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Portfolio (Quarterly) Guide ↗

Tillman Hartley LLC

· CIK 0001966355
13F Portfolio $398M AUM 146 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 16 Added 48 Reduced 6 Exited
Page 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGSH VANGUARD SCOTTSDALE FDS 72,070.0 $4.2M 1.06% -683.0 -0.9% $58.54 -0.7%
22 AVUS AMERICAN CENTY ETF TR 37,413.0 $4.2M 1.04% -2K -6.0% $111.18 +13.9%
23 SPY SPDR S&P 500 ETF TR Financial Services 6,261.0 $4.1M 1.02% $650.34 +13.4%
24 BIL SPDR SER TR 43,892.0 $4.0M 1.01% -18K -29.3% $91.64 -0.1%
25 DFAE DIMENSIONAL ETF TRUST 115,543.0 $3.9M 0.98% +14K +14.3% $33.86 +17.5%
26 AVLV AMERICAN CENTY ETF TR 47,929.0 $3.9M 0.97% +1K +2.8% $80.61 +13.1%
27 VNQ VANGUARD INDEX FDS 42,865.0 $3.8M 0.95% +6K +17.7% $88.70 +10.4%
28 AVEM AMERICAN CENTY ETF TR 41,777.0 $3.4M 0.84% +5K +14.0% $80.58 +18.3%
29 VTI VANGUARD INDEX FDS 26,806.0 $2.9M 0.73% $107.81 +239.3%
30 DFAR DIMENSIONAL ETF TRUST 121,135.0 $2.9M 0.72% +2K +1.6% $23.65 +11.3%
31 AVDV AMERICAN CENTY ETF TR 26,693.0 $2.7M 0.67% +4K +16.1% $99.86 +5.5%
32 DUSB DIMENSIONAL ETF TRUST 49,362.0 $2.5M 0.63% NEW $50.71 +0.0%
33 SHY ISHARES TR 29,492.0 $2.4M 0.61% -716.0 -2.4% $82.57 -0.7%
34 AVIV AMERICAN CENTY ETF TR 31,492.0 $2.4M 0.59% $74.83 +3.8%
35 AAPL APPLE INC Technology 8,539.0 $2.2M 0.54% $253.79 +18.0%
36 AVSF AMERICAN CENTY ETF TR 40,850.0 $1.9M 0.48% $46.80 -0.6%
37 VTV VANGUARD INDEX FDS 9,403.0 $1.8M 0.46% -495.0 -5.0% $196.20 +11.1%
38 VB VANGUARD INDEX FDS 6,969.0 $1.8M 0.46% -144.0 -2.0% $261.92 +13.3%
39 AVDE AMERICAN CENTY ETF TR 20,641.0 $1.8M 0.44% +9K +82.3% $84.84 +5.2%
40 AVSC AMERICAN CENTY ETF TR 27,532.0 $1.7M 0.43% $62.30 +14.1%
Page 2 of 5  ·  88 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 31.1%
Financial Services 26.4%
Communication Services 12.8%
Healthcare 11.0%
Consumer Cyclical 6.8%
Consumer Defensive 5.9%
Energy 3.7%
Industrials 2.4%