Portfolio (Quarterly)
Guide ↗
Tillman Hartley LLC
· CIK 0001966355| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GOOG | ALPHABET INC | Communication Services | 5,362.0 | $1.7M | 0.42% | NEW | — | $313.80 | +10.3% |
| 42 | AVSC | AMERICAN CENTY ETF TR | — | 27,531.0 | $1.6M | 0.41% | NEW | — | $58.74 | +24.1% |
| 43 | BND | VANGUARD BD INDEX FDS | — | 19,788.0 | $1.5M | 0.37% | NEW | — | $74.07 | -1.6% |
| 44 | NVDA | NVIDIA CORPORATION | Technology | 7,278.0 | $1.4M | 0.34% | NEW | — | $186.50 | +8.7% |
| 45 | IEMG | ISHARES INC | — | 18,700.0 | $1.3M | 0.32% | NEW | — | $67.22 | +14.5% |
| 46 | JPM | JPMORGAN CHASE & CO. | Financial Services | 3,857.0 | $1.2M | 0.31% | NEW | — | $322.22 | +5.9% |
| 47 | VCSH | VANGUARD SCOTTSDALE FDS | — | 14,649.0 | $1.2M | 0.29% | NEW | — | $79.73 | -1.3% |
| 48 | CMF | ISHARES TR | — | 19,126.0 | $1.1M | 0.28% | NEW | — | $57.46 | -0.6% |
| 49 | VEA | VANGUARD TAX-MANAGED FDS | — | 16,861.0 | $1.1M | 0.26% | NEW | — | $62.47 | +11.6% |
| 50 | AVGO | BROADCOM INC | Technology | 2,729.0 | $945K | 0.24% | NEW | — | $346.10 | +7.1% |
| 51 | AVDE | AMERICAN CENTY ETF TR | — | 11,320.0 | $932K | 0.23% | NEW | — | $82.32 | +8.5% |
| 52 | ABBV | ABBVIE INC | Healthcare | 3,496.0 | $799K | 0.20% | NEW | — | $228.49 | +11.4% |
| 53 | VOO | VANGUARD INDEX FDS | — | 1,235.0 | $775K | 0.19% | NEW | — | $627.13 | +8.9% |
| 54 | LLY | ELI LILLY & CO | Healthcare | 706.0 | $759K | 0.19% | NEW | — | $1074.68 | +9.7% |
| 55 | IWN | ISHARES TR | — | 3,986.0 | $722K | 0.18% | NEW | — | $181.21 | +22.7% |
| 56 | AVIG | AMERICAN CENTY ETF TR | — | 16,727.0 | $701K | 0.18% | NEW | — | $41.92 | -1.9% |
| 57 | XOM | EXXON MOBIL CORP | Energy | 5,606.0 | $675K | 0.17% | NEW | — | $120.34 | +22.5% |
| 58 | WMT | WALMART INC | Consumer Defensive | 5,308.0 | $591K | 0.15% | NEW | — | $111.42 | +2.5% |
| 59 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,745.0 | $568K | 0.14% | NEW | — | $206.97 | +22.3% |
| 60 | VWO | VANGUARD INTL EQUITY INDEX F | — | 10,162.0 | $546K | 0.14% | NEW | — | $53.76 | +7.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.8%
Financial Services
22.1%
Communication Services
15.5%
Healthcare
11.8%
Consumer Cyclical
6.7%
Consumer Defensive
5.8%
Energy
2.4%
Industrials
1.9%