Tillman Hartley

Tillman Hartley as of June 30, 2025

Portfolio Holdings for Tillman Hartley

Tillman Hartley holds 90 positions in its portfolio as reported in the June 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) 17.7 $63M 1.8M 35.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 8.9 $32M 759k 42.28
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.8 $21M 325k 63.71
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.7 $21M 485k 42.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.3 $19M 354k 53.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $15M 190k 78.70
Dimensional Etf Trust Short Duration F (DFSD) 3.7 $13M 273k 48.01
Dimensional Etf Trust Intl Core Equity (DFIC) 3.4 $12M 394k 31.09
Dimensional Etf Trust Internatnal Val (DFIV) 3.0 $11M 248k 42.83
Dimensional Etf Trust Us Equity Etf (DFUS) 2.8 $10M 150k 67.02
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.8 $10M 335k 29.84
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $8.3M 27k 303.93
Vanguard Bd Index Fds Intermed Term (BIV) 2.2 $7.7M 100k 77.34
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.1 $7.6M 256k 29.68
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.0 $7.3M 122k 59.81
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $7.0M 71k 99.22
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $4.8M 163k 29.37
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $4.4M 48k 91.10
Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $4.3M 132k 32.91
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $4.2M 71k 58.78
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $4.0M 44k 91.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $3.9M 113k 34.57
Microsoft Corporation (MSFT) 1.0 $3.8M 7.6k 497.45
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $3.6M 41k 89.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $3.5M 5.7k 617.85
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $2.9M 102k 28.95
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.8 $2.8M 42k 68.21
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $2.5M 54k 47.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $2.5M 31k 82.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $2.0M 28k 73.63
Dimensional Etf Trust Us Real Estate E (DFAR) 0.6 $2.0M 86k 23.46
American Centy Etf Tr Us Eqt Etf (AVUS) 0.6 $2.0M 20k 100.82
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.9M 28k 68.54
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.5 $1.9M 40k 47.03
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $1.8M 22k 79.28
Vanguard Index Fds Value Etf (VTV) 0.5 $1.7M 9.7k 176.74
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.7M 7.0k 236.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.6M 2.8k 568.03
American Centy Etf Tr International Lr (AVIV) 0.4 $1.5M 25k 62.23
Amazon (AMZN) 0.4 $1.3M 5.7k 219.39
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $1.2M 24k 51.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.2M 15k 79.50
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 4.0k 289.91
Ishares Core Msci Emkt (IEMG) 0.3 $1.1M 18k 60.03
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $1.0M 19k 55.74
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.0M 5.2k 195.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $978k 17k 57.01
Alphabet Cap Stk Cl A (GOOGL) 0.3 $965k 5.5k 176.23
Apple (AAPL) 0.3 $965k 4.7k 205.17
Ishares Tr Core S&p500 Etf (IVV) 0.3 $906k 1.5k 621.11
Alphabet Cap Stk Cl C (GOOG) 0.2 $853k 4.8k 177.39
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $838k 11k 74.01
Ishares Tr Eafe Value Etf (EFV) 0.2 $836k 13k 63.48
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $698k 17k 41.62
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $629k 4.0k 157.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $609k 3.1k 195.01
Abbvie (ABBV) 0.2 $603k 3.2k 185.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $584k 4.5k 128.54
Ishares Tr Msci Eafe Etf (EFA) 0.2 $584k 6.5k 89.39
Oracle Corporation (ORCL) 0.2 $579k 2.6k 218.63
Eli Lilly & Co. (LLY) 0.2 $542k 695.00 779.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $513k 10k 49.46
Wal-Mart Stores (WMT) 0.1 $509k 5.2k 97.79
NVIDIA Corporation (NVDA) 0.1 $504k 3.2k 157.99
Exxon Mobil Corporation (XOM) 0.1 $500k 4.6k 107.80
Broadcom (AVGO) 0.1 $488k 1.8k 275.65
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $488k 6.5k 75.11
Ishares Tr Micro-cap Etf (IWC) 0.1 $407k 3.2k 127.70
Abbott Laboratories (ABT) 0.1 $390k 2.9k 136.01
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.1 $390k 7.3k 53.36
Coca-Cola Company (KO) 0.1 $374k 5.3k 70.75
Johnson & Johnson (JNJ) 0.1 $374k 2.4k 152.75
Philip Morris International (PM) 0.1 $361k 2.0k 182.13
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $343k 12k 29.43
American Express Company (AXP) 0.1 $339k 1.1k 318.98
Wells Fargo & Company (WFC) 0.1 $332k 4.1k 80.12
UnitedHealth (UNH) 0.1 $332k 1.1k 311.97
3M Company (MMM) 0.1 $317k 2.1k 152.24
Costco Wholesale Corporation (COST) 0.1 $291k 294.00 989.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $284k 4.1k 69.09
Texas Instruments Incorporated (TXN) 0.1 $282k 1.4k 207.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $276k 3.0k 91.97
Home Depot (HD) 0.1 $251k 684.00 366.64
Comcast Corp Cl A (CMCSA) 0.1 $244k 6.8k 35.69
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $239k 536.00 445.20
Danaher Corporation (DHR) 0.1 $212k 1.1k 197.54
Cisco Systems (CSCO) 0.1 $211k 3.0k 69.38
Emerson Electric (EMR) 0.1 $208k 1.6k 133.33
Walt Disney Company (DIS) 0.1 $207k 1.7k 124.01
Cnfinance Hldgs Spon Ads (CNF) 0.0 $6.7k 10k 0.65