Capital Advantage, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| GENERAL ELECTRIC CO | $490.6K | 0.1% |
| CALAVO GROWERS, INC. | $493.5K | 0.1% |
| PEPSICO INC | $495.5K | 0.1% |
| Upstart Holdings, INC. | $508.4K | 0.1% |
| ISHARES INC | $525.1K | 0.1% |
| MCDONALD'S CORP | $535.9K | 0.1% |
| ELI LILLY & Co | $543.5K | 0.1% |
| Salesforce Inc | $560.7K | 0.1% |
| APPLIED MATERIALS INC /DE | $576.5K | 0.1% |
| The Boeing Company | $612.8K | 0.1% |
| ISHARES TR | $615.1K | 0.1% |
| ABBOTT LABORATORIES | $635.7K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $648.4K | 0.1% |
| Walmart Inc. | $667.7K | 0.1% |
| DAILY JOURNAL CORP | $675.4K | 0.1% |
| INVESCO QQQ TR | $687.3K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $693.5K | 0.1% |
| ISHARES TR | $706.8K | 0.1% |
| HOME DEPOT, INC. | $709.4K | 0.1% |
| AMERICAN EXPRESS CO | $744.5K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $762.7K | 0.1% |
| ISHARES TR | $776.4K | 0.1% |
| WELLS FARGO & COMPANY/MN | $825.4K | 0.1% |
| SoFi Technologies, Inc. | $836.0K | 0.1% |
| PIMCO ETF TR | $844.6K | 0.1% |
| ISHARES TR | $878.9K | 0.1% |
| Merck & Co., Inc. | $891.9K | 0.1% |
| SPDR GOLD TR | $892.1K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $898.4K | 0.1% |
| VANGUARD WORLD FD | $901.6K | 0.1% |
| Snowflake Inc. | $923.5K | 0.1% |
| Eaton Corp plc | $949.3K | 0.1% |
| AMGEN INC | $967.3K | 0.1% |
| AUTOLIV INCALV | $985.0K | 0.1% |
| JPMORGAN CHASE & CO | $1.03M | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $1.03M | 0.1% |
| RTX Corp | $1.05M | 0.1% |
| Alphabet Inc. | $1.07M | 0.1% |
| SPDR S&P MIDCAP 400 ETF TR | $1.08M | 0.1% |
| Alphabet Inc. | $1.09M | 0.1% |
| JOHNSON & JOHNSON | $1.11M | 0.1% |
| VANGUARD INDEX FDS | $1.12M | 0.2% |
| Visa Inc | $1.16M | 0.2% |
| SCHWAB CHARLES CORP | $1.17M | 0.2% |
| ISHARES TR | $1.23M | 0.2% |
| CATERPILLAR INC | $1.31M | 0.2% |
| SPDR S&P 500 ETF TR | $1.35M | 0.2% |
| SCHWAB STRATEGIC TR | $1.40M | 0.2% |
| CISCO SYSTEMS, INC. | $1.46M | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.2% |