Partner/CCO

0001966355-23-000001.txt : 20230222 0001966355-23-000001.hdr.sgml : 20230222 20230222142415 ACCESSION NUMBER: 0001966355-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230222 DATE AS OF CHANGE: 20230222 EFFECTIVENESS DATE: 20230222 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: 23652499 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 12-31-2022 12-31-2022 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 02-22-2023 2 132 232449276 false 1 000035971 801-13542 DALE K. EHRHART, INC. 2 000111908 801-60480 MONUMENT GROUP WEALTH ADVISORS, LLC INFORMATION TABLE 2 th2022_13f3.xml ABBOTT LABS COM 002824100 358464 3265 SH SOLE 0 0 3265 ABBVIE INC COM 00287Y109 873987 5408 SH SOLE 0 0 5408 ALPHABET INC CAP STK CL C 02079K107 447199 5040 SH SOLE 0 0 5040 ALPHABET INC CAP STK CL A 02079K305 442915 5020 SH SOLE 0 0 5020 AMAZON COM INC COM 023135106 600600 7150 SH SOLE 0 0 7150 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 843244 19452 SH SOLE 0 0 19452 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 697259 13892 SH SOLE 0 0 13892 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 819604 18169 SH SOLE 0 0 18169 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 645659 12798 SH SOLE 0 0 12798 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 678337 14786 SH SOLE 0 0 14786 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 525783 9885 SH SOLE 0 0 9885 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1020322 18434 SH SOLE 0 0 18434 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2109453 28311 SH SOLE 0 0 28311 AMERICAN EXPRESS CO COM 025816109 281907 1908 SH SOLE 0 0 1908 APPLE INC COM 037833100 627172 4827 SH SOLE 0 0 4827 BOEING CO COM 097023105 229540 1205 SH SOLE 0 0 1205 CNFINANCE HLDGS LTD SPON ADS 18979T105 17610 10298 SH OTR 1 0 0 10298 COCA COLA CO COM 191216100 335543 5275 SH SOLE 0 0 5275 COMCAST CORP NEW CL A 20030N101 366695 10486 SH SOLE 0 0 10486 COSTCO WHSL CORP NEW COM 22160K105 256553 562 SH SOLE 0 0 562 DANAHER CORPORATION COM 235851102 328855 1239 SH SOLE 0 0 1239 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 259339 10357 SH SOLE 0 0 10357 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 4657 186 SH OTR 1,2 0 0 186 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1349288 61471 SH SOLE 0 0 61471 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7670 349 SH OTR 1 0 0 349 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 86773 3953 SH OTR 1,2 0 0 3953 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 195858 4707 SH SOLE 0 0 4707 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5015142 120527 SH OTR 1 0 0 120527 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2223012 53425 SH OTR 1,2 0 0 53425 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1138855 22265 SH SOLE 0 0 22265 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 10920800 213505 SH OTR 1 0 0 213505 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3892679 76103 SH OTR 1,2 0 0 76103 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1063107 24189 SH SOLE 0 0 24189 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 10274828 233784 SH OTR 1 0 0 233784 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3353626 76305 SH OTR 1,2 0 0 76305 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11786847 485455 SH SOLE 0 0 485455 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 26116312 1075631 SH OTR 1 0 0 1075631 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11118908 457945 SH OTR 1,2 0 0 457945 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 2967065 88622 SH SOLE 0 0 88622 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 15658034 467683 SH OTR 1 0 0 467683 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 7352730 219616 SH OTR 1,2 0 0 219616 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 110818 4934 SH SOLE 0 0 4934 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 2049687 91259 SH OTR 1 0 0 91259 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1447361 64442 SH OTR 1,2 0 0 64442 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1636545 76083 SH SOLE 0 0 76083 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 2383710 110819 SH OTR 1 0 0 110819 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 1643236 76394 SH OTR 1,2 0 0 76394 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 98413 4431 SH SOLE 0 0 4431 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 809588 36452 SH OTR 1 0 0 36452 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 843314 37970 SH OTR 1,2 0 0 37970 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2186948 97850 SH SOLE 0 0 97850 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1821564 81502 SH OTR 1 0 0 81502 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2292752 102584 SH OTR 1,2 0 0 102584 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1175842 38679 SH SOLE 0 0 38679 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 5082333 167182 SH OTR 1 0 0 167182 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1218891 40095 SH OTR 1,2 0 0 40095 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 134476 5429 SH SOLE 0 0 5429 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 95117 3840 SH OTR 1 0 0 3840 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 109176 5162 SH SOLE 0 0 5162 