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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 42.44% of Tillman Hartley's stock portfolio.
Added to shares of these 10 stocks: DUSB, AVUV, AVDE, DFAI, BSV, DFNM, VNQ, DFAS, DFAE, DFCF.
Started 3 new stock positions in DUSB, EMLC, MUB.
Reduced shares in these 10 stocks: BIL, MSFT, DFUV, BIV, DFEM, GOOGL, DFIV, GOOG, AGG, DFAX.
Sold out of its positions in BRK.B, DHR, DFLV, DIS, TSLA, TXN.
Tillman Hartley was a net seller of stock by $-2.5M.
Tillman Hartley has $404M in assets under management (AUM), dropping by -0.11%.
Central Index Key (CIK): 0001966355

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Portfolio Holdings for Tillman Hartley

Tillman Hartley holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	15.7	$64M		1.6M	38.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.5	$35M	-3%	711k	48.46	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	7.0	$28M		672k	42.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.9	$24M	+2%	336k	71.13	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.3	$21M		341k	62.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.3	$18M		367k	47.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.3	$17M	+4%	219k	78.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.4	$14M		384k	35.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.9	$12M	-4%	219k	52.78	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.8	$12M	+2%	341k	33.67	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.5	$10M		142k	70.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$8.6M		27k	320.81	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.1	$8.3M	-2%	140k	59.55	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$8.2M	-7%	237k	34.55	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.9	$7.8M	-7%	101k	77.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$7.0M	+20%	63k	110.47	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$6.7M	+12%	173k	38.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$6.6M	-5%	67k	99.39	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$5.1M	-6%	152k	33.97	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.2	$4.9M	+13%	102k	47.93	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$4.5M	-2%	114k	39.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.0	$4.2M		72k	58.54	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$4.2M	-5%	37k	111.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$4.1M		6.3k	650.34	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$4.0M	-29%	44k	91.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$3.9M	+14%	116k	33.86	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$3.9M	+2%	48k	80.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$3.8M	+17%	43k	88.70	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$3.4M	+13%	42k	80.58	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$2.9M		121k	23.65	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$2.7M	+16%	27k	99.86	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.6	$2.5M	NEW	49k	50.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.4M	-2%	30k	82.57	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$2.4M		32k	74.83	View chart
Apple (AAPL)	0.5	$2.2M		8.5k	253.79	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.5	$1.9M		41k	46.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.8M	-5%	9.4k	196.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.8M	-2%	7.0k	261.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$1.8M	+82%	21k	84.84	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$1.7M		28k	62.30	View chart
Microsoft Corporation (MSFT)	0.4	$1.5M	-43%	4.1k	370.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.5M	-27%	5.2k	287.56	View chart
Amazon (AMZN)	0.4	$1.4M	-6%	6.9k	208.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.4M	-6%	19k	73.64	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.3M		19k	69.75	View chart
NVIDIA Corporation (NVDA)	0.3	$1.3M		7.3k	174.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.2M		15k	79.27	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$1.1M		19k	56.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M		17k	64.08	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$1.0M	+45%	24k	41.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$977k	-36%	3.4k	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.2	$938k	-17%	3.2k	294.16	View chart
Exxon Mobil Corporation (XOM)	0.2	$780k	-17%	4.6k	169.66	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$754k		4.0k	189.59	View chart
Broadcom (AVGO)	0.2	$671k	-20%	2.2k	309.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$671k	-9%	1.1k	597.55	View chart
Abbvie (ABBV)	0.2	$647k	-14%	3.0k	217.49	View chart
Johnson & Johnson (JNJ)	0.1	$564k	-16%	2.3k	244.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$543k		10k	54.05	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$528k		6.5k	81.51	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$461k	NEW	18k	25.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$431k	-2%	3.1k	138.34	View chart
Eli Lilly & Co. (LLY)	0.1	$411k	-36%	447.00	919.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$403k	-13%	12k	35.04	View chart
Wal-Mart Stores (WMT)	0.1	$389k	-41%	3.1k	124.29	View chart
Wells Fargo & Company (WFC)	0.1	$340k	-13%	4.3k	79.61	View chart
Philip Morris International (PM)	0.1	$328k	-13%	2.0k	165.34	View chart
Coca-Cola Company (KO)	0.1	$325k	-21%	4.3k	76.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$317k		4.1k	77.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$310k	-3%	3.2k	97.13	View chart
3M Company (MMM)	0.1	$302k		2.1k	145.23	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$300k		3.2k	94.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$292k		3.0k	97.23	View chart
Cisco Systems (CSCO)	0.1	$285k	-6%	3.7k	77.59	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$261k		3.6k	71.86	View chart
UnitedHealth (UNH)	0.1	$252k	-28%	930.00	270.59	View chart
American Express Company (AXP)	0.1	$240k	-19%	793.00	302.48	View chart
Meta Platforms Cl A (META)	0.1	$237k		415.00	572.13	View chart
Analog Devices (ADI)	0.1	$229k	-11%	719.00	318.14	View chart
Oracle Corporation (ORCL)	0.1	$228k	-42%	1.6k	147.11	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$227k	-5%	508.00	446.54	View chart
Abbott Laboratories (ABT)	0.1	$224k	-17%	2.2k	102.67	View chart
Micron Technology (MU)	0.1	$222k	-31%	656.00	337.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$220k	-6%	1.0k	217.33	View chart
Emerson Electric (EMR)	0.1	$212k	-3%	1.6k	131.02	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$210k	-45%	4.0k	52.45	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$209k	NEW	2.0k	106.15	View chart
Costco Wholesale Corporation (COST)	0.1	$207k	-43%	208.00	996.43	View chart

Past Filings by Tillman Hartley

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

Tillman Hartley 2026 Q1 filed May 8, 2026
Tillman Hartley 2025 Q4 filed Feb. 13, 2026
Tillman Hartley 2025 Q3 filed Nov. 12, 2025
Tillman Hartley 2025 Q2 filed Aug. 7, 2025
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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