Tillman Hartley LLC

CIK 0001966355 • 6 13F filings • May 8, 2025 – Aug 6, 2026

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Filer information

Filed by: Tillman Hartley LLC, Partner/CCO
Address: 3208 E COLONIAL DRIVE #308, ORLANDO, FL, 32803-5127
Phone: 352-335-9015
AUM: $398.4M

AUM over time

$445.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $353.7M2 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$317K	0.1%Prev: 0.1%	2,080 SH	Increased
ABBOTT LABS	COM	$390K	0.1%Prev: 0.1%	2,864 SH	Increased+683 SH
ABBVIE INC	COM	$603K	0.2%Prev: 0.2%	3,246 SH	Decreased+272 SH
ALPHABET INC	CAP STK CL A	$965K	0.3%Prev: 0.4%	5,475 SH	Decreased+284 SH
ALPHABET INC	CAP STK CL C	$853K	0.2%Prev: 0.2%	4,806 SH	Decreased+1,399 SH
AMAZON COM INC	COM	$1.3M	0.4%Prev: 0.4%	5,746 SH	Decreased-1,131 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$698K	0.2%Prev: 0.3%	16,779 SH	Decreased-7,599 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.9M	0.5%Prev: 0.8%	28,070 SH	Decreased-13,707 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.9M	0.5%Prev: 0.5%	39,532 SH	Decreased-1,318 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.2M	0.4%Prev: 0.4%	24,177 SH	Decreased-3,355 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.5M	0.4%Prev: 0.6%	24,584 SH	Decreased-6,908 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$838K	0.2%Prev: 0.4%	11,320 SH	Decreased-9,321 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.8M	0.5%Prev: 0.7%	22,216 SH	Decreased-4,477 SH
AMERICAN CENTY ETF TR	US EQT ETF	$2.0M	0.6%Prev: 1.0%	19,812 SH	Decreased-17,601 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.8M	0.8%Prev: 1.0%	41,742 SH	Decreased-6,187 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.4M	1.2%Prev: 1.7%	47,795 SH	Decreased-15,127 SH
AMERICAN EXPRESS CO	COM	$339K	0.1%Prev: 0.1%	1,064 SH	Increased+271 SH
APPLE INC	COM	$965K	0.3%Prev: 0.5%	4,702 SH	Decreased-3,837 SH
BROADCOM INC	COM	$488K	0.1%Prev: 0.2%	1,770 SH	Decreased-397 SH
CISCO SYS INC	COM	$211K	0.1%Prev: 0.1%	3,043 SH	Decreased-632 SH
CNFINANCE HLDGS LTD	SPON ADS	$7K	0.0%	10,298 SH	New
COCA COLA CO	COM	$374K	0.1%Prev: 0.1%	5,289 SH	Increased+1,012 SH
COMCAST CORP NEW	CL A	$244K	0.1%	6,846 SH	New
COSTCO WHSL CORP NEW	COM	$291K	0.1%Prev: 0.1%	294 SH	Increased+86 SH
DANAHER CORPORATION	COM	$212K	0.1%	1,075 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$20.5M	5.8%Prev: 7.1%	485,361 SH	Decreased-186,630 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$7.6M	2.1%Prev: 2.1%	255,626 SH	Decreased+18,295 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.9M	0.8%Prev: 1.0%	101,781 SH	Decreased-13,762 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$390K	0.1%Prev: 0.1%	7,300 SH	Increased+3,300 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$10.6M	3.0%Prev: 2.9%	248,013 SH	Decreased+29,518 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.9M	1.1%Prev: 1.7%	113,291 SH	Decreased-59,804 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$12.3M	3.5%Prev: 3.4%	394,043 SH	Decreased+10,036 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$10.0M	2.8%Prev: 2.9%	335,218 SH	Decreased-6,083 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.3M	1.2%Prev: 1.1%	131,927 SH	Decreased+18,448 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.5M	0.7%Prev: 1.2%	53,681 SH	Decreased-48,172 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$13.1M	3.7%Prev: 4.4%	272,942 SH	Decreased-93,819 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$63.4M	17.9%Prev: 15.9%	1,768,165 SH	Decreased+135,334 SH
DIMENSIONAL ETF TRUST	US EQUITY ETF	$10.1M	2.8%	150,301 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$32.1M	9.1%Prev: 8.7%	759,096 SH	Decreased+47,674 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.0M	0.6%Prev: 0.7%	85,983 SH	Decreased-35,152 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$20.7M	5.9%Prev: 6.0%	324,881 SH	Decreased-11,283 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$343K	0.1%Prev: 0.1%	11,664 SH	Decreased+160 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$19.1M	5.4%Prev: 5.3%	353,917 SH	Decreased+13,355 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.8M	1.4%Prev: 1.3%	162,854 SH	Decreased+11,311 SH
