Partner/CCO

0001966355-23-000002.txt : 20230510 0001966355-23-000002.hdr.sgml : 20230510 20230510141715 ACCESSION NUMBER: 0001966355-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tillman Hartley LLC CENTRAL INDEX KEY: 0001966355 IRS NUMBER: 593587122 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23138 FILM NUMBER: 23905609 BUSINESS ADDRESS: STREET 1: 7900 E UNION AVE, SUITE 1100 CITY: DENVER STATE: CO ZIP: 80237 BUSINESS PHONE: 352-335-9015 MAIL ADDRESS: STREET 1: 3208 E COLONIAL DRIVE #308 CITY: ORLANDO STATE: FL ZIP: 32803-5127 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001966355 XXXXXXXX 03-31-2023 03-31-2023 Tillman Hartley LLC

3208 E COLONIAL DRIVE #308 ORLANDO FL 32803-5127

13F HOLDINGS REPORT 028-23138 000109479 801-56787 N Benjamin Cannon Partner/CCO 3523359015 Benjamin Cannon Athens GA 05-10-2023 2 127 235324840 false 1 000035971 801-13542 DALE K. EHRHART, INC. 2 000111908 801-60480 MONUMENT GROUP WEALTH ADVISORS, LLC INFORMATION TABLE 2 th2023_13fq1.xml ABBOTT LABS COM 002824100 330614 3265 SH SOLE 0 0 3265 ABBVIE INC COM 00287Y109 861873 5408 SH SOLE 0 0 5408 ALPHABET INC CAP STK CL C 02079K107 524160 5040 SH SOLE 0 0 5040 ALPHABET INC CAP STK CL A 02079K305 520725 5020 SH SOLE 0 0 5020 AMAZON COM INC COM 023135106 707846 6853 SH SOLE 0 0 6853 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 904493 20508 SH SOLE 0 0 20508 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 714790 13985 SH SOLE 0 0 13985 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 875564 18169 SH SOLE 0 0 18169 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 677997 12819 SH SOLE 0 0 12819 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 685129 14786 SH SOLE 0 0 14786 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 563742 9885 SH SOLE 0 0 9885 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1119132 19137 SH SOLE 0 0 19137 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2096713 28311 SH SOLE 0 0 28311 AMERICAN CENTY ETF TR US EQT ETF 025072885 314778 4441 SH SOLE 0 0 4441 AMERICAN EXPRESS CO COM 025816109 314725 1908 SH SOLE 0 0 1908 APPLE INC COM 037833100 795972 4827 SH SOLE 0 0 4827 BOEING CO COM 097023105 255978 1205 SH SOLE 0 0 1205 CNFINANCE HLDGS LTD SPON ADS 18979T105 25436 10298 SH OTR 1 0 0 10298 COCA COLA CO COM 191216100 327208 5275 SH SOLE 0 0 5275 COMCAST CORP NEW CL A 20030N101 397524 10486 SH SOLE 0 0 10486 COSTCO WHSL CORP NEW COM 22160K105 279241 562 SH SOLE 0 0 562 DANAHER CORPORATION COM 235851102 312278 1239 SH SOLE 0 0 1239 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 277558 10299 SH SOLE 0 0 10299 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5013 186 SH OTR 1,2 0 0 186 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1623785 70538 SH SOLE 0 0 70538 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7399 321 SH OTR 1 0 0 321 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 87596 3805 SH OTR 1,2 0 0 3805 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 209132 4707 SH SOLE 0 0 4707 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5275544 118738 SH OTR 1 0 0 118738 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2372382 53396 SH OTR 1,2 0 0 53396 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1416418 26877 SH SOLE 0 0 26877 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 11355025 215465 SH OTR 1 0 0 215465 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 4070678 77242 SH OTR 1,2 0 0 77242 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1329705 29881 SH SOLE 0 0 29881 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 10597430 238144 SH OTR 1 0 0 238144 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3566341 80142 SH OTR 1,2 0 0 80142 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 12026165 471984 SH SOLE 0 0 471984 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 27190642 1067137 SH OTR 1 0 0 1067137 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11679501 458379 SH OTR 1,2 0 0 458379 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 3245886 96950 SH SOLE 0 0 96950 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 15684048 468460 SH OTR 1 0 0 468460 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 7431709 221975 SH OTR 1,2 0 0 221975 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 116393 4934 SH SOLE 0 0 4934 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 2241178 95005 SH OTR 1 0 0 95005 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1567721 66457 SH OTR 1,2 0 0 66457 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1774299 77177 SH SOLE 0 0 77177 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 2674144 116318 SH OTR 1 0 0 116318 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1871042 81385 SH OTR 1,2 0 0 81385 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 98910 4155 SH SOLE 0 0 4155 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 891938 37469 SH OTR 1 0 0 37469 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 946749 39771 SH OTR 1,2 0 0 39771 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2532216 105224 SH SOLE 0 0 105224 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2052810 85303 SH OTR 1 0 0 85303 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2579648 107195 SH OTR 1,2 0 0 107195 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1219196 37828 SH