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 89 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 16.7 $66M -3% 1.7M 38.57
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Dimensional Etf Trust Us Mktwide Value (DFUV) 8.5 $33M 748k 44.69
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Dimensional Etf Trust Core Fixed Incom (DFCF) 6.8 $27M +28% 626k 42.76
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.6 $22M 324k 68.46
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.2 $20M 347k 58.21
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Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $16M +5% 200k 78.91
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Dimensional Etf Trust Short Duration F (DFSD) 3.8 $15M +14% 312k 48.19
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Dimensional Etf Trust Intl Core Equity (DFIC) 3.2 $13M 389k 32.79
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Dimensional Etf Trust Internatnal Val (DFIV) 2.9 $11M -2% 243k 46.12
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Dimensional Etf Trust Intl Small Cap E (DFIS) 2.7 $11M 335k 31.63
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Dimensional Etf Trust Us Equity Etf (DFUS) 2.6 $10M -5% 142k 72.44
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Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $8.8M 27k 328.17
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.1 $8.2M 255k 32.07
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.1 $8.2M +11% 136k 60.03
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Vanguard Bd Index Fds Intermed Term (BIV) 2.1 $8.2M +4% 105k 78.09
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $7.1M 71k 100.31
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.3 $5.3M +27% 145k 36.35
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.3 $5.2M +9% 52k 99.53
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $5.1M 163k 31.38
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $4.7M +17% 52k 91.75
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $4.5M -3% 127k 35.69
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $4.3M +100% 40k 108.70
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $4.3M +2% 72k 58.85
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.2M +9% 6.3k 666.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $4.1M NEW 6.8k 600.37
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Microsoft Corporation (MSFT) 0.9 $3.7M -6% 7.1k 517.99
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.9 $3.5M +37% 74k 47.98
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.9 $3.3M +10% 46k 72.26
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Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.3M -12% 36k 91.42
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $3.2M 102k 31.53
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $2.7M +29% 37k 75.11
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.5M 31k 82.96
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $2.1M +3% 89k 23.85
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American Centy Etf Tr International Lr (AVIV) 0.5 $2.1M +24% 31k 67.44
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $2.0M 23k 89.03
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.5 $1.9M 40k 47.21
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Apple (AAPL) 0.5 $1.8M +51% 7.1k 254.63
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.8M 7.1k 254.28
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Vanguard Index Fds Value Etf (VTV) 0.5 $1.8M 9.7k 186.49
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American Centy Etf Tr Avantis Us Small (AVSC) 0.4 $1.6M +13% 28k 57.25
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M +17% 6.4k 243.10
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.5M -27% 20k 74.37
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Ishares Tr Us Aer Def Etf (ITA) 0.3 $1.3M NEW 6.1k 209.26
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Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.3M NEW 13k 97.08
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JPMorgan Chase & Co. (JPM) 0.3 $1.3M 4.0k 315.43
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Amazon (AMZN) 0.3 $1.3M 5.7k 219.57
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Ishares Core Msci Emkt (IEMG) 0.3 $1.2M 19k 65.92
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.2M 15k 79.93
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 4.8k 243.55
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Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $1.1M 19k 57.04
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $893k 11k 78.90
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Abbvie (ABBV) 0.2 $781k +3% 3.4k 231.54
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $780k -54% 1.3k 612.38
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $708k 17k 42.08
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $705k 4.0k 176.81
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Broadcom (AVGO) 0.2 $681k +16% 2.1k 329.91
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Oracle Corporation (ORCL) 0.2 $647k -13% 2.3k 281.24
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Spdr Series Trust S&p Oilgas Exp (XOP) 0.2 $595k NEW 4.5k 132.20
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Exxon Mobil Corporation (XOM) 0.1 $523k 4.6k 112.75
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $516k 6.5k 79.52
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NVIDIA Corporation (NVDA) 0.1 $493k -17% 2.6k 186.58
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Eli Lilly & Co. (LLY) 0.1 $478k -9% 627.00 763.00
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Johnson & Johnson (JNJ) 0.1 $454k 2.4k 185.44
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $447k NEW 5.0k 89.37
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $439k -29% 3.2k 137.84
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Wal-Mart Stores (WMT) 0.1 $429k -20% 4.2k 103.07
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Abbott Laboratories (ABT) 0.1 $400k +4% 3.0k 133.94
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.1 $394k 7.3k 53.96
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UnitedHealth (UNH) 0.1 $382k +3% 1.1k 345.30
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Coca-Cola Company (KO) 0.1 $378k +7% 5.7k 66.32
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $371k 12k 31.84
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Wells Fargo & Company (WFC) 0.1 $348k 4.1k 83.82
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Costco Wholesale Corporation (COST) 0.1 $346k +27% 374.00 925.63
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American Express Company (AXP) 0.1 $331k -6% 995.00 332.16
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $327k -68% 5.5k 59.92
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3M Company (MMM) 0.1 $323k 2.1k 155.18
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Philip Morris International (PM) 0.1 $321k 2.0k 162.20
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $308k -49% 3.3k 93.37
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $302k 4.1k 73.46
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $250k -55% 4.6k 54.18
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Home Depot (HD) 0.1 $243k -12% 600.00 405.19
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Cisco Systems (CSCO) 0.1 $237k +13% 3.5k 68.42
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Danaher Corporation (DHR) 0.1 $228k +7% 1.2k 198.26
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Texas Instruments Incorporated (TXN) 0.1 $228k -8% 1.2k 183.73
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $228k -65% 1.1k 208.89
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $210k 536.00 391.64
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Comcast Corp Cl A (CMCSA) 0.1 $209k -2% 6.6k 31.42
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Emerson Electric (EMR) 0.1 $205k 1.6k 131.18
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American Centy Etf Tr Avantis Intl Sml (AVDS) 0.1 $202k NEW 3.0k 67.55
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Past Filings by Tillman Hartley

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