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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, DFCF, DFAS, DFAT, and represent 46.21% of Tillman Hartley's stock portfolio.
Added to shares of these 10 stocks: DFSD, DFCF, DFAI, AVLV, AVUV, DFIS, DFGX, DFAE, DFAS, BIL.
Started 1 new stock position in DFGX.
Reduced shares in these 10 stocks: DFAC, DFUV, AGG, BSV, DFUS, DFIV, BIV, DFAT, AVIG, VGIT.
Sold out of its positions in DHR, DIS, EMR, NVDA.
Tillman Hartley was a net seller of stock by $-1.0M.
Tillman Hartley has $344M in assets under management (AUM), dropping by -1.20%.
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 March 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)	17.2	$59M	-2%	1.8M	32.99	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.2	$35M	-3%	849k	41.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.7	$23M	+5%	546k	42.06	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.3	$22M		361k	59.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.9	$20M	-2%	392k	51.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.0	$17M	-5%	218k	78.28	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.8	$13M	+32%	276k	47.52	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.5	$12M	-5%	309k	39.36	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.2	$11M		398k	27.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.0	$10M	-5%	133k	76.57	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	2.9	$10M	-6%	168k	60.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.8	$9.6M	-3%	161k	59.40	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.6	$8.8M	+4%	342k	25.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.4	$8.4M	-11%	85k	99.04	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.2	$7.6M		287k	26.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$4.3M		163k	26.20	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$4.2M		72k	58.69	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.2	$4.1M	+3%	139k	29.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$4.1M	+13%	47k	87.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$3.6M	+45%	114k	31.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$3.2M		5.7k	559.39	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$3.0M	+8%	33k	91.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$2.9M	-4%	32k	90.54	View chart
Microsoft Corporation (MSFT)	0.8	$2.7M		7.3k	375.42	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$2.6M	+14%	101k	25.89	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$2.6M	+69%	40k	65.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.5M		31k	82.73	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$2.2M	-3%	91k	23.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$2.0M	-6%	22k	92.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.0M	+11%	28k	73.45	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.5	$1.7M		37k	46.74	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$1.7M	-3%	28k	60.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.7M		9.6k	172.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.5M	+6%	22k	69.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.5M	-3%	7.0k	221.75	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.4M	+10%	25k	56.68	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$1.2M		24k	48.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.2M		15k	78.94	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$1.1M		19k	56.28	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$984k		18k	53.97	View chart
Amazon (AMZN)	0.3	$955k	-3%	5.0k	190.26	View chart
Apple (AAPL)	0.3	$937k		4.2k	222.13	View chart
JPMorgan Chase & Co. (JPM)	0.3	$927k		3.8k	245.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$751k	-3%	4.8k	156.23	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$750k	+7%	11k	66.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$742k	-3%	4.8k	154.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$692k		1.3k	513.91	View chart
Abbvie (ABBV)	0.2	$647k	-22%	3.1k	209.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$602k		4.0k	150.98	View chart
Exxon Mobil Corporation (XOM)	0.2	$550k		4.6k	118.93	View chart
UnitedHealth (UNH)	0.2	$540k	-7%	1.0k	523.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$531k		4.6k	115.98	View chart
Eli Lilly & Co. (LLY)	0.1	$497k		602.00	825.91	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$468k	-51%	11k	41.39	View chart
Wal-Mart Stores (WMT)	0.1	$435k	-14%	5.0k	87.80	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$428k	-3%	6.5k	66.01	View chart
Johnson & Johnson (JNJ)	0.1	$403k		2.4k	165.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$390k		1.4k	274.84	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$381k	NEW	7.3k	52.25	View chart
Coca-Cola Company (KO)	0.1	$372k		5.2k	71.62	View chart
Oracle Corporation (ORCL)	0.1	$370k		2.6k	139.81	View chart
Abbott Laboratories (ABT)	0.1	$351k	-11%	2.6k	132.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$328k	-21%	12k	28.15	View chart
Philip Morris International (PM)	0.1	$314k		2.0k	158.73	View chart
3M Company (MMM)	0.1	$306k		2.1k	146.86	View chart
Wells Fargo & Company (WFC)	0.1	$298k		4.1k	71.79	View chart
Broadcom (AVGO)	0.1	$296k		1.8k	167.43	View chart
American Express Company (AXP)	0.1	$284k	-22%	1.1k	269.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$276k	-7%	5.4k	50.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$270k	+22%	3.3k	81.73	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$260k		536.00	484.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$255k	+9%	4.1k	62.10	View chart
Costco Wholesale Corporation (COST)	0.1	$254k	-26%	268.00	945.78	View chart
Comcast Corp Cl A (CMCSA)	0.1	$245k	-22%	6.6k	36.90	View chart
Texas Instruments Incorporated (TXN)	0.1	$238k	-22%	1.3k	179.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$222k		4.9k	45.26	View chart
Pepsi (PEP)	0.1	$214k	-17%	1.4k	149.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$203k	-3%	1.1k	186.42	View chart
Cnfinance Hldgs Spon Ads (CNF)	0.0	$8.0k		10k	0.78	View chart

Past Filings by Tillman Hartley

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

Tillman Hartley 2025 Q1 filed May 8, 2025
Tillman Hartley 2024 Q4 filed Feb. 10, 2025
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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