Tillman Hartley LLC

Est. AUM

$142.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$14.6M	376911	10.26%	OTR
2	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.6M	198357	6.74%	OTR
3	AMERICAN CENTY ETF TR	US SML CP VALU	$7.0M	62922	4.87%	SOLE
4	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$6.3M	148490	4.39%	OTR
5	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$5.5M	77806	3.88%	OTR
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.5M	154716	3.85%	OTR
7	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.1M	82065	3.59%	OTR
8	AMERICAN CENTY ETF TR	US EQT ETF	$4.2M	37413	2.92%	SOLE
9	SPDR S&P 500 ETF TR	TR UNIT	$4.1M	6261	2.85%	SOLE
10	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.9M	115543	2.74%	SOLE
11	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.9M	47929	2.71%	SOLE
12	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$3.8M	79921	2.68%	OTR
13	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.7M	107492	2.60%	OTR
14	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.6M	45496	2.50%	OTR
15	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.4M	41777	2.36%	SOLE
16	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.2M	45194	2.25%	OTR
17	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$2.8M	84155	1.99%	OTR
18	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.7M	26693	1.87%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	25851	1.81%	OTR
20	DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.5M	51842	1.74%	OTR
21	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$2.4M	31492	1.65%	SOLE
22	ISHARES TR	CORE US AGGBD ET	$2.1M	20941	1.46%	OTR
23	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.0M	37733	1.40%	OTR
24	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.9M	48925	1.35%	OTR
25	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.9M	40850	1.34%	SOLE
26	VANGUARD INDEX FDS	VALUE ETF	$1.8M	9403	1.29%	SOLE
27	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6969	1.28%	SOLE
28	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.8M	20641	1.23%	SOLE
29	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.7M	27532	1.20%	SOLE
30	ALPHABET INC	CAP STK CL A	$1.5M	5191	1.05%	SOLE
31	VANGUARD BD INDEX FDS	INTERMED TERM	$1.4M	18258	0.99%	OTR
32	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	18541	0.96%	SOLE
33	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.3M	56191	0.93%	OTR
34	NVIDIA CORPORATION	COM	$1.3M	7278	0.89%	SOLE
35	SPDR SER TR	BLOOMBERG 1-3 MO	$1.3M	13638	0.88%	OTR
36	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	14649	0.81%	SOLE
37	ISHARES TR	CALIF MUN BD ETF	$1.1M	19126	0.76%	SOLE
38	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.0M	24378	0.71%	SOLE
39	ALPHABET INC	CAP STK CL C	$977K	3407	0.68%	SOLE
40	JPMORGAN CHASE & CO.	COM	$937K	3187	0.66%	SOLE
41	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$902K	15145	0.63%	OTR
42	EXXON MOBIL CORP	COM	$780K	4600	0.55%	SOLE
43	ISHARES TR	RUS 2000 VAL ETF	$734K	3869	0.51%	OTR
44	BROADCOM INC	COM	$671K	2167	0.47%	SOLE
45	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$658K	12971	0.46%	OTR
46	ABBVIE INC	COM	$647K	2974	0.45%	SOLE
47	JOHNSON & JOHNSON	COM	$564K	2305	0.40%	SOLE
48	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$543K	10052	0.38%	SOLE
49	WISDOMTREE TR	INTL SMCAP DIV	$528K	6482	0.37%	SOLE
50	VANECK ETF TRUST	JP MRGAN EM LOC	$461K	18347	0.32%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.