SOLE 0 0 37828 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 5268838 163476 SH OTR 1 0 0 163476 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1326642 41162 SH OTR 1,2 0 0 41162 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 135345 5429 SH SOLE 0 0 5429 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 95731 3840 SH OTR 1 0 0 3840 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 110931 5162 SH SOLE 0 0 5162 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 454299 21140 SH OTR 1 0 0 21140 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 488554 22734 SH OTR 1,2 0 0 22734 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 631310 13530 SH SOLE 0 0 13530 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 3783175 81080 SH OTR 1 0 0 81080 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1591172 34101 SH OTR 1,2 0 0 34101 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 2210994 52023 SH SOLE 0 0 52023 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 6379888 150115 SH OTR 1 0 0 150115 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1911617 44979 SH OTR 1,2 0 0 44979 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 180036 7807 SH SOLE 0 0 7807 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3429829 148735 SH OTR 1 0 0 148735 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 165133 7161 SH OTR 1,2 0 0 7161 DISNEY WALT CO COM 254687106 203064 2028 SH SOLE 0 0 2028 EXXON MOBIL CORP COM 30231G102 391048 3566 SH SOLE 0 0 3566 ISHARES TR CORE US AGGBD ET 464287226 192927 1936 SH SOLE 0 0 1936 ISHARES TR CORE US AGGBD ET 464287226 6531912 65555 SH OTR 1 0 0 65555 ISHARES TR CORE US AGGBD ET 464287226 805977 8089 SH OTR 1,2 0 0 8089 ISHARES TR 1 3 YR TREAS BD 464287457 2282733 27784 SH OTR 1 0 0 27784 ISHARES TR 1 3 YR TREAS BD 464287457 216902 2640 SH OTR 1,2 0 0 2640 ISHARES TR RUS 2000 VAL ETF 464287630 10688 78 SH SOLE 0 0 78 ISHARES TR RUS 2000 VAL ETF 464287630 538900 3933 SH OTR 1,2 0 0 3933 ISHARES TR CALIF MUN BD ETF 464288356 709539 12357 SH SOLE 0 0 12357 ISHARES INC CORE MSCI EMKT 46434G103 912763 18708 SH SOLE 0 0 18708 ISHARES INC CORE MSCI EMKT 46434G103 11466 235 SH OTR 1,2 0 0 235 JPMORGAN CHASE & CO COM 46625H100 492441 3779 SH SOLE 0 0 3779 JOHNSON & JOHNSON COM 478160104 399840 2579 SH SOLE 0 0 2579 LILLY ELI & CO COM 532457108 200214 583 SH SOLE 0 0 583 LOWES COS INC COM 548661107 243963 1220 SH SOLE 0 0 1220 MCKESSON CORP COM 58155Q103 236773 665 SH SOLE 0 0 665 MICROSOFT CORP COM 594918104 1823786 6326 SH SOLE 0 0 6326 MICROSOFT CORP COM 594918104 414864 1439 SH OTR 1 0 0 1439 NORTHROP GRUMMAN CORP COM 666807102 207774 450 SH SOLE 0 0 450 ORACLE CORP COM 68389X105 249119 2681 SH SOLE 0 0 2681 PEPSICO INC COM 713448108 315926 1733 SH SOLE 0 0 1733 PFIZER INC COM 717081103 317465 7781 SH SOLE 0 0 7781 SPDR S&P 500 ETF TR TR UNIT 78462F103 2395341 5851 SH SOLE 0 0 5851 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 342440 3729 SH OTR 1 0 0 3729 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 165527 1803 SH OTR 1,2 0 0 1803 SEMPRA COM 816851109 207089 1370 SH SOLE 0 0 1370 TEXAS INSTRS INC COM 882508104 485672 2611 SH SOLE 0 0 2611 3M CO COM 88579Y101 218629 2080 SH OTR 1 0 0 2080 UNITEDHEALTH GROUP INC COM 91324P102 528828 1119 SH SOLE 0 0 1119 VANGUARD BD INDEX FDS INTERMED TERM 921937819 11281 147 SH SOLE 0 0 147 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5748782 74912 SH OTR 1 0 0 74912 VANGUARD BD INDEX FDS INTERMED TERM 921937819 258230 3365 SH OTR 1,2 0 0 3365 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2883301 37695 SH SOLE 0 0 37695 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4522421 59124 SH OTR 1 0 0 59124 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1502341 19641 SH OTR 1,2 0 0 19641 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1005216 13615 SH SOLE 0 0 13615 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 314203 6956 SH SOLE 0 0 6956 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 251883 2735 SH SOLE 0 0 2735 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 10038 109 SH OTR 1 0 0 109 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3684 40 SH OTR 1,2 0 0 40 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3840165 65599 SH SOLE 0 0 65599 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 322344 5506 SH OTR 1 0 0 5506 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 40584 693 SH OTR 1,2 0 0 693 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 428565 5622 SH SOLE 0 0 5622 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 363597 6064 SH SOLE 0 0 6064 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 5198249 86695 SH OTR 1 0 0 86695 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 423138 7057 SH OTR 1,2 0 0 7057 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 561096 1492 SH SOLE 0 0 1492 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2201210 26507 SH SOLE 0 0 26507 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 43744 527 SH OTR 1 0 0 527 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 75566 910 SH OTR 1,2 0 0 910 VANGUARD INDEX FDS VALUE ETF 922908744 229124 1659 SH SOLE 0 0 1659 VANGUARD INDEX FDS SMALL CP ETF 922908751 591617 3121 SH SOLE 0 0 3121 WALMART INC COM 931142103 281187 1907 SH SOLE 0 0 1907 WISDOMTREE TR INTL SMCAP DIV 97717W760 372051 6105 SH SOLE 0 0 6105