Tilson Financial Group, Inc. Reduced Holdings in Q2 2025

Tilson Financial Group, Inc.

  • $265 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-64K
- 27.73%
$48.13 - $49.85 $3.08M - $3.19M
167K $8.17M
VTI
Vanguard Total Stock Market Et

ETFs
-5.41K
- 73.58%
$243.75 - $303.93 $1.32M - $1.64M
1.94K $590K
Dimensional ETF Trust
-31.9K
- 4.22%
N/A
724K $22.5M
MRK
Merck & Co., Inc.

Healthcare
-2.05K
- 41.23%
$73.47 - $87.12 $150K - $178K
2.92K $231K
UPS
United Parcel Service Inc

Industrials
-4
- 0.02%
$91.92 - $110.2 $368 - $441
22.9K $2.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.88K
- 21.45%
$96.84 - $99.46 $182K - $187K
6.87K $682K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.83K
- 3.28%
$49.57 - $50.27 $190K - $193K
113K $5.68M
RLY
Ssga Active ETF Tr

ETFs
-8.94K
- 3.34%
$25.82 - $29.59 $231K - $265K
259K $7.53M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-4.39K
- 1.48%
$29.07 - $29.38 $127K - $129K
292K $8.56M
Vanguard Malvern Fds
-1.94K
- 0.45%
N/A
431K $33.5M
VZ
Verizon Communications Inc

Communication Services
-558
- 5.59%
$41.67 - $45.62 $23.3K - $25.5K
9.42K $407K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-764
- 2.33%
$24.98 - $25.66 $19.1K - $19.6K
32.1K $821K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-368
- 3.92%
$45.11 - $52.34 $16.6K - $19.3K
9.02K $472K
VTV
Vanguard Value ETF

ETFs
-72
- 2.05%
$153.67 - $176.74 $11.1K - $12.7K
3.44K $607K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-359
- 2.57%
$35.35 - $42.68 $12.7K - $15.3K
13.6K $581K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-78
- 1.45%
$34.72 - $42.74 $2.71K - $3.33K
5.31K $227K
PM
Philip Morris International Inc.

Consumer Defensive
-171
- 8.66%
$149.23 - $184.95 $25.5K - $31.6K
1.8K $329K
Dimensional ETF Trust
-2.99K
- 1.42%
N/A
207K $5.55M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-30
- 0.45%
$72.96 - $90.39 $2.19K - $2.71K
6.65K $594K
BAC
Bank Of America Corp

Financial Services
-181
- 1.56%
$34.39 - $47.46 $6.22K - $8.59K
11.4K $540K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-70
- 0.42%
$39.89 - $49.46 $2.79K - $3.46K
16.7K $826K
SPYG
Spdr Portfolio

ETFs
-927
- 6.89%
$71.83 - $95.32 $66.6K - $88.4K
12.5K $1.19M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-19.9K
- 8.89%
$24.94 - $31.15 $497K - $621K
204K $6.35M
DFIV
Dimensional ETF Tr

ETFs
-4.12K
- 4.01%
$34.67 - $43.21 $143K - $178K
98.7K $4.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-389
- 0.65%
$114.78 - $133.31 $44.6K - $51.9K
59.7K $7.95M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-282
- 0.51%
$32.66 - $40.75 $9.21K - $11.5K
55.3K $2.24M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.47K
- 2.01%
$58.41 - $72.69 $85.7K - $107K
71.6K $5.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39
- 0.56%
$320.42 - $424.58 $12.5K - $16.6K
6.88K $2.92M
VEA
Vanguard Ftse Developed Market

ETFs
-9.83K
- 5.96%
$45.65 - $57.01 $449K - $560K
155K $8.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
-85
- 0.97%
$496.48 - $617.85 $42.2K - $52.5K
8.7K $5.38M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-3.31K
- 1.42%
$23.4 - $29.68 $77.4K - $98.2K
230K $6.83M
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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