Taylor, Cottrill, Erickson & Associates, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationconcord, NH
- CIK0001667102
- Alternate namesWhitegate Investment Counselors, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
66 | $291.70M | BRK.B, VUG, IWF, VB | 13F-HR | Feb 10, 2025 | 000166710225000001 | ||
66 | $376.88M | BRK.B, IWF, VB, VUG | 13F-HR | Nov 4, 2024 | 000166710224000005 | ||
65 | $352.33M | BRK.B, IWF, VUG, VB | 13F-HR | Jul 30, 2024 | 000166710224000004 | ||
62 | $355.04M | BRK.B, IWF, VB, VUG | 13F-HR | May 2, 2024 | 000166710224000002 | ||
61 | $327.91M | BRK.B, VB, IWF, VUG | 13F-HR | Feb 6, 2024 | 000166710224000001 | ||
60 | $298.69M | BRK.B, VB, IWF, VUG | 13F-HR | Nov 3, 2023 | 000166710223000005 | ||
61 | $304.67M | BRK.B, VB, IWF, VUG | 13F-HR | Aug 2, 2023 | 000166710223000004 | ||
61 | $309.69M | BRK.B, VB, IWF, SCHD | 13F-HR | May 4, 2023 | 000166710223000003 | ||
61 | $293.00K | BRK.B, VB, SCHD, IWF | 13F-HR | Jan 31, 2023 | 000166710223000001 | ||
59 | $264.02M | BRK.B, VB, SCHD, VIG | 13F-HR | Nov 4, 2022 | 000166710222000005 | ||
60 | $273.33M | VB, BRK.B, SCHD, VIG | 13F-HR | Jul 28, 2022 | 000166710222000004 | ||
65 | $323.63M | BRK.B, VB, VUG, IWF | 13F-HR | May 3, 2022 | 000166710222000002 | ||
64 | $339.83M | VB, BRK.B, VUG, IWF | 13F-HR | Feb 3, 2022 | 000166710222000001 | ||
226 | $704.83M | VB, BRYG, AAPL, VUG | 13F-HR | Oct 15, 2021 | 000166710221000004 | ||
224 | $706.03M | VB, BRYG, AAPL, VIG | 13F-HR | Jul 20, 2021 | 000166710221000003 | ||
214 | $655.81M | VB, BRK.B, VIG, AAPL | 13F-HR | Apr 14, 2021 | 000166710221000002 | ||
211 | $617.59M | VB, BRK.B, AAPL, VIG | 13F-HR | Jan 25, 2021 | 000166710221000001 | ||
200 | $548.35M | BRYG, AAPL, AGG, VIG | 13F-HR | Oct 9, 2020 | 000166710220000004 | ||
194 | $500.17M | BRYG, AAPL, VB, VIG | 13F-HR | Jul 14, 2020 | 000166710220000003 | ||
180 | $412.25M | BRYG, VIG, AAPL, SCHD | 13F-HR | Apr 15, 2020 | 000166710220000002 | ||
204 | $551.09M | BRK.B, VCSH, VIG, AAPL | 13F-HR | Jan 14, 2020 | 000166710220000001 | ||
198 | $509.54M | BRYG, VCSH, VIG, SCHD | 13F-HR | Oct 25, 2019 | 000166710219000004 | ||
198 | $497.44M | BRYG, VCSH, VIG, SCHD | 13F-HR | Jul 26, 2019 | 000166710219000003 | ||
198 | $483.07M | BRYG, VCSH, VIG, KRE | 13F-HR | Apr 29, 2019 | 000166710219000002 | ||
194 | $432.49M | BRYG, VCSH, VIG, KRE | 13F-HR | Jan 29, 2019 | 000166710219000001 | ||
174 | $490.11M | BRYG, VCSH, VIG, ARA | 13F-HR | Oct 24, 2018 | 000166710218000004 | ||
197 | $489.38M | VCSH, BRYG, IWP, SCHH | 13F-HR | Jul 30, 2018 | 000166710218000003 | ||
195 | $469.03M | VCSH, BRYG, VIG, KRE | 13F-HR | Apr 23, 2018 | 000166710218000002 | ||
179 | $478.99M | VCSH, BRYG, KRE, VIG | 13F-HR | Jan 24, 2018 | 000166710218000001 | ||
179 | $453.23M | VCSH, BRYG, KRE, VIG | 13F-HR | Oct 19, 2017 | 000166710217000004 | ||
175 | $442.43M | VCSH, BRYG, KRE, ARA | 13F-HR | Jul 27, 2017 | 000166710217000003 | ||
173 | $416.29M | BRYG, VCSH, KRE, VIG | 13F-HR | Apr 26, 2017 | 000166710217000002 | ||
160 | $373.74M | BRYG, VCSH, KRE, AGG | 13F-HR | Feb 9, 2017 | 000166710217000001 | ||
156 | $367.88M | VCSH, BRYG, KRE, AGG | 13F-HR | Oct 25, 2016 | 000166710216000003 | ||
153 | $360.10M | VCSH, BRYG, KRE, AGG | 13F-HR | Aug 9, 2016 | 000166710216000002 | ||
149 | $364.86M | BRYG, VCSH, KRE, VIG | 13F-HR | May 5, 2016 | 000166710216000001 |