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CIK: 0001966355
Total reported value
$445.1M
$445.1M
79 檔
35.7%
The Q1 2025 SEC filing reveals that Tillman Hartley LLC held a total portfolio value of $445.1M, covering 79 public equity positions.
During Q1 2025, 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, DFCF) accounted for 35.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 17.23% | +0.49% | -2.31% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.17% | +0.02% | -3.44% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.68% | -0.08% | +5.40% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.27% | +0.33% | +1.52% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.87% | -0.13% | -2.49% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.95% | -0.32% | -5.60% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 3.82% | -0.06% | +32.19% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.54% | -0.29% | -5.38% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 3.22% | -0.36% | +0.15% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.96% | -0.04% | -5.03% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.95% | +0.10% | -6.64% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.78% | -0.03% | -3.91% | |
| 13 | DFIS | Dimensional International Sm | ETF-Other | 2.57% | -0.13% | +4.57% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.45% | -0.22% | -11.31% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.20% | -0.16% | +0.46% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.24% | -0.04% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.23% | -0.12% | -0.33% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.18% | -0.10% | +3.86% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.18% | +0.21% | +13.79% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 1.04% | +0.27% | +45.45% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.03% | — | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.88% | -0.36% | +8.12% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | +0.07% | -4.75% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.06% | — | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.76% | +0.05% | +14.78% | |
| 26 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.75% | +0.48% | +69.16% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.73% | -0.09% | — | |
| 28 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.63% | — | -3.70% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.59% | +0.21% | -6.59% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.01% | +11.38% | |
| 31 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.50% | +0.11% | +0.43% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.49% | +0.13% | -3.24% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | +0.01% | +1.24% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.45% | -0.01% | +6.88% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | +0.01% | -3.52% | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.41% | +0.08% | +10.51% | |
| 37 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.34% | +0.01% | +0.15% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.03% | — | |
| 39 | CMF | Ishares California Muni Bond | ETF-Other | 0.31% | -0.02% | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | +0.01% | -0.96% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.11% | -3.35% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.27% | -0.08% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.04% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.07% | -3.01% | |
| 45 | AVDE | Avantis International Equity | ETF-Other | 0.22% | -0.03% | +7.91% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | -0.03% | -3.05% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | +0.60% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | -22.19% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.17% | +0.01% | +0.30% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.08% | — |
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 Q1 2025.
During Q1 2025, Tillman Hartley LLC's top holdings by market value included DFAC (17.2%)、DFUV (10.2%)、DFCF (6.7%). The largest single position, DFAC, represented 17.2% of total portfolio value.
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In Q1 2025, 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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