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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
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUV DIMENSIONAL ETF TRUST 702,050.0 $38.6M 8.68% -9K -1.3% $55.01 +4.2%
2 DFAT DIMENSIONAL ETF TRUST 331,926.0 $23.2M 5.21% -9K -2.5% $69.90 +1.8%
3 DFIC DIMENSIONAL ETF TRUST 366,947.0 $13.7M 3.07% -17K -4.4% $37.26 +6.2%
4 DFIV DIMENSIONAL ETF TRUST 215,049.0 $11.6M 2.61% -3K -1.6% $54.02 +8.0%
5 DFEM DIMENSIONAL ETF TRUST 208,018.0 $8.5M 1.90% -29K -12.3% $40.64 -1.2%
6 AGG ISHARES TR 64,579.0 $6.4M 1.44% -2K -3.3% $98.98 -1.1%
7 DFAE DIMENSIONAL ETF TRUST 114,564.0 $4.6M 1.03% -979.0 -0.8% $40.21 -1.5%
8 BIL SPDR SER TR 31,757.0 $2.9M 0.65% -12K -27.6% $91.64 -0.0%
9 SHY ISHARES TR 28,140.0 $2.3M 0.52% -1K -4.6% $82.11 -0.1%
10 VB VANGUARD INDEX FDS 6,906.0 $2.1M 0.47% -63.0 -0.9% $303.12 -0.1%
11 AAPL APPLE INC Technology 7,145.0 $2.1M 0.46% -1K -16.3% $289.36 +7.0%
12 AVSC AMERICAN CENTY ETF TR 26,651.0 $2.0M 0.44% -881.0 -3.2% $73.34 +0.1%
13 IEMG ISHARES INC 18,470.0 $1.5M 0.34% -233.0 -1.2% $82.84 -1.3%
14 GOOGL ALPHABET INC Communication Services 4,223.0 $1.5M 0.34% -968.0 -18.6% $357.37 -3.2%
15 MSFT MICROSOFT CORP Technology 3,867.0 $1.4M 0.32% -236.0 -5.8% $373.07 +31.3%
16 AMZN AMAZON COM INC Consumer Cyclical 4,744.0 $1.1M 0.25% -2K -31.0% $238.34 +9.1%
17 JPM JPMORGAN CHASE & CO. Financial Services 2,663.0 $872K 0.20% -524.0 -16.4% $327.33 +8.8%
18 GOOG ALPHABET INC 2,234.0 $789K 0.18% -1K -34.4% $353.33
19 ABBV ABBVIE INC Healthcare 2,937.0 $739K 0.17% -37.0 -1.2% $251.64 +5.8%
20 NVDA NVIDIA CORPORATION Technology 3,064.0 $613K 0.14% -4K -57.9% $200.09 +6.1%
Page 1 of 2  ·  39 positions

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%