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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
30
7
1
TAYLOR COTTRILL ERICKSON ASSOCIATES INC

Time Period2019-03-31

Total Holdings198

Total Value ($x1000)483,067
Activities
New12

Increased71

Unchanged40

Decreased75

Sold Out8

Top 10 Stock Holdingstotal 26.39%
4.46

VCSH3.86

VIG2.75

SDY2.51

SCHD2.49

 
VB2.4

AAPL2.11

VEA2.11

VNQ1.86

TMO1.84

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BERKSHIR...
4.46%
CLASS B
VCSH
3.86%
SHRT TRM CORP BD
VIG
2.75%
DIV APP ETF
SDY
2.51%
S&P DIVID ETF
SCHD
2.49%
US DIVIDEND EQ
VB
2.4%
SMALL CP ETF
AAPL
2.11%
COM
VEA
2.11%
FTSE DEV MKT ETF
VNQ
1.86%
REIT ETF
TMO
1.84%
COM
VUG
1.76%
GROWTH ETF
ACN
1.68%
SHS CLASS A
IWP
1.65%
RUS MD CP GR ETF
DIS
1.63%
COM DISNEY
SCHH
1.57%
US REIT ETF
AMGN
1.49%
COM
MSFT
1.48%
COM
1/100 BE...
1.43%
COMMON
VTEB
1.34%
TAX-EXEMPT BD
BLK
1.32%
COM
ITW
1.29%
COM
VO
1.2%
MID CAP ETF
MA
1.19%
CL A
MMM
1.17%
COM
JNJ
1.15%
COM
SLY
1.13%
S&P 600 SML CAP
CSCO
1.13%
COM
VTV
1.11%
VALUE ETF
XOM
1.1%
COM
SHM
1.09%
NUVN BR SHT MUNI
CHD
1.08%
COM
PG
1.04%
COM
SYK
1.03%
COM
IJH
1.03%
CORE S&P MCP ETF
AGG
1.02%
CORE TOTUSBD ETF
RSG
0.98%
COM
IWF
0.86%
RUS 1000 GRW ETF
MCD
0.85%
COM
VFC
0.83%
COM
INTC
0.83%
COM
GOOGL
0.8%
CAP STK CL A
VBR
0.8%
SM CP VAL ETF
NVS
0.77%
SPONSORED ADR
SPDR S&P...
0.77%
COMMON
PKG
0.77%
COM
ORCL
0.76%
COM
VEU
0.76%
ALLWRLD EX US
ARA
0.76%
COM
DON
0.74%
MIDCAP DIVI FD
MRK
0.73%
COM
HD
0.73%
COM
CNI
0.72%
COM
JPM
0.7%
COM
SHY
0.7%
1-3 YR TR BD ETF
ADP
0.69%
COM
SBUX
0.67%
COM
UTX
0.67%
COM
VV
0.66%
LARGE CAP ETF
IWN
0.66%
RUS 2000 VAL ETF
VIGI
0.66%
INTL DVD ETF
IWR
0.65%
RUS MID-CAP ETF
IWD
0.6%
RUS 1000 VAL ETF
ABT
0.6%
COM
CB
0.6%
COM
SCHF
0.57%
INTL EQTY ETF
VOE
0.54%
MCAP VL IDXVIP
DXJ
0.52%
JAPN HEDGE EQT
IWO
0.5%
RUS 2000 GRW ETF
CVX
0.47%
COM
ABBV
0.46%
COM
SCHM
0.45%
US MID-CAP ETF
LIN
0.45%
COM
IBM
0.43%
COM
IWS
0.41%
RUS MDCP VAL ETF
PFE
0.4%
COM
CFG
0.38%
COM
EFA
0.36%
MSCI EAFE ETF
IJT
0.33%
SP SMCP600GR ETF
GD
0.32%
COM
ST
0.29%
SHS
AMLP
0.29%
ALERIAN MLP
SLB
0.29%
COM
CLX
0.28%
COM
FDX
0.28%
COM
PEG
0.28%
COM
IJK
0.27%
S&P MC 400GR ETF
SCHV
0.27%
US LCAP VA ETF
SCHX
0.27%
US LRG CAP ETF
MINT
0.26%
ENHAN SHRT MAT
IWB
0.26%
RUS 1000 ETF
