Ryan Casey

@Tilia Fiduciary Partners, Inc.

Latest period2024 - Q4

Reported8d ago

Managed Assets$146.583M

Total holdings106

Assets growth rate1.59%

Assets growth rate (2-Q avg)7.22%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tilia Fiduciary Partners, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Tilia Fiduciary Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 146.583M in assets, with a quarterly growth rate of 1.59% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Ryan Casey, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Total Stock Market Etf Recent Activity New Position	0.52%	$754,067 2,602 shares@ $289.81 avg price	New Position
BILSpdr Bloomberg 1-3 Month T-bill Etf Recent Activity New Position	0.35%	$506,705 5,542 shares@ $91.43 avg price	New Position
BILSSpdr Bloomberg 3-12 Month T-bill Etf Recent Activity New Position	0.35%	$498,725 5,030 shares@ $99.16 avg price	New Position
QXOQxo Inc Com New Recent Activity New Position	0.18%	$257,278 16,181 shares@ $15.91 avg price	New Position
TSLATesla Motors Inc Recent Activity New Position	0.15%	$219,285 543 shares@ $403.84 avg price	New Position
VOVanguard Mid Cap Recent Activity New Position	0.15%	$216,786 821 shares@ $264.06 avg price	New Position
DFASDimensional U.s. Small Cap Etf Recent Activity New Position	0.15%	$211,616 3,252 shares@ $65.08 avg price	New Position