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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
42
3
0
2
0
1
31
5
1
TAYLOR COTTRILL ERICKSON ASSOCIATES INC

Time Period2018-12-31

Total Holdings194

Total Value ($x1000)432,494
Activities
New29

Increased73

Unchanged24

Decreased68

Sold Out9

Top 10 Stock Holdingstotal 26.82%
4.99

VCSH4.14

VIG2.73

SDY2.5

SCHD2.49

 
VB2.31

VEA2.14

AAPL1.97

DIS1.8

VNQ1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BERKSHIR...
4.99%
CLASS B
VCSH
4.14%
SHRT TRM CORP BD
VIG
2.73%
DIV APP ETF
SDY
2.5%
S&P DIVID ETF
SCHD
2.49%
US DIVIDEND EQ
VB
2.31%
SMALL CP ETF
VEA
2.14%
FTSE DEV MKT ETF
AAPL
1.97%
COM
DIS
1.8%
COM DISNEY
VNQ
1.75%
REIT ETF
VUG
1.71%
GROWTH ETF
AMGN
1.71%
COM
TMO
1.7%
COM
1/100 BE...
1.63%
COMMON
IWP
1.6%
RUS MD CP GR ETF
ARA
1.58%
COM
VTEB
1.57%
TAX-EXEMPT BD
ACN
1.49%
SHS CLASS A
MSFT
1.44%
COM
SCHH
1.41%
US REIT ETF
BLK
1.35%
COM
SHM
1.32%
NUVN BR SHT MUNI
ITW
1.29%
COM
MMM
1.21%
COM
VO
1.19%
MID CAP ETF
JNJ
1.18%
COM
CHD
1.16%
COM
VTV
1.12%
VALUE ETF
MA
1.04%
CL A
XOM
1.04%
COM
PG
1.03%
COM
IJH
0.98%
CORE S&P MCP ETF
RSG
0.97%
COM
SLY
0.93%
S&P 600 SML CAP
SYK
0.93%
COM
MCD
0.89%
COM
AGG
0.85%
CORE TOTUSBD ETF
NVS
0.84%
SPONSORED ADR
INTC
0.81%
COM
GOOGL
0.8%
CAP STK CL A
VEU
0.78%
ALLWRLD EX US
MRK
0.77%
COM
VFC
0.77%
COM
IWF
0.76%
RUS 1000 GRW ETF
MID CAP ...
0.75%
COMMON
VBR
0.74%
SM CP VAL ETF
JPM
0.74%
COM
ORCL
0.73%
COM
PKG
0.71%
COM
VOE
0.67%
MCAP VL IDXVIP
IWN
0.67%
RUS 2000 VAL ETF
CNI
0.66%
COM
VV
0.66%
LARGE CAP ETF
SBUX
0.66%
COM
CSCO
0.65%
COM
VIGI
0.64%
INTL DVD ETF
ADP
0.63%
COM
UTX
0.62%
COM
ABT
0.61%
COM
ABBV
0.61%
COM
CB
0.6%
COM
IWD
0.6%
RUS 1000 VAL ETF
IWR
0.58%
RUS MID-CAP ETF
SCHF
0.57%
INTL EQTY ETF
HD
0.56%
COM
DXJ
0.53%
JAPN HEDGE EQT
IWO
0.48%
RUS 2000 GRW ETF
SHY
0.48%
1-3 YR TR BD ETF
PFE
0.47%
COM
CVX
0.45%
COM
LIN
0.45%
COM
IWS
0.44%
RUS MDCP VAL ETF
SCHM
0.42%
US MID-CAP ETF
IWB
0.42%
RUS 1000 ETF
IBM
0.39%
COM
CFG
0.37%
COM
IJT
0.34%
SP SMCP600GR ETF
GD
0.33%
COM
ST
0.33%
SHS
EFA
0.32%
MSCI EAFE ETF
IJJ
0.31%
S&P MC 400VL ETF
ABMD
0.31%
COM
IJK
0.31%
S&P MC 400GR ETF
CLX
0.3%
COM
MINT
0.3%
ENHAN SHRT MAT
AMLP
0.29%
ALERIAN MLP
FDX
0.27%
COM
PEG
0.27%
