Pillar Financial Advisors

Pillar Financial Advisors as of June 30, 2025

Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 109 positions in its portfolio as reported in the June 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) 12.3 $18M 279k 63.71
Dimensional Etf Trust Us Equity Market (DFUS) 12.1 $18M 262k 67.02
Dimensional Etf Trust Intl Core Equity (DFIC) 10.7 $16M 500k 31.09
Dimensional Etf Trust Us Mktwide Value (DFUV) 10.3 $15M 354k 42.28
Dimensional Etf Trust Ultrashort Fixed (DUSB) 7.8 $11M 223k 50.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.8 $8.3M 154k 53.96
Dimensional Etf Trust Us Large Cap Val (DFLV) 5.5 $7.9M 256k 31.02
Dimensional Etf Trust Us Real Estate E (DFAR) 3.7 $5.4M 228k 23.46
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.2 $4.7M 159k 29.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.7 $3.9M 132k 29.68
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.6 $3.8M 76k 49.87
Vanguard World Mega Grwth Ind (MGK) 2.5 $3.6M 9.7k 366.17
Dimensional Etf Trust Internatnal Val (DFIV) 2.2 $3.2M 74k 42.83
Vanguard Index Fds Value Etf (VTV) 1.9 $2.8M 16k 176.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $2.6M 14k 195.00
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $2.5M 9.1k 276.94
Dimensional Etf Trust Short Duration F (DFSD) 1.4 $2.1M 43k 48.01
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.8M 23k 77.34
Cohen & Steers (CNS) 0.7 $1.1M 14k 75.35
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.0M 30k 34.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $993k 17k 57.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $862k 17k 49.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $834k 11k 79.50
Vanguard Index Fds Growth Etf (VUG) 0.5 $788k 1.8k 438.40
Vanguard Wellington Short Trm Tax Ex (VTES) 0.5 $758k 7.5k 100.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $637k 13k 50.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $548k 1.3k 424.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $527k 928.00 568.12
Ishares Tr Gnma Bond Etf (GNMA) 0.4 $516k 12k 43.95
Vanguard World Mega Cap Val Etf (MGV) 0.3 $476k 3.6k 131.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $457k 6.8k 67.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $426k 1.4k 303.84
Vanguard Index Fds Small Cp Etf (VB) 0.3 $386k 1.6k 236.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $361k 4.9k 73.63
Ishares Gold Tr Ishares New (IAU) 0.2 $354k 5.7k 62.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $308k 1.6k 194.23
Republic Bancorp Inc Ky Cl A (RBCAA) 0.2 $299k 4.1k 73.11
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $279k 7.8k 35.84
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $270k 9.3k 28.95
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $258k 3.9k 67.09
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $163k 1.2k 134.41
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $152k 3.6k 42.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $142k 2.3k 62.02
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $135k 4.1k 32.91
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $129k 4.3k 29.84
Stock Yards Ban (SYBT) 0.1 $124k 1.6k 78.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $123k 1.8k 69.08
Ishares Tr Russell 2000 Etf (IWM) 0.1 $117k 543.00 215.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $116k 1.4k 82.92
Abbvie (ABBV) 0.1 $111k 600.00 185.62
First Tr Exchange-traded SHS (FDL) 0.1 $110k 2.6k 41.87
Vanguard Index Fds Large Cap Etf (VV) 0.1 $101k 353.00 285.30
Ishares Tr Core Msci Eafe (IEFA) 0.1 $101k 1.2k 83.48
Ameren Corporation (AEE) 0.1 $100k 1.0k 96.04
Wp Carey (WPC) 0.1 $93k 1.5k 62.38
Ishares Tr Global 100 Etf (IOO) 0.1 $91k 845.00 107.81
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $88k 450.00 195.42
Apple (AAPL) 0.0 $67k 327.00 205.22
First Tr Exchange-traded A Com Shs (FTC) 0.0 $66k 435.00 150.97
Kinder Morgan (KMI) 0.0 $41k 1.4k 29.40
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $36k 127.00 279.83
CVS Caremark Corporation (CVS) 0.0 $35k 500.00 68.98
Dominion Resources (D) 0.0 $34k 600.00 56.52
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $33k 1.1k 29.37
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $33k 673.00 48.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $26k 1.2k 22.10
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $26k 915.00 28.00
UnitedHealth (UNH) 0.0 $25k 80.00 311.98
Intel Corporation (INTC) 0.0 $24k 1.1k 22.40
Thermo Fisher Scientific (TMO) 0.0 $22k 55.00 405.47
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $18k 89.00 197.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $14k 562.00 25.30
PG&E Corporation (PCG) 0.0 $13k 924.00 13.94
First Busey Corp Com New (BUSE) 0.0 $11k 474.00 22.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $11k 441.00 24.44
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $8.6k 87.00 99.21
Biolife Solutions Com New (BLFS) 0.0 $8.5k 396.00 21.54
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $8.2k 128.00 63.95
Spdr Series Trust Nuveen Ice Short (SHM) 0.0 $7.9k 166.00 47.83
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $7.7k 365.00 21.16
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $6.9k 36.00 192.72
Aegon Amer Reg 1 Cert (AEG) 0.0 $6.7k 930.00 7.24
MetLife (MET) 0.0 $6.7k 83.00 80.42
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $6.3k 97.00 64.81
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $5.2k 40.00 129.82
Airbnb Com Cl A (ABNB) 0.0 $4.6k 35.00 132.34
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $3.8k 51.00 74.06
NET Lease Office Properties (NLOP) 0.0 $3.8k 116.00 32.55
Ishares Tr National Mun Etf (MUB) 0.0 $3.4k 33.00 104.48
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $3.4k 73.00 46.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.3k 111.00 30.14
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $3.2k 34.00 94.09
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $2.9k 57.00 51.16
Dropbox Cl A (DBX) 0.0 $2.9k 100.00 28.60
Novocure Ord Shs (NVCR) 0.0 $2.5k 138.00 17.80
Ishares Tr Eafe Value Etf (EFV) 0.0 $2.2k 35.00 63.49
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $2.1k 50.00 42.60
Kohl's Corporation (KSS) 0.0 $1.7k 200.00 8.48
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $1.7k 81.00 20.93
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $1.2k 50.00 23.46
Fifth Third Ban (FITB) 0.0 $945.999200 23.00 41.13
Brown Forman Corp CL B (BF.B) 0.0 $673.000000 25.00 26.92
Mr Cooper Group 0.0 $597.000000 4.00 149.25
Asana Cl A (ASAN) 0.0 $567.000000 42.00 13.50
Brighthouse Finl (BHF) 0.0 $376.999700 7.00 53.86
Peloton Interactive Cl A Com (PTON) 0.0 $243.001500 35.00 6.94
The Beachbody Company Com Cl A New (BODI) 0.0 $53.999400 13.00 4.15
Unity Software (U) 0.0 $49.000000 2.00 24.50
Hewlett Packard Enterprise (HPE) 0.0 $21.000000 1.00 21.00