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Tillman Hartley

Latest statistics and disclosures from Tillman Hartley's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFUV, DFAS, DFAT, DFCF, and represent 49.13% of Tillman Hartley's stock portfolio.
Added to shares of these 10 stocks: DFUV, DFCF, BIV, DFAT, BSV, VGIT, DFAS, DFIV, AGG, DFEM.
Started 1 new stock position in HD.
Reduced shares in these 10 stocks: MSFT, MU, DFUS, QCOM, PFE, DIS, VGSH, DFIC, BND, AVUV.
Sold out of its positions in DIS, MU, PFE, QCOM.
Tillman Hartley was a net buyer of stock by $28M.
Tillman Hartley has $337M in assets under management (AUM), dropping by 15.23%.
Central Index Key (CIK): 0001966355

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Portfolio Holdings for Tillman Hartley

Tillman Hartley holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	18.7	$63M		1.8M	34.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.9	$37M	+13%	879k	41.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.9	$23M	+12%	360k	64.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.7	$22M	+15%	403k	55.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.0	$20M	+23%	469k	43.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.4	$18M	+18%	232k	78.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.4	$12M	+25%	302k	38.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.3	$11M		390k	28.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.2	$11M	+38%	139k	78.37	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	3.2	$11M	-2%	173k	62.20	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.1	$10M	+36%	171k	60.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$9.9M	+25%	98k	101.31	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.4	$8.2M		306k	26.83	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.3	$7.7M	+18%	273k	28.15	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.2	$7.5M	+13%	156k	47.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$4.4M		163k	27.01	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$4.0M	-4%	67k	59.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$3.3M		5.7k	573.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$3.3M	-2%	34k	95.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$3.2M		33k	97.42	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$3.1M	+2%	108k	29.06	View chart
Microsoft Corporation (MSFT)	0.8	$2.7M	-14%	6.3k	430.33	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$2.7M	+21%	29k	91.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$2.5M		30k	83.15	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$2.4M	-2%	89k	27.41	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$2.3M	+6%	91k	25.64	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.5	$1.7M		37k	47.13	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$1.7M	-3%	25k	65.83	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.6M		23k	70.67	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.5M		27k	56.14	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$1.3M		24k	54.02	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$1.1M		19k	58.11	View chart
Apple (AAPL)	0.3	$1.1M		4.6k	233.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.1M	-7%	14k	75.11	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.1M		19k	57.41	View chart
Amazon (AMZN)	0.3	$1.1M		5.7k	186.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$892k		14k	64.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$843k		5.0k	167.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$835k		5.0k	165.85	View chart
Abbvie (ABBV)	0.2	$815k		4.1k	197.48	View chart
JPMorgan Chase & Co. (JPM)	0.2	$797k		3.8k	210.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$755k		1.4k	527.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$710k		3.0k	237.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$691k	+4%	22k	31.78	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$665k		4.0k	166.82	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$663k		9.9k	67.03	View chart
UnitedHealth (UNH)	0.2	$655k		1.1k	585.09	View chart
Eli Lilly & Co. (LLY)	0.2	$548k		618.00	885.94	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$545k	+43%	4.6k	119.72	View chart
Exxon Mobil Corporation (XOM)	0.2	$543k		4.6k	117.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$518k	+2%	6.5k	79.42	View chart
Wal-Mart Stores (WMT)	0.1	$468k		5.8k	80.75	View chart
Oracle Corporation (ORCL)	0.1	$457k		2.7k	170.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$423k		4.4k	95.15	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$407k		5.9k	69.06	View chart
Johnson & Johnson (JNJ)	0.1	$399k		2.5k	162.10	View chart
American Express Company (AXP)	0.1	$389k		1.4k	271.20	View chart
Coca-Cola Company (KO)	0.1	$379k		5.3k	71.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$369k		7.0k	52.81	View chart
Texas Instruments Incorporated (TXN)	0.1	$366k		1.8k	206.57	View chart
Comcast Corp Cl A (CMCSA)	0.1	$364k		8.7k	41.77	View chart
Costco Wholesale Corporation (COST)	0.1	$352k		397.00	886.52	View chart
Abbott Laboratories (ABT)	0.1	$346k		3.0k	114.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$329k		1.9k	174.57	View chart
Danaher Corporation (DHR)	0.1	$325k		1.2k	278.02	View chart
Broadcom (AVGO)	0.1	$303k	+903%	1.8k	172.50	View chart
Pepsi (PEP)	0.1	$295k		1.7k	170.05	View chart
NVIDIA Corporation (NVDA)	0.1	$292k	-17%	2.4k	121.44	View chart
3M Company (MMM)	0.1	$284k		2.1k	136.70	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$264k	-15%	8.6k	30.80	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$249k		536.00	465.08	View chart
Philip Morris International (PM)	0.1	$240k		2.0k	121.40	View chart
Wells Fargo & Company (WFC)	0.1	$234k		4.1k	56.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$225k		2.7k	83.63	View chart
Home Depot (HD)	0.1	$210k	NEW	518.00	405.20	View chart
Cnfinance Hldgs Spon Ads (CNF)	0.0	$13k		10k	1.25	View chart

Past Filings by Tillman Hartley

SEC 13F filings are viewable for Tillman Hartley going back to 2022

Tillman Hartley 2024 Q3 filed Nov. 1, 2024
Tillman Hartley 2024 Q2 filed Aug. 7, 2024
Tillman Hartley 2024 Q1 filed May 13, 2024
Tillman Hartley 2023 Q4 filed Feb. 9, 2024
Tillman Hartley 2023 Q3 filed Oct. 20, 2023
Tillman Hartley 2023 Q2 filed Aug. 3, 2023
Tillman Hartley 2023 Q1 filed May 10, 2023
Tillman Hartley 2022 Q4 filed Feb. 22, 2023

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