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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, DFAS, DFAT, BSV, and represent 49.95% of Tillman Hartley's stock portfolio.
Added to shares of these 10 stocks: BSV, VGIT, BIL, MSFT, AGG, VNQ, DFSV, NVDA, DIS, WMT.
Started 6 new stock positions in NVDA, DFSV, EFA, CL, DIS, AVGO.
Reduced shares in these 10 stocks: DFAC, DFAS, DFAT, DFUV, INTC, DFUS, SPY, ABBV, CMCSA, DFIC.
Sold out of its position in INTC.
Tillman Hartley was a net buyer of stock by $7.6M.
Tillman Hartley has $291M in assets under management (AUM), dropping by 7.94%.
Central Index Key (CIK): 0001966355

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Portfolio Holdings for Tillman Hartley

Tillman Hartley holds 82 positions in its portfolio as reported in the March 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)	20.5	$60M	-2%	1.9M	31.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	11.0	$32M		780k	40.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.8	$20M		317k	62.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.6	$19M		352k	54.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.0	$15M	+37%	191k	76.67	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.7	$14M		324k	41.95	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	3.5	$10M		176k	56.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.2	$9.4M		352k	26.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.0	$8.8M		238k	36.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$8.4M	+5%	86k	97.94	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.5	$7.4M		295k	25.06	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.5	$7.2M	+24%	124k	58.55	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.5	$7.1M		95k	75.40	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.3	$6.8M		144k	47.04	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$5.9M		230k	25.49	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.5	$4.2M	+5%	73k	58.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.4	$4.1M		163k	25.44	View chart
Microsoft Corporation (MSFT)	1.1	$3.1M	+17%	7.4k	420.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$3.0M		5.7k	523.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$2.9M	+13%	33k	86.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$2.8M		30k	93.71	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$2.8M		102k	27.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$2.5M		31k	81.78	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$2.3M	+105%	25k	91.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.8M		75k	24.72	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$1.7M	+4%	78k	22.37	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.6	$1.7M		36k	46.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.3M		20k	65.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.1M		15k	72.63	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$1.1M		19k	57.54	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$1.1M		21k	52.36	View chart
Amazon (AMZN)	0.4	$1.0M		5.7k	180.38	View chart
American Centy Etf Tr International Lr (AVIV)	0.3	$1.0M		19k	54.08	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$960k		19k	51.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$954k		15k	64.26	View chart
Abbvie (ABBV)	0.3	$828k	-2%	4.5k	182.10	View chart
Apple (AAPL)	0.3	$822k		4.8k	171.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$790k		14k	57.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$767k		5.0k	152.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$760k		5.0k	150.93	View chart
JPMorgan Chase & Co. (JPM)	0.3	$757k		3.8k	200.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$713k		3.1k	228.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$705k		1.5k	480.70	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$636k		4.0k	158.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$630k		9.9k	63.74	View chart
UnitedHealth (UNH)	0.2	$555k		1.1k	495.05	View chart
Eli Lilly & Co. (LLY)	0.2	$481k		618.00	777.96	View chart
Texas Instruments Incorporated (TXN)	0.1	$436k		2.5k	174.21	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$435k		5.6k	77.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$415k		3.6k	116.24	View chart
Costco Wholesale Corporation (COST)	0.1	$412k		562.00	732.63	View chart
American Express Company (AXP)	0.1	$410k	-2%	1.8k	227.69	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$398k		4.4k	89.50	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$391k		6.0k	65.21	View chart
Johnson & Johnson (JNJ)	0.1	$389k		2.5k	158.21	View chart
Comcast Corp Cl A (CMCSA)	0.1	$378k	-2%	8.7k	43.35	View chart
Micron Technology (MU)	0.1	$356k		3.0k	117.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$350k	+4%	7.0k	50.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$350k	+21%	3.2k	110.54	View chart
Wal-Mart Stores (WMT)	0.1	$349k	+204%	5.8k	60.17	View chart
Abbott Laboratories (ABT)	0.1	$345k		3.0k	113.66	View chart
Oracle Corporation (ORCL)	0.1	$337k		2.7k	125.61	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$336k	+5%	11k	30.22	View chart
Coca-Cola Company (KO)	0.1	$323k		5.3k	61.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$318k	+17%	2.0k	162.86	View chart
McKesson Corporation (MCK)	0.1	$312k		582.00	536.85	View chart
Lowe's Companies (LOW)	0.1	$311k		1.2k	254.73	View chart
Pepsi (PEP)	0.1	$303k		1.7k	175.01	View chart
Danaher Corporation (DHR)	0.1	$292k	-2%	1.2k	249.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$279k	NEW	9.3k	30.10	View chart
NVIDIA Corporation (NVDA)	0.1	$262k	NEW	290.00	903.56	View chart
Walt Disney Company (DIS)	0.1	$249k	NEW	2.0k	122.36	View chart
Wells Fargo & Company (WFC)	0.1	$240k		4.1k	57.96	View chart
Boeing Company (BA)	0.1	$233k		1.2k	192.99	View chart
Broadcom (AVGO)	0.1	$232k	NEW	175.00	1325.41	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$224k		536.00	418.01	View chart
3M Company (MMM)	0.1	$221k		2.1k	106.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$217k	NEW	2.7k	79.86	View chart
Pfizer (PFE)	0.1	$216k		7.8k	27.75	View chart
Northrop Grumman Corporation (NOC)	0.1	$215k		450.00	478.66	View chart
Colgate-Palmolive Company (CL)	0.1	$210k	NEW	2.3k	90.05	View chart
Cnfinance Hldgs Spon Ads (CNF)	0.0	$21k		10k	2.07	View chart

Past Filings by Tillman Hartley

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

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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