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Capital Advantage, Inc.

All holdings · as of Dec 31, 2025

149 positions

CompanyClassValueShares% of portfolio
Meta Platforms Inc$1.63M2,4630.2%
EXXON MOBIL CORP$1.79M14,8990.2%
ISHARES INC$2.03M27,8850.3%
VANGUARD WHITEHALL FDS$2.33M16,2280.3%
SCHWAB STRATEGIC TR$2.42M90,0620.3%
VANGUARD INDEX FDS$2.61M4,1630.4%
Amazon.com Inc$2.79M12,1050.4%
NVIDIA Corp$2.80M15,0350.4%
FIRST TR EXCHANGE-TRADED FD$2.96M77,2320.4%
Northrop Grumman Corp$2.97M5,2040.4%
Workday Inc$3.05M14,1910.4%
ISHARES TR$3.14M25,4980.4%
ISHARES TR$3.30M4,8160.4%
SELECT SECTOR SPDR TR$3.50M45,1170.5%
ISHARES TR$3.58M40,0130.5%
CHEVRON CORP$3.61M23,6890.5%
Extreme Networks Inc$3.98M238,8290.5%
SCHWAB STRATEGIC TR$4.06M149,1250.5%
SCHWAB STRATEGIC TR$4.06M128,9000.5%
ISHARES TR$4.14M75,7110.6%
ISHARES TR$5.23M43,5250.7%
ADVANCED MICRO DEVICES INC$5.50M25,7000.7%
VANGUARD INDEX FDS$5.54M19,0940.7%
GLOBAL X FDS$5.63M117,8460.8%
TWILIO INC$6.61M46,4720.9%
iShares MSCI UAE ETF$7.24M36,4461.0%
VANGUARD INDEX FDS$7.73M43,6021.0%
MICROSOFT CORP$7.86M16,2551.1%
ISHARES TR$8.13M113,8821.1%
VANGUARD INDEX FDS$8.25M31,9721.1%
ISHARES TR$9.15M95,2961.2%
SCHWAB STRATEGIC TR$10.46M435,1301.4%
VANGUARD INDEX FDS$11.45M54,0681.5%
Apple Inc.$14.51M53,3592.0%
VANGUARD WORLD FD$14.58M58,0592.0%
VANGUARD WORLD FD$15.38M51,5552.1%
SPDR SERIES TRUST$18.66M232,6312.5%
SELECT SECTOR SPDR TR$22.77M415,7743.1%
CAPITAL GROUP DIVIDEND VALUE$23.32M534,3683.1%
SCHWAB STRATEGIC TR$24.03M876,0843.2%
VANGUARD WORLD FD$25.33M87,9823.4%
VANGUARD SPECIALIZED FUNDS$25.71M116,9703.5%
VANGUARD WORLD FD$27.85M197,2663.8%
ISHARES TR$36.33M718,3024.9%
VANGUARD WHITEHALL FDS$36.90M410,0035.0%
VANGUARD WHITEHALL FDS$39.44M431,2695.3%
SCHWAB STRATEGIC TR$49.91M1,103,9546.7%
CAPITAL GRP FIXED INCM ETF T$63.75M2,308,1688.6%
VANGUARD SCOTTSDALE FDS$84.03M1,003,34911.3%
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