Director of Operations

0001667102-21-000001.txt : 20210125 0001667102-21-000001.hdr.sgml : 20210125 20210125100233 ACCESSION NUMBER: 0001667102-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210125 DATE AS OF CHANGE: 20210125 EFFECTIVENESS DATE: 20210125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Taylor, Cottrill, Erickson & Associates, Inc. CENTRAL INDEX KEY: 0001667102 IRS NUMBER: 020452405 STATE OF INCORPORATION: NH FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17427 FILM NUMBER: 21548264 BUSINESS ADDRESS: STREET 1: 46 SOUTH MAIN STREET CITY: CONCORD STATE: NH ZIP: 03301 BUSINESS PHONE: 6032285471 MAIL ADDRESS: STREET 1: 46 SOUTH MAIN STREET CITY: CONCORD STATE: NH ZIP: 03301 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001667102 XXXXXXXX 12-31-2020 12-31-2020 Taylor, Cottrill, Erickson & Associates, Inc.

46 SOUTH MAIN STREET CONCORD NH 03301

13F HOLDINGS REPORT 028-17427 N Chad Richardson Director of Operations 603-526-7400 Chad Richardson New London NH 01-25-2021 0 211 617589 false INFORMATION TABLE 2 tcea13f20201231a.xml Vanguard Small Cap Common 922908751 23328 119829 SH SOLE 925 0 118904 Berkshire Hathaway Cl B Class B 084670702 22655 97705 SH SOLE 18048 0 79657 Apple Inc Common 037833100 22111 166637 SH SOLE 139229 0 27408 Vanguard Div Appreciation Common 921908844 20107 142432 SH SOLE 14300 0 128132 Vanguard Growth Common 922908736 19043 75169 SH SOLE 3821 0 71348 Ishares Core US Aggregate Common 464287226 18614 157492 SH SOLE 5932 0 151560 Ishares Tr Russell 1000 Growth Common 464287614 18198 75465 SH SOLE 156 0 75309 Schwab US Div Equity Etf Common 808524797 16238 253165 SH SOLE 28128 0 225037 Ishares Russell Midcap Growth Common 464287481 14960 145741 SH SOLE 1548 0 144193 Vanguard Mid Cap Common 922908629 13819 66835 SH SOLE 2589 0 64246 Disney Walt Co Common 254687106 11735 64768 SH SOLE 50996 0 13772 Microsoft Corp Common 594918104 11434 51408 SH SOLE 43546 0 7862 Thermo Fisher Scientific Common 883556102 11380 24432 SH SOLE 21627 0 2805 Spdr S&P Dividend Etf Common 78464A763 10938 103258 SH SOLE 0 0 103258 Accenture Common G1151C101 10877 41639 SH SOLE 33064 0 8575 iShares Tr 1-3 Yr Treas Bond Common 464287457 10835 125437 SH SOLE 14173 0 111264 Vanguard FTSE Developed Mkts Common 921943858 10810 228983 SH SOLE 2131 0 226852 JP Morgan Ultra Short Income E Common 46641Q837 10326 203308 SH SOLE 166892 0 36416 Blackrock Inc. 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