Pillar Wealth Advisors

Latest statistics and disclosures from Pillar Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Pillar Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 63 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 16.5 $17M 379k 45.15
Innovator Etfs Tr Defined Wlt Shld (BALT) 12.9 $13M -27% 505k 26.59
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.1 $9.4M 144k 65.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.7 $8.0M 70k 113.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $5.2M 123k 41.97
Capital Group Fixed Income E Municipal Income 4.3 $4.5M NEW 172k 26.18
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 3.3 $3.5M +45% 115k 30.07
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 2.8 $2.9M +5% 97k 30.19
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 2.4 $2.4M 84k 29.25
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 1.9 $2.0M +7% 66k 29.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $1.9M -47% 39k 48.24
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 1.6 $1.6M 57k 28.35
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 1.4 $1.5M 50k 30.19
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 1.4 $1.4M 40k 35.05

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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $1.4M -5% 33k 40.51
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $1.2M +15% 15k 83.76
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.2M -5% 14k 88.23
Intercontinental Exchange (ICE) 1.0 $1.1M 10k 102.59
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.0 $992k NEW 42k 23.59
Alphabet Cap Stk Cl C (GOOG) 1.0 $990k 11k 88.73
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $919k 10k 91.47
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.9 $917k 17k 53.44
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.9 $913k 38k 24.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $901k NEW 12k 77.51
Gilead Sciences (GILD) 0.9 $890k 10k 85.85
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.9 $890k -23% 28k 31.51
Innovator Etfs Tr Emrgng Mkt July (EJUL) 0.8 $878k 39k 22.83
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.8 $861k -48% 32k 27.21
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $857k +100% 19k 46.25
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.8 $819k -5% 28k 29.71
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.7 $716k 26k 28.07
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.7 $680k 27k 25.29
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.6 $612k -68% 23k 26.71
Apple (AAPL) 0.6 $602k -15% 4.6k 129.94
Innovator Etfs Tr Emerging Mkt Pwr (EOCT) 0.6 $590k NEW 27k 22.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $587k NEW 3.1k 191.21
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.5 $553k 13k 42.55
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.5 $543k -39% 18k 29.91
Innovator Etfs Tr International Dv (IOCT) 0.5 $529k +15% 22k 23.77
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $507k NEW 5.4k 94.64
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $489k 3.2k 155.15
WSFS Financial Corporation (WSFS) 0.4 $455k 10k 45.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $454k NEW 6.0k 75.19
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.4 $431k 18k 23.84
Endava Ads (DAVA) 0.4 $397k 5.2k 76.50
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.4 $371k 13k 28.09
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $366k -85% 3.5k 104.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $349k 2.5k 141.25
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $330k 11k 30.72
Pfizer (PFE) 0.3 $326k 6.4k 51.24
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.3 $323k -19% 11k 29.73
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $322k -49% 14k 22.61
Ishares Tr National Mun Etf (MUB) 0.3 $296k NEW 2.8k 105.52
Ishares Tr Msci Eafe Etf (EFA) 0.3 $292k 4.4k 65.64
Invesco Exch Trd Slf Idx Rafi Strg Us Etf (ISDX) 0.3 $269k 10k 26.86
Vanguard Index Fds Growth Etf (VUG) 0.2 $251k +5% 1.2k 213.11
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.2 $237k 7.0k 34.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $230k 3.2k 71.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $224k 2.7k 82.49
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $223k 7.8k 28.40
Innovator Etfs Tr Emrgng Mkt April (EAPR) 0.2 $218k 9.4k 23.25
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.2 $212k 8.4k 25.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $207k 4.4k 47.43

Past Filings by Pillar Wealth Advisors

SEC 13F filings are viewable for Pillar Wealth Advisors going back to 2021