Notify me when Capital Advantage, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 149 | $741,321,250 | +$63,673,086 | -$3,918,847 | +$59,754,239 | VCIT, CGMS, FNDF, VIGI, VYMI | 13F-HR | 07 Jan 2026, 09:01 |
| Q3 2025 | 138 | $664,961,639 | +$12,424,171 | -$8,066,342 | +$4,357,829 | VCIT, CGMS, FNDF, VIGI, VYMI | 13F-HR | 22 Oct 2025, 11:58 |
| Q2 2025 | 139 | $631,434,805 | +$119,713,921 | -$71,361,734 | +$48,352,187 | VCIT, CGMS, FNDF, VIGI, VYMI | 13F-HR | 11 Jul 2025, 14:30 |
| Q1 2025 | 135 | $547,212,905 | $0 | $0 | $0 | VCIT, FNDF, VIGI, VYMI, MGV | 13F-HR | 10 Apr 2025, 15:12 |
| Q4 2024 | 135 | $548,791,262 | +$104,441,197 | -$32,042,504 | +$72,398,693 | VCIT, FNDF, VIGI, VYMI, MGV | 13F-HR | 14 Feb 2025, 10:34 |
| Q3 2024 | 49 | $521,936,359 | +$62,119,414 | -$54,657,360 | +$7,462,054 | VCIT, FNDF, VIGI, VYMI, VHT | 13F-HR | 07 Nov 2024, 10:29 |
| Q2 2024 | 48 | $487,867,762 | +$70,280,251 | -$80,008,015 | -$9,727,764 | VCIT, FNDF, ICSH, VIGI, VYMI | 13F-HR | 11 Jul 2024, 19:33 |
| Q1 2024 | 48 | $491,826,739 | +$37,634,306 | -$50,202,055 | -$12,567,749 | VCIT, ICSH, IGHG, FNDF, VIGI | 13F-HR | 14 May 2024, 17:09 |
| Q4 2023 | 40 | $492,805,893 | +$9,809,204 | -$13,171,120 | -$3,361,916 | VCIT, IGHG, ICSH, VIGI, FNDF | 13F-HR | 22 Jan 2024, 19:43 |
| Q3 2023 | 42 | $466,509,911 | +$9,123,387 | -$12,680,446 | -$3,557,059 | IGHG, VCIT, ICSH, VIGI, FLTR | 13F-HR | 30 Oct 2023, 16:18 |
| Q2 2023 | 43 | $479,479,262 | +$26,191,494 | -$26,892,439 | -$700,945 | IGHG, VCIT, ICSH, VIGI, VHT | 13F-HR | 07 Aug 2023, 13:48 |
| Q1 2023 | 40 | $470,030,997 | +$43,001,656 | -$25,986,779 | +$17,014,877 | IGHG, ICSH, VCIT, VIGI, FLTR | 13F-HR | 04 May 2023, 17:46 |
| Q4 2022 | 38 | $445,437,688 | +$54,096,055 | -$73,073,964 | -$18,977,909 | IGHG, ICSH, FLOT, VIGI, FLTR | 13F-HR | 23 Jan 2023, 17:57 |
| Q3 2022 | 41 | $436,975,000 | +$18,219,512 | -$16,967,365 | +$1,252,147 | ICSH, IGHG, FLOT, VIGI, FLTR | 13F-HR | 31 Oct 2022, 15:06 |
| Q2 2022 | 43 | $453,698,000 | +$88,917,433 | -$26,166,719 | +$62,750,714 | IGHG, ICSH, FLOT, VIGI, FLTR | 13F-HR | 21 Jul 2022, 17:21 |
| Q1 2022 | 43 | $434,843,000 | +$35,444,440 | -$8,763,283 | +$26,681,157 | IGHG, VIGI, VHT, LQDH, FLTR | 13F-HR | 10 May 2022, 11:25 |
| Q4 2021 | 47 | $417,236,000 | +$53,858,870 | -$16,017,296 | +$37,841,574 | IGHG, VIGI, VHT, LQDH, SCHD | 13F-HR | 21 Jan 2022, 10:58 |
| Q3 2021 | 45 | $370,170,000 | +$23,873,595 | -$31,868,428 | -$7,994,833 | IGHG, VIGI, VHT, SCHD, VIG | 13F-HR | 06 Oct 2021, 18:12 |
| Q2 2021 | 45 | $381,458,000 | +$47,753,439 | -$49,130,123 | -$1,376,684 | IGHG, VIGI, VIG, VHT, SCHD | 13F-HR | 16 Aug 2021, 13:56 |
| Q1 2021 | 107 | $366,921,000 | +$26,708,755 | -$13,220,273 | +$13,488,482 | VIGI, VIG, VHT, SCHD, VPL | 13F-HR | 26 Apr 2021, 17:18 |
| Q4 2020 | 106 | $335,538,000 | +$14,096,910 | -$12,570,615 | +$1,526,295 | VIGI, VIG, VHT, SCHD, VPL | 13F-HR | 16 Feb 2021, 17:35 |
| Q3 2020 | 93 | $303,748,000 | +$14,583,389 | -$5,587,820 | +$8,995,569 | VIGI, VIG, VHT, XLP, ICSH | 13F-HR | 12 Nov 2020, 12:29 |
| Q2 2020 | 91 | $281,517,000 | +$18,733,806 | -$7,661,021 | +$11,072,785 | VIGI, VIG, VHT, ICSH, XLP | 13F-HR | 12 Aug 2020, 21:48 |
| Q1 2020 | 89 | $252,270,000 | +$27,513,136 | -$52,540,600 | -$25,027,464 | VIG, ICSH, VIGI, VHT, XLP | 13F-HR | 08 May 2020, 13:56 |
