ECLECTIC ASSOCIATES INC /ADV holdings history

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102 is the total number of securities ECLECTIC ASSOCIATES INC /ADV has owned. The longest ECLECTIC ASSOCIATES INC /ADV has owned a single stock is 12 quarters.

ECLECTIC ASSOCIATES INC /ADV historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BNDX VANGUARD CHARLOTTE FDS121213.25%19.20%24.13%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...121212.48%17.53%24.48%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12122.58%3.53%4.31%Q4 2020Q3 202312
AAPL APPLE INC12122.11%3.33%4.29%Q4 2020Q3 202312
VOT VANGUARD INDEX FDS12122.14%3.12%4.63%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12122.28%3.00%4.05%Q4 2020Q3 202312
SPDW SPDR INDEX SHS FDS12121.65%2.71%4.51%Q4 2020Q3 202312
HD HOME DEPOT INC12121.73%2.36%3.08%Q4 2020Q3 202312
VOE VANGUARD INDEX FDS12121.46%1.79%2.10%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12121.16%1.79%2.46%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12121.23%1.78%2.52%Q4 2020Q3 202312
VBR VANGUARD INDEX FDS12121.28%1.35%1.54%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12121.04%1.30%1.47%Q4 2020Q3 202312
BIV VANGUARD BD INDEX FDS12120.76%1.25%3.22%Q4 2020Q3 202312
SLYV SPDR SER TR12120.62%1.12%1.55%Q4 2020Q3 202312
SPYV SPDR SER TR12120.79%1.08%1.49%Q4 2020Q3 202312
KO COCA COLA CO12120.82%1.04%1.32%Q4 2020Q3 202312
VSS VANGUARD INTL EQUITY I...12120.88%1.01%1.12%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.69%1.01%1.27%Q4 2020Q3 202312
BSV VANGUARD BD INDEX FDS12120.86%1.00%1.34%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.73%0.99%1.26%Q4 2020Q3 202312
INTC INTEL CORP12120.39%0.90%1.46%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.65%0.87%1.10%Q4 2020Q3 202312
PFE PFIZER INC12120.43%0.72%1.00%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.40%0.72%0.91%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.47%0.67%0.86%Q4 2020Q3 202312
RLY SSGA ACTIVE ETF TR12120.39%0.67%0.97%Q4 2020Q3 202312
BA BOEING CO12120.41%0.64%0.88%Q4 2020Q3 202312
SPSB SPDR SER TR12120.12%0.59%1.10%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.32%0.54%0.64%Q4 2020Q3 202312
MDYV SPDR SER TR12120.36%0.53%0.74%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.22%0.44%0.54%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.27%0.43%0.66%Q4 2020Q3 202312
GWX SPDR INDEX SHS FDS12120.21%0.42%0.72%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.32%0.41%0.51%Q4 2020Q3 202312
BWX SPDR SER TR12120.17%0.35%0.58%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.25%0.35%0.49%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.15%0.34%0.46%Q4 2020Q3 202312
TSLA TESLA INC12120.11%0.31%0.40%Q4 2020Q3 202312
UNP UNION PAC CORP12120.21%0.29%0.40%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.15%0.25%0.34%Q4 2020Q3 202312
SPEM SPDR INDEX SHS FDS12120.14%0.24%0.45%Q4 2020Q3 202312
SPIB SPDR SER TR12120.15%0.20%0.27%Q4 2020Q3 202312
ORCL ORACLE CORP12120.14%0.19%0.24%Q4 2020Q3 202312
SPMD SPDR SER TR12120.13%0.19%0.30%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.11%0.18%0.30%Q4 2020Q3 202312
SPYG SPDR SER TR12120.11%0.18%0.28%Q4 2020Q3 202312
WFC WELLS FARGO CO NEW11110.21%0.30%0.37%Q1 2021Q3 202311
PG PROCTER AND GAMBLE CO740.13%0.19%0.29%Q4 2020Q3 202311