DISNEY WALT CO	COM	$207K	0.1%	1,667 SH	New
EMERSON ELEC CO	COM	$208K	0.1%Prev: 0.1%	1,560 SH	Decreased-58 SH
EXXON MOBIL CORP	COM	$500K	0.1%Prev: 0.2%	4,638 SH	Decreased+38 SH
HOME DEPOT INC	COM	$251K	0.1%	684 SH	New
ISHARES INC	CORE MSCI EMKT	$1.1M	0.3%Prev: 0.3%	18,370 SH	Decreased-333 SH
ISHARES TR	1 3 YR TREAS BD	$2.5M	0.7%Prev: 0.6%	30,475 SH	Increased+983 SH
ISHARES TR	CALIF MUN BD ETF	$1.0M	0.3%Prev: 0.3%	18,768 SH	Decreased-358 SH
ISHARES TR	CORE S&P500 ETF	$906K	0.3%	1,459 SH	New
ISHARES TR	CORE US AGGBD ET	$7.0M	2.0%Prev: 1.7%	70,624 SH	Increased+3,859 SH
ISHARES TR	EAFE VALUE ETF	$836K	0.2%	13,166 SH	New
ISHARES TR	MICRO-CAP ETF	$407K	0.1%	3,185 SH	New
ISHARES TR	MSCI EAFE ETF	$583K	0.2%Prev: 0.1%	6,527 SH	Increased+3,333 SH
ISHARES TR	RUS 2000 VAL ETF	$629K	0.2%Prev: 0.2%	3,986 SH	Decreased+11 SH
ISHARES TR	RUS MID CAP ETF	$276K	0.1%Prev: 0.1%	3,000 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$1.0M	0.3%	5,152 SH	New
JOHNSON & JOHNSON	COM	$374K	0.1%Prev: 0.1%	2,447 SH	Decreased+142 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.3%	4,009 SH	New
LILLY ELI & CO	COM	$542K	0.2%	695 SH	New
MICROSOFT CORP	COM	$3.8M	1.1%Prev: 0.4%	7,552 SH	Increased+3,449 SH
NVIDIA CORPORATION	COM	$504K	0.1%Prev: 0.3%	3,188 SH	Decreased-4,090 SH
ORACLE CORP	COM	$578K	0.2%Prev: 0.1%	2,646 SH	Increased+1,095 SH
PHILIP MORRIS INTL INC	COM	$361K	0.1%Prev: 0.1%	1,980 SH	Increased-3 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.5M	1.0%Prev: 1.0%	5,741 SH	Decreased-520 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$4.0M	1.1%Prev: 1.0%	43,786 SH	Decreased-106 SH
TEXAS INSTRS INC	COM	$282K	0.1%	1,358 SH	New
UNITEDHEALTH GROUP INC	COM	$332K	0.1%Prev: 0.1%	1,065 SH	Increased+135 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$7.7M	2.2%Prev: 2.0%	99,966 SH	Decreased-1,284 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$15.0M	4.2%Prev: 4.3%	190,176 SH	Decreased-29,002 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.0M	0.6%Prev: 0.3%	27,544 SH	Increased+9,003 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.6M	1.0%Prev: 1.0%	40,764 SH	Decreased-2,101 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	0.5%Prev: 0.2%	2,823 SH	Increased+1,701 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$609K	0.2%Prev: 0.1%	3,125 SH	Increased+2,112 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	0.5%Prev: 0.5%	6,988 SH	Decreased+19 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	0.8%Prev: 0.7%	27,269 SH	Increased+463 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.5%Prev: 0.5%	9,659 SH	Decreased+256 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$513K	0.1%Prev: 0.1%	10,379 SH	Decreased+327 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$584K	0.2%Prev: 0.1%	4,540 SH	Increased+1,426 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$7.3M	2.1%Prev: 2.1%	122,064 SH	Decreased-17,620 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.2M	1.2%Prev: 1.1%	70,805 SH	Decreased-1,265 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	0.3%Prev: 0.3%	14,649 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$284K	0.1%Prev: 0.1%	4,106 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$978K	0.3%Prev: 0.3%	17,159 SH	Decreased+285 SH
VERTEX PHARMACEUTICALS INC	COM	$239K	0.1%Prev: 0.1%	536 SH	Increased+28 SH
WALMART INC	COM	$509K	0.1%Prev: 0.1%	5,207 SH	Increased+2,078 SH
WELLS FARGO CO NEW	COM	$332K	0.1%Prev: 0.1%	4,147 SH	Decreased-118 SH
WISDOMTREE TR	INTL SMCAP DIV	$488K	0.1%Prev: 0.1%	6,492 SH	Decreased+10 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $261K
ANALOG DEVICES INC — $229K
DIMENSIONAL ETF TRUST — $2.5M
DIMENSIONAL ETF TRUST — $10.0M
ELI LILLY & CO — $411K
ISHARES TR — $209K
ISHARES TR — $300K
JPMORGAN CHASE & CO. — $937K
META PLATFORMS INC — $237K
MICRON TECHNOLOGY INC — $222K
VANECK ETF TRUST — $461K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001966355-26-000001	$398.4M	View
Nov 12, 2025	Q3 2025	13F-HR	0001966355-25-000006	$386.3M	View
Aug 6, 2026	Q2 2026