Capital Advantage Inc

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Assets, Funds, Holdings

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Capital Advantage Inc
CRD #108985
SEC #801-55896
CIK #0001628896
AUM$661.3 MM
Employees12
Phone925-299-1500
Address3470 Mt Diablo Blvd Ste A215
Lafayette, CA 94549-7114
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IEFA 34.4
MGV 14.1
VOE 13.2
SLY 13.1
SCHD 10.5
VPL 9.8
VXUS 9.8
DLS 9.4
MGC 6.4
MDY 4.7
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Holdings by Sector ($BB)