000 13,004 % 23,000 -95 0    N/A
      17 Records Found
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Page 1 of 1
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