Tillman Hartley

ORLANDO, FLfiles as Tillman Hartley LLC

$445m in 94 US stocks at the end of 30 June 2026. The top 10 are 60.5% of the money. It changed about 4.3% of the portfolio this quarter.

Value

$445m

Stocks

Top 10 share

60.5%

Turnover

4.3%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFSU
0.2% of the fund
IntelINTC
0.1% of the fund
Dimensional ETF TrustDFLV
0.1% of the fund
Dimensional ETF TrustDFSB
0.1% of the fund
Dimensional ETF TrustDFSI
<0.1% of the fund
Texas InstrumentsTXN
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
American Centy ETF TRAVGE
<0.1% of the fund
Invesco QQQ TRQQQ
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Dimensional ETF TrustDFGR
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFCF
7.0% of the fund
+10%
Dimensional ETF TrustDFSD
4.4% of the fund
+11%
Vanguard BD Index FDSBSV
4.0% of the fund
+4%
Dimensional ETF TrustDFIS
2.8% of the fund
+3%
Vanguard Scottsdale FDSVGIT
2.1% of the fund
+11%
American Centy ETF TRAVUV
2.0% of the fund
+11%
Dimensional ETF TrustDFAI
2.0% of the fund
+22%
Vanguard BD Index FDSBIV
1.9% of the fund
+10%
American Centy ETF TRAVLV
1.5% of the fund
+48%
American Centy ETF TRAVUS
1.2% of the fund
+16%
Dimensional ETF TrustDUSB
1.2% of the fund
+120%
Dimensional ETF TrustDFNM
1.2% of the fund
+4%
Vanguard Index FDSVNQ
1.0% of the fund
+9%
American Centy ETF TRAVEM
1.0% of the fund
+8%
American Centy ETF TRAVIV
0.7% of the fund
+22%
American Centy ETF TRAVDV
0.7% of the fund
+6%
American Centy ETF TRAVSF
0.6% of the fund
+38%
American Centy ETF TRAVIG
0.4% of the fund
+62%
Vanguard BD Index FDSBND
0.3% of the fund
+9%

Cut

Sold some of their stake.

Dimensional ETF TrustDFAT
5.2% of the fund
-3%
Dimensional ETF TrustDFIC
3.1% of the fund
-4%
Dimensional ETF TrustDFEM
1.9% of the fund
-12%
Ishares TRAGG
1.4% of the fund
-3%
Spdr Series TrustBIL
0.7% of the fund
-28%
Ishares TRSHY
0.5% of the fund
-5%
AppleAAPL
0.5% of the fund
-16%
American Centy ETF TRAVSC
0.4% of the fund
-3%
AlphabetGOOGL
0.3% of the fund
-19%
MicrosoftMSFT
0.3% of the fund
-6%
Amazon.comAMZN
0.3% of the fund
-31%
JPMorgan ChaseJPM
0.2% of the fund
-16%
AlphabetGOOG
0.2% of the fund
-34%
NvidiaNVDA
0.1% of the fund
-58%
ExxonMobil HoldingsXOM
0.1% of the fund
-17%
Johnson & JohnsonJNJ
0.1% of the fund
-13%
BroadcomAVGO
0.1% of the fund
-39%
Eli LillyLLY
<0.1% of the fund
-25%
Dimensional ETF TrustDFSV
<0.1% of the fund
-20%
Vanguard Tax-Managed FDSVEA
<0.1% of the fund
-71%
Cisco SystemsCSCO
<0.1% of the fund
-24%
Philip Morris InternationalPM
<0.1% of the fund
-16%
Coca-ColaKO
<0.1% of the fund
-13%
Ishares TREFA
<0.1% of the fund
-12%
Wells Fargo & CompanyWFC
<0.1% of the fund
-18%

Sold out

Sold their entire stake.

