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CIK: 0001966355
Total reported value
$445.1M
$445.1M
79 檔
32.0%
During the Q2 2024 filing period, Tillman Hartley LLC (CIK: 0001966355) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $445.1M across 79 reported positions.
During Q2 2024, Tillman Hartley LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.22% | +0.49% | -1.65% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.37% | +0.02% | -0.92% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.57% | +0.33% | +0.92% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.19% | -0.13% | -0.85% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.41% | -0.08% | +17.61% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.12% | -0.32% | +2.02% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.56% | +0.10% | +0.40% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.54% | -0.36% | +11.96% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.97% | -0.29% | +1.32% | |
| 10 | DFIS | Dimensional International Sm | ETF-Other | 2.58% | -0.13% | +4.05% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.58% | -0.22% | -9.74% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.57% | -0.04% | +6.09% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.49% | -0.03% | +1.17% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 2.21% | -0.06% | -4.29% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.10% | -0.16% | -0.20% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.42% | -0.04% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.40% | -0.12% | -3.35% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.06% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.03% | — | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.07% | +0.21% | +14.66% | |
| 21 | DISV | Dimensional International Sm | ETF-Other | 0.97% | -0.10% | +3.23% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.96% | +0.07% | +1.06% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.09% | -0.37% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.80% | +0.05% | +21.74% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | -0.36% | -3.48% | |
| 26 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.64% | — | +10.02% | |
| 27 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.58% | +0.11% | +2.36% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.56% | +0.48% | +76.20% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.51% | -0.01% | +13.68% | |
| 30 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.48% | +0.08% | +44.58% | |
| 31 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.40% | +0.01% | +14.64% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.11% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.01% | +0.03% | |
| 34 | CMF | Ishares California Muni Bond | ETF-Other | 0.36% | -0.02% | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +0.01% | -0.28% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.34% | -0.08% | -2.46% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | -0.07% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | -0.03% | — | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.29% | +0.13% | +1.39% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.04% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | -2.52% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.01% | -9.20% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | +0.01% | -3.98% | |
| 44 | DFAI | Dimensional International Co | ETF-Other | 0.21% | +0.27% | +87.92% | |
| 45 | AVDE | Avantis International Equity | ETF-Other | 0.21% | -0.03% | — | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.21% | +0.01% | -0.47% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.03% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | -0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.08% | +29.78% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | -0.03% | +13.48% |
According to official SEC Form 13F filings, Tillman Hartley LLC reported a total U.S. public equity portfolio value of $445.1M across 79 disclosed positions in Q2 2024.
During Q2 2024, Tillman Hartley LLC's top holdings by market value included DFAC (20.2%)、DFUV (10.4%)、DFAS (6.6%). The largest single position, DFAC, represented 20.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUV, DFAS) accounted for 32.0% of total reported equity market value during Q2 2024.
In Q2 2024, Tillman Hartley LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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