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 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