| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD CHARLOTTE FDS | 15 | Q2 2024 | 24.1% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 24.5% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.3% |
| APPLE INC | 15 | Q2 2024 | 4.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.6% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 4.1% |
| SPDR INDEX SHS FDS | 15 | Q2 2024 | 4.5% |
| HOME DEPOT INC | 15 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.1% |
| JPMORGAN CHASE & CO. | 15 | Q2 2024 | 2.5% |
View ECLECTIC ASSOCIATES INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-22 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
View ECLECTIC ASSOCIATES INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.