Filling information for Tillman Hartley LLC as Treemap, investor disclosed 76 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
88579Y101 | 88579Y101 | 3M CO | COM | 218629 | 2080 | |
002824100 | 002824100 | ABBOTT LABS | COM | 330614 | 3265 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 861873 | 5408 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 520725 | 5020 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 524160 | 5040 | |
023135106 | 023135106 | AMAZON COM INC | COM | 707846 | 6853 | |
025072604 | 025072604 | AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 677997 | 12819 | |
025072687 | 025072687 | AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 685129 | 14786 | |
025072323 | 025072323 | AMERICAN CENTY ETF TR | AVANTIS US SMALL | 904493 | 20508 | |
025072364 | 025072364 | AMERICAN CENTY ETF TR | INTERNATIONAL LR | 875564 | 18169 | |
025072703 | 025072703 | AMERICAN CENTY ETF TR | INTL EQT ETF | 563742 | 9885 | |
025072802 | 025072802 | AMERICAN CENTY ETF TR | INTL SMCP VLU | 1119132 | 19137 | |
025072885 | 025072885 | AMERICAN CENTY ETF TR | US EQT ETF | 314778 | 4441 | |
025072349 | 025072349 | AMERICAN CENTY ETF TR | US LARGE CAP VLU | 714790 | 13985 | |
025072877 | 025072877 | AMERICAN CENTY ETF TR | US SML CP VALU | 2096713 | 28311 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 314725 | 1908 | |
037833100 | 037833100 | APPLE INC | COM | 795972 | 4827 | |
097023105 | 097023105 | BOEING CO | COM | 255978 | 1205 | |
18979T105 | 18979T105 | CNFINANCE HLDGS LTD | SPON ADS | 25436 | 10298 | |
191216100 | 191216100 | COCA COLA CO | COM | 327208 | 5275 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 397524 | 10486 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 279241 | 562 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 312278 | 1239 | |
25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 10502499 | 247117 | |
25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 3925292 | 166396 | |
25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 1718780 | 74664 | |
25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 7814676 | 242466 | |
25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 282571 | 10485 | |
25434V799 | 25434V799 | DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 7164674 | 297722 | |
25434V773 | 25434V773 | DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 6319485 | 274880 | |
25434V781 | 25434V781 | DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 1937597 | 81395 | |
25434V864 | 25434V864 | DIMENSIONAL ETF TRUST | SHORT DURATION F | 6005657 | 128711 | |
25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 50896308 | 1997500 | |
25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 7857058 | 176841 | |
25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 26361643 | 787385 | |
25434V823 | 25434V823 | DIMENSIONAL ETF TRUST | US REAL ESTATE E | 1053784 | 49036 | |
25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 16842121 | 319584 | |
25434V815 | 25434V815 | DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 231076 | 9269 | |
25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 15493476 | 348167 | |
25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 3774998 | 163703 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 203064 | 2028 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 391048 | 3566 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 924229 | 18943 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 2499635 | 30424 | |
464288356 | 464288356 | ISHARES TR | CALIF MUN BD ETF | 709539 | 12357 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 7530816 | 75580 | |
464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 549588 | 4011 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 399840 | 2579 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 492441 | 3779 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 200214 | 583 | |
548661107 | 548661107 | LOWES COS INC | COM | 243963 | 1220 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 236773 | 665 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 2238650 | 7765 | |
666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 207774 | 450 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 249119 | 2681 | |
713448108 | 713448108 | PEPSICO INC | COM | 315926 | 1733 | |
717081103 | 717081103 | PFIZER INC | COM | 317465 | 7781 | |
816851109 | 816851109 | SEMPRA | COM | 207089 | 1370 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2395341 | 5851 | |
78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 507967 | 5532 | |
882508104 | 882508104 | TEXAS INSTRS INC | COM | 485672 | 2611 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 528828 | 1119 | |
921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 6018293 | 78424 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 8908063 | 116460 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1005216 | 13615 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 2320520 | 27944 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 561096 | 1492 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 591617 | 3121 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 229124 | 1659 | |
922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 265605 | 2884 | |
92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 5984984 | 99816 | |
92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 4203093 | 71798 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 428565 | 5622 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 314203 | 6956 | |
931142103 | 931142103 | WALMART INC | COM | 281187 | 1907 | |
97717W760 | 97717W760 | WISDOMTREE TR | INTL SMCAP DIV | 372051 | 6105 |