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Portfolio (Quarterly) Guide ↗

Tillman Hartley LLC

· CIK 0001966355
13F Portfolio $445M AUM 155 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 22 Added 39 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFSU DIMENSIONAL ETF TRUST 17,174.0 $801K 0.18% NEW $46.63 +3.6%
2 INTC INTEL CORP Technology 3,891.0 $543K 0.12% NEW $139.63 -37.3%
3 DFLV DIMENSIONAL ETF TRUST 12,091.0 $478K 0.11% NEW $39.54 +6.2%
4 DFSB DIMENSIONAL ETF TRUST 9,112.0 $475K 0.11% NEW $52.11 -2.0%
5 DFSI DIMENSIONAL ETF TRUST 6,732.0 $304K 0.07% NEW $45.10 +5.9%
6 TXN TEXAS INSTRS INC Technology 963.0 $287K 0.06% NEW $298.07 -12.8%
7 AMD ADVANCED MICRO DEVICES INC Technology 394.0 $229K 0.05% NEW $580.91 -17.5%
8 AVGE AMERICAN CENTY ETF TR 2,251.0 $223K 0.05% NEW $99.10 +2.5%
9 QQQ INVESCO QQQ TR Financial Services 300.0 $221K 0.05% NEW $736.40 -3.5%
10 IJR ISHARES TR 1,478.0 $219K 0.05% NEW $148.31 -1.1%
11 DFGR DIMENSIONAL ETF TRUST 6,976.0 $202K 0.04% NEW $28.97 +2.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 31.8%
Healthcare 11.5%
Communication Services 7.6%
Consumer Cyclical 5.7%
Consumer Defensive 4.2%
Industrials 2.8%
Energy 2.6%