0001085146-21-000178.txt : 20210120
0001085146-21-000178.hdr.sgml : 20210120
20210119211453
ACCESSION NUMBER: 0001085146-21-000178
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210120
DATE AS OF CHANGE: 20210119
EFFECTIVENESS DATE: 20210120
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ECLECTIC ASSOCIATES INC /ADV
CENTRAL INDEX KEY: 0000743482
IRS NUMBER: 330027808
STATE OF INCORPORATION: CA
FISCAL YEAR END: 0630
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20439
FILM NUMBER: 21537200
BUSINESS ADDRESS:
STREET 1: 1021 W BASTANCHURY RD
STREET 2: STE 120
CITY: FULLERTON
STATE: CA
ZIP: 92833
BUSINESS PHONE: 7147380220
MAIL ADDRESS:
STREET 1: 1021 W BASTANCHURY RD
STREET 2: STE 120
CITY: FULLERTON
STATE: CA
ZIP: 92833
FORMER COMPANY:
FORMER CONFORMED NAME: ECLECTIC ASSOCIATES INC /ADV
DATE OF NAME CHANGE: 19840402
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000743482
XXXXXXXX
12-31-2020
12-31-2020
false
ECLECTIC ASSOCIATES INC /ADV
1021 W BASTANCHURY RD
STE 120
FULLERTON
CA
92833
13F HOLDINGS REPORT
028-20439
N
Patricia Buchholtz
Chief Compliance Officer
714-738-0220
/s/Patricia Buchholtz
Fullerton
CA
01-18-2021
0
58
105489
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
567
174
SH
SOLE
174
0
0
APPLE INC
COM
037833100
4529
34135
SH
SOLE
34135
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
403
1737
SH
SOLE
1737
0
0
BOEING CO
COM
097023105
919
4295
SH
SOLE
4295
0
0
CATERPILLAR INC
COM
149123101
287
1575
SH
SOLE
1575
0
0
CHEVRON CORP NEW
COM
166764100
423
5010
SH
SOLE
5010
0
0
COCA COLA CO
COM
191216100
1387
25290
SH
SOLE
25290
0
0
COSTCO WHSL CORP NEW
COM
22160K105
348
925
SH
SOLE
925
0
0
DISNEY WALT CO
COM
254687106
584
3222
SH
SOLE
3222
0
0
EXXON MOBIL CORP
COM
30231G102
423
10267
SH
SOLE
10267
0
0
FACEBOOK INC
CL A
30303M102
205
751
SH
SOLE
751
0
0
GENERAL ELECTRIC CO
COM
369604103
232
21468
SH
SOLE
21468
0
0
HOME DEPOT INC
COM
437076102
3067
11546
SH
SOLE
11546
0
0
INTEL CORP
COM
458140100
1369
27485
SH
SOLE
27485
0
0
ISHARES TR
RUS MID CAP ETF
464287499
206
3000
SH
SOLE
3000
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
214
2968
SH
SOLE
2968
0
0
JOHNSON & JOHNSON
COM
478160104
1328
8441
SH
SOLE
8441
0
0
JPMORGAN CHASE & CO
COM
46625H100
2614
20571
SH
SOLE
20571
0
0
MICROSOFT CORP
COM
594918104
660
2967
SH
SOLE
2967
0
0
NVIDIA CORPORATION
COM
67066G104
351
671
SH
SOLE
671
0
0
ORACLE CORP
COM
68389X105
246
3800
SH
SOLE
3800
0
0
PFIZER INC
COM
717081103
873
23714
SH
SOLE
23714
0
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
86
10391
SH
SOLE
10391
0
0
PROCTER AND GAMBLE CO
COM
742718109
306
2202
SH
SOLE
2202
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
4756
140929
SH
SOLE
140929
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
474
11236
SH
SOLE
11236
0
0
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
754
21288
SH
SOLE
21288
0
0
SPDR SER TR
BLOMBERG INTL TR
78464A516
617
19742
SH
SOLE
19742
0
0
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
684
6276
SH
SOLE
6276
0
0
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
1216
39482
SH
SOLE
39482
0
0
SPDR SER TR
PORTFOLIO CRPORT
78464A144
2194
60568
SH
SOLE
60568
0
0
SPDR SER TR
PORTFOLIO INTRMD
78464A375
287
7728
SH
SOLE
7728
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
312
7712
SH
SOLE
7712
0
0
SPDR SER TR
PORTFOLIO SHORT
78464A474
1158
36871
SH
SOLE
36871
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
298
5382
SH
SOLE
5382
0
0
SPDR SER TR
PRTFLO S&P500 VL
78464A508
1569
45624
SH
SOLE
45624
0
0
SPDR SER TR
S&P 400 MDCP VAL
78464A839
757
13647
SH
SOLE
13647
0
0
SPDR SER TR
S&P 600 SMCP VAL
78464A300
1529
23107
SH
SOLE
23107
0
0
SSGA ACTIVE ETF TR
MULT ASS RLRTN
78467V103
1020
41364
SH
SOLE
41364
0
0
TESLA INC
COM
88160R101
423
599
SH
SOLE
599
0
0
UNION PAC CORP
COM
907818108
419
2010
SH
SOLE
2010
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
908
9783
SH
SOLE
9783
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
985
11876
SH
SOLE
11876
0
0
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
15091
257751
SH
SOLE
257751
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1290
5092
SH
SOLE
5092
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
4880
23012
SH
SOLE
23012
0
0
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1843
15495
SH
SOLE
15495
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
1448
7004
SH
SOLE
7004
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
902
10625
SH
SOLE
10625
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1398
9834
SH
SOLE
9834
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1344
6903
SH
SOLE
6903
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
2722
22878
SH
SOLE
22878
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1120
22356
SH
SOLE
22356
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1179
9678
SH
SOLE
9678
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1199
14400
SH
SOLE
14400
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
25821
182910
SH
SOLE
182910
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3056
64738
SH
SOLE
64738
0
0
VISA INC
COM CL A
92826C839
209
957
SH
SOLE
957
0
0