Loading…
CIK 0001966355 • 6 13F filings • May 8, 2025 – Aug 6, 2026
Import this data to Google Sheets with:
=jivedata("tillman-hartley-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $323K | 0.1%Prev: 0.1% | 2,080 SH | Decreased |
| ABBOTT LABS | COM | $400K | 0.1% | 2,986 SH | New |
| ABBVIE INC | COM | $781K | 0.2%Prev: 0.2% | 3,375 SH | Increased+438 SH |
| ALPHABET INC | CAP STK CL A | $1.6M | 0.4%Prev: 0.3% | 6,445 SH | Increased+2,222 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.3%Prev: 0.2% | 4,806 SH | Increased+2,572 SH |
| AMAZON COM INC | COM | $1.3M | 0.3%Prev: 0.3% | 5,706 SH | Increased+962 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $708K | 0.2%Prev: 0.4% | 16,834 SH | Decreased-22,614 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.7M | 0.7%Prev: 1.0% | 36,455 SH | Decreased-8,742 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $202K | 0.1%Prev: 0.1% | 2,989 SH | Decreased-639 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $1.9M | 0.5%Prev: 0.6% | 39,680 SH | Decreased-16,750 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $1.6M | 0.4%Prev: 0.4% | 27,530 SH | Decreased+879 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $2.1M | 0.5%Prev: 0.7% | 30,679 SH | Decreased-7,771 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $893K | 0.2%Prev: 0.4% | 11,320 SH | Decreased-9,321 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.0M | 0.5%Prev: 0.7% | 22,584 SH | Decreased-5,767 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.3M | 1.1%Prev: 1.2% | 39,799 SH | Decreased-3,538 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.3M | 0.9%Prev: 1.5% | 46,315 SH | Decreased-24,478 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $5.2M | 1.3%Prev: 2.0% | 52,143 SH | Decreased-17,962 SH |
| AMERICAN EXPRESS CO | COM | $330K | 0.1%Prev: 0.1% | 995 SH | Increased+225 SH |
| APPLE INC | COM | $1.8M | 0.5%Prev: 0.5% | 7,105 SH | Decreased-40 SH |
| BROADCOM INC | COM | $681K | 0.2%Prev: 0.1% | 2,065 SH | Increased+745 SH |
| CISCO SYS INC | COM | $237K | 0.1%Prev: 0.1% | 3,463 SH | Decreased+679 SH |
| COCA COLA CO | COM | $378K | 0.1%Prev: 0.1% | 5,704 SH | Increased+2,004 SH |
| COMCAST CORP NEW | CL A | $209K | 0.1% | 6,646 SH | New |
| COSTCO WHSL CORP NEW | COM | $346K | 0.1% | 374 SH | New |
| DANAHER CORPORATION | COM | $228K | 0.1% | 1,152 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $26.8M | 6.9%Prev: 7.0% | 625,934 SH | Decreased-116,380 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.2M | 2.1%Prev: 1.9% | 255,290 SH | Decreased+47,272 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $3.2M | 0.8%Prev: 1.0% | 101,476 SH | Decreased-13,088 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $394K | 0.1%Prev: 0.0% | 7,300 SH | Increased+3,300 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $11.2M | 2.9%Prev: 2.6% | 242,754 SH | Decreased+27,705 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.3M | 1.4%Prev: 2.0% | 144,618 SH | Decreased-67,070 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $12.7M | 3.3%Prev: 3.1% | 388,739 SH | Decreased+21,792 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $10.6M | 2.7%Prev: 2.8% | 335,116 SH | Decreased-15,447 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.5M | 1.2%Prev: 1.0% | 126,790 SH | Decreased+13,221 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $3.5M | 0.9%Prev: 1.2% | 73,891 SH | Decreased-32,131 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $15.0M | 3.9%Prev: 4.4% | 311,773 SH | Decreased-93,757 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $65.6M | 17.0%Prev: 16.4% | 1,700,087 SH | Decreased+52,622 SH |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $10.2M | 2.7% | 141,477 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $33.4M | 8.7%Prev: 8.7% | 747,890 SH | Decreased+45,840 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.1M | 0.5%Prev: 0.7% | 89,051 SH | Decreased-32,633 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $22.2M | 5.7%Prev: 6.3% | 323,606 SH | Decreased-18,814 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $371K | 0.1%Prev: 0.1% | 11,664 SH | Increased+2,457 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $20.2M | 5.2%Prev: 5.2% | 347,386 SH | Decreased+15,460 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $5.1M | 1.3%Prev: 1.3% | 162,854 SH | Decreased+11,311 SH |
