Taylor, Cottrill, Erickson & Associates, Inc.

Q2 2022 13F Holdings

  • Location
    concord, NH
  • Num holdings

    60

  • Value ($000)

    $273,330

  • Date Filed
    07/28/2022
  • Form type
    13F-HR
  • CIK
    0001667102
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VB

Vanguard Small Cap

COMMON
922908751
$21.24M
8 %

120,592

B
BRK.B

Berkshire Hathaway Cl B

CLASS B
084670702
$20.26M
7 %

74,210

S
SCHD

Schwab US Div Equity Etf

COMMON
808524797
$16.21M
6 %

226,247

V
VIG

Vanguard Div Appreciation

COMMON
921908844
$15.84M
6 %

110,393

V
VUG

Vanguard Growth

COMMON
922908736
$15.02M
6 %

67,391

I
IWF

iShares Tr Russell 1000 Growth

COMMON
464287614
$14.71M
5 %

67,253

V
VTV

Vanguard Value

COMMON
922908744
$13.51M
5 %

102,411

V
VO

Vanguard Mid Cap

COMMON
922908629
$13.26M
5 %

67,311

V
VEA

Vanguard FTSE Developed Mkts

COMMON
921943858
$10.88M
4 %

266,580

V
VTIP

Vanguard Sh-Term Inf

COMMON
922020805
$9.74M
4 %

194,336

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