ECLECTIC ASSOCIATES INC /ADV
Q1 2025 13F Holdings
- Locationfullerton, CA
- Num holdings
118
- Value ($000)
$373,182
- Date Filed04/10/2025
- Form type13F-HR
- CIK0000743482
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $41.76M | 11 % | 855,426 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $34.59M | 9 % | 178,312 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $34.24M | 9 % | 1,398,438 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $19.98M | 5 % | 583,218 | ||
AAPL APPLE INC | COM | 037833100 | $11.21M | 3 % | 50,458 | ||
FYC FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 33737M300 | $9.35M | 3 % | 135,863 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $9.22M | 3 % | 44,666 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $9.21M | 3 % | 184,816 | ||
DFIS DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $8.22M | 2 % | 317,941 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.95M | 2 % | 46,038 |
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