ECLECTIC ASSOCIATES INC /ADV - Portfolio overview

ECLECTIC ASSOCIATES INC /ADV has 163 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BNDX - VANGUARD CHARLOTTE FDS, 6.73%
2. CGXU - CAPITAL GROUP INTL FOCUS EQT, 6.61%
3. VIG - VANGUARD SPECIALIZED FUNDS, 6.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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