Tillman Hartley

Tillman Hartley as of Dec. 31, 2024

Portfolio Holdings for Tillman Hartley

Tillman Hartley holds 82 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.3 $64M 1.8M 34.59
Dimensional Etf Trust Us Mktwide Value (DFUV) 10.3 $36M 879k 40.92
Dimensional Etf Trust Us Small Cap Etf (DFAS) 6.6 $23M 355k 65.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.4 $22M 402k 55.66
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.1 $21M 518k 41.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.1 $18M 230k 77.27
Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $12M 327k 35.48
Dimensional Etf Trust Us Equity Etf (DFUS) 3.3 $11M 180k 63.75
Vanguard Bd Index Fds Intermed Term (BIV) 3.0 $11M 140k 74.73
Dimensional Etf Trust Intl Core Equity (DFIC) 3.0 $10M 398k 25.85
Dimensional Etf Trust Short Duration F (DFSD) 2.8 $9.8M 209k 46.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.8 $9.7M 168k 58.00
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $9.3M 96k 96.98
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.3 $8.0M 327k 24.55
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.1 $7.5M 285k 26.19
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $4.2M 72k 58.18
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $4.0M 163k 24.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $3.9M 41k 96.53
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $3.6M 134k 26.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $3.4M 5.7k 586.08
Microsoft Corporation (MSFT) 0.9 $3.1M 7.3k 421.53
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $3.0M 34k 89.08
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $2.8M 31k 91.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $2.5M 31k 81.98
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $2.3M 79k 29.20
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $2.3M 23k 96.93
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $2.2M 88k 25.37
Dimensional Etf Trust Us Real Estate E (DFAR) 0.6 $2.2M 94k 23.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.8M 25k 71.91
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.7M 7.2k 240.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.7M 29k 58.79
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.5 $1.7M 37k 46.14
Vanguard Index Fds Value Etf (VTV) 0.5 $1.6M 9.5k 169.30
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $1.6M 23k 66.77
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $1.4M 21k 65.08
American Centy Etf Tr Avantis Us Small (AVSC) 0.4 $1.3M 24k 54.36
American Centy Etf Tr International Lr (AVIV) 0.3 $1.2M 22k 51.90
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.1M 15k 78.01
Amazon (AMZN) 0.3 $1.1M 5.2k 219.39
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $1.1M 19k 57.28
Apple (AAPL) 0.3 $1.1M 4.2k 250.42
Ishares Core Msci Emkt (IEMG) 0.3 $961k 18k 52.22
American Centy Etf Tr Avantis Core Fi (AVIG) 0.3 $954k 24k 40.57
Alphabet Cap Stk Cl C (GOOG) 0.3 $944k 5.0k 190.44
Alphabet Cap Stk Cl A (GOOGL) 0.3 $937k 4.9k 189.30
JPMorgan Chase & Co. (JPM) 0.3 $906k 3.8k 239.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $722k 1.3k 538.81
Abbvie (ABBV) 0.2 $705k 4.0k 177.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $652k 4.0k 164.17
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $644k 11k 61.37
UnitedHealth (UNH) 0.2 $566k 1.1k 505.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $536k 4.6k 117.51
Wal-Mart Stores (WMT) 0.2 $523k 5.8k 90.36
Exxon Mobil Corporation (XOM) 0.1 $498k 4.6k 107.57
Eli Lilly & Co. (LLY) 0.1 $465k 602.00 772.00
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $454k 15k 30.78
Oracle Corporation (ORCL) 0.1 $447k 2.7k 166.64
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $421k 6.7k 62.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $411k 1.4k 289.81
Broadcom (AVGO) 0.1 $407k 1.8k 231.84
American Express Company (AXP) 0.1 $404k 1.4k 296.79
Johnson & Johnson (JNJ) 0.1 $351k 2.4k 144.64
Abbott Laboratories (ABT) 0.1 $339k 3.0k 113.11
Costco Wholesale Corporation (COST) 0.1 $333k 363.00 916.27
Coca-Cola Company (KO) 0.1 $323k 5.2k 62.26
Comcast Corp Cl A (CMCSA) 0.1 $321k 8.5k 37.53
Texas Instruments Incorporated (TXN) 0.1 $319k 1.7k 187.51
Wells Fargo & Company (WFC) 0.1 $291k 4.1k 70.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $282k 5.9k 47.82
3M Company (MMM) 0.1 $269k 2.1k 129.09
Pepsi (PEP) 0.1 $261k 1.7k 152.06
Danaher Corporation (DHR) 0.1 $261k 1.1k 229.55
NVIDIA Corporation (NVDA) 0.1 $255k 1.9k 134.29
Emerson Electric (EMR) 0.1 $251k 2.0k 123.93
Philip Morris International (PM) 0.1 $238k 2.0k 120.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $223k 1.1k 198.27
Walt Disney Company (DIS) 0.1 $223k 2.0k 111.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $221k 3.8k 58.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $221k 5.0k 44.04
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $216k 536.00 402.70
Ishares Tr Msci Eafe Etf (EFA) 0.1 $204k 2.7k 75.61
Cnfinance Hldgs Spon Ads (CNF) 0.0 $9.8k 10k 0.95