Tilson Financial Group, Inc. - Portfolio overview

Tilson Financial Group, Inc. has 82 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. VCRB - VANGUARD MALVERN FDS, 12.78%
2. VUG - VANGUARD INDEX FDS, 9.33%
3. DFLV - DIMENSIONAL ETF TRUST, 8.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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