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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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24
1
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15
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CAPITAL ADVANTAGE INC

Time Period2017-12-31

Total Holdings78

Total Value ($x1000)387,891
Activities
New3

Increased22

Unchanged13

Decreased40

Sold Out6

Top 10 Stock Holdingstotal 78.3%
BSCJ14.89

BSCI14.07

BSJI12.85

BSJJ11.99

IEFA8.86

 
MGV3.63

VOE3.4

SLY3.37

SCHD2.7

VPL2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSCJ
14.89%
GUG BULL2019 E
BSCI
14.07%
GUG BULL2018 E
BSJI
12.85%
GUG BLT2018 HY
BSJJ
11.99%
GUG BUL 2019 HY
IEFA
8.86%
CORE MSCI EAFE
MGV
3.63%
MEGA CAP VAL ETF
VOE
3.4%
MCAP VL IDXVIP
SLY
3.37%
S&P 600 SML CAP
SCHD
2.7%
US DIVIDEND EQ
VPL
2.54%
MEGA CAP GRO ETF
VXUS
2.52%
VG TL INTL STK F
DLS
2.43%
INTL SMCAP DIV
MGC
1.65%
MEGA CAP INDEX
MDY
1.22%
UTSER1 S&PDCRP
AAPL
1.19%
COM
1 100 BE...
0.92%
COM
VCSH
0.69%
SHRT TRM CORP BD
IVV
0.68%
CORE S&P500 ETF
IWM
0.64%
RUSSELL 2000 ETF
BRK.B
0.62%
CL B NEW
CVX
0.56%
COM
SCHM
0.51%
US MID-CAP ETF
XOM
0.41%
COM
MINT
0.41%
ENHAN SHRT MAT
NOC
0.4%
COM
T
0.4%
COM
JNJ
0.36%
COM
MSFT
0.31%
COM
SCHX
0.31%
US LRG CAP ETF
SCHF
0.25%
INTL EQTY ETF
FB
0.23%
CL A
INTEL CO...
0.23%
COM
AMZN
0.22%
COM
EXTR
0.2%
COM
MRK
0.19%
COM
VOO
0.18%
SHS
UTX
0.18%
COM
PG
0.18%
COM
VZ
0.17%
COM
GE
0.16%
COM
BAC
0.15%
COM
PFE
0.15%
COM
MCD
0.14%
COM
UPS
0.14%
CL B
XLNX
0.12%
COM
PEP
0.12%
COM
MCK
0.12%
COM
VIG
0.11%
DIV APP ETF
MMM
0.11%
COM
BK
0.11%
COM
CSCO
0.11%
COM
GOOGL
0.1%
CAP STK CL A
IBM
0.1%
COM
SCHW
0.1%
COM
AMGN
0.09%
COM
VTI
0.08%
TOTAL STK MKT
ETN
0.08%
SHS
SDY
0.08%
S&P DIVID ETF
GOOG
0.08%
CAP STK CL C
KMB
0.08%
COM
BMRC
0.07%
COM
HD
0.07%
COM
VFH
0.07%
FINANCIALS ETF
SCHO
0.07%
SHT TM US TRES
UNP
0.07%
COM
BA
0.06%
COM
BSJK
0.06%
GUG BUL 2020 HY
DWDP
0.06%
COM
DIS
0.06%
COM DISNEY
CLX
0.06%
COM
PSX
0.06%
COM
CAH
0.06%
COM
QCOM
0.06%
COM
VEA
0.06%
FTSE DEV MKT ETF
AXP
0.05%
COM
USO
0.05%
UNITS
COP
0.05%
COM
ATRS
0.02%
COM
BSJH
5.32%
GUG BLT2017 HY
HRS
0.06%
COM
KO
0.06%
COM
BMY
0.05%
COM
CELG
0.05%
COM
HEDJ
0.05%
EUROPE HEDGED EQ