TILIA FIDUCIARY PARTNERS, INC. - Portfolio overview

TILIA FIDUCIARY PARTNERS, INC. has 122 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VIGI - VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF, 5.89%
2. AAPL - APPLE INC, 4.08%
3. GOOGL - GOOGLE INC, 3.09%

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

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