ECLECTIC ASSOCIATES INC /ADV
Q2 2025 13F Holdings
- Locationfullerton, CA
- Num holdings
125
- Value ($000)
$459,970
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $43.25M | 9 % | 873,521 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $39.74M | 9 % | 1,464,718 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $37.35M | 8 % | 182,497 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $26.72M | 6 % | 657,431 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $18.25M | 4 % | 426,159 | ||
FYC FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 33737M300 | $11.43M | 3 % | 143,687 | ||
DFIS DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $11.07M | 2 % | 371,128 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.77M | 2 % | 18,953 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $10.44M | 2 % | 217,398 | ||
AAPL APPLE INC | COM | 037833100 | $10.21M | 2 % | 49,766 |
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