Tillman Hartley LLC Top Holdings and 13F Report (2026) About Tillman Hartley LLCInvestment ActivityTillman Hartley LLC has $398.30 million in total holdings as of March 31, 2026.Tillman Hartley LLC owns shares of 88 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 2.78% of the portfolio was purchased this quarter.About 3.41% of the portfolio was sold this quarter.This quarter, Tillman Hartley LLC has purchased 91 new stocks and bought additional shares in 21 stocks.Tillman Hartley LLC sold shares of 51 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $63,451,849Dimensional US Marketwide Value ETF $34,475,505Dimensional Core Fixed Income ETF $28,371,493Dimensional U.S. Small Cap ETF $23,911,292Dimensional U.S. Targeted Value ETF $21,268,115 Largest New Holdings this Quarter 25434V591 - DIMENSIONAL ETF TRUST $2,503,147 Holding92189H300 - VanEck J.P. Morgan EM Local Currency Bond ETF $460,693 Holding464288414 - iShares National Muni Bond ETF $208,903 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 49,362 shares (about $2.50M)Avantis U.S. Small Cap Value ETF 10,715 shares (about $1.18M)Avantis International Equity ETF 9,321 shares (about $790.79K)Dimensional International Core Equity Market ETF 19,298 shares (about $751.85K)Vanguard Short-Term Bond ETF 9,182 shares (about $719.97K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 18,163 shares (about $1.66M)Microsoft 3,163 shares (about $1.17M)Dimensional US Marketwide Value ETF 24,054 shares (about $1.17M)Vanguard Intermediate-Term Bond ETF 8,663 shares (about $668.61K)Dimensional Emerging Markets Core Equity 2 ETF 17,949 shares (about $620.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTillman Hartley LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$63,451,849$344,650 â–¼-0.5%1,632,83115.9%ETFDFUVDimensional US Marketwide Value ETF$34,475,505$1,165,657 â–¼-3.3%711,4228.7%ETFDFCFDimensional Core Fixed Income ETF$28,371,493$471,767 â–²1.7%671,9917.1%ETFDFASDimensional U.S. Small Cap ETF$23,911,292$528,139 â–²2.3%336,1646.0%ETFDFATDimensional U.S. Targeted Value ETF$21,268,115$311,126 â–¼-1.4%340,5625.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$17,560,551$67,846 â–¼-0.4%366,7614.4%ETFBSVVanguard Short-Term Bond ETF$17,185,865$719,966 â–²4.4%219,1784.3%ETFDFICDimensional International Core Equity 2 ETF$13,643,770$219,469 â–²1.6%384,0073.4%ETFDFIVDimensional International Value ETF$11,532,214$561,845 â–¼-4.6%218,4952.9%ETFDFISDimensional International Small Cap ETF$11,491,590$325,757 â–²2.9%341,3012.9%ETFDFUSDimensional U.S. Equity ETF$10,031,568$26,095 â–¼-0.3%141,4692.5%ETFVGITVanguard Intermediate-Term Treasury ETF$8,318,152$214,677 â–¼-2.5%139,6842.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,199,787$620,138 â–¼-7.0%237,3312.1%ETFBIVVanguard Intermediate-Term Bond ETF$7,814,443$668,608 â–¼-7.9%101,2502.0%ETFAVUVAvantis U.S. Small Cap Value ETF$6,951,033$1,183,693 â–²20.5%62,9221.7%ETFDFAIDimensional International Core Equity Market ETF$6,743,782$751,850 â–²12.5%173,0951.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,627,835$407,309 â–¼-5.8%66,7651.7%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$5,147,916$384,235 â–¼-6.9%151,5431.3%ETFDFNMDimensional National Municipal Bond ETF$4,881,815$598,742 â–²14.0%101,8531.2%ETFDISVDimensional International Small Cap Value ETF$4,475,594$135,713 â–¼-2.9%113,4791.1%ETFVGSHVanguard Short-Term Treasury ETF$4,218,969$39,983 â–¼-0.9%72,0701.1%ETFAVUSAvantis U.S. Equity ETF$4,159,577$265,275 â–¼-6.0%37,4131.0%ETFSPYSPDR S&P 500 ETF Trust$4,071,7790.0%6,2611.0%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,022,321$1,664,481 â–¼-29.3%43,8921.0%ETFDFAEDimensional Emerging Core Equity Market ETF$3,912,286$490,394 â–²14.3%115,5431.0%ETFAVLVAvantis U.S. Large Cap Value ETF$3,863,574$106,486 â–²2.8%47,9291.0%ETFVNQVanguard Real Estate ETF$3,802,189$571,681 â–²17.7%42,8651.0%ETFAVEMAvantis Emerging Markets Equity ETF$3,366,461$412,901 â–²14.0%41,7770.8%ETFVTIVanguard Total Stock Market ETF$2,889,9230.0%26,8060.7%ETFDFARDimensional US Real Estate ETF$2,864,842$45,644 â–²1.6%121,1350.7%ETFAVDVAvantis International Small Cap Value ETF$2,665,613$369,389 â–²16.1%26,6930.7%ETFDIMENSIONAL