COM
SCHV
0.27%
US LCAP VA ETF
ROST
0.26%
COM
NWL
0.26%
COM
SCHR
0.26%
INTRM TRM TRES
SCHX
0.25%
US LRG CAP ETF
USB
0.24%
COM NEW
OXY
0.23%
COM
T
0.23%
COM
NSRGY
0.22%
COM
CL
0.22%
COM
ZMH
0.2%
COM
SLB
0.2%
COM
DUK
0.19%
COM NEW
ROCHE HL...
0.19%
COMMON
AXP
0.19%
COM
SCHZ
0.19%
US AGGREGATE B
IEMG
0.18%
CORE MSCI EMKT
APA
0.18%
COM
TROW
0.17%
COM
BUD
0.17%
SPONSORED ADR
MDT
0.17%
SHS
KO
0.17%
COM
ILMN
0.16%
COM
IWM
0.16%
RUSSELL 2000 ETF
VNQI
0.14%
GLB EX US ETF
AMZN
0.14%
COM
SCHE
0.14%
EMRG MKTEQ ETF
NEE
0.14%
COM
MLPA
0.14%
GLBL X MLP ETF
CNQ
0.14%
COM
RDS/A
0.14%
SPONS ADR A
IVE
0.14%
S&P 500 VAL ETF
V
0.14%
COM CL A
SCHG
0.12%
US LCAP GR ETF
GOOG
0.12%
CAP STK CL C
SPY
0.12%
TR UNIT
IVW
0.12%
S&P 500 GRWT ETF
UNP
0.12%
COM
KHC
0.12%
COM
CVS
0.12%
COM
GNMA
0.12%
GNMA BOND ETF
HON
0.12%
COM
BMY
0.11%
COM
TIP
0.11%
TIPS BD ETF
MITK
0.11%
COM NEW
PRIMARY ...
0.11%
COMMON
BSV
0.1%
SHORT TRM BOND
PM
0.1%
COM
MCK
0.09%
COM
VTIP
0.09%
STRM INFPROIDX
UPS
0.09%
CL B
BSCJ
0.09%
BULSHS 2019 CB
VZ
0.09%
COM
SCHO
0.09%
SHT TM US TRES
BSCK
0.08%
BULSHS 2020 CB
CI
0.08%
COM
BSCL
0.08%
BULSHS 2021 CB
BK
0.08%
COM
TOT
0.08%
SPONSORED ADR
WBA
0.08%
COM
SHOP
0.08%
CL A
CERS
0.08%
COM
NSC
0.07%
COM
BKK
0.07%
COM SHS
DHR
0.07%
COM
SLYV
0.07%
S&P 600 SMCP VAL
GE
0.07%
COM
KMB
0.07%
COM
BABA
0.07%
SPONSORED ADS
MIC
0.06%
MEMBERSHIP INT
DON
0.06%
MIDCAP DIVI FD
BKLN
0.06%
SR LN ETF
BIIB
0.06%
COM
BSCM
0.06%
BULSHS 2022 CB
MUAH
0.06%
19 AMT-FREE MN
BA
0.06%
COM
SYY
0.06%
COM
D
0.06%
COM
GPC
0.06%
COM
VBK
0.06%
SML CP GRW ETF
XLU
0.06%
SBI INT-UTILS
OIH
0.05%
OIL SVCS ETF
ICF
0.05%
COHEN&STEER REIT
NVO
0.05%
ADR
PEP
0.05%
COM
IBDK
0.05%
IBND DEC19 ETF
MKC
0.05%
COM NON VTG
SCHP
0.05%
US TIPS ETF
PNC
0.05%
COM
LLY
0.05%
COM
BWA
0.05%
COM
IBMJ
0.05%
IBONDS DEC 21
IJS
0.05%
SP SMCP600VL ETF
SCHA
0.05%
US SML CAP ETF
MBRX
0.03%
COM
ORN
0.02%
COM
ICAD
0.01%
COM NEW
GSB
0.01%
COM
USAT
0.01%
COM NO PAR
OGRMF
0.01%
ASPN
0.01%
COM
JERICHO ...
0.01%
COMMON
MBII
0.01%
COM
CPRX
< 0.01%
COM
PCS EDVE...
< 0.01%
COMMON
HYPERSOL...
< 0.01%
COMMON
PX
0.75%
COM
ONB
0.19%
COM
BPK
0.16%
COM
KR
0.14%
COM
IBDH
0.09%
DEC 18 CP TERM
GAM
0.07%
COM
FSP
0.02%
COM
IMAGEWAR...
0.01%
COMMON
EMAN
< 0.01%
COM NEW