Vanguard Intl Equity Index FVWO
-100%
Ishares TRIWR
-100%
Meta PlatformsMETA
-100%
Abbott LaboratoriesABT
-100%
Costco WholesaleCOST
-100%

Holdings

Dimensional ETF TrustDFAC
Share
16.4%
Value
$73m
Shares
1,647,465
Held
Dimensional ETF TrustDFUV
Share
8.7%
Value
$39m
Shares
702,050
Held
Dimensional ETF TrustDFCF
Share
7.0%
Value
$31m
Shares
742,314
+10%
Dimensional ETF TrustDFAS
Share
6.3%
Value
$28m
Shares
342,420
Held
Dimensional ETF TrustDFAT
Share
5.2%
Value
$23m
Shares
331,926
-3%
Dimensional ETF TrustDFSD
Share
4.4%
Value
$19m
Shares
405,530
+11%
Vanguard BD Index FDSBSV
Share
4.0%
Value
$18m
Shares
228,068
+4%
Dimensional ETF TrustDFIC
Share
3.1%
Value
$14m
Shares
366,947
-4%
Dimensional ETF TrustDFIS
Share
2.8%
Value
$12m
Shares
350,563
+3%
Dimensional ETF TrustDFUS
Share
2.6%
Value
$12m
Shares
142,075
Held
Dimensional ETF TrustDFIV
Share
2.6%
Value
$12m
Shares
215,049
Held
Vanguard Scottsdale FDSVGIT
Share
2.1%
Value
$9m
Shares
155,710
+11%
American Centy ETF TRAVUV
Share
2.0%
Value
$9m
Shares
70,105
+11%
Dimensional ETF TrustDFAI
Share
2.0%
Value
$9m
Shares
211,688
+22%
Vanguard BD Index FDSBIV
Share
1.9%
Value
$9m
Shares
111,199
+10%
Dimensional ETF TrustDFEM
Share
1.9%
Value
$8m
Shares
208,018
-12%
American Centy ETF TRAVLV
Share
1.5%
Value
$6m
Shares
70,793
+48%
Ishares TRAGG
Share
1.4%
Value
$6m
Shares
64,579
-3%
Dimensional ETF TrustDFAX
Share
1.3%
Value
$6m
Shares
151,543
Held
American Centy ETF TRAVUS
Share
1.2%
Value
$6m
Shares
43,337
+16%
Dimensional ETF TrustDUSB
Share
1.2%
Value
$6m
Shares
108,825
+120%
Dimensional ETF TrustDFNM
Share
1.2%
Value
$5m
Shares
106,022
+4%
State STR Spdr S&P 500 ETF TSPY
Share
1.1%
Value
$5m
Shares
6,261
Held
Dimensional ETF TrustDFAE
Share
1.0%
Value
$5m
Shares
114,564
Held
Dimensional ETF TrustDISV
Share
1.0%
Value
$5m
Shares
113,569
Held
Vanguard Index FDSVNQ
Share
1.0%
Value
$5m
Shares
46,925
+9%
American Centy ETF TRAVEM
Share
1.0%
Value
$4m
Shares
45,197
+8%
Vanguard Scottsdale FDSVGSH
Share
0.9%
Value
$4m
Shares
71,938
Held
Dimensional ETF TrustDFAR
Share
0.7%
Value
$3m
Shares
121,684
Held
American Centy ETF TRAVIV
Share
0.7%
Value
$3m
Shares
38,450
+22%
Vanguard Index FDSVTI
Share
0.7%
Value
$3m
Shares
26,720
Held
American Centy ETF TRAVDV
Share
0.7%
Value
$3m
Shares
28,351
+6%
Spdr Series TrustBIL
Share
0.7%
Value
$3m
Shares
31,757
-28%
American Centy ETF TRAVSF
Share
0.6%
Value
$3m
Shares
56,430
+38%
Ishares TRSHY
Share
0.5%
Value
$2m
Shares
28,140
-5%
Vanguard Index FDSVB
Share
0.5%
Value
$2m
Shares
6,906
Held
Vanguard Index FDSVTV
Share
0.5%
Value
$2m
Shares
9,530
Held
AppleAAPL
Share
0.5%
Value
$2m
Shares
7,145
-16%
American Centy ETF TRAVSC
Share
0.4%
Value
$2m
Shares
26,651