ETF TRUST$2,503,147$2,503,147 â–²New Holding49,3620.6%ULTRASHORT FIXEDSHYiShares 1-3 Year Treasury Bond ETF$2,435,155$59,120 â–¼-2.4%29,4920.6%ManufacturingAVIVAvantis International Large Cap Value ETF$2,356,562$11,225 â–²0.5%31,4920.6%ETFAAPLApple$2,167,112$254 â–²0.0%8,5390.5%Computer and TechnologyAVSFAvantis Short-Term Fixed Income ETF$1,911,7800.0%40,8500.5%ETFVTVVanguard Value ETF$1,844,869$97,119 â–¼-5.0%9,4030.5%ETFVBVanguard Small-Cap ETF$1,825,320$37,716 â–¼-2.0%6,9690.5%ETFAVDEAvantis International Equity ETF$1,751,182$790,793 â–²82.3%20,6410.4%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,715,272$62 â–²0.0%27,5320.4%ETFMSFTMicrosoft$1,518,994$1,170,991 â–¼-43.5%4,1030.4%Computer and TechnologyGOOGLAlphabet$1,492,724$567,068 â–¼-27.5%5,1910.4%Computer and TechnologyAMZNAmazon.com$1,432,273$91,431 â–¼-6.0%6,8770.4%Retail/WholesaleBNDVanguard Total Bond Market ETF$1,365,415$91,833 â–¼-6.3%18,5410.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,304,601$209 â–²0.0%18,7030.3%ETFNVDANVIDIA$1,269,2830.0%7,2780.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,161,2260.0%14,6490.3%ETFCMFiShares California Muni Bond ETF$1,087,5040.0%19,1260.3%ETFVEAVanguard FTSE Developed Markets ETF$1,081,286$833 â–²0.1%16,8740.3%ETFAVIGAvantis Core Fixed Income ETF$1,012,686$317,830 â–²45.7%24,3780.3%ETFGOOGAlphabet$977,332$560,811 â–¼-36.5%3,4070.2%Computer and TechnologyJPMJPMorgan Chase & Co.$937,488$197,087 â–¼-17.4%3,1870.2%FinanceXOMExxonMobil$780,436$170,678 â–¼-17.9%4,6000.2%EnergyIWNiShares Russell 2000 Value ETF$753,621$2,085 â–¼-0.3%3,9750.2%ETFAVGOBroadcom$670,708$173,945 â–¼-20.6%2,1670.2%Computer and TechnologyVOOVanguard S&P 500 ETF$670,451$67,523 â–¼-9.1%1,1220.2%ETFABBVAbbVie$646,815$113,530 â–¼-14.9%2,9740.2%MedicalJNJJohnson & Johnson$563,643$107,593 â–¼-16.0%2,3050.1%MedicalVWOVanguard FTSE Emerging Markets ETF$543,311$5,946 â–¼-1.1%10,0520.1%ETFDLSWisdomTree International SmallCap Dividend Fund$528,3540.0%6,4820.1%FinanceEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$460,693$460,693 â–²New Holding18,3470.1%ETFVTVanguard Total World Stock ETF$430,834$9,546 â–¼-2.2%3,1140.1%ETFLLYEli Lilly and Company$411,137$238,220 â–¼-36.7%4470.1%MedicalDFSVDimensional US Small Cap Value ETF$403,100$63,457 â–¼-13.6%11,5040.1%ETFWALMART INC$388,912$270,834 â–¼-41.1%3,1290.1%COMWFCWells Fargo & Company$339,537$52,941 â–¼-13.5%4,2650.1%FinancePMPhilip Morris International$327,869$52,247 â–¼-13.7%1,9830.1%Consumer StaplesKOCocaCola$325,266$89,359 â–¼-21.6%4,2770.1%Consumer StaplesVXUSVanguard Total International Stock ETF$316,6140.0%4,1060.1%ETFEFAiShares MSCI EAFE ETF$310,233$9,713 â–¼-3.0%3,1940.1%FinanceMMM3M$302,0780.0%2,0800.1%Multi-Sector ConglomeratesIYRiShares U.S. Real Estate ETF$300,2280.0%3,1750.1%ETFIWRiShares Russell Mid-Cap ETF$291,6900.0%3,0000.1%ETFCSCOCisco Systems$285,143$21,415 â–¼-7.0%3,6750.1%Computer and TechnologyAMERICAN CENTY ETF TR$260,5580.0%3,6260.1%AVANTIS INTL SMLUNHUnitedHealth Group$251,649$99,848 â–¼-28.4%9300.1%MedicalAXPAmerican Express$239,867$58,076 â–¼-19.5%7930.1%FinanceMETAMeta Platforms$237,4340.0%4150.1%Computer and TechnologyADIAnalog Devices$228,743$28,951 â–¼-11.2%7190.1%Computer and TechnologyORCLOracle$228,168$171,972 â–¼-43.0%1,5510.1%Computer and TechnologyVRTXVertex Pharmaceuticals$226,842$14,289 â–¼-5.9%5080.1%MedicalABTAbbott Laboratories$223,923$48,050 â–¼-17.7%2,1810.1%MedicalMUMicron Technology$221,623$102,366 â–¼-31.6%6560.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$220,154$16,300 â–¼-6.9%1,0130.1%ETFEMREmerson Electric$211,990$8,647 â–¼-3.9%1,6180.1%IndustrialsDIMENSIONAL ETF TRUST$209,802$173,087 â–¼-45.2%4,0000.1%GLOBAL EX US CORMUBiShares National Muni Bond ETF$208,903$208,903 â–²New Holding1,9680.1%ETFCOSTCostco Wholesale$207,257$162,418 â–¼-43.9%2080.1%Retail/WholesaleBRK.BBerkshire Hathaway$0$332,251 â–¼-100.0%00.0%FinanceDHRDanaher$0$250,667 â–¼-100.0%00.0%MedicalTSLATesla$0$241,500 â–¼-100.0%00.0%Auto/Tires/TrucksDISWalt Disney$0$227,775 â–¼-100.0%00.0%Consumer DiscretionaryDFLVDimensional US Large Cap Value ETF$0$224,180 â–¼-100.0%00.0%ETFTXNTexas Instruments$0$214,954 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.