Sponsored

The Analysis of Tillman Hartley LLC's Holdings & P&L

Currently, Tillman Hartley LLC holds 88 types of securities in its portfolio with a total value $398.3M. In the most recent quarter, they have increased their positions in DUSB (+49.4K shares, valued at $2.5M), AVUV (+10.7K shares, valued at $1.2M), AVDE (+9.3K shares, valued at $790.8K); decreased their positions in BIL (-18.2K shares, valued at $1.7M), MSFT (-3.2K shares, valued at $1.2M), DFUV (-24.1K shares, valued at $1.2M); initiated new positions in DUSB (+49.4K shares, valued at $2.5M), EMLC (+18.3K shares, valued at $460.7K), MUB (+2.0K shares, valued at $208.9K).

1M P&L

+9.1M+2.17%

3M P&L

+9.2M+2.19%

HY P&L

+41.4M+10.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A380.5M

96.5%

2Consumer Electronics2.2M

0.5%

3Software - Infrastructure1.7M

0.4%

Top Industries by Stock Count

1N/A59 stocks

70.2%

2Drug Manufacturers - General3 stocks

3.6%

3Semiconductors3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.6M shares-0.54%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST711.4K shares-3.27%2026-03-312026-05-08

DFCF DIMENSIONAL ETF TRUST672.0K shares1.69%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST336.2K shares2.26%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST340.6K shares-1.44%2026-03-312026-05-08

DFSD DIMENSIONAL ETF TRUST366.8K shares-0.38%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS219.2K shares4.37%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST384.0K shares1.63%2026-03-312026-05-08

Sponsored

DFIV DIMENSIONAL ETF TRUST218.5K shares-4.65%2026-03-312026-05-08

DFIS DIMENSIONAL ETF TRUST341.3K shares2.92%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST141.5K shares-0.26%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS139.7K shares-2.52%2026-03-312026-05-08

DFEM DIMENSIONAL ETF TRUST237.3K shares-7.03%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS101.3K shares-7.88%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR62.9K shares20.52%2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST173.1K shares12.55%2026-03-312026-05-08

Sponsored

AGG ISHARES TR66.8K shares-5.79%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST151.5K shares-6.95%2026-03-312026-05-08

DFNM DIMENSIONAL ETF TRUST101.9K shares13.98%2026-03-312026-05-08

DISV DIMENSIONAL ETF TRUST113.5K shares-2.94%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS72.1K shares-0.94%2026-03-312026-05-08

AVUS AMERICAN CENTY ETF TR37.4K shares-6.00%2026-03-312026-05-08

SPY SPDR S&P 500 ETF TR6.3K shares0.00%2026-03-312026-05-08

BIL SPDR SER TR43.9K shares-29.27%2026-03-312026-05-08

Sponsored

DFAE DIMENSIONAL ETF TRUST115.5K shares14.33%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR47.9K shares2.83%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS42.9K shares17.70%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR41.8K shares13.98%2026-03-312026-05-08

VTI VANGUARD INDEX FDS26.8K shares0.00%2026-03-312026-05-08

DFAR DIMENSIONAL ETF TRUST121.1K shares1.62%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR26.7K shares16.09%2026-03-312026-05-08

DUSB DIMENSIONAL ETF TRUST49.4K sharesnew addition2026-03-312026-05-08

Sponsored

SHY ISHARES TR29.5K shares-2.37%2026-03-312026-05-08

AVIV AMERICAN CENTY ETF TR31.5K shares0.48%2026-03-312026-05-08

AAPL APPLE INC8.5K shares0.01%2026-03-312026-05-08

AVSF AMERICAN CENTY ETF TR40.9K shares0.00%2026-03-312026-05-08

VTV VANGUARD INDEX FDS9.4K shares-5.00%2026-03-312026-05-08

VB VANGUARD INDEX FDS7.0K shares-2.02%2026-03-312026-05-08

AVDE AMERICAN CENTY ETF TR20.6K shares82.34%2026-03-312026-05-08

AVSC AMERICAN CENTY ETF TR27.5K shares0.00%2026-03-312026-05-08

Sponsored

MSFT MICROSOFT CORP4.1K shares-43.53%2026-03-312026-05-08

ALPHABET INC ALPHABET INC5.2K shares-27.53%2026-03-312026-05-08

AMZN AMAZON COM INC6.9K shares-6.00%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS18.5K shares-6.30%2026-03-312026-05-08

