Tillman Hartley

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

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Positions held by Tillman Hartley consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tillman Hartley

Tillman Hartley holds 79 positions in its portfolio as reported in the June 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) 20.2 $59M 1.8M 32.24
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Dimensional Etf Trust Us Mktwide Value (DFUV) 10.4 $30M 773k 39.27
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 6.6 $19M 320k 60.08
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.2 $18M 349k 51.87
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Dimensional Etf Trust Core Fixed Incom (DFCF) 5.4 $16M +17% 381k 41.54
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Vanguard Bd Index Fds Short Trm Bond (BSV) 5.1 $15M +2% 195k 76.70
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Dimensional Etf Trust Us Equity Etf (DFUS) 3.6 $10M 177k 58.85
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Dimensional Etf Trust Intl Core Equity (DFIC) 3.5 $10M +11% 394k 26.29
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Dimensional Etf Trust Internatnal Val (DFIV) 3.0 $8.7M 242k 35.94
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Dimensional Etf Trust Intl Small Cap E (DFIS) 2.6 $7.6M +4% 307k 24.63
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Ishares Tr Core Us Aggbd Et (AGG) 2.6 $7.5M -9% 78k 97.09
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Vanguard Bd Index Fds Intermed Term (BIV) 2.6 $7.5M +6% 100k 74.89
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $7.3M 125k 58.23
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Dimensional Etf Trust Short Duration F (DFSD) 2.2 $6.5M -4% 138k 47.00
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.1 $6.1M 229k 26.73
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.4 $4.1M 163k 25.42
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.4 $4.1M -3% 71k 57.99
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Microsoft Corporation (MSFT) 1.1 $3.3M 7.4k 446.99
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.1M 5.7k 544.22
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $3.1M +14% 35k 89.72
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $2.8M +3% 105k 26.91
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Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $2.8M 34k 83.76
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $2.5M 30k 81.65
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $2.3M +21% 91k 25.87
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $2.2M -3% 24k 91.78
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.6 $1.9M +10% 85k 22.10
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.6 $1.7M +2% 37k 46.17
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.6 $1.6M +76% 26k 62.84
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $1.5M +13% 23k 64.95
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American Centy Etf Tr International Lr (AVIV) 0.5 $1.4M +44% 27k 52.44
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American Centy Etf Tr Avantis Us Small (AVSC) 0.4 $1.2M +14% 24k 49.91
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Amazon (AMZN) 0.4 $1.1M 5.7k 193.25
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.1M 15k 72.05
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Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $1.1M 19k 56.88
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Ishares Core Msci Emkt (IEMG) 0.3 $994k 19k 53.53
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Apple (AAPL) 0.3 $984k -2% 4.7k 210.62
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Alphabet Cap Stk Cl C (GOOG) 0.3 $924k 5.0k 183.42
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $917k 5.0k 182.15
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $844k 14k 61.09
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JPMorgan Chase & Co. (JPM) 0.3 $764k 3.8k 202.26
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $715k -2% 1.4k 500.13
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Abbvie (ABBV) 0.2 $708k -9% 4.1k 171.52
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $653k -3% 3.0k 218.04
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $620k +87% 21k 29.67
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $615k 9.9k 62.26
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $607k 4.0k 152.29
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UnitedHealth (UNH) 0.2 $571k 1.1k 509.62
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Eli Lilly & Co. (LLY) 0.2 $560k 618.00 905.38
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Exxon Mobil Corporation (XOM) 0.2 $533k +29% 4.6k 115.12
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $493k +13% 6.4k 77.28
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $401k 4.4k 90.19
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Wal-Mart Stores (WMT) 0.1 $393k 5.8k 67.71
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Oracle Corporation (ORCL) 0.1 $379k 2.7k 141.20
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $375k 5.9k 63.45
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Johnson & Johnson (JNJ) 0.1 $360k 2.5k 146.17
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NVIDIA Corporation (NVDA) 0.1 $358k +900% 2.9k 123.54
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $358k 3.2k 112.64
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $345k 7.0k 49.42
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Texas Instruments Incorporated (TXN) 0.1 $345k -29% 1.8k 194.53
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Comcast Corp Cl A (CMCSA) 0.1 $342k 8.7k 39.16
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Costco Wholesale Corporation (COST) 0.1 $337k -29% 397.00 849.99
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Coca-Cola Company (KO) 0.1 $336k 5.3k 63.65
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American Express Company (AXP) 0.1 $332k -20% 1.4k 231.55
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Abbott Laboratories (ABT) 0.1 $316k 3.0k 103.91
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Vanguard Index Fds Value Etf (VTV) 0.1 $301k -4% 1.9k 160.41
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Danaher Corporation (DHR) 0.1 $292k 1.2k 249.85
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $292k +9% 10k 28.78
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Pepsi (PEP) 0.1 $286k 1.7k 164.93
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Broadcom (AVGO) 0.1 $281k 175.00 1605.53
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $251k 536.00 468.72
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Wells Fargo & Company (WFC) 0.1 $246k 4.1k 59.39
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Micron Technology (MU) 0.1 $224k -43% 1.7k 131.53
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Qualcomm (QCOM) 0.1 $220k NEW 1.1k 199.18
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Pfizer (PFE) 0.1 $218k 7.8k 27.98
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3M Company (MMM) 0.1 $213k 2.1k 102.19
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $211k 2.7k 78.33
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Walt Disney Company (DIS) 0.1 $202k 2.0k 99.29
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Philip Morris International (PM) 0.1 $201k NEW 2.0k 101.33
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Cnfinance Hldgs Spon Ads (CNF) 0.0 $17k 10k 1.62
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Past Filings by Tillman Hartley

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