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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Value
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Growth
25
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1
2
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13
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CAPITAL ADVANTAGE INC

Time Period2018-03-31

Total Holdings74

Total Value ($x1000)408,878
Activities
New5

Increased26

Unchanged9

Decreased34

Sold Out9

Top 10 Stock Holdingstotal 81.36%
BSCJ18.64

MINT16.17

BSJI12.08

BSJJ11.63

IEFA8.29

 
MGV3.37

VOE3.15

SLY3.11

SCHD2.47

VPL2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSCJ
18.64%
GUG BULL2019 E
MINT
16.17%
ENHAN SHRT MAT
BSJI
12.08%
GUG BLT2018 HY
BSJJ
11.63%
GUG BUL 2019 HY
IEFA
8.29%
CORE MSCI EAFE
MGV
3.37%
MEGA CAP VAL ETF
VOE
3.15%
MCAP VL IDXVIP
SLY
3.11%
S&P 600 SML CAP
SCHD
2.47%
US DIVIDEND EQ
VPL
2.45%
MEGA CAP GRO ETF
VXUS
2.32%
VG TL INTL STK F
DLS
2.32%
INTL SMCAP DIV
MGC
1.52%
MEGA CAP INDEX
MDY
1.1%
UTSER1 S&PDCRP
AAPL
1.1%
COM
IWM
0.6%
RUSSELL 2000 ETF
VCSH
0.59%
SHRT TRM CORP BD
IVV
0.59%
CORE S&P500 ETF
BRK.B
0.59%
CL B NEW
SCHM
0.5%
US MID-CAP ETF
CVX
0.49%
COM
NOC
0.44%
COM
MSFT
0.43%
COM
T
0.36%
COM
XOM
0.35%
COM
SCHX
0.32%
US LRG CAP ETF
JNJ
0.28%
COM
INTC
0.25%
COM
AMZN
0.24%
COM
SCHF
0.18%
INTL EQTY ETF
FB
0.18%
CL A
EXTR
0.17%
COM
MRK
0.17%
COM
UTX
0.17%
COM
VZ
0.16%
COM
VOO
0.15%
SHS
UPS
0.14%
CL B
PFE
0.14%
COM
PG
0.14%
COM
XLNX
0.13%
COM
MCD
0.13%
COM
GE
0.11%
COM
IBM
0.11%
COM
MCK
0.11%
COM
VFH
0.1%
FINANCIALS ETF
PEP
0.1%
COM
CSCO
0.1%
COM
MMM
0.1%
COM
BK
0.1%
COM
BAC
0.1%
COM
SCHW
0.09%
COM
GOOGL
0.09%
CAP STK CL A
AMGN
0.09%
COM
VIG
0.09%
DIV APP ETF
VTI
0.07%
TOTAL STK MKT
GOOG
0.07%
CAP STK CL C
ETN
0.07%
SHS
BA
0.07%
COM
HD
0.07%
COM
CVGW
0.06%
COM
SDY
0.06%
S&P DIVID ETF
VEA
0.06%
FTSE DEV MKT ETF
BSJK
0.06%
GUG BUL 2020 HY
UNP
0.06%
COM
FFWM
0.06%
COM
CAH
0.06%
COM
DIS
0.05%
COM DISNEY
PSX
0.05%
COM
BMRC
0.05%
COM
DWDP
0.05%
COM
JPM
0.05%
COM
COP
0.05%
COM
ATRS
0.02%
COM
SWN
0.02%
COM
BSCI
14.07%
GUG BULL2018 E
1 100 BE...
0.92%
COM
INTEL CO...
0.23%
COM
KMB
0.08%
COM
SCHO
0.07%
SHT TM US TRES
CLX
0.06%
COM
QCOM
0.06%
COM
AXP
0.05%
COM
USO
0.05%
UNITS