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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 48.76% of Tillman Hartley's stock portfolio.
Added to shares of these 10 stocks: DFCF, DFIC, AVLV, AVIV, BIV, DFAE, AVUV, NVDA, BSV, DFIS.
Started 2 new stock positions in PM, QCOM.
Reduced shares in these 10 stocks: DFAC, AGG, , LOW, DFSD, DFUV, BA, NOC, CL, MU.
Sold out of its positions in BA, CL, LOW, MCK, NOC.
Tillman Hartley was a net buyer of stock by $4.0M.
Tillman Hartley has $293M in assets under management (AUM), dropping by 0.71%.
Central Index Key (CIK): 0001966355

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

Past Filings by Tillman Hartley

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

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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