-3%
American Centy ETF TRAVDE
Share
0.4%
Value
$2m
Shares
20,641
Held
American Centy ETF TRAVIG
Share
0.4%
Value
$2m
Shares
39,448
+62%
IsharesIEMG
Share
0.3%
Value
$2m
Shares
18,470
Held
AlphabetGOOGL
Share
0.3%
Value
$2m
Shares
4,223
-19%
Vanguard BD Index FDSBND
Share
0.3%
Value
$1m
Shares
20,140
+9%
MicrosoftMSFT
Share
0.3%
Value
$1m
Shares
3,867
-6%
Vanguard Scottsdale FDSVCSH
Share
0.3%
Value
$1m
Shares
14,649
Held
Amazon.comAMZN
Share
0.3%
Value
$1m
Shares
4,744
-31%
Ishares TRCMF
Share
0.2%
Value
$1m
Shares
19,126
Held
Ishares TRIWN
Share
0.2%
Value
$879,270
Shares
3,975
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$871,680
Shares
2,663
-16%
Dimensional ETF TrustDFSU
Share
0.2%
Value
$800,824
Shares
17,174
New
AlphabetGOOG
Share
0.2%
Value
$789,339
Shares
2,234
-34%
Vanguard Index FDSVOO
Share
0.2%
Value
$770,601
Shares
1,122
Held
AbbVieABBV
Share
0.2%
Value
$739,067
Shares
2,937
Held
NvidiaNVDA
Share
0.1%
Value
$613,076
Shares
3,064
-58%
IntelINTC
Share
0.1%
Value
$543,301
Shares
3,891
New
Wisdomtree TRDLS
Share
0.1%
Value
$541,128
Shares
6,458
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$519,126
Shares
3,797
-17%
Johnson & JohnsonJNJ
Share
0.1%
Value
$507,585
Shares
1,998
-13%
BroadcomAVGO
Share
0.1%
Value
$498,630
Shares
1,320
-39%
Vanguard Intl Equity Index FVT
Share
0.1%
Value
$485,929
Shares
3,095
Held
Dimensional ETF TrustDFLV
Share
0.1%
Value
$478,116
Shares
12,091
New
Dimensional ETF TrustDFSB
Share
0.1%
Value
$474,826
Shares
9,112
New
Vaneck ETF TrustEMLC
Share
0.1%
Value
$468,949
Shares
18,347
Held
Eli LillyLLY
Share
<0.1%
Value
$400,610
Shares
334
-25%
UnitedHealth GroupUNH
Share
<0.1%
Value
$386,536
Shares
930
Held
Dimensional ETF TrustDFSV
Share
<0.1%
Value
$357,140
Shares
9,207
-20%
Vanguard Star FDSVXUS
Share
<0.1%
Value
$351,022
Shares
4,106
Held
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$346,275
Shares
4,860
-71%
3MMMM
Share
<0.1%
Value
$336,773
Shares
2,080
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$327,009
Shares
2,784
-24%
Ishares TRIYR
Share
<0.1%
Value
$324,644
Shares
3,175
Held
Dimensional ETF TrustDFSI
Share
<0.1%
Value
$303,613
Shares
6,732
New
Philip Morris InternationalPM
Share
<0.1%
Value
$301,034
Shares
1,664
-16%
Coca-ColaKO
Share
<0.1%
Value
$300,699
Shares
3,700
-13%
Ishares TREFA
Share
<0.1%
Value
$292,838
Shares
2,819
-12%
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$287,752
Shares
3,482
-18%
Texas InstrumentsTXN
Share
<0.1%
Value
$287,041
Shares
963
New
American Centy ETF TRAVDS
Share
<0.1%
Value
$273,082
Shares
3,628
Held
Micron TechnologyMU
Share
<0.1%
Value
$265,487
Shares
230
-65%
American ExpressAXP
Share
<0.1%
Value
$260,453
Shares
770
-3%
