Pillar Financial Advisors

Pillar Financial Advisors as of March 31, 2025

Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 111 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS) 12.0 $16M 269k 59.75
Dimensional Etf Trust Us Equity Market (DFUS) 11.7 $16M 260k 60.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 10.9 $15M 354k 41.21
Dimensional Etf Trust Intl Core Equity (DFIC) 10.2 $14M 495k 27.77
Dimensional Etf Trust Ultrashort Fixed (DUSB) 7.9 $11M 209k 50.73
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.9 $7.9M 154k 51.49
Dimensional Etf Trust Us Large Cap Val (DFLV) 5.5 $7.4M 242k 30.57
Dimensional Etf Trust Us Real Estate E (DFAR) 3.9 $5.3M 222k 23.77
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.0 $4.0M 141k 28.15
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.7 $3.7M 74k 49.86
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.5 $3.3M 125k 26.46
Vanguard World Mega Grwth Ind (MGK) 2.3 $3.1M 9.9k 308.88
Dimensional Etf Trust Internatnal Val (DFIV) 2.2 $2.9M 74k 39.36
Vanguard Index Fds Value Etf (VTV) 2.0 $2.7M 15k 172.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $2.5M 14k 186.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $2.3M 9.3k 251.77
Dimensional Etf Trust Short Duration F (DFSD) 1.6 $2.1M 44k 47.52
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.8M 24k 76.57
Cohen & Steers (CNS) 0.8 $1.1M 14k 80.25
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $951k 31k 31.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $907k 18k 50.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $890k 11k 78.94
Vanguard Wellington Short Trm Tax Ex (VTES) 0.6 $805k 8.0k 100.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $803k 18k 45.26
Vanguard Index Fds Growth Etf (VUG) 0.5 $667k 1.8k 370.82
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $632k 13k 49.90
Ishares Tr Gnma Bond Etf (GNMA) 0.4 $516k 12k 43.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $477k 928.00 513.99
Vanguard World Mega Cap Val Etf (MGV) 0.3 $468k 3.6k 128.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $466k 1.3k 361.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $413k 6.8k 60.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $389k 5.3k 73.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $385k 1.4k 274.76
Vanguard Index Fds Small Cp Etf (VB) 0.3 $361k 1.6k 221.73
Ishares Gold Tr Ishares New (IAU) 0.2 $334k 5.7k 58.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $299k 1.6k 188.16
Republic Bancorp Inc Ky Cl A (RBCAA) 0.2 $261k 4.1k 63.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $256k 7.8k 32.99
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $241k 9.3k 25.89
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $219k 3.6k 61.28
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $140k 1.2k 115.62
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $138k 3.6k 38.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $133k 2.3k 58.35
Ishares Tr Core Msci Eafe (IEFA) 0.1 $126k 1.7k 75.65
Abbvie (ABBV) 0.1 $126k 600.00 209.52
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $120k 4.1k 29.12
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $115k 1.4k 81.76
First Tr Morningstar Divid L SHS (FDL) 0.1 $114k 2.6k 43.44
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $112k 4.3k 25.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $110k 1.8k 62.09
Stock Yards Ban (SYBT) 0.1 $109k 1.6k 69.06
Ishares Tr Russell 2000 Etf (IWM) 0.1 $108k 543.00 199.49
Ameren Corporation (AEE) 0.1 $105k 1.0k 100.40
Wp Carey (WPC) 0.1 $94k 1.5k 63.11
Vanguard Index Fds Large Cap Etf (VV) 0.1 $91k 353.00 257.03
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $86k 450.00 190.58
Ishares Tr Global 100 Etf (IOO) 0.1 $81k 845.00 96.29
Apple (AAPL) 0.1 $73k 328.00 222.18
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.0 $57k 435.00 131.40
UnitedHealth (UNH) 0.0 $42k 80.00 523.75
Kinder Morgan (KMI) 0.0 $40k 1.4k 28.53
Intel Corporation (INTC) 0.0 $38k 1.7k 22.71
CVS Caremark Corporation (CVS) 0.0 $34k 500.00 67.75
Dominion Resources (D) 0.0 $34k 600.00 56.07
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $33k 127.00 258.62
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $30k 1.1k 26.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $29k 673.00 43.70
Thermo Fisher Scientific (TMO) 0.0 $27k 55.00 497.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $23k 1.2k 19.78
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $23k 915.00 25.22
PG&E Corporation (PCG) 0.0 $16k 924.00 17.18
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $14k 89.00 161.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $13k 562.00 23.43
Elanco Animal Health (ELAN) 0.0 $11k 1.1k 10.50
First Busey Corp Com New (BUSE) 0.0 $10k 474.00 21.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $9.7k 441.00 22.08
Biolife Solutions Com New (BLFS) 0.0 $9.0k 396.00 22.84
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $8.7k 128.00 68.32
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $8.6k 87.00 98.93
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $7.9k 166.00 47.60
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $7.9k 365.00 21.51
MetLife (MET) 0.0 $6.7k 83.00 80.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $6.2k 36.00 172.28
Aegon Amer Reg 1 Cert (AEG) 0.0 $6.1k 930.00 6.59
Charter Communications Inc N Cl A (CHTR) 0.0 $5.5k 15.00 368.53
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $5.5k 97.00 56.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $4.7k 40.00 116.58
Airbnb Com Cl A (ABNB) 0.0 $4.2k 35.00 119.49
NET Lease Office Properties (NLOP) 0.0 $3.6k 116.00 31.39
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $3.5k 51.00 69.53
Ishares Tr National Mun Etf (MUB) 0.0 $3.5k 33.00 105.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.1k 111.00 27.58
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $3.0k 73.00 40.47
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $2.9k 57.00 51.14
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $2.9k 34.00 84.53
Dropbox Cl A (DBX) 0.0 $2.7k 100.00 26.71
Novocure Ord Shs (NVCR) 0.0 $2.5k 138.00 17.83
Ishares Tr Eafe Value Etf (EFV) 0.0 $2.1k 35.00 58.94
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.8k 50.00 35.88
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $1.7k 81.00 20.70
Kohl's Corporation (KSS) 0.0 $1.6k 200.00 8.18
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $1.3k 50.00 25.56
Fifth Third Ban (FITB) 0.0 $902.000200 23.00 39.22
Brown Forman Corp CL B (BF.B) 0.0 $849.000000 25.00 33.96
Asana Cl A (ASAN) 0.0 $611.998800 42.00 14.57
Mr Cooper Group 0.0 $479.000000 4.00 119.75
Brighthouse Finl (BHF) 0.0 $406.000000 7.00 58.00
Peloton Interactive Cl A Com (PTON) 0.0 $222.001500 35.00 6.34
The Beachbody Company Com Cl A New (BODI) 0.0 $98.000500 13.00 7.54
Unity Software (U) 0.0 $40.000000 2.00 20.00
Hewlett Packard Enterprise (HPE) 0.0 $16.000000 1.00 16.00