account_balance
Investment manager · 13F filer · SEC CIK 743482
Eclectic Associates Inc
Reported value$895Mas of Sep 30, 2026
Positions162 8 new, 8 sold out
Top 10 weight50.1%CGXU alone is 7%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGXUCapital Group Intl Focus Eqt
6.7%
VIGVanguard Specialized Funds
6.0%
BNDXVanguard Charlotte FDS
5.9%Added +3%
DFLVDimensional ETF Trust
5.7%Added +24%
DFIVDimensional ETF Trust
5.3%Added +3%
DFSDDimensional ETF Trust
4.5%Added +10%
BONDPimco ETF Tr
4.5%Added +13%
CGGRCapital Group Growth ETF
4.4%Added +3%
AVMVAmerican Centy ETF Tr
4.3%Added +3%
IMCGiShares Tr
2.8%
DFATDimensional ETF Trust
2.8%
PYLDPimco ETF Tr
2.7%
CGXUCapital Group Intl Focus Eqt
6.7%
VIGVanguard Specialized Funds
6.0%
BNDXVanguard Charlotte FDS
5.9%
DFLVDimensional ETF Trust
5.7%
DFIVDimensional ETF Trust
5.3%
DFSDDimensional ETF Trust
4.5%+10%
BONDPimco ETF Tr
4.5%+13%
CGGRCapital Group Growth ETF
4.4%+3%
AVMVAmerican Centy ETF Tr
4.3%+3%
IMCG2.8%
DFAT2.8%
PYLD2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGXU Capital Group Intl Focus Eqt 6.7% Held
VIG Vanguard Specialized Funds 6.0% Held
BNDX Vanguard Charlotte FDS 5.9% Added +3%
DFLV Dimensional ETF Trust 5.7% Added +24%
DFIV Dimensional ETF Trust 5.3% Added +3%
DFSD Dimensional ETF Trust 4.5% Added +10%
BOND Pimco ETF Tr 4.5% Added +13%
CGGR Capital Group Growth ETF 4.4% Added +3%
AVMV American Centy ETF Tr 4.3% Added +3%
IMCG iShares Tr 2.8% Held
DFAT Dimensional ETF Trust 2.8% Held
PYLD Pimco ETF Tr 2.7% Added +7%
What changed
Biggest moves since Jun 30, 2026
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