Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAC) | 1,911,977 | -5,243 | $55,887 |
DFAC | 1,911,977 | -5,243 | $55,887 |
DIMENSIONAL ETF TRUST (DFUV) | 786,290 | -1,197 | $29,266 |
DFUV | 786,290 | -1,197 | $29,266 |
DIMENSIONAL ETF TRUST (DFAS) | 321,938 | +2,899 | $19,194 |
DFAS | 321,938 | +2,899 | $19,194 |
DIMENSIONAL ETF TRUST (DFAT) | 357,660 | +2,508 | $18,716 |
DFAT | 357,660 | +2,508 | $18,716 |
DIMENSIONAL ETF TRUST (DFCF) | 322,540 | +19,093 | $13,676 |
DFCF | 322,540 | +19,093 | $13,676 |
VANGUARD BD INDEX FDS (BSV) | 138,842 | +13,324 | $10,694 |
BSV | 138,842 | +13,324 | $10,694 |
DIMENSIONAL ETF TRUST (DFUS) | 177,309 | -2,617 | $9,190 |
DFUS | 177,309 | -2,617 | $9,190 |
DIMENSIONAL ETF TRUST (DFIC) | 352,698 | +5,870 | $9,004 |
DFIC | 352,698 | +5,870 | $9,004 |
ISHARES TR (AGG) | 81,920 | -4,176 | $8,131 |
AGG | 81,920 | -4,176 | $8,131 |
DIMENSIONAL ETF TRUST (DFIV) | 236,582 | -494 | $8,129 |
DFIV | 236,582 | -494 | $8,129 |
VANGUARD BD INDEX FDS (BIV) | 93,970 | +3,330 | $7,177 |
BIV | 93,970 | +3,330 | $7,177 |
DIMENSIONAL ETF TRUST (DFIS) | 294,381 | +3,126 | $7,115 |
DFIS | 294,381 | +3,126 | $7,115 |
DIMENSIONAL ETF TRUST (DFSD) | 143,402 | +7,118 | $6,741 |
DFSD | 143,402 | +7,118 | $6,741 |
VANGUARD SCOTTSDALE FDS (VGIT) | 99,562 | -4,432 | $5,906 |
VGIT | 99,562 | -4,432 | $5,906 |
DIMENSIONAL ETF TRUST (DFEM) | 227,574 | +17,321 | $5,680 |
DFEM | 227,574 | +17,321 | $5,680 |
VANGUARD SCOTTSDALE FDS (VGSH) | 68,939 | +573 | $4,021 |
VGSH | 68,939 | +573 | $4,021 |
DIMENSIONAL ETF TRUST (DFAX) | 162,953 | -157 | $3,979 |
DFAX | 162,953 | -157 | $3,979 |
SPDR S&P 500 ETF TR (SPY) | 5,851 | UNCH | $2,781 |
SPY | 5,851 | UNCH | $2,781 |
AMERICAN CENTY ETF TR (AVUV) | 29,953 | +108 | $2,690 |
AVUV | 29,953 | +108 | $2,690 |
DIMENSIONAL ETF TRUST (DISV) | 99,858 | +2,413 | $2,575 |
DISV | 99,858 | +2,413 | $2,575 |
VANGUARD INDEX FDS (VNQ) | 29,135 | +1,215 | $2,574 |
VNQ | 29,135 | +1,215 | $2,574 |
ISHARES TR (SHY) | 30,528 | +88 | $2,505 |
SHY | 30,528 | +88 | $2,505 |
MICROSOFT CORP | 6,326 | UNCH | $2,379 |
MSFT | 6,326 | UNCH | $2,379 |
DIMENSIONAL ETF TRUST (DFAE) | 73,262 | +849 | $1,766 |
DFAE | 73,262 | +849 | $1,766 |
DIMENSIONAL ETF TRUST (DFAR) | 74,300 | +4,697 | $1,690 |
DFAR | 74,300 | +4,697 | $1,690 |
AMERICAN CENTY ETF TR (AVSF) | 35,659 | +10,573 | $1,655 |
AVSF | 35,659 | +10,573 | $1,655 |
AMERICAN CENTY ETF TR (AVDV) | 20,310 | +214 | $1,269 |
AVDV | 20,310 | +214 | $1,269 |
SPDR SER TR (BIL) | 12,090 | -476 | $1,105 |
BIL | 12,090 | -476 | $1,105 |
VANGUARD BD INDEX FDS (BND) | 15,019 | +1,493 | $1,105 |
BND | 15,019 | +1,493 | $1,105 |
ISHARES TR (CMF) | 18,768 | +2,845 | $1,087 |
CMF | 18,768 | +2,845 | $1,087 |
AMERICAN CENTY ETF TR (AVSC) | 20,546 | +38 | $1,049 |
AVSC | 20,546 | +38 | $1,049 |
AMERICAN CENTY ETF TR (AVIV) | 18,364 | +162 | $945 |
AVIV | 18,364 | +162 | $945 |
ISHARES INC (IEMG) | 18,377 | UNCH | $930 |
IEMG | 18,377 | UNCH | $930 |
APPLE INC | 4,813 | +100 | $927 |
AAPL | 4,813 | +100 | $927 |
AMAZON COM INC | 5,700 | -1,153 | $866 |
AMZN | 5,700 | -1,153 | $866 |
AMERICAN CENTY ETF TR (AVLV) | 14,623 | +530 | $845 |
AVLV | 14,623 | +530 | $845 |
AMERICAN CENTY ETF TR (AVEM) | 13,549 | +213 | $764 |
AVEM | 13,549 | +213 | $764 |
ABBVIE INC | 4,637 | UNCH | $719 |
ABBV | 4,637 | UNCH | $719 |
ALPHABET INC | 5,040 | UNCH | $710 |
GOOG | 5,040 | UNCH | $710 |
ALPHABET INC | 5,020 | UNCH | $701 |
GOOGL | 5,020 | UNCH | $701 |
VANGUARD INDEX FDS (VB) | 3,118 | -3 | $665 |
VB | 3,118 | -3 | $665 |
JPMORGAN CHASE & CO | 3,779 | UNCH | $643 |
JPM | 3,779 | UNCH | $643 |
VANGUARD INDEX FDS (VOO) | 1,456 | -36 | $636 |
VOO | 1,456 | -36 | $636 |
ISHARES TR (IWN) | 4,007 | -4 | $622 |
IWN | 4,007 | -4 | $622 |
AMERICAN CENTY ETF TR (AVDE) | 9,885 | UNCH | $597 |
AVDE | 9,885 | UNCH | $597 |
UNITEDHEALTH GROUP INC | 1,119 | UNCH | $589 |
UNH | 1,119 | UNCH | $589 |
VANGUARD SCOTTSDALE FDS (VCSH) | 5,622 | UNCH | $435 |
VCSH | 5,622 | UNCH | $435 |
TEXAS INSTRS INC | 2,539 | UNCH | $433 |
TXN | 2,539 | UNCH | $433 |
COMCAST CORP NEW | 8,968 | -153 | $393 |
CMCSA | 8,968 | -153 | $393 |
JOHNSON & JOHNSON | 2,456 | +2 | $385 |
JNJ | 2,456 | +2 | $385 |
See Full List: All Stocks Held By Tillman Hartley LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Tillman Hartley LLC
Size ($ in 1000's)
At 12/31/2023: $269,106 At 09/30/2023: $242,565 Tillman Hartley LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tillman Hartley LLC 13F filings. Link to 13F filings: SEC filings |