| Q4 2019 | 96 | $313,503,000 | +$41,271,966 | -$31,072,283 | +$10,199,683 | MINT, ICSH, VIGI, VHT, MGV | 13F-HR | 13 Feb 2020, 18:05 |
| Q3 2019 | 90 | $288,847,000 | +$18,645,729 | -$16,803,663 | +$1,842,066 | MINT, ICSH, IEFA, MGV, XLP | 13F-HR | 12 Nov 2019, 14:47 |
| Q1 2019 | 77 | $281,602,000 | +$71,560,012 | -$72,114,103 | -$554,091 | MINT, ICSH, IEFA, MGV, XLP | 13F-HR | 10 May 2019, 15:37 |
| Q4 2018 | 72 | $263,726,000 | +$16,457,123 | -$161,681,617 | -$145,224,494 | MINT, FLRN, IEFA, MGV, VPL | 13F-HR | 07 Feb 2019, 12:59 |
| Q3 2018 | 82 | $435,210,000 | +$12,614,508 | -$9,584,256 | +$3,030,252 | MINT, BSCJ, BSJJ, BSJI, FLRN | 13F-HR | 01 Nov 2018, 14:59 |
| Q2 2018 | 82 | $424,055,000 | +$40,167,357 | -$24,539,012 | +$15,628,345 | MINT, BSCJ, BSJJ, BSJI, IEFA | 13F-HR | 01 Aug 2018, 10:26 |
| Q1 2018 | 74 | $396,162,000 | +$87,832,941 | -$63,666,582 | +$24,166,359 | BSCJ, MINT, BSJI, BSJJ, IEFA | 13F-HR | 02 May 2018, 12:59 |
| Q4 2017 | 78 | $374,805,000 | +$8,057,775 | -$26,711,153 | -$18,653,378 | BSCJ, BSCI, BSJI, BSJJ, IEFA | 13F-HR | 13 Feb 2018, 12:28 |
| Q3 2017 | 81 | $386,315,000 | +$15,298,813 | -$4,623,989 | +$10,674,824 | BSCI, BSCJ, BSJI, BSJJ, IEFA | 13F-HR | 30 Oct 2017, 13:08 |
| Q2 2017 | 74 | $369,153,000 | +$39,083,023 | -$27,232,476 | +$11,850,547 | BSCI, BSJI, BSCJ, BSJJ, IEFA | 13F-HR | 08 Aug 2017, 11:34 |
| Q1 2017 | 79 | $352,499,000 | +$58,343,110 | -$47,298,271 | +$11,044,839 | BSCI, BSJI, BSCJ, IEFA, BSJH | 13F-HR | 03 May 2017, 17:23 |
| Q4 2016 | 79 | $344,508,000 | +$12,982,106 | -$26,818,232 | -$13,836,126 | BSCI, BSJI, BSCH, IEFA, BSJH | 13F-HR | 01 Feb 2017, 18:27 |
| Q3 2016 | 75 | $355,690,000 | +$16,324,160 | -$12,935,361 | +$3,388,799 | BSCI, BSJI, BSCH, IEFA, BSJH | 13F-HR | 02 Nov 2016, 11:18 |
| Q2 2016 | 76 | $343,585,000 | +$123,017,455 | -$61,861,658 | +$61,155,797 | BSCI, BSCH, BSJI, IEFA, BSJH | 13F-HR | 10 Aug 2016, 11:51 |
| Q1 2016 | 77 | $281,199,000 | +$15,588,761 | -$31,436,379 | -$15,847,618 | BSCG, BSCH, BSJG, IEFA, BSCI | 13F-HR | 20 May 2016, 18:32 |
| Q4 2015 | 78 | $295,875,000 | +$70,999,876 | -$36,977,327 | +$34,022,549 | BSCG, BSCH, BSJG, BSCI, IEFA | 13F-HR | 25 Feb 2016, 18:10 |
| Q3 2015 | 71 | $255,968,000 | +$22,874,605 | -$8,499,994 | +$14,374,611 | BSCH, BSJG, BSCI, VGK, IEFA | 13F-HR | 23 Oct 2015, 14:18 |
| Q2 2015 | 70 | $255,853,000 | +$58,270,175 | -$45,331,951 | +$12,938,224 | BSCH, BSJG, VGK, BSCI, IEFA | 13F-HR | 14 Aug 2015, 11:38 |
| Q1 2015 | 70 | $219,502,000 | +$29,506,763 | -$38,853,994 | -$9,347,231 | BSCG, VGK, MGV, BSCH, GE | 13F-HR | 15 May 2015, 17:08 |
| Q4 2014 | 67 | $241,723,000 | +$61,972,636 | -$10,988,511 | +$50,984,125 | BSCH, BSJG, VGK, MGV, BSCG | 13F-HR | 15 May 2015, 17:04 |
| Q3 2014 | 56 | $191,323,000 | +$16,521,967 | -$2,576,485 | +$13,945,482 | BSCH, BSCG, BSJG, VGK, BSCI | 13F-HR | 21 Jun 2016, 18:07 |
| Q2 2014 | 56 | $180,770,000 | +$53,106,013 | -$14,704,188 | +$38,401,825 | BSCH, BSCG, VGK, BSJG, HYS | 13F-HR | 15 Jul 2016, 17:01 |
| Q1 2014 | 48 | $143,263,000 | +$7,027,756 | -$13,018,294 | -$5,990,538 | BSCH, BSCG, VGK, HYS, BSJG | 13F-HR | 09 Aug 2016, 12:36 |
| Q4 2013 | 47 | $148,484,000 | $0 | $0 | $0 | BSCH, BSCG, VGK, HYS, VCSH | 13F-HR | 24 Aug 2016, 10:20 |