Capital Advantage, Inc. Incresed Positions in Q2 2024

Capital Advantage, Inc.

  • $483 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
374K
+ 38.5%
$34.19 - $36.51 $12.8M - $13.6M
1.34M $47.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
153K
+ 19.63%
$50.32 - $50.55 $7.68M - $7.72M
930K $47M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
89.5K
+ 27.58%
$66.16 - $71.7 $5.92M - $6.41M
414K $28.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
65.7K
+ 122.11%
$58.24 - $64.51 $3.82M - $4.24M
119K $7.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
44.8K
+ 5.87%
$77.99 - $80.49 $3.5M - $3.61M
808K $64.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
79.9K
+ 99.06%
$37.19 - $39.82 $2.97M - $3.18M
161K $6.17M
AAPL
Apple Inc.

Technology
722
+ 1.28%
$165.0 - $216.67 $119K - $156K
57.1K $12M
MGV
Vanguard Mega Cap Value

ETFs
20.9K
+ 11.77%
$113.61 - $120.34 $2.38M - $2.52M
199K $23.6M
MGC
Vanguard Mega Cap ETF

ETFs
3.97K
+ 5.13%
$177.06 - $198.62 $703K - $788K
81.4K $16.1M
VB
Vanguard Small Cap ETF

ETFs
7.79K
+ 60.83%
$210.76 - $226.94 $1.64M - $1.77M
20.6K $4.49M
VBR
Vanguard Small Cap Value ETF

ETFs
11.1K
+ 15.68%
$177.65 - $191.11 $1.97M - $2.12M
81.9K $14.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.1K
+ 32.57%
$76.09 - $82.16 $1.07M - $1.16M
57.4K $4.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.5K
+ 52.28%
$154.56 - $173.19 $849K - $952K
16K $2.73M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.99K
+ 28.91%
$79.31 - $93.31 $555K - $652K
31.2K $2.89M
FNDA
Schwab Fundamental U S Small C

ETFs
11.1K
+ 60.87%
$52.82 - $57.21 $588K - $637K
29.4K $1.62M
MSFT
Microsoft Corp

Technology
50
+ 0.31%
$389.33 - $452.85 $19.5K - $22.6K
16K $7.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.69K
+ 17.65%
$114.71 - $121.51 $308K - $326K
17.9K $2.12M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.66K
+ 32.6%
$32.33 - $34.91 $183K - $197K
23K $767K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.59K
+ 5.73%
$58.7 - $64.78 $93.4K - $103K
29.3K $1.89M
PFE
Pfizer Inc

Healthcare
16
+ 0.07%
$25.26 - $29.6 $404 - $474
22K $616K
UPST
Upstart Holdings, Inc.

Financial Services
1.88K
+ 15.21%
$21.64 - $28.59 $40.7K - $53.8K
14.2K $336K
XOM
Exxon Mobil Corp

Energy
8
+ 0.05%
$108.36 - $122.2 $867 - $978
16.5K $1.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7
+ 0.06%
$45.24 - $49.04 $317 - $343
10.9K $518K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.33K
+ 3.23%
$75.81 - $80.15 $632K - $668K
266K $20.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.05%
$396.73 - $420.24 $1.98K - $2.1K
10.1K $4.09M
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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