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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 50.81% of Tillman Hartley's stock portfolio.
Added to shares of these 10 stocks: BSV, DFCF, AVSF, DFEM, DFSD, BIV, MMM, VRTX, INTC, NOC.
Started 5 new stock positions in INTC, NOC, VRTX, MMM, WFC.
Reduced shares in these 10 stocks: AGG, VGIT, AMZN, DFAC, DFUS, DFUV, BIL, DFIV, VOO, VEA.
Tillman Hartley was a net buyer of stock by $4.4M.
Tillman Hartley has $269M in assets under management (AUM), dropping by 10.94%.
Central Index Key (CIK): 0001966355

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Portfolio Holdings for Tillman Hartley

Tillman Hartley holds 77 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
Dimensional Etf Trust Us Core Equity 2 (DFAC)	20.8	$56M		1.9M	29.23	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.9	$29M		786k	37.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.1	$19M		322k	59.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.0	$19M		358k	52.33	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.1	$14M	+6%	323k	42.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.0	$11M	+10%	139k	77.02	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	3.4	$9.2M		177k	51.83	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.3	$9.0M		353k	25.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.0	$8.1M	-4%	82k	99.30	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.0	$8.1M		237k	34.36	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.7	$7.2M	+3%	94k	76.38	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.6	$7.1M		294k	24.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.5	$6.7M	+5%	143k	47.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.2	$5.9M	-4%	100k	59.32	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.1	$5.7M	+8%	228k	24.96	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.5	$4.0M		69k	58.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.5	$4.0M		163k	24.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$2.8M		5.9k	475.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$2.7M		30k	89.80	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$2.6M	+2%	100k	25.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$2.6M	+4%	29k	88.36	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$2.5M		31k	82.04	View chart
Microsoft Corporation (MSFT)	0.9	$2.4M		6.3k	376.04	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$1.8M		73k	24.11	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$1.7M	+6%	74k	22.74	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.6	$1.7M	+42%	36k	46.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.3M		20k	62.49	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$1.1M	-3%	12k	91.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.1M	+11%	15k	73.55	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$1.1M	+17%	19k	57.94	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$1.0M		21k	51.06	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$945k		18k	51.48	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$930k		18k	50.58	View chart
Apple (AAPL)	0.3	$927k	+2%	4.8k	192.53	View chart
Amazon (AMZN)	0.3	$866k	-16%	5.7k	151.94	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$845k	+3%	15k	57.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$764k		14k	56.39	View chart
Abbvie (ABBV)	0.3	$719k		4.6k	154.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$710k		5.0k	140.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$701k		5.0k	139.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$665k		3.1k	213.33	View chart
JPMorgan Chase & Co. (JPM)	0.2	$643k		3.8k	170.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$636k	-2%	1.5k	436.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$622k		4.0k	155.33	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$597k		9.9k	60.43	View chart
UnitedHealth (UNH)	0.2	$589k		1.1k	526.47	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$435k		5.6k	77.37	View chart
Texas Instruments Incorporated (TXN)	0.2	$433k		2.5k	170.46	View chart
Comcast Corp Cl A (CMCSA)	0.1	$393k		9.0k	43.85	View chart
Johnson & Johnson (JNJ)	0.1	$385k		2.5k	156.80	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$382k		6.0k	63.86	View chart
Costco Wholesale Corporation (COST)	0.1	$371k		562.00	660.08	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$362k		4.4k	81.55	View chart
Eli Lilly & Co. (LLY)	0.1	$360k		618.00	582.92	View chart
Exxon Mobil Corporation (XOM)	0.1	$357k		3.6k	99.98	View chart
American Express Company (AXP)	0.1	$346k		1.8k	187.34	View chart
Abbott Laboratories (ABT)	0.1	$339k		3.1k	110.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$319k	-4%	6.7k	47.90	View chart
Boeing Company (BA)	0.1	$314k		1.2k	260.66	View chart
Coca-Cola Company (KO)	0.1	$311k		5.3k	58.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$303k		11k	28.64	View chart
Wal-Mart Stores (WMT)	0.1	$301k		1.9k	157.65	View chart
Pepsi (PEP)	0.1	$294k		1.7k	169.84	View chart
Oracle Corporation (ORCL)	0.1	$283k		2.7k	105.43	View chart
Danaher Corporation (DHR)	0.1	$277k		1.2k	231.34	View chart
McKesson Corporation (MCK)	0.1	$274k		592.00	462.98	View chart
Lowe's Companies (LOW)	0.1	$272k		1.2k	222.55	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$269k		2.6k	102.89	View chart
Micron Technology (MU)	0.1	$258k		3.0k	85.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$250k		1.7k	149.50	View chart
3M Company (MMM)	0.1	$227k	NEW	2.1k	109.32	View chart
Pfizer (PFE)	0.1	$224k		7.8k	28.79	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$218k	NEW	536.00	406.89	View chart
Intel Corporation (INTC)	0.1	$216k	NEW	4.3k	50.25	View chart
Northrop Grumman Corporation (NOC)	0.1	$211k	NEW	450.00	468.14	View chart
Wells Fargo & Company (WFC)	0.1	$204k	NEW	4.1k	49.22	View chart
Cnfinance Hldgs Spon Ads (CNF)	0.0	$23k		10k	2.22	View chart

Past Filings by Tillman Hartley

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

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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