| EMERSON ELEC CO | COM | $205K | 0.1%Prev: 0.1% | 1,560 SH | Decreased-15 SH |
| EXXON MOBIL CORP | COM | $523K | 0.1%Prev: 0.1% | 4,638 SH | Increased+841 SH |
| HOME DEPOT INC | COM | $243K | 0.1% | 600 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $4.1M | 1.1%Prev: 0.0% | 6,800 SH | Increased+6,500 SH |
| ISHARES INC | CORE MSCI EMKT | $1.2M | 0.3%Prev: 0.3% | 18,543 SH | Decreased+73 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.5M | 0.7%Prev: 0.5% | 30,475 SH | Increased+2,335 SH |
| ISHARES TR | 20 YR TR BD ETF | $447K | 0.1% | 5,000 SH | New |
| ISHARES TR | CALIF MUN BD ETF | $1.1M | 0.3%Prev: 0.2% | 18,768 SH | Decreased-358 SH |
| ISHARES TR | CORE US AGGBD ET | $7.1M | 1.8%Prev: 1.4% | 70,620 SH | Increased+6,041 SH |
| ISHARES TR | MSCI EAFE ETF | $308K | 0.1%Prev: 0.1% | 3,294 SH | Increased+475 SH |
| ISHARES TR | RUS 2000 VAL ETF | $705K | 0.2%Prev: 0.2% | 3,986 SH | Decreased+11 SH |
| ISHARES TR | U.S. REAL ES ETF | $1.3M | 0.3%Prev: 0.1% | 12,967 SH | Increased+9,792 SH |
| ISHARES TR | US AER DEF ETF | $1.3M | 0.3% | 6,130 SH | New |
| JOHNSON & JOHNSON | COM | $454K | 0.1%Prev: 0.1% | 2,449 SH | Decreased+451 SH |
| JPMORGAN CHASE & CO | COM | $1.3M | 0.3% | 3,978 SH | New |
| LILLY ELI & CO | COM | $478K | 0.1% | 627 SH | New |
| MICROSOFT CORP | COM | $3.7M | 0.9%Prev: 0.3% | 7,052 SH | Increased+3,185 SH |
| NVIDIA CORPORATION | COM | $493K | 0.1%Prev: 0.1% | 2,643 SH | Decreased-421 SH |
| ORACLE CORP | COM | $647K | 0.2%Prev: 0.0% | 2,300 SH | Increased+841 SH |
| PHILIP MORRIS INTL INC | COM | $321K | 0.1%Prev: 0.1% | 1,980 SH | Increased+316 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.2M | 1.1%Prev: 1.1% | 6,261 SH | Decreased |
| SPDR SER TR | BLOOMBERG 1-3 MO | $4.7M | 1.2%Prev: 0.7% | 51,637 SH | Increased+19,880 SH |
| SPDR SERIES TRUST | S&P OILGAS EXP | $595K | 0.2% | 4,500 SH | New |
| TEXAS INSTRS INC | COM | $228K | 0.1%Prev: 0.1% | 1,239 SH | Decreased+276 SH |
| UNITEDHEALTH GROUP INC | COM | $382K | 0.1%Prev: 0.1% | 1,105 SH | Decreased+175 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $8.2M | 2.1%Prev: 1.9% | 104,568 SH | Decreased-6,631 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $15.8M | 4.1%Prev: 4.0% | 199,975 SH | Decreased-28,093 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.5M | 0.4%Prev: 0.3% | 19,926 SH | Increased-214 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.3M | 0.8%Prev: 1.0% | 35,782 SH | Decreased-11,143 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $780K | 0.2%Prev: 0.2% | 1,273 SH | Increased+151 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $227K | 0.1%Prev: 0.1% | 1,089 SH | Decreased+143 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 0.5%Prev: 0.5% | 7,113 SH | Decreased+207 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.9M | 0.8%Prev: 0.7% | 26,806 SH | Decreased+86 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 0.5%Prev: 0.5% | 9,662 SH | Decreased+132 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $250K | 0.1% | 4,619 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $439K | 0.1%Prev: 0.1% | 3,187 SH | Decreased+92 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.2M | 2.1%Prev: 2.1% | 136,149 SH | Decreased-19,561 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $4.3M | 1.1%Prev: 0.9% | 72,349 SH | Increased+411 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 | $302K | 0.1%Prev: 0.1% | 4,106 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $327K | 0.1%Prev: 0.1% | 5,459 SH | Decreased+599 SH |
| VERTEX PHARMACEUTICALS INC | COM | $210K | 0.1%Prev: 0.1% | 536 SH | Decreased+28 SH |
| WALMART INC | COM | $429K | 0.1%Prev: 0.1% | 4,165 SH | Increased+2,116 SH |
| WELLS FARGO CO NEW | COM | $348K | 0.1%Prev: 0.1% | 4,147 SH | Increased+665 SH |
| WISDOMTREE TR | INTL SMCAP DIV | $516K | 0.1%Prev: 0.1% | 6,492 SH | Decreased+34 SH |
| 13F-HR |
| 0001966355-26-000003 |
| $445.1M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001966355-25-000003 | $353.7M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001966355-26-000002 | $398.3M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001966355-25-000002 | $343.9M | View |