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 394405 18648 SH OTR 1 0 0 18648 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 398466 18840 SH OTR 1,2 0 0 18840 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 646919 14036 SH SOLE 0 0 14036 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 3658515 79378 SH OTR 1 0 0 79378 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1472871 31956 SH OTR 1,2 0 0 31956 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 2270609 54687 SH SOLE 0 0 54687 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 6178799 148815 SH OTR 1 0 0 148815 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1906939 45928 SH OTR 1,2 0 0 45928 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 168631 7807 SH SOLE 0 0 7807 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3212676 148735 SH OTR 1 0 0 148735 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 154678 7161 SH OTR 1,2 0 0 7161 EXXON MOBIL CORP COM 30231G102 393330 3566 SH SOLE 0 0 3566 ISHARES TR CORE US AGGBD ET 464287226 187009 1928 SH SOLE 0 0 1928 ISHARES TR CORE US AGGBD ET 464287226 6327445 65238 SH OTR 1 0 0 65238 ISHARES TR CORE US AGGBD ET 464287226 651762 6720 SH OTR 1,2 0 0 6720 ISHARES TR 1 3 YR TREAS BD 464287457 2255227 27784 SH OTR 1 0 0 27784 ISHARES TR 1 3 YR TREAS BD 464287457 208363 2567 SH OTR 1,2 0 0 2567 ISHARES TR RUS 2000 VAL ETF 464287630 10816 78 SH SOLE 0 0 78 ISHARES TR RUS 2000 VAL ETF 464287630 545389 3933 SH OTR 1,2 0 0 3933 ISHARES TR CALIF MUN BD ETF 464288356 693351 12357 SH SOLE 0 0 12357 ISHARES INC CORE MSCI EMKT 46434G103 886740 18988 SH SOLE 0 0 18988 ISHARES INC CORE MSCI EMKT 46434G103 10975 235 SH OTR 1,2 0 0 235 JPMORGAN CHASE & CO COM 46625H100 506764 3779 SH SOLE 0 0 3779 JOHNSON & JOHNSON COM 478160104 455274 2577 SH SOLE 0 0 2577 LILLY ELI & CO COM 532457108 213285 583 SH SOLE 0 0 583 LOWES COS INC COM 548661107 243073 1220 SH SOLE 0 0 1220 MCKESSON CORP COM 58155Q103 249455 665 SH SOLE 0 0 665 MICROSOFT CORP COM 594918104 1517101 6326 SH SOLE 0 0 6326 MICROSOFT CORP COM 594918104 345101 1439 SH OTR 1 0 0 1439 NORTHROP GRUMMAN CORP COM 666807102 245525 450 SH SOLE 0 0 450 1LIFE HEALTHCARE INC COM 68269G107 288448 17262 SH OTR 1 0 0 17262 ORACLE CORP COM 68389X105 219145 2681 SH SOLE 0 0 2681 PEPSICO INC COM 713448108 313084 1733 SH SOLE 0 0 1733 PFIZER INC COM 717081103 398698 7781 SH SOLE 0 0 7781 PHILIP MORRIS INTL INC COM 718172109 200396 1980 SH SOLE 0 0 1980 SPDR S&P 500 ETF TR TR UNIT 78462F103 2237598 5851 SH SOLE 0 0 5851 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 567706 6206 SH OTR 1 0 0 6206 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 321676 3517 SH OTR 1,2 0 0 3517 SEMPRA COM 816851109 211720 1370 SH SOLE 0 0 1370 TEXAS INSTRS INC COM 882508104 431389 2611 SH SOLE 0 0 2611 3M CO COM 88579Y101 229840 2080 SH OTR 1 0 0 2080 UNITEDHEALTH GROUP INC COM 91324P102 593271 1119 SH SOLE 0 0 1119 VANGUARD BD INDEX FDS INTERMED TERM 921937819 10925 147 SH SOLE 0 0 147 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5594324 75273 SH OTR 1 0 0 75273 VANGUARD BD INDEX FDS INTERMED TERM 921937819 230764 3105 SH OTR 1,2 0 0 3105 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3012688 40019 SH SOLE 0 0 40019 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7064485 93843 SH OTR 1 0 0 93843 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2310702 30695 SH OTR 1,2 0 0 30695 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 978869 13625 SH SOLE 0 0 13625 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 291943 6956 SH SOLE 0 0 6956 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 32023 763 SH OTR 1,2 0 0 763 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 237684 2757 SH SOLE 0 0 2757 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 36491 423 SH OTR 1 0 0 423 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6895 80 SH OTR 1,2 0 0 80 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3812362 65935 SH SOLE 0 0 65935 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 512177 8858 SH OTR 1 0 0 8858 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 72754 1258 SH OTR 1,2 0 0 1258 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 422718 5622 SH SOLE 0 0 5622 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 354623 6064 SH SOLE 0 0 6064 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 7494214 128150 SH OTR 1 0 0 128150 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 486554 8320 SH OTR 1,2 0 0 8320 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 524199 1492 SH SOLE 0 0 1492 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7378 21 SH OTR 1 0 0 21 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3865 11 SH OTR 1,2 0 0 11 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2140987 25957 SH SOLE 0 0 25957 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 282482 3425 SH OTR 1 0 0 3425 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 149536 1813 SH OTR 1,2 0 0 1813 VANGUARD INDEX FDS VALUE ETF 922908744 256596 1828 SH SOLE 0 0 1828 VANGUARD INDEX FDS VALUE ETF 922908744 55587 396 SH OTR 1,2 0 0 396 VANGUARD INDEX FDS SMALL CP ETF 922908751 579069 3155 SH SOLE 0 0 3155 WALMART INC COM 931142103 270394 1907 SH SOLE 0 0 1907 WISDOMTREE TR INTL SMCAP DIV 97717W760 358508 6185 SH SOLE 0 0 6185 WISDOMTREE TR INTL SMCAP DIV 97717W760 3014 52 SH OTR 1,2 0 0 52