Vertex PharmaceuticalsVRTX
Share
<0.1%
Value
$252,339
Shares
508
Held
WalmartWMT
Share
<0.1%
Value
$232,106
Shares
2,049
-35%
Vanguard Index FDSVBR
Share
<0.1%
Value
$229,988
Shares
946
-7%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$228,879
Shares
394
New
Emerson ElectricEMR
Share
<0.1%
Value
$225,461
Shares
1,575
-3%
American Centy ETF TRAVGE
Share
<0.1%
Value
$223,075
Shares
2,251
New
Invesco QQQ TRQQQ
Share
<0.1%
Value
$220,920
Shares
300
New
Ishares TRIJR
Share
<0.1%
Value
$219,202
Shares
1,478
New
Analog DevicesADI
Share
<0.1%
Value
$214,869
Shares
541
-25%
Dimensional ETF TrustDFGX
Share
<0.1%
Value
$214,379
Shares
4,000
Held
OracleORCL
Share
<0.1%
Value
$213,816
Shares
1,459
-6%
Ishares TRMUB
Share
<0.1%
Value
$211,796
Shares
1,968
Held
Dimensional ETF TrustDFGR
Share
<0.1%
Value
$202,094
Shares
6,976
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	16.4%	$73m	1,647,465	Held
Dimensional ETF TrustDFUV	8.7%	$39m	702,050	Held
Dimensional ETF TrustDFCF	7.0%	$31m	742,314	+10%
Dimensional ETF TrustDFAS	6.3%	$28m	342,420	Held
Dimensional ETF TrustDFAT	5.2%	$23m	331,926	-3%
Dimensional ETF TrustDFSD	4.4%	$19m	405,530	+11%
Vanguard BD Index FDSBSV	4.0%	$18m	228,068	+4%
Dimensional ETF TrustDFIC	3.1%	$14m	366,947	-4%
Dimensional ETF TrustDFIS	2.8%	$12m	350,563	+3%
Dimensional ETF TrustDFUS	2.6%	$12m	142,075	Held
Dimensional ETF TrustDFIV	2.6%	$12m	215,049	Held
Vanguard Scottsdale FDSVGIT	2.1%	$9m	155,710	+11%
American Centy ETF TRAVUV	2.0%	$9m	70,105	+11%
Dimensional ETF TrustDFAI	2.0%	$9m	211,688	+22%
Vanguard BD Index FDSBIV	1.9%	$9m	111,199	+10%
Dimensional ETF TrustDFEM	1.9%	$8m	208,018	-12%
American Centy ETF TRAVLV	1.5%	$6m	70,793	+48%
Ishares TRAGG	1.4%	$6m	64,579	-3%
Dimensional ETF TrustDFAX	1.3%	$6m	151,543	Held
American Centy ETF TRAVUS	1.2%	$6m	43,337	+16%
Dimensional ETF TrustDUSB	1.2%	$6m	108,825	+120%
Dimensional ETF TrustDFNM	1.2%	$5m	106,022	+4%
State STR Spdr S&P 500 ETF TSPY	1.1%	$5m	6,261	Held
Dimensional ETF TrustDFAE	1.0%	$5m	114,564	Held
Dimensional ETF TrustDISV	1.0%	$5m	113,569	Held
Vanguard Index FDSVNQ	1.0%	$5m	46,925	+9%
American Centy ETF TRAVEM	1.0%	$4m	45,197	+8%
Vanguard Scottsdale FDSVGSH	0.9%	$4m	71,938	Held
Dimensional ETF TrustDFAR	0.7%	$3m	121,684	Held
American Centy ETF TRAVIV	0.7%	$3m	38,450	+22%
Vanguard Index FDSVTI	0.7%	$3m	26,720	Held
American Centy ETF TRAVDV	0.7%	$3m	28,351	+6%
Spdr Series TrustBIL	0.7%	$3m	31,757	-28%
American Centy ETF TRAVSF	0.6%	$3m	56,430	+38%
Ishares TRSHY	0.5%	$2m	28,140	-5%
Vanguard Index FDSVB	0.5%	$2m	6,906	Held
Vanguard Index FDSVTV	0.5%	$2m	9,530	Held
AppleAAPL	0.5%	$2m	7,145	-16%
American Centy ETF TRAVSC	0.4%	$2m	26,651	-3%
American Centy ETF TRAVDE	0.4%	$2m	20,641	Held
