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: $398.3M2 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$302K	0.1%Prev: 0.1%	2,080 SH	Decreased
ABBOTT LABS	COM	$224K	0.1%Prev: 0.1%	2,181 SH	Decreased-468 SH
ABBVIE INC	COM	$647K	0.2%Prev: 0.2%	2,974 SH	Increased-112 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.4%Prev: 0.2%	5,191 SH	Increased+393 SH
ALPHABET INC	CAP STK CL C	$977K	0.2%Prev: 0.2%	3,407 SH	Increased-1,399 SH
AMAZON COM INC	COM	$1.4M	0.4%Prev: 0.3%	6,877 SH	Increased+1,858 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.0M	0.3%Prev: 0.1%	24,378 SH	Increased+13,067 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.4M	0.8%Prev: 0.5%	41,777 SH	Increased+13,826 SH
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$261K	0.1%	3,626 SH	New
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.9M	0.5%Prev: 0.5%	40,850 SH	Increased+4,122 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.7M	0.4%Prev: 0.3%	27,532 SH	Increased+3,523 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$2.4M	0.6%Prev: 0.4%	31,492 SH	Increased+6,779 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.8M	0.4%Prev: 0.2%	20,641 SH	Increased+9,321 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.7M	0.7%Prev: 0.5%	26,693 SH	Increased+4,503 SH
AMERICAN CENTY ETF TR	US EQT ETF	$4.2M	1.0%Prev: 0.6%	37,413 SH	Increased+15,551 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.9M	1.0%Prev: 0.7%	47,929 SH	Increased+8,447 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.0M	1.7%Prev: 1.2%	62,922 SH	Increased+16,389 SH
AMERICAN EXPRESS CO	COM	$240K	0.1%Prev: 0.1%	793 SH	Decreased-261 SH
ANALOG DEVICES INC	COM	$229K	0.1%	719 SH	New
APPLE INC	COM	$2.2M	0.5%Prev: 0.3%	8,539 SH	Increased+4,322 SH
BROADCOM INC	COM	$671K	0.2%Prev: 0.1%	2,167 SH	Increased+397 SH
CISCO SYS INC	COM	$285K	0.1%	3,675 SH	New
COCA COLA CO	COM	$325K	0.1%Prev: 0.1%	4,277 SH	Decreased-912 SH
COSTCO WHSL CORP NEW	COM	$207K	0.1%Prev: 0.1%	208 SH	Decreased-60 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$28.4M	7.1%Prev: 6.7%	671,991 SH	Increased+125,832 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.2M	2.1%Prev: 2.2%	237,331 SH	Increased-49,228 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.9M	1.0%Prev: 0.8%	115,543 SH	Increased+14,197 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$210K	0.1%Prev: 0.1%	4,000 SH	Decreased-3,300 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$11.5M	2.9%Prev: 3.5%	218,495 SH	Decreased-90,951 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.7M	1.7%Prev: 1.0%	173,095 SH	Increased+58,877 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$13.6M	3.4%Prev: 3.2%	384,007 SH	Increased-14,387 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$11.5M	2.9%Prev: 2.6%	341,301 SH	Increased-251 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.5M	1.1%Prev: 1.2%	113,479 SH	Increased-25,862 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.9M	1.2%	101,853 SH	New
DIMENSIONAL ETF TRUST	SHORT DURATION F	$17.6M	4.4%Prev: 3.8%	366,761 SH	Increased+90,437 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$2.5M	0.6%	49,362 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$63.5M	15.9%Prev: 17.2%	1,632,831 SH	Increased-163,268 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$10.0M	2.5%	141,469 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$34.5M	8.7%Prev: 10.2%	711,422 SH	Decreased-137,166 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.9M	0.7%Prev: 0.6%	121,135 SH	Increased+30,683 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$23.9M	6.0%Prev: 6.3%	336,164 SH	Increased-24,536 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$403K	0.1%Prev: 0.1%	11,504 SH	Increased-154 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$21.3M	5.3%Prev: 5.9%	340,562 SH	Increased-51,181 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$5.1M	1.3%Prev: 1.2%	151,543 SH	Increased-11,311 SH
