Youngs Advisory

Tiller Private Wealth as of Dec. 31, 2023

Portfolio Holdings for Tiller Private Wealth

Tiller Private Wealth holds 44 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Total (IXUS) 15.3 $31M 470k 64.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.7 $21M 45k 475.31
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.0 $16M 249k 64.48
Global X Fds Us Pfd Etf (PFFD) 7.8 $16M 806k 19.40
Air Products & Chemicals (APD) 7.8 $16M 57k 273.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 7.1 $14M 90k 157.80
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.4 $13M 25k 507.37
Select Sector Spdr Tr Technology (XLK) 6.2 $12M 64k 192.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.0 $9.9M 210k 47.24
Vanguard Index Fds Value Etf (VTV) 4.5 $9.1M 61k 149.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $9.1M 121k 75.32
Apple (AAPL) 3.5 $7.0M 36k 192.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.0 $5.9M 60k 98.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.9M 11k 356.66
C3 Ai Cl A (AI) 1.5 $2.9M 101k 28.71
Amazon (AMZN) 0.8 $1.6M 11k 151.94
Orion Engineered Carbons (OEC) 0.4 $832k 30k 27.73
Walt Disney Company (DIS) 0.4 $741k 8.2k 90.29
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.4 $735k 19k 39.19
Microsoft Corporation (MSFT) 0.3 $592k 1.6k 375.99
JPMorgan Chase & Co. (JPM) 0.3 $529k 3.1k 170.12
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.3 $521k 67k 7.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $477k 6.3k 76.13
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $461k 5.5k 83.63
Alphabet Cap Stk Cl A (GOOGL) 0.2 $453k 3.2k 139.69
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $444k 32k 13.80
Vanguard Index Fds Small Cp Etf (VB) 0.2 $432k 2.0k 213.33
NVIDIA Corporation (NVDA) 0.2 $416k 840.00 495.22
PNC Financial Services (PNC) 0.2 $393k 2.5k 154.85
Alphabet Cap Stk Cl C (GOOG) 0.2 $382k 2.7k 140.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $376k 4.5k 82.96
Tesla Motors (TSLA) 0.2 $374k 1.5k 248.56
McDonald's Corporation (MCD) 0.2 $372k 1.3k 296.39
Exxon Mobil Corporation (XOM) 0.2 $368k 3.7k 99.97
Meta Platforms Cl A (META) 0.2 $357k 1.0k 353.96
Visa Com Cl A (V) 0.2 $330k 1.3k 260.39
Verizon Communications (VZ) 0.2 $325k 8.6k 37.70
Pfizer (PFE) 0.2 $321k 11k 28.79
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $319k 1.9k 170.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $244k 806.00 303.17
Jacobs Engineering Group (J) 0.1 $242k 1.9k 129.80
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $237k 7.3k 32.64
Astrazeneca Sponsored Adr (AZN) 0.1 $213k 3.2k 67.35
Coca-Cola Company (KO) 0.1 $206k 3.5k 58.93