13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001966355
Total reported value
$445.1M
$445.1M
82 檔
37.4%
In Q4 2024, Tillman Hartley LLC's U.S. equity holdings reached a combined market value of $445.1M, distributed across 82 disclosed stock positions.
During Q4 2024, Tillman Hartley LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUV, DFAS) accounted for 37.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.27% | +0.49% | +0.10% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.33% | +0.02% | +0.01% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.64% | +0.33% | -1.18% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.42% | -0.13% | -0.35% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.14% | -0.08% | +10.54% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.11% | -0.32% | -0.72% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.33% | -0.29% | +8.24% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.29% | +0.10% | +3.53% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.00% | -0.04% | +0.97% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.95% | -0.36% | +1.93% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 2.82% | -0.06% | +33.69% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.79% | -0.03% | -2.01% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.67% | -0.22% | -1.62% | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 2.30% | -0.13% | +6.75% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.15% | -0.16% | +4.67% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.21% | -0.12% | +7.78% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.16% | -0.04% | — | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.13% | +0.21% | +19.99% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 1.02% | -0.10% | +24.67% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.03% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.06% | +14.90% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | +0.07% | +3.12% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | -0.36% | +4.14% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.09% | +0.17% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.66% | +0.27% | +261.16% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.65% | +0.21% | +427.02% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.64% | +0.05% | -0.55% | |
| 28 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.63% | — | +3.58% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.01% | +73.47% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | +0.01% | +141.25% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.49% | +0.13% | +109.30% | |
| 32 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.48% | +0.11% | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.01% | +403.50% | |
| 34 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.45% | +0.48% | -7.94% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.39% | -0.01% | -9.68% | |
| 36 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.37% | +0.01% | +1.78% | |
| 37 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.33% | +0.08% | -15.56% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.03% | +124.71% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.11% | -8.89% | |
| 40 | CMF | Ishares California Muni Bond | ETF-Other | 0.31% | -0.02% | — | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.08% | -8.23% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | +0.01% | -0.74% | |
| 43 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.27% | +0.12% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.07% | -1.69% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.03% | -1.69% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.04% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | -6.36% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | -3.88% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.19% | +0.01% | -0.38% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.18% | -0.03% | +6.12% |
According to official SEC Form 13F filings, Tillman Hartley LLC reported a total U.S. public equity portfolio value of $445.1M across 82 disclosed positions in Q4 2024.
During Q4 2024, Tillman Hartley LLC's top holdings by market value included DFAC (18.3%)、DFUV (10.3%)、DFAS (6.6%). The largest single position, DFAC, represented 18.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.