American Centy ETF TRAVIG	0.4%	$2m	39,448	+62%
IsharesIEMG	0.3%	$2m	18,470	Held
AlphabetGOOGL	0.3%	$2m	4,223	-19%
Vanguard BD Index FDSBND	0.3%	$1m	20,140	+9%
MicrosoftMSFT	0.3%	$1m	3,867	-6%
Vanguard Scottsdale FDSVCSH	0.3%	$1m	14,649	Held
Amazon.comAMZN	0.3%	$1m	4,744	-31%
Ishares TRCMF	0.2%	$1m	19,126	Held
Ishares TRIWN	0.2%	$879,270	3,975	Held
JPMorgan ChaseJPM	0.2%	$871,680	2,663	-16%
Dimensional ETF TrustDFSU	0.2%	$800,824	17,174	New
AlphabetGOOG	0.2%	$789,339	2,234	-34%
Vanguard Index FDSVOO	0.2%	$770,601	1,122	Held
AbbVieABBV	0.2%	$739,067	2,937	Held
NvidiaNVDA	0.1%	$613,076	3,064	-58%
IntelINTC	0.1%	$543,301	3,891	New
Wisdomtree TRDLS	0.1%	$541,128	6,458	Held
ExxonMobil HoldingsXOM	0.1%	$519,126	3,797	-17%
Johnson & JohnsonJNJ	0.1%	$507,585	1,998	-13%
BroadcomAVGO	0.1%	$498,630	1,320	-39%
Vanguard Intl Equity Index FVT	0.1%	$485,929	3,095	Held
Dimensional ETF TrustDFLV	0.1%	$478,116	12,091	New
Dimensional ETF TrustDFSB	0.1%	$474,826	9,112	New
Vaneck ETF TrustEMLC	0.1%	$468,949	18,347	Held
Eli LillyLLY	<0.1%	$400,610	334	-25%
UnitedHealth GroupUNH	<0.1%	$386,536	930	Held
Dimensional ETF TrustDFSV	<0.1%	$357,140	9,207	-20%
Vanguard Star FDSVXUS	<0.1%	$351,022	4,106	Held
Vanguard Tax-Managed FDSVEA	<0.1%	$346,275	4,860	-71%
3MMMM	<0.1%	$336,773	2,080	Held
Cisco SystemsCSCO	<0.1%	$327,009	2,784	-24%
Ishares TRIYR	<0.1%	$324,644	3,175	Held
Dimensional ETF TrustDFSI	<0.1%	$303,613	6,732	New
Philip Morris InternationalPM	<0.1%	$301,034	1,664	-16%
Coca-ColaKO	<0.1%	$300,699	3,700	-13%
Ishares TREFA	<0.1%	$292,838	2,819	-12%
Wells Fargo & CompanyWFC	<0.1%	$287,752	3,482	-18%
Texas InstrumentsTXN	<0.1%	$287,041	963	New
American Centy ETF TRAVDS	<0.1%	$273,082	3,628	Held
Micron TechnologyMU	<0.1%	$265,487	230	-65%
American ExpressAXP	<0.1%	$260,453	770	-3%
Vertex PharmaceuticalsVRTX	<0.1%	$252,339	508	Held
WalmartWMT	<0.1%	$232,106	2,049	-35%
Vanguard Index FDSVBR	<0.1%	$229,988	946	-7%
Advanced Micro DevicesAMD	<0.1%	$228,879	394	New
Emerson ElectricEMR	<0.1%	$225,461	1,575	-3%
American Centy ETF TRAVGE	<0.1%	$223,075	2,251	New
Invesco QQQ TRQQQ	<0.1%	$220,920	300	New
Ishares TRIJR	<0.1%	$219,202	1,478	New
Analog DevicesADI	<0.1%	$214,869	541	-25%
Dimensional ETF TrustDFGX	<0.1%	$214,379	4,000	Held
OracleORCL	<0.1%	$213,816	1,459	-6%
Ishares TRMUB	<0.1%	$211,796	1,968	Held
Dimensional ETF TrustDFGR	<0.1%	$202,094	6,976	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 25.9% since 30 June 2025.

Where the money is

Technology1.5%

Media & telecom0.5%

Health care0.5%

Financial services0.3%

Retail & consumer0.3%

Everyday goods0.2%

Industrials0.1%

Energy0.1%

Other96.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.