TF

Tilson Financial Group, Inc.

13F
Tilson Financial Group, Inc.
Last update 2025-04-29 72 Stocks (2 new)
Value $253.00 Mil Turnover 7 %
Countries:
Top Holdings: VCRB(13.27%)VUG(10.36%)DFLV(9.14%)DFAS(6.90%)VTEB(4.53%)
Summary Stock Picks Current Portfolio
Tilson Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCRB
Vanguard Core Bond ETF
433,429
33,560.0
+9.82%
13.270
+1.19%
1.320
+1.47%
+3.50%
2,956.9
 
VUG
Vanguard Growth ETF
70,633
26,190.0
+15.51%
10.360
+1.39%
0.020
+27.36%
+9.41%
166,966.7
 
DFLV
Dimensional US Large Cap Value ETF
755,688
23,100.0
+22.29%
9.140
+1.67%
0.680
+11.13%
+4.94%
3,709.2
 
DFAS
Dimensional U.S. Small Cap ETF
291,868
17,440.0
+3.26%
6.900
+0.22%
0.190
+17.38%
+0.63%
10,518.2
 
VTEB
Vanguard Tax-Exempt Bond ETF
230,640
11,440.0
+9.39%
4.530
+0.39%
0.030
+0.57%
-1.61%
35,369.3
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
345,912
9,890.0
+4.39%
3.910
+0.16%
0.110
+0.85%
+4.20%
8,675.4
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
296,475
8,670.0
+2.36%
3.430
+0.08%
0.150
+0.81%
+2.68%
5,788.2
 
VEA
Vanguard FTSE Developed Markets ETF
164,796
8,380.0
-36.27%
3.310
-1.83%
0.010
+12.39%
+19.83%
157,468.1
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
60,046
7,740.0
+1.18%
3.060
+0.04%
0.010
+12.14%
+6.90%
58,772.5
 
RLY
SPDR SSgA Multi-Asset Real Return ETF
SPDR SSgA Multi-Asset Real Return ETF
267,942
7,650.0
+3.51%
3.030
+0.10%
1.580
+7.07%
+10.09%
513.7
 

Tilson Financial Group, Inc.'s Historical Top Holdings Breakdowns

Tilson Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-1.83%
●
47.4 ($50.6) 52.99
$56.59
11.84%
Reduce -36.27%
164,796
-93,807
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+1.67%
●
29.56 ($30.89) 31.77
$31.23
1.12%
Add 22.29%
755,688
137,724
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+1.39%
●
369.1 ($404.54) 427.61
$447.96
10.73%
Add 15.51%
70,633
9,483
VCRB
Vanguard Core Bond ETF
2025-03-31
Add
Add
+1.19%
●
74.92 ($76.52) 77.71
$76.76
0.31%
Add 9.82%
433,429
38,745
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.39%
●
49.25 ($50.03) 50.66
$48.52
-3.02%
Add 9.39%
230,640
19,794
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.32%
●
25.54 ($27.31) 28.8
$30.85
12.96%
Add 15.18%
224,179
29,547
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.22%
●
58.81 ($64.31) 68.2
$65.17
1.34%
Add 3.26%
291,868
9,208
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.19%
●
25.35 ($26.59) 27.46
$30.23
13.71%
Add 8.53%
233,347
18,339
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Add
Add
+0.16%
●
27.64 ($28.14) 28.58
$28.50
1.28%
Add 4.39%
345,912
14,557
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.16%
●
64.88 ($69.16) 72.1
$73.80
6.70%
Add 9.18%
73,110
6,145

Tilson Financial Group, Inc. Total Holding History ($B)

To

Tilson Financial Group, Inc.'s Asset Allocation

To

Tilson Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tilson Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Tilson Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Tilson Financial Group, Inc.'s Holdings Heat Map

Size field:

Tilson Financial Group, Inc.'s Holdings Bubble Chart

Tilson Financial Group, Inc. News

  • 1

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