Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Advantage, Inc. (CIK 1628896) reported $765.0M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($80.5M, 10.53%), CGMS ($68.0M, 8.89%), FNDF ($54.1M, 7.07%), VYMI ($39.0M, 5.10%), VIGI ($38.5M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $80.5M | 10.53% | 973,171 | Trimmed |
| 2 | CGMS | CAPITAL GRP FIXED INCM ETF T | $68.0M | 8.89% | 2.5M | Added |
| 3 | FNDF | SCHWAB STRATEGIC TR | $54.1M | 7.07% | 1.1M | Added |
| 4 | VYMI | VANGUARD WHITEHALL FDS | $39.0M | 5.10% | 414,165 | Added |
| 5 | VIGI | VANGUARD WHITEHALL FDS | $38.5M | 5.04% | 435,687 | Added |
| 6 | ICSH | ISHARES TR | $37.0M | 4.84% | 731,853 | Added |
| 7 | MGV | VANGUARD WORLD FD | $28.7M | 3.75% | 197,725 | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $26.8M | 3.50% | 872,527 | Trimmed |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $25.2M | 3.30% | 117,216 | Added |
| 10 | VHT | VANGUARD WORLD FD | $24.3M | 3.17% | 89,063 | Added |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $22.8M | 2.99% | 536,886 | Added |
| 12 | XLF | SELECT SECTOR SPDR TR | $20.0M | 2.62% | 405,507 | Trimmed |
| 13 | SPLG | SPDR SERIES TRUST | $18.4M | 2.41% | 240,614 | Added |
| 14 | VUSB | VANGUARD BD INDEX FDS | $17.3M | 2.26% | 347,908 | New |
| 15 | VIS | VANGUARD WORLD FD | $16.1M | 2.10% | 51,484 | Trimmed |
| 16 | MGC | VANGUARD WORLD FD | $13.9M | 1.82% | 59,014 | Added |
| 17 | AAPL | APPLE INC | $13.6M | 1.78% | 53,550 | Added |
| 18 | VBR | VANGUARD INDEX FDS | $11.8M | 1.55% | 54,431 | Added |
| 19 | SCHF | SCHWAB STRATEGIC TR | $11.6M | 1.52% | 469,280 | Added |
| 20 | VB | VANGUARD INDEX FDS | $9.1M | 1.19% | 34,623 | Added |
| 21 | EFA | ISHARES TR | $9.1M | 1.18% | 93,309 | Trimmed |
| 22 | EFV | ISHARES TR | $8.4M | 1.10% | 113,218 | Trimmed |
| 23 | VOE | VANGUARD INDEX FDS | $8.2M | 1.07% | 44,432 | Added |
| 24 | QUAL | ISHARES TR | $7.3M | 0.96% | 38,117 | Added |
| 25 | PAVE | GLOBAL X FDS | $6.0M | 0.79% | 118,443 | Added |
Source: SEC Form 13F filings · as of 2026-03-31