MCD MCDONALDS CORP11110.12%0.15%0.18%Q1 2021Q3 202311
PAA PLAINS ALL AMERN PIPEL...830.07%0.08%0.09%Q4 2020Q3 202311
VCSH VANGUARD SCOTTSDALE FDS730.10%0.85%3.21%Q4 2020Q2 202310
IJK ISHARES TR640.10%0.15%0.20%Q4 2020Q3 202310
IWR ISHARES TR640.10%0.15%0.20%Q4 2020Q3 202310
VUSB VANGUARD BD INDEX FDS990.15%2.51%4.30%Q3 2021Q3 20239
DHR DANAHER CORPORATION990.19%0.38%0.63%Q3 2021Q3 20239
V VISA INC630.11%0.15%0.20%Q4 2020Q3 20239
IJJ ISHARES TR540.10%0.13%0.17%Q1 2021Q3 20239
UNH UNITEDHEALTH GROUP INC880.15%1.33%2.62%Q4 2021Q3 20238
SPBO SPDR SER TR880.17%1.21%2.08%Q4 2020Q3 20228
VBK VANGUARD INDEX FDS880.34%0.78%1.41%Q4 2021Q3 20238
SPAB SPDR SER TR880.28%0.74%1.15%Q4 2020Q3 20228
CMF ISHARES TR880.14%0.27%0.94%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.14%0.22%0.33%Q4 2021Q3 20238
CAPITAL GROUP INTL FOC...771.80%9.98%13.20%Q1 2022Q3 20237
WOOD ISHARES TR770.46%0.55%0.72%Q1 2022Q3 20237
RTX RTX CORPORATION770.24%0.31%0.39%Q1 2022Q3 20237
SPY SPDR S&P 500 ETF TR430.11%0.19%0.29%Q3 2021Q3 20237
GOOG ALPHABET INC430.14%0.17%0.23%Q2 2021Q3 20237
FB META PLATFORMS INC520.11%0.17%0.23%Q4 2020Q3 20237
QQQ INVESCO QQQ TR430.12%0.17%0.32%Q2 2021Q3 20237
IJR ISHARES TR520.10%0.14%0.18%Q1 2021Q2 20237
CAPITAL GROUP GROWTH ETF660.36%1.37%2.06%Q2 2022Q3 20236
JNK SPDR SER TR660.43%0.53%0.65%Q4 2020Q1 20226
SHM SPDR SER TR550.23%0.29%0.32%Q4 2021Q4 20225
FTXG FIRST TR EXCHANGE-TRAD...550.13%0.15%0.18%Q2 2022Q2 20235
VXUS VANGUARD STAR FDS441.66%1.81%1.90%Q4 2022Q3 20234
VTEB VANGUARD MUN BD FDS440.61%0.92%1.74%Q4 2022Q3 20234
VEU VANGUARD INTL EQUITY I...440.38%0.41%0.42%Q4 2022Q3 20234
USRT ISHARES TR440.23%0.24%0.25%Q4 2022Q3 20234
MRK MERCK & CO INC310.11%0.12%0.14%Q2 2022Q2 20234
VGSH VANGUARD SCOTTSDALE FDS330.13%0.66%1.72%Q4 2022Q2 20233
BND VANGUARD BD INDEX FDS330.28%0.31%0.32%Q1 2023Q3 20233
GE GENERAL ELECTRIC CO330.22%0.25%0.26%Q4 2020Q2 20213
LINDE PLC330.11%0.13%0.17%Q1 2023Q3 20233
BIL SPDR SER TR330.11%0.12%0.13%Q4 2022Q2 20233
USA LIBERTY ALL STAR EQUIT...330.05%0.05%0.05%Q1 2023Q3 20233
IAGG ISHARES TR220.23%1.06%1.90%Q3 2022Q4 20222
GENERAL ELECTRIC CO220.27%0.28%0.28%Q3 2021Q4 20212
TGT TARGET CORP220.16%0.16%0.17%Q2 2021Q3 20212
PFF ISHARES TR220.13%0.14%0.15%Q2 2023Q3 20232
MDYG SPDR SER TR110.10%0.14%0.17%Q1 2021Q4 20222
PSK SPDR SER TR220.13%0.13%0.13%Q2 2023Q3 20232
MUB ISHARES TR111.17%1.17%1.17%Q4 2022Q4 20221
BCAL SOUTHERN CALIF BANCORP110.52%0.52%0.52%Q3 2023Q3 20231
ABBV ABBVIE INC110.16%0.16%0.16%Q4 2021Q4 20211
CVS CVS HEALTH CORP110.15%0.15%0.15%Q4 2021Q4 20211
SNOW SNOWFLAKE INC110.14%0.14%0.14%Q4 2021Q4 20211
LIN LINDE PLC110.14%0.14%0.14%Q4 2022Q4 20221
IWN ISHARES TR110.13%0.13%0.13%Q3 2023Q3 20231
BAC BK OF AMERICA CORP110.13%0.13%0.13%Q4 2021Q4 20211
SPGI S&P GLOBAL INC110.12%0.12%0.12%Q3 2023Q3 20231
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The securities at the top of the list , including VANGUARD CHARLOTTE FDS, VANGUARD SPECIALIZED FUNDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of ECLECTIC ASSOCIATES INC /ADV.

The conviction is calculated by counting the number of quarters a security has been reported by ECLECTIC ASSOCIATES INC /ADV. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ECLECTIC ASSOCIATES INC /ADV owns currently or has owned in the past.