Tillman Hartley LLC
CIK: 0001966355SEC EDGAR →
Portfolio Value
$398.4B
Holdings
91
As of
Q4 2025
New Positions
6
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,641,700 | $65.0B | 16.31% |
| 2 | DIMENSIONAL ETF TRUST | 735,476 | $34.3B | 8.60% |
| 3 | DIMENSIONAL ETF TRUST | 660,817 | $28.1B | 7.06% |
| 4 | DIMENSIONAL ETF TRUST | 328,739 | $22.9B | 5.75% |
| 5 | DIMENSIONAL ETF TRUST | 345,544 | $20.6B | 5.16% |
| 6 | DIMENSIONAL ETF TRUST | 368,178 | $17.7B | 4.43% |
| 7 | VANGUARD BD INDEX FDS | 209,996 | $16.5B | 4.15% |
| 8 | DIMENSIONAL ETF TRUST | 377,830 | $13.0B | 3.27% |
| 9 | DIMENSIONAL ETF TRUST | 229,140 | $11.4B | 2.87% |
| 10 | DIMENSIONAL ETF TRUST | 331,626 | $10.9B | 2.74% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $375.7B | 94.3% |
| Technology | 9 | $9.7B | 2.4% |
| Communication Services | 4 | $4.4B | 1.1% |
| Healthcare | 7 | $3.4B | 0.8% |
| Consumer Cyclical | 2 | $1.9B | 0.5% |
| Consumer Defensive | 3 | $1.3B | 0.3% |
| Unknown | 2 | $699.0M | 0.2% |
| Energy | 1 | $674.0M | 0.2% |
| Industrials | 2 | $556.0M | 0.1% |