Taylor, Cottrill, Erickson & Associates, Inc.
Q2 2022 13F Holdings
- Locationconcord, NH
- Num holdings
60
- Value ($000)
$273,330
- Date Filed07/28/2022
- Form type13F-HR
- CIK0001667102
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VB Vanguard Small Cap | COMMON | 922908751 | $21.24M | 8 % | 120,592 | ||
BRK.B Berkshire Hathaway Cl B | CLASS B | 084670702 | $20.26M | 7 % | 74,210 | ||
SCHD Schwab US Div Equity Etf | COMMON | 808524797 | $16.21M | 6 % | 226,247 | ||
VIG Vanguard Div Appreciation | COMMON | 921908844 | $15.84M | 6 % | 110,393 | ||
VUG Vanguard Growth | COMMON | 922908736 | $15.02M | 6 % | 67,391 | ||
IWF iShares Tr Russell 1000 Growth | COMMON | 464287614 | $14.71M | 5 % | 67,253 | ||
VTV Vanguard Value | COMMON | 922908744 | $13.51M | 5 % | 102,411 | ||
VO Vanguard Mid Cap | COMMON | 922908629 | $13.26M | 5 % | 67,311 | ||
VEA Vanguard FTSE Developed Mkts | COMMON | 921943858 | $10.88M | 4 % | 266,580 | ||
VTIP Vanguard Sh-Term Inf | COMMON | 922020805 | $9.74M | 4 % | 194,336 |
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