Pillar Financial Advisors

Pillar Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 116 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS) 12.7 $17M 256k 65.08
Dimensional Etf Trust Us Equity Market (DFUS) 12.0 $16M 247k 63.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 11.1 $15M 355k 40.92
Dimensional Etf Trust Intl Core Equity (DFIC) 8.8 $12M 446k 25.84
Dimensional Etf Trust Ultrashort Fixed (DUSB) 7.3 $9.5M 188k 50.59
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.6 $8.6M 154k 55.66
Dimensional Etf Trust Us Large Cap Val (DFLV) 5.1 $6.7M 224k 30.03
Dimensional Etf Trust Us Real Estate E (DFAR) 3.7 $4.8M 206k 23.27
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.9 $3.8M 123k 30.78
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.8 $3.6M 73k 49.62
Vanguard World Mega Grwth Ind (MGK) 2.6 $3.4M 9.9k 343.41
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.4 $3.1M 118k 26.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $2.7M 14k 198.17
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $2.6M 75k 35.48
Dimensional Etf Trust Short Duration F (DFSD) 2.0 $2.6M 56k 46.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $2.6M 9.3k 280.06
Vanguard Index Fds Value Etf (VTV) 1.9 $2.5M 15k 169.30
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.8M 24k 74.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $902k 31k 29.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $880k 11k 78.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $813k 19k 44.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $798k 17k 47.82
Vanguard Wellington Short Trm Tax Ex (VTES) 0.6 $761k 7.6k 100.25
Vanguard Index Fds Growth Etf (VUG) 0.6 $738k 1.8k 410.44
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $623k 13k 48.42
Cohen & Steers (CNS) 0.4 $575k 6.2k 92.34
Ishares Tr Gnma Bond Etf (GNMA) 0.4 $534k 12k 42.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $518k 1.3k 401.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $510k 946.00 538.89
Vanguard World Mega Cap Val Etf (MGV) 0.3 $453k 3.6k 124.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $411k 1.4k 289.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $408k 7.1k 57.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $399k 5.5k 71.91
Vanguard Index Fds Small Cp Etf (VB) 0.3 $391k 1.6k 240.26
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $298k 8.6k 34.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $294k 1.6k 185.13
Republic Bancorp Inc Ky Cl A (RBCAA) 0.2 $286k 4.1k 69.87
Ishares Gold Tr Ishares New (IAU) 0.2 $281k 5.7k 49.51
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $237k 9.3k 25.37
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $203k 3.2k 62.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $155k 3.8k 40.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $150k 1.3k 114.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $142k 2.3k 62.31
Ishares Tr Russell 2000 Etf (IWM) 0.1 $120k 543.00 220.96
Ishares Tr Core Msci Eafe (IEFA) 0.1 $117k 1.7k 70.28
Stock Yards Ban (SYBT) 0.1 $113k 1.6k 71.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $112k 1.4k 80.27
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $109k 4.1k 26.57
Abbvie (ABBV) 0.1 $107k 600.00 177.70
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $107k 4.3k 24.56
First Tr Morningstar Divid L SHS (FDL) 0.1 $106k 2.6k 40.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $105k 1.8k 58.92
Vanguard Index Fds Large Cap Etf (VV) 0.1 $95k 353.00 269.70
Ameren Corporation (AEE) 0.1 $93k 1.0k 89.14
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $86k 450.00 190.88
Ishares Tr Global 100 Etf (IOO) 0.1 $85k 845.00 100.77
Apple (AAPL) 0.1 $82k 328.00 250.47
Wp Carey (WPC) 0.1 $81k 1.5k 54.48
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $63k 237.00 264.13
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.0 $60k 435.00 138.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $41k 320.00 127.59
UnitedHealth (UNH) 0.0 $41k 80.00 505.86
Kinder Morgan (KMI) 0.0 $38k 1.4k 27.40
Intel Corporation (INTC) 0.0 $34k 1.7k 20.05
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $34k 1.4k 24.85
Dominion Resources (D) 0.0 $32k 600.00 53.86
Thermo Fisher Scientific (TMO) 0.0 $29k 55.00 520.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $28k 673.00 41.82
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $23k 915.00 24.74
CVS Caremark Corporation (CVS) 0.0 $22k 500.00 44.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $22k 1.2k 18.50
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $17k 89.00 184.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $15k 562.00 25.86
Elanco Animal Health (ELAN) 0.0 $13k 1.1k 12.11
First Busey Corp Com New (BUSE) 0.0 $11k 474.00 23.57
Biolife Solutions Com New (BLFS) 0.0 $10k 396.00 25.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $10k 441.00 23.18
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $8.4k 87.00 96.91
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $8.4k 128.00 65.35
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $7.9k 166.00 47.39
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $7.7k 365.00 21.06
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $6.8k 36.00 190.00
MetLife (MET) 0.0 $6.8k 83.00 81.89
PG&E Corporation (PCG) 0.0 $6.4k 315.00 20.18
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $5.7k 97.00 58.70
Aegon Amer Reg 1 Cert (AEG) 0.0 $5.5k 930.00 5.89
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $4.7k 40.00 117.72
Airbnb Com Cl A (ABNB) 0.0 $4.6k 35.00 131.43
Novocure Ord Shs (NVCR) 0.0 $4.1k 138.00 29.80
NET Lease Office Properties (NLOP) 0.0 $3.6k 116.00 31.22
Ishares Tr National Mun Etf (MUB) 0.0 $3.5k 33.00 106.58
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $3.5k 51.00 68.69
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $3.3k 34.00 97.47
Dropbox Cl A (DBX) 0.0 $3.0k 100.00 30.04
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.0k 111.00 26.63
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $2.9k 73.00 39.56
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $2.8k 57.00 49.44
Kohl's Corporation (KSS) 0.0 $2.8k 200.00 14.04
Ishares Tr Eafe Value Etf (EFV) 0.0 $1.8k 35.00 52.49
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.7k 50.00 34.34
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $1.7k 81.00 21.07
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $1.2k 50.00 23.84
Fifth Third Ban (FITB) 0.0 $972.998900 23.00 42.30
Brown Forman Corp CL B (BF.B) 0.0 $950.000000 25.00 38.00
Asana Cl A (ASAN) 0.0 $851.999400 42.00 20.29
Astrazeneca Sponsored Adr (AZN) 0.0 $394.000200 6.00 65.67
Mr Cooper Group 0.0 $385.000000 4.00 96.25
Brighthouse Finl (BHF) 0.0 $337.000300 7.00 48.14
Peloton Interactive Cl A Com (PTON) 0.0 $305.000500 35.00 8.71
Phillips 66 (PSX) 0.0 $228.000000 2.00 114.00
GSK Sponsored Adr (GSK) 0.0 $102.000000 3.00 34.00
The Beachbody Company Com Cl A New (BODI) 0.0 $79.999400 13.00 6.15
Unity Software (U) 0.0 $45.000000 2.00 22.50
Haleon Spon Ads (HLN) 0.0 $39.000000 4.00 9.75
Hewlett Packard Enterprise (HPE) 0.0 $22.000000 1.00 22.00
Compass Minerals International (CMP) 0.0 $12.000000 1.00 12.00