ROST
0.26%
COM
ABMD
0.24%
COM
USB
0.24%
COM NEW
NSRGY
0.23%
COM
SCHR
0.22%
INTRM TRM TRES
OXY
0.22%
COM
T
0.22%
COM
APA
0.21%
COM
SCHE
0.2%
EMRG MKTEQ ETF
AXP
0.19%
COM
BUD
0.19%
SPONSORED ADR
ROCHE HL...
0.19%
COMMON
MDT
0.18%
SHS
IEMG
0.18%
CORE MSCI EMKT
CL
0.18%
COM
SCHZ
0.17%
US AGGREGATE B
DUK
0.17%
COM NEW
IWM
0.17%
RUSSELL 2000 ETF
TROW
0.17%
COM
AMZN
0.15%
COM
ILMN
0.15%
COM
VNQI
0.15%
GLB EX US ETF
KO
0.15%
COM
MLPA
0.15%
GLBL X MLP ETF
NEE
0.14%
COM
V
0.14%
COM CL A
CNQ
0.14%
COM
HON
0.14%
COM
SCHG
0.13%
US LCAP GR ETF
RDS/A
0.13%
SPONS ADR A
IVE
0.13%
S&P 500 VAL ETF
SCHO
0.13%
SHT TM US TRES
EMR
0.13%
COM
GOOG
0.13%
CAP STK CL C
SPY
0.12%
TR UNIT
NCLH
0.12%
SHS
NWL
0.12%
COM
IVW
0.12%
S&P 500 GRWT ETF
UNP
0.12%
COM
PM
0.11%
COM
GNMA
0.11%
GNMA BOND ETF
TIP
0.11%
TIPS BD ETF
PRIMARY ...
0.1%
COMMON
CVS
0.1%
COM
SHOP
0.1%
CL A
BMY
0.1%
COM
BSV
0.09%
SHORT TRM BOND
UPS
0.09%
CL B
BSCK
0.09%
BULSHS 2020 CB
VTIP
0.08%
STRM INFPROIDX
CERS
0.08%
COM
ZMH
0.08%
COM
NSC
0.08%
COM
BSCJ
0.08%
BULSHS 2019 CB
BSCL
0.08%
BULSHS 2021 CB
DHR
0.08%
COM
BABA
0.08%
SPONSORED ADS
BK
0.08%
COM
BA
0.07%
COM
VZ
0.07%
COM
SLYV
0.07%
S&P 600 SMCP VAL
GE
0.07%
COM
TOT
0.07%
SPONSORED ADR
KHC
0.07%
COM
MIC
0.07%
MEMBERSHIP INT
KMB
0.07%
COM
BSCM
0.06%
BULSHS 2022 CB
BKK
0.06%
COM SHS
WBA
0.06%
COM
CI
0.06%
COM
NVO
0.06%
ADR
BKLN
0.06%
SR LN ETF
VBK
0.06%
SML CP GRW ETF
GPC
0.06%
COM
MUAH
0.06%
19 AMT-FREE MN
RWR
0.06%
DJ REIT ETF
D
0.05%
COM
ICF
0.05%
COHEN&STEER REIT
SCHA
0.05%
US SML CAP ETF
IBMJ
0.05%
IBONDS DEC 21
PEP
0.05%
COM
XLU
0.05%
SBI INT-UTILS
LLY
0.05%
COM
MKC
0.05%
COM NON VTG
SCHP
0.05%
US TIPS ETF
BWA
0.05%
COM
PNC
0.05%
COM
IJS
0.05%
SP SMCP600VL ETF
IBDK
0.05%
IBND DEC19 ETF
STZ
0.05%
CL A
W P CARE...
0.05%
COMMON
SYY
0.05%
COM
IEFA
0.05%
CORE MSCI EAFE
BSCN
0.04%
BULSHS 2023 CB
KRE
0.04%
S&P REGL BKG
DWDP
0.04%
COM
XLI
0.04%
SBI INT-INDS
MBRX
0.03%
COM
ELIXINOL...
0.03%
COMMON
KUSHCO H...
0.01%
COMMON
ORN
0.01%
COM
ICAD
0.01%
COM NEW
CPRX
0.01%
COM
USAT
0.01%
COM NO PAR
JERICHO ...
0.01%
COMMON
MBII
< 0.01%
COM
PCS EDVE...
< 0.01%
COMMON
HYPERSOL...
< 0.01%
COMMON
IJJ
0.31%
S&P MC 400VL ETF
MITK
0.11%
COM NEW
MCK
0.09%
COM
BIIB
0.06%
COM
OIH
0.05%
OIL SVCS ETF
GSB
0.01%
COM
OGRMF
0.01%
ASPN
0.01%
COM