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 76 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.1 $49M 2.0M 24.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 11.2 $26M 776k 33.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 6.9 $16M 312k 51.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.3 $15M 334k 43.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $12M 165k 75.28
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.5 $10M 249k 41.52
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.6 $8.3M 143k 58.48
Dimensional Etf Trust Internatnal Val (DFIV) 3.2 $7.5M 246k 30.40
Dimensional Etf Trust Us Equity Etf (DFUS) 3.2 $7.4M 179k 41.61
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $7.2M 74k 97.00
Dimensional Etf Trust Intl Core Equity (DFIC) 2.7 $6.3M 282k 22.35
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $5.8M 79k 74.32
Dimensional Etf Trust Short Duration F (DFSD) 2.5 $5.8M 125k 46.09
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.4 $5.7M 263k 21.51

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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.9 $4.4M 76k 57.82
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.6 $3.6M 161k 22.46
Dimensional Etf Trust World Ex Us Core (DFAX) 1.5 $3.5M 164k 21.60
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $2.6M 31k 82.48
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.5M 30k 81.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.2M 5.9k 382.43
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $2.1M 28k 74.51
Microsoft Corporation (MSFT) 0.8 $1.9M 7.8k 239.82
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $1.8M 79k 22.21
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $1.4M 66k 21.95
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $1.0M 18k 55.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $979k 14k 71.84
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $902k 43k 21.15
Ishares Core Msci Emkt (IEMG) 0.4 $898k 19k 46.70
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $889k 9.7k 91.48
Abbvie (ABBV) 0.4 $874k 5.4k 161.61
American Centy Etf Tr Avantis Us Small (AVSC) 0.4 $843k 20k 43.35
American Centy Etf Tr International Lr (AVIV) 0.4 $820k 18k 45.11
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $697k 14k 50.19
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $693k 12k 56.11
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.3 $678k 15k 45.88
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $646k 13k 50.45
Apple (AAPL) 0.3 $627k 4.8k 129.93
Amazon (AMZN) 0.3 $601k 7.2k 84.00
UnitedHealth (UNH) 0.3 $593k 1.1k 530.18
Vanguard Index Fds Small Cp Etf (VB) 0.2 $579k 3.2k 183.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $556k 4.0k 138.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $535k 1.5k 351.34
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $526k 9.9k 53.19
JPMorgan Chase & Co. (JPM) 0.2 $507k 3.8k 134.10
Johnson & Johnson (JNJ) 0.2 $455k 2.6k 176.67
Alphabet Cap Stk Cl C (GOOG) 0.2 $447k 5.0k 88.73
Alphabet Cap Stk Cl A (GOOGL) 0.2 $443k 5.0k 88.23
Texas Instruments Incorporated (TXN) 0.2 $431k 2.6k 165.22
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $423k 5.6k 75.19
Pfizer (PFE) 0.2 $399k 7.8k 51.24
Exxon Mobil Corporation (XOM) 0.2 $393k 3.6k 110.30
Comcast Corp Cl A (CMCSA) 0.2 $367k 11k 34.97
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $362k 6.2k 57.96
Abbott Laboratories (ABT) 0.2 $359k 3.3k 109.79
Coca-Cola Company (KO) 0.1 $336k 5.3k 63.61
Danaher Corporation (DHR) 0.1 $329k 1.2k 265.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $324k 7.7k 41.97
Pepsi (PEP) 0.1 $313k 1.7k 180.66
Vanguard Index Fds Value Etf (VTV) 0.1 $312k 2.2k 140.37
1life Healthcare (ONEM) 0.1 $288k 17k 16.71
American Express Company (AXP) 0.1 $282k 1.9k 147.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $281k 3.3k 86.21
Wal-Mart Stores (WMT) 0.1 $270k 1.9k 141.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $264k 11k 25.04
Costco Wholesale Corporation (COST) 0.1 $257k 562.00 456.50
McKesson Corporation (MCK) 0.1 $250k 665.00 375.12
Northrop Grumman Corporation (NOC) 0.1 $246k 450.00 545.61
Lowe's Companies (LOW) 0.1 $243k 1.2k 199.24
3M Company (MMM) 0.1 $230k 2.1k 110.50
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $230k 9.3k 24.77
Boeing Company (BA) 0.1 $230k 1.2k 190.49
Oracle Corporation (ORCL) 0.1 $219k 2.7k 81.74
Eli Lilly & Co. (LLY) 0.1 $213k 583.00 365.84
Sempra Energy (SRE) 0.1 $212k 1.4k 154.54
Philip Morris International (PM) 0.1 $200k 2.0k 101.21
Cnfinance Hldgs Spon Ads (CNF) 0.0 $18k 10k 1.71

Past Filings by Tillman Hartley

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