ELI LILLY & CO	COM	$411K	0.1%	447 SH	New
EMERSON ELEC CO	COM	$212K	0.1%	1,618 SH	New
EXXON MOBIL CORP	COM	$780K	0.2%Prev: 0.2%	4,600 SH	Increased-28 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.3%Prev: 0.3%	18,703 SH	Increased+469 SH
ISHARES TR	1 3 YR TREAS BD	$2.4M	0.6%Prev: 0.7%	29,492 SH	Decreased-991 SH
ISHARES TR	CALIF MUN BD ETF	$1.1M	0.3%Prev: 0.3%	19,126 SH	Increased+358 SH
ISHARES TR	CORE US AGGBD ET	$6.6M	1.7%Prev: 2.4%	66,765 SH	Decreased-18,288 SH
ISHARES TR	MSCI EAFE ETF	$310K	0.1%Prev: 0.1%	3,194 SH	Increased-107 SH
ISHARES TR	NATIONAL MUN ETF	$209K	0.1%	1,968 SH	New
ISHARES TR	RUS 2000 VAL ETF	$754K	0.2%Prev: 0.2%	3,975 SH	Increased-10 SH
ISHARES TR	RUS MID CAP ETF	$292K	0.1%	3,000 SH	New
ISHARES TR	U.S. REAL ES ETF	$300K	0.1%	3,175 SH	New
JOHNSON & JOHNSON	COM	$564K	0.1%Prev: 0.1%	2,305 SH	Increased-124 SH
JPMORGAN CHASE & CO.	COM	$937K	0.2%	3,187 SH	New
META PLATFORMS INC	CL A	$237K	0.1%	415 SH	New
MICRON TECHNOLOGY INC	COM	$222K	0.1%	656 SH	New
MICROSOFT CORP	COM	$1.5M	0.4%Prev: 0.8%	4,103 SH	Decreased-3,169 SH
NVIDIA CORPORATION	COM	$1.3M	0.3%	7,278 SH	New
ORACLE CORP	COM	$228K	0.1%Prev: 0.1%	1,551 SH	Decreased-1,095 SH
PHILIP MORRIS INTL INC	COM	$328K	0.1%Prev: 0.1%	1,983 SH	Increased+3 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.1M	1.0%Prev: 0.9%	6,261 SH	Increased+520 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$4.0M	1.0%Prev: 0.9%	43,892 SH	Increased+10,966 SH
UNITEDHEALTH GROUP INC	COM	$252K	0.1%Prev: 0.2%	930 SH	Decreased-100 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$461K	0.1%	18,347 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$7.8M	2.0%Prev: 3.0%	101,250 SH	Decreased-31,594 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$17.2M	4.3%Prev: 5.0%	219,178 SH	Increased+1,704 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.3%Prev: 0.6%	18,541 SH	Decreased-8,923 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.8M	1.0%Prev: 0.9%	42,865 SH	Increased+10,551 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$670K	0.2%Prev: 0.2%	1,122 SH	Decreased-225 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$220K	0.1%Prev: 0.1%	1,013 SH	Increased-76 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	0.5%Prev: 0.4%	6,969 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	0.7%Prev: 0.1%	26,806 SH	Increased+25,388 SH
VANGUARD INDEX FDS	VALUE ETF	$1.8M	0.5%Prev: 0.5%	9,403 SH	Increased-196 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$543K	0.1%Prev: 0.1%	10,052 SH	Increased+5,139 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$431K	0.1%Prev: 0.2%	3,114 SH	Decreased-1,460 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.3M	2.1%Prev: 2.8%	139,684 SH	Decreased-21,378 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.2M	1.1%Prev: 1.2%	72,070 SH	Decreased-44 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	$317K	0.1%Prev: 0.1%	4,106 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.3%Prev: 0.1%	16,874 SH	Increased+11,436 SH
VERTEX PHARMACEUTICALS INC	COM	$227K	0.1%Prev: 0.1%	508 SH	Decreased-28 SH
WALMART INC	COM	$389K	0.1%Prev: 0.1%	3,129 SH	Decreased-1,828 SH
WELLS FARGO CO NEW	COM	$340K	0.1%Prev: 0.1%	4,265 SH	Increased+118 SH
WISDOMTREE TR	INTL SMCAP DIV	$528K	0.1%Prev: 0.1%	6,482 SH	Increased-8 SH

Sold (vs prior filing)

CNFINANCE HLDGS LTD — $8K
COMCAST CORP NEW — $245K
DIMENSIONAL ETF TRUST — $10.1M
JPMORGAN CHASE & CO — $927K
LILLY ELI & CO — $497K
PEPSICO INC — $214K
TEXAS INSTRS INC — $238K

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