Tillman-Hartley

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "CNF",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "ORCL",
  null,
  "VGIT",
  "PEP",
  "VGSH",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "TXN",
  "BIV",
  "VNQ",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "IWN",
  "VRTX",
  "AMZN",
  null,
  null,
  "VEA",
  null,
  "VXUS",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "KO",
  "CMCSA",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 110
Total Value: 171129686
Accession Number: 0001966355-25-000002
Form Type: 13F-HR
CIK: tillman-hartley
Manager Name: Tillman-Hartley

Data Enrichment

59% identified

65 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $171.1M total value

110 positions • $171.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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025072349

Shares:39.5K

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$171.1M)

464287226

Shares:24.2K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$171.1M)

025072885

Shares:21.9K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$171.1M)

921937835

Shares:27.5K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$171.1M)

025072687

Shares:36.7K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$171.1M)

025072604

Shares:28.0K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$171.1M)

922908744

Shares:9.6K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$171.1M)

025072802

Shares:22.2K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$171.1M)

922908751

Shares:7.0K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$171.1M)

025072364

Shares:24.7K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$171.1M)

25434V823

Shares:50.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$171.1M)

921937819

Shares:15.5K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$171.1M)

78468R663

Shares:12.7K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$171.1M)

025072323

Shares:24.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$171.1M)

92206C409

Shares:14.6K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$171.1M)

464288356

Shares:18.8K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$171.1M)

46434G103

Shares:18.2K

Value:$984.1K

% of Portfolio:0.6% ($984.1K/$171.1M)

AMAZON COM INC

Shares:5.0K

Value:$954.9K

% of Portfolio:0.6% ($954.9K/$171.1M)

Apple Inc.

Shares:4.2K

Value:$936.7K

% of Portfolio:0.5% ($936.7K/$171.1M)

JPMORGAN CHASE & CO

Shares:3.8K

Value:$927.0K

% of Portfolio:0.5% ($927.0K/$171.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072349)✕	39.5K	QoQ +69.16% (+16.1K) YoY +166.08% (+24.6K)	All Managers (Combined)	$2.6M	1.5% ($2.6M/$171.1M)	QoQ +65.20% (+$1.0M) YoY +170.00% (+$1.6M)
(cusip464287226)✕	24.2K	QoQ -1.45% (-358) YoY -2.03% (-502)	All Managers (Combined)	$2.4M	1.4% ($2.4M/$171.1M)	QoQ +0.59% (-$14.2K) YoY -1.04% (-$25.4K)
(cusip025072885)✕	21.9K	QoQ -6.59% (-1.5K) YoY +392.27% (+17.4K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$171.1M)	QoQ -10.97% (-$249.0K) YoY +408.11% (+$1.6M)
(BNDcusip921937835)	27.5K	QoQ +11.37% (+2.8K) YoY +79.39% (+12.2K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$171.1M)	QoQ +13.75% (+$243.9K) YoY +81.42% (+$905.3K)
(cusip025072687)✕	36.7K	QoQ +0.43% (+158) YoY +1.94% (+702)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$171.1M)	QoQ +1.73% (+$29.3K) YoY +2.96% (+$49.4K)
(AVEMcusip025072604)	28.0K	QoQ -3.24% (-936) YoY +105.20% (+14.3K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$171.1M)	QoQ -0.96% (-$16.5K) YoY +113.02% (+$892.3K)
(VTVcusip922908744)	9.6K	QoQ +1.24% (+118) YoY +391.50% (+7.6K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$171.1M)	QoQ +3.30% (+$53.1K) YoY +421.33% (+$1.3M)
(cusip025072802)✕	22.2K	QoQ +6.87% (+1.4K) YoY +8.80% (+1.8K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$171.1M)	QoQ +14.53% (+$196.3K) YoY +15.20% (+$204.3K)
(VBcusip922908751)	7.0K	QoQ -3.51% (-254) YoY +123.50% (+3.9K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$171.1M)	QoQ -10.95% (-$190.2K) YoY +116.82% (+$832.6K)
(cusip025072364)✕	24.7K	QoQ +10.50% (+2.4K) YoY +33.64% (+6.2K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$171.1M)	QoQ +20.68% (+$240.1K) YoY +40.06% (+$400.7K)
(cusip25434V823)✕	50.8K	QoQ +8.61% (+4.0K) YoY +4.22% (+2.1K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$171.1M)	QoQ +10.94% (+$119.2K) YoY +10.75% (+$117.2K)
(BIVcusip921937819)	15.5K	QoQ +0.03% (+5) YoY +2.66% (+403)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$171.1M)	QoQ +2.49% (+$28.9K) YoY +4.26% (+$48.5K)
(cusip78468R663)✕	12.7K	QoQ +24.69% (+2.5K) YoY +89.93% (+6.0K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$171.1M)	QoQ +25.09% (+$233.6K) YoY +89.78% (+$550.9K)
(cusip025072323)✕	24.0K	QoQ +0.15% (-36) YoY +16.85% (+3.5K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$171.1M)	QoQ -10.83% (-$141.1K) YoY +8.01% (+$86.2K)
(cusip92206C409)✕	14.6K	QoQ 0.00% (+0) YoY +160.56% (+9.0K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$171.1M)	QoQ +1.19% (+$13.6K) YoY +166.05% (+$721.8K)
(cusip464288356)✕	18.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$171.1M)	QoQ -1.74% (-$18.8K) YoY -2.18% (-$23.6K)
(IEMGcusip46434G103)	18.2K	QoQ -0.95% (-176) YoY -2.03% (-378)	All Managers (Combined)	$984.1K	0.6% ($984.1K/$171.1M)	QoQ +2.36% (-$22.7K) YoY +2.46% (-$23.7K)
AMAZON COM INC(AMZNcusip023135106)	5.0K	QoQ -3.35% (-174) YoY -12.25% (-701)	All Managers (Combined)	$954.9K	0.6% ($954.9K/$171.1M)	QoQ -16.18% (-$184.4K) YoY -7.44% (-$76.9K)
Apple Inc.(AAPLcusip037833100)	4.2K	QoQ 0.00% (-0) YoY -11.98% (-574)	All Managers (Combined)	$936.7K	0.5% ($936.7K/$171.1M)	QoQ -11.29% (-$119.3K) YoY +14.01% (-$115.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$927.0K	0.5% ($927.0K/$171.1M)	QoQ +2.33% (+$21.1K) YoY +22.46% (+$170.1K)