Tillman Hartley

Tillman Hartley as of March 31, 2025

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