Eclectic Associates Inc Incresed Positions in Q3 2025

Eclectic Associates Inc

  • $457 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
181K
+ 42.57%
$42.66 - $46.53 $7.74M - $8.44M
608K $28M
BOND
Pimco Active Bond Exchange Tra

ETFs
87.8K
+ 87.55%
$90.83 - $93.81 $7.97M - $8.23M
188K $17.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
164K
+ 75.64%
$47.86 - $48.43 $7.87M - $7.96M
382K $18.4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
72.6K
+ 114.03%
$79.89 - $83.25 $5.8M - $6.04M
136K $11.3M
DFAE
Dimensional ETF Tr

ETFs
128K
+ 65.74%
$28.84 - $31.84 $3.69M - $4.07M
322K $10.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
68K
+ 51.17%
$53.36 - $59.69 $3.63M - $4.06M
201K $11.7M
CGXU
Capital Group Intl Focus Equit

ETFs
29.5K
+ 2.01%
$26.49 - $29.62 $781K - $874K
1.49M $44.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
31.7K
+ 4.83%
$40.2 - $44.58 $1.28M - $1.41M
689K $30.3M
BNDX
Vanguard Total International B

ETFs
67.9K
+ 7.78%
$49.0 - $49.51 $3.33M - $3.36M
941K $46.6M
DFIS
Dimensional ETF Tr Dimensional

ETFs
73.6K
+ 19.83%
$29.65 - $31.77 $2.18M - $2.34M
445K $14.1M
JPRE
J P Morgan Exchange Traded Fd

ETFs
30.2K
+ 40.32%
$46.56 - $49.11 $1.41M - $1.48M
105K $5.04M
VIG
Vanguard Dividend Appreciation

ETFs
7.12K
+ 3.9%
N/A
190K $34.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24K
+ 89.45%
$48.5 - $50.19 $1.16M - $1.21M
50.9K $2.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.54K
+ 56.1%
$459.11 - $506.91 $705K - $779K
4.27K $2.15M
VUG
Vanguard Growth ETF

ETFs
57
+ 0.57%
$433.97 - $484.08 $24.7K - $27.6K
10.1K $4.83M
TSLA
Tesla, Inc.

Consumer Cyclical
83
+ 3.33%
$293.94 - $444.72 $24.4K - $36.9K
2.57K $1.14M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.07%
$184.85 - $231.54 $739 - $926
5.81K $1.34M
GOOG
Alphabet Inc.

Communication Services
33
+ 1.04%
$175.16 - $255.24 $5.78K - $8.42K
3.21K $782K
VO
Vanguard Mid Cap ETF

ETFs
249
+ 2.57%
$279.83 - $293.74 $69.7K - $73.1K
9.95K $2.92M
GOOGL
Alphabet Inc.

Communication Services
74
+ 4.15%
$174.36 - $254.72 $12.9K - $18.8K
1.86K $451K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
969
+ 2.55%
$76.16 - $78.59 $73.8K - $76.2K
39K $3.05M
CVX
Chevron Corp

Energy
303
+ 7.99%
$145.57 - $161.83 $44.1K - $49K
4.09K $635K
VNQ
Vanguard Specialized Funds Van

ETFs
510
+ 4.36%
$88.47 - $93.24 $45.1K - $47.6K
12.2K $1.12M
AVGO
Broadcom Inc.

Technology
4
+ 0.33%
$264.74 - $369.57 $1.06K - $1.48K
1.2K $397K
GE
General Electric CO

Industrials
4
+ 0.33%
$244.75 - $305.63 $979 - $1.22K
1.22K $368K
VTI
Vanguard Total Stock Market Et

ETFs
98
+ 12.48%
$303.93 - $329.86 $29.8K - $32.3K
883 $289K
UNP
Union Pacific Corp

Industrials
160
+ 9.67%
$214.91 - $237.16 $34.4K - $37.9K
1.82K $429K
BND
Vanguard Bd Index Fd Inc Total

ETFs
590
+ 19.67%
$72.57 - $74.72 $42.8K - $44.1K
3.59K $266K
IWM
Ishares Russell 2000 ETF

ETFs
20
+ 1.3%
$214.92 - $244.84 $4.3K - $4.9K
1.55K $376K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.11%
$620.67 - $670.08 $621 - $670
914 $611K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 4.22%
$291.67 - $316.99 $12.3K - $13.3K
1.04K $315K
BAC
Bank Of America Corp

Financial Services
18
+ 0.37%
$44.92 - $52.42 $809 - $944
4.85K $250K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
24
+ 0.21%
$31.78 - $33.69 $763 - $809
11.7K $386K
PFF
Ishares Trust Ishares Pfd And

ETFs
25
+ 0.18%
$30.67 - $32.13 $767 - $803
13.6K $428K
PG
Procter & Gamble CO

Consumer Defensive
87
+ 4.73%
$150.47 - $161.22 $13.1K - $14K
1.93K $295K
American Centy ETF Tr
46.2K
+ 37.78%
N/A
168K $0
Investment Managers Ser Tr I
56.3K
+ 44.5%
N/A
183K $0
Linde PLC
2
+ 0.45%
N/A
451 $0
Pimco ETF Tr
188K
+ 55.36%
N/A
527K $0
Dimensional ETF Trust
131K
+ 52.75%
N/A
379K $0
Blackrock ETF Trust Ii
74.7K
+ 53.08%
N/A
216K $0
Vanguard Calif Tax Free Fds
6.58K
+ 12.39%
N/A
59.7K $0
T Rowe Price ETF Inc
32.2K
+ 32.29%
N/A
132K $0
Vanguard Wellington Fd
5.1K
+ 15.03%
N/A
39K $0
SPGI
S&P Global Inc.

Financial Services
1
+ 0.15%
$484.94 - $564.15 $485 - $564
651 $316K
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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