IEMG ISHARES INC18.7K shares0.02%2026-03-312026-05-08

NVDA NVIDIA CORPORATION7.3K shares0.00%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS14.6K shares0.00%2026-03-312026-05-08

CMF ISHARES TR19.1K shares0.00%2026-03-312026-05-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS16.9K shares0.08%2026-03-312026-05-08

AVIG AMERICAN CENTY ETF TR24.4K shares45.74%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.4K shares-36.46%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO.3.2K shares-17.37%2026-03-312026-05-08

XOM EXXON MOBIL CORP4.6K shares-17.95%2026-03-312026-05-08

IWN ISHARES TR4.0K shares-0.28%2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.2K shares-20.59%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-9.15%2026-03-312026-05-08

Sponsored

ABBV ABBVIE INC3.0K shares-14.93%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON2.3K shares-16.03%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F10.1K shares-1.08%2026-03-312026-05-08

DLS WISDOMTREE TR6.5K shares0.00%2026-03-312026-05-08

EMLC VANECK ETF TRUST18.3K sharesnew addition2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F3.1K shares-2.17%2026-03-312026-05-08

LLY ELI LILLY & CO447 shares-36.69%2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST11.5K shares-13.60%2026-03-312026-05-08

Sponsored

WMT WALMART INC3.1K shares-41.05%2026-03-312026-05-08

WFC WELLS FARGO CO NEW4.3K shares-13.49%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.0K shares-13.75%2026-03-312026-05-08

KO COCA COLA CO4.3K shares-21.55%2026-03-312026-05-08

VXUS VANGUARD STAR FDS4.1K shares0.00%2026-03-312026-05-08

EFA ISHARES TR3.2K shares-3.04%2026-03-312026-05-08

MMM 3M CO2.1K shares0.00%2026-03-312026-05-08

IYR ISHARES TR3.2K shares0.00%2026-03-312026-05-08

Sponsored

IWR ISHARES TR3.0K shares0.00%2026-03-312026-05-08

CSCO CISCO SYS INC3.7K shares-6.99%2026-03-312026-05-08

AVDS AMERICAN CENTY ETF TR3.6K shares0.00%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC930 shares-28.41%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO793 shares-19.49%2026-03-312026-05-08

META META PLATFORMS INC415 shares0.00%2026-03-312026-05-08

ADI ANALOG DEVICES INC719 shares-11.23%2026-03-312026-05-08

ORCL ORACLE CORP1.6K shares-42.98%2026-03-312026-05-08

Sponsored

VRTX VERTEX PHARMACEUTICALS INC508 shares-5.93%2026-03-312026-05-08

ABT ABBOTT LABS2.2K shares-17.67%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC656 shares-31.60%2026-03-312026-05-08

