CIK 743482
ECLECTIC ASSOCIATES INC /ADV
Institutional 13F holdings & portfolio
Holdings
149
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 149
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.6M | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 961K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 201K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 717K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 707K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 544K | $1M+ | SH |
| BOND | PIMCO ETF TR | 266K | $1M+ | SH |
| AVMV | AMERICAN CENTY ETF TR | 283K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 691K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 509K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 291K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 503K | $1M+ | SH |
| IMCG | ISHARES TR | 200K | $1M+ | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 154K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 274K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 434K | $1M+ | SH |
| AAPL | APPLE INC | 44K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 210K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 50K | $1M+ | SH |
| FPAG | INVESTMENT MANAGERS SER TR I | 233K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 115K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 48K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 81K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 64K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 163K | $1M+ | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 132K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 49K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 15K | $1M+ | SH |
| SHAG | WISDOMTREE TR | 86K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 88K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 24K | $1M+ | SH |
| IVW | ISHARES TR | 28K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 10K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 39K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 50K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 54K | $1M+ | SH |
| IAGG | ISHARES TR | 54K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 14K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 47K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 32K | $1M+ | SH |