account_balance
Investment manager · 13F filer · SEC CIK 1628896
Capital Advantage, Inc.
Reported value$834Mas of Sep 30, 2026
Positions158 16 new, 8 sold out
Top 10 weight51.0%NEAR alone is 13%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NEARiShares U S ETF Tr
12.6%New
FNDFSchwab Strategic Tr
7.0%
VYMIVanguard Whitehall FDS
5.0%
VIGIVanguard Whitehall FDS
4.9%
ICSHiShares Tr
4.4%
MGVVanguard World Fd
3.7%
SCHDSchwab Strategic Tr
3.4%
VHTVanguard World Fd
3.3%
VIGVanguard Specialized Funds
3.3%
STIPiShares Tr
3.2%Added +5%
CGDVCapital Group Dividend Value
3.2%
SPYMSPDR Series Trust
2.7%
NEARiShares U S ETF Tr
12.6%New
FNDFSchwab Strategic Tr
7.0%
VYMIVanguard Whitehall FDS
5.0%
VIGIVanguard Whitehall FDS
4.9%
ICSHiShares Tr
4.4%
MGVVanguard World Fd
3.7%
SCHDSchwab Strategic Tr
3.4%
VHTVanguard World Fd
3.3%
VIGVanguard Specialized Funds
3.3%
STIP3.2%
CGDV3.2%
SPYM2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NEAR iShares U S ETF Tr 12.6% New
FNDF Schwab Strategic Tr 7.0% Held
VYMI Vanguard Whitehall FDS 5.0% Held
VIGI Vanguard Whitehall FDS 4.9% Held
ICSH iShares Tr 4.4% Held
MGV Vanguard World Fd 3.7% Held
SCHD Schwab Strategic Tr 3.4% Held
VHT Vanguard World Fd 3.3% Held
VIG Vanguard Specialized Funds 3.3% Held
STIP iShares Tr 3.2% Added +5%
CGDV Capital Group Dividend Value 3.2% Held
SPYM SPDR Series Trust 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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