0001964820-23-000004.txt : 20230718 0001964820-23-000004.hdr.sgml : 20230718 20230718151759 ACCESSION NUMBER: 0001964820-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230718 DATE AS OF CHANGE: 20230718 EFFECTIVENESS DATE: 20230718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tilson Financial Group, Inc. CENTRAL INDEX KEY: 0001964820 IRS NUMBER: 223323780 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22818 FILM NUMBER: 231094113 BUSINESS ADDRESS: STREET 1: 98 FLORAL AVENUE STREET 2: SUITE 103 CITY: NEW PROVIDENCE STATE: NJ ZIP: 07974 BUSINESS PHONE: 908-561-6203 MAIL ADDRESS: STREET 1: 98 FLORAL AVENUE STREET 2: SUITE 103 CITY: NEW PROVIDENCE STATE: NJ ZIP: 07974 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001964820 XXXXXXXX 06-30-2023 06-30-2023 Tilson Financial Group, Inc.

98 FLORAL AVENUE SUITE 103 NEW PROVIDENCE NJ 07974

13F HOLDINGS REPORT 028-22818 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 07-18-2023 0 28 58810 false INFORMATION TABLE 2 Tilson13f_2q2023.xml CONNECTONE BANCORP INC COM 20786W107 452 27218 SH SOLE 0 0 27218 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 295 10792 SH SOLE 0 0 10792 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5257 95934 SH SOLE 0 0 95934 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 658 20040 SH SOLE 0 0 20040 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 621 25604 SH SOLE 0 0 25604 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 888 36425 SH SOLE 0 0 36425 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 2556 100615 SH SOLE 0 0 100615 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1666 69265 SH SOLE 0 0 69265 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 579 25363 SH SOLE 0 0 25363 EXXON MOBIL CORP COM 30231G102 3488 32524 SH SOLE 0 0 32524 ISHARES TR BLACKROCK ULTRA 46434V878 566 11259 SH SOLE 0 0 11259 MERCK & CO INC COM 58933Y105 483 4189 SH SOLE 0 0 4189 ORACLE CORP COM 68389X105 364 3060 SH SOLE 0 0 3060 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 536 13061 SH SOLE 0 0 13061 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 256 7432 SH SOLE 0 0 7432 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1751 53808 SH SOLE 0 0 53808 SPDR S&P 500 ETF TR TR UNIT 78462F103 8163 18414 SH SOLE 0 0 18414 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2872 113188 SH SOLE 0 0 113188 SPDR SER TR NUVEEN BLMBRG SH 78468R739 3009 63954 SH SOLE 0 0 63954 SPDR SER TR PORTFOLIO SHORT 78464A474 432 14689 SH SOLE 0 0 14689 SPDR SER TR PORTFOLIO SH TSR 78468R101 14092 489459 SH SOLE 0 0 489459 SPDR SER TR PORTFOLIO S&P600 78468R853 891 22947 SH SOLE 0 0 22947 SPDR SER TR PRTFLO S&P500 GW 78464A409 1393 22839 SH SOLE 0 0 22839 SPDR SER TR PRTFLO S&P500 VL 78464A508 857 19846 SH SOLE 0 0 19846 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 5920 222306 SH SOLE 0 0 222306 UNITEDHEALTH GROUP INC COM 91324P102 205 427 SH SOLE 0 0 427 VERIZON COMMUNICATIONS INC COM 92343V104 216 5819 SH SOLE 0 0 5819 WISDOMTREE TR US HIGH DIVIDEND 97717W208 344 4322 SH SOLE 0 0 4322