Tilson Financial Group, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $99 Million distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $16.3M, Dimensional ETF Trust with a value of $12.8M, Spdr Ser Tr Spdr Portfolio Int with a value of $8.73M, Spdr Portfolio Short Term Trea with a value of $7.95M, and Ssga Active ETF Tr with a value of $6.8M.
Examining the 13F form we can see an decrease of $87.2M in the current position value, from $186M to 99M.
Tilson Financial Group, Inc. is based out at New Providence, NJ
Below you can find more details about Tilson Financial Group, Inc. portfolio as well as his latest detailed transactions.