VBR VANGUARD INDEX FDS1.0K shares-6.89%2026-03-312026-05-08

EMR EMERSON ELEC CO1.6K shares-3.92%2026-03-312026-05-08

DFGX DIMENSIONAL ETF TRUST4.0K shares-45.21%2026-03-312026-05-08

MUB ISHARES TR2.0K sharesnew addition2026-03-312026-05-08

COST COSTCO WHSL CORP NEW208 shares-43.94%2026-03-312026-05-08

Sponsored

DFAC

DIMENSIONAL ETF TRUST

-0.54%

Shares1.6M

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

-3.27%

Shares711.4K

Event2026-03-31

Filed2026-05-08

DFCF

DIMENSIONAL ETF TRUST

1.69%

Shares672.0K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

2.26%

Shares336.2K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

-1.44%

Shares340.6K

Event2026-03-31

Filed2026-05-08

DFSD

DIMENSIONAL ETF TRUST

-0.38%

Shares366.8K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

4.37%

Shares219.2K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

1.63%

Shares384.0K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

-4.65%

Shares218.5K

Event2026-03-31

Filed2026-05-08

DFIS

DIMENSIONAL ETF TRUST

2.92%

Shares341.3K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

-0.26%

Shares141.5K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

-2.52%

Shares139.7K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

-7.03%

Shares237.3K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

-7.88%

Shares101.3K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

20.52%

Shares62.9K

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

12.55%

Shares173.1K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

-5.79%

Shares66.8K

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

-6.95%

Shares151.5K

Event2026-03-31

Filed2026-05-08

DFNM

DIMENSIONAL ETF TRUST

13.98%

Shares101.9K

Event2026-03-31

Filed2026-05-08

DISV

DIMENSIONAL ETF TRUST

-2.94%

Shares113.5K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

-0.94%

Shares72.1K

Event2026-03-31

Filed2026-05-08

AVUS

AMERICAN CENTY ETF TR

-6.00%

Shares37.4K

Event2026-03-31

Filed2026-05-08

SPY

SPDR S&P 500 ETF TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SER TR

-29.27%

Shares43.9K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL ETF TRUST

14.33%

Shares115.5K

Event2026-03-31

Filed2026-05-08

AVLV

AMERICAN CENTY ETF TR

2.83%

Shares47.9K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

17.70%

Shares42.9K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR

13.98%

Shares41.8K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.00%

Shares26.8K

Event2026-03-31

Filed2026-05-08

DFAR

DIMENSIONAL ETF TRUST

1.62%

Shares121.1K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR

16.09%

Shares26.7K

Event2026-03-31

Filed2026-05-08

DUSB

DIMENSIONAL ETF TRUST

New

Shares49.4K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

-2.37%

Shares29.5K

Event2026-03-31

Filed2026-05-08

AVIV

AMERICAN CENTY ETF TR

0.48%

Shares31.5K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

0.01%

Shares8.5K

Event2026-03-31

Filed2026-05-08

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares40.9K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

-5.00%

Shares9.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-2.02%

Shares7.0K

Event2026-03-31

Filed2026-05-08

AVDE

AMERICAN CENTY ETF TR

82.34%

Shares20.6K

Event2026-03-31

Filed2026-05-08

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares27.5K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-43.53%

Shares4.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-27.53%

Shares5.2K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-6.00%

Shares6.9K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

-6.30%

Shares18.5K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

0.02%

Shares18.7K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-08

CMF

ISHARES TR

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

0.08%

Shares16.9K

Event2026-03-31

Filed2026-05-08

AVIG

AMERICAN CENTY ETF TR

45.74%

Shares24.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-36.46%

Shares3.4K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO.

-17.37%

Shares3.2K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-17.95%

Shares4.6K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

-0.28%

Shares4.0K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-20.59%

Shares2.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-9.15%

Shares1.1K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

-14.93%

Shares3.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-16.03%

Shares2.3K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

-1.08%

Shares10.1K

Event2026-03-31

Filed2026-05-08

DLS

WISDOMTREE TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-08

EMLC

VANECK ETF TRUST

New

Shares18.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

-2.17%

Shares3.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-36.69%

Shares447

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

-13.60%

Shares11.5K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-41.05%

Shares3.1K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO CO NEW

-13.49%

Shares4.3K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-13.75%

Shares2.0K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-21.55%

Shares4.3K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

-3.04%

Shares3.2K

Event2026-03-31

Filed2026-05-08

MMM

3M CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

IYR

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-6.99%

Shares3.7K

Event2026-03-31

Filed2026-05-08

AVDS

AMERICAN CENTY ETF TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

-28.41%

Shares930

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-19.49%

Shares793

Event2026-03-31

Filed2026-05-08