Pillar Financial Advisors

Pillar Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 111 positions in its portfolio as reported in the December 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 $20M 285k 69.67
Dimensional Etf Trust Us Equity Market (DFUS) 11.8 $20M 264k 74.17
Dimensional Etf Trust Intl Core Equity (DFIC) 11.0 $18M 531k 34.46
Dimensional Etf Trust Ultrashort Fixed (DUSB) 9.9 $16M 324k 50.65
Dimensional Etf Trust Us Mktwide Value (DFUV) 9.5 $16M 339k 46.59
Dimensional Etf Trust Us Large Cap Val (DFLV) 6.0 $9.9M 289k 34.21
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.3 $8.9M 149k 59.54
Dimensional Etf Trust Us Real Estate E (DFAR) 4.3 $7.2M 313k 22.90
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.6 $5.9M 180k 32.89
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.8 $4.7M 141k 33.08
Vanguard World Mega Grwth Ind (MGK) 2.4 $3.9M 9.5k 412.77
Dimensional Etf Trust Internatnal Val (DFIV) 2.2 $3.7M 74k 49.90
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.1 $3.5M 71k 49.84
Vanguard Index Fds Value Etf (VTV) 1.9 $3.1M 16k 190.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $2.9M 14k 211.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $2.7M 9.1k 302.11
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $1.8M 38k 47.95
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $1.8M 23k 77.88
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.1M 30k 38.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.1M 18k 62.47
Vanguard Wellington Short Trm Tax Ex (VTES) 0.6 $985k 9.7k 101.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $923k 17k 53.76
Cohen & Steers (CNS) 0.5 $879k 14k 62.78
Vanguard Index Fds Growth Etf (VUG) 0.5 $853k 1.7k 487.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $611k 1.3k 473.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $601k 7.5k 79.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $582k 928.00 627.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $537k 11k 49.46
Ishares Tr Gnma Bond Etf (GNMA) 0.3 $523k 12k 44.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $500k 6.8k 73.56
Vanguard World Mega Cap Val Etf (MGV) 0.3 $496k 3.5k 141.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $478k 1.4k 335.24
Ishares Gold Tr Ishares New (IAU) 0.3 $460k 5.7k 81.17
Vanguard Index Fds Small Cp Etf (VB) 0.3 $418k 1.6k 257.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $363k 4.9k 74.07
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $361k 4.9k 73.98
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $295k 7.5k 39.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $281k 1.3k 210.34
Republic Bancorp Inc Ky Cl A (RBCAA) 0.2 $272k 3.9k 68.99
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $268k 8.2k 32.57
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $229k 3.0k 75.43
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $173k 1.2k 143.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $151k 2.3k 66.00
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $140k 3.7k 38.00
Abbvie (ABBV) 0.1 $137k 600.00 228.49
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $134k 2.9k 46.81
Ishares Tr Russell 2000 Etf (IWM) 0.1 $134k 543.00 246.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $131k 1.7k 75.43
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $129k 3.9k 32.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $117k 1.4k 83.75
First Tr Exchange-traded SHS (FDL) 0.1 $116k 2.6k 44.34
Vanguard Index Fds Large Cap Etf (VV) 0.1 $111k 353.00 314.80
Ishares Tr Global 100 Etf (IOO) 0.1 $107k 845.00 126.67
Ameren Corporation (AEE) 0.1 $104k 1.0k 99.86
Stock Yards Ban (SYBT) 0.1 $102k 1.6k 64.95
Ishares Tr Core Msci Eafe (IEFA) 0.1 $97k 1.1k 89.46
Wp Carey (WPC) 0.1 $96k 1.5k 64.36
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $95k 450.00 212.07
Apple (AAPL) 0.1 $87k 320.00 271.86
First Tr Exchange-traded A Com Shs (FTC) 0.0 $70k 435.00 159.88
CVS Caremark Corporation (CVS) 0.0 $40k 500.00 79.36
Kinder Morgan (KMI) 0.0 $39k 1.4k 27.49
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $37k 1.1k 32.72
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $37k 127.00 290.22
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $37k 673.00 54.71
Dominion Resources (D) 0.0 $35k 600.00 58.59
Thermo Fisher Scientific (TMO) 0.0 $32k 55.00 579.45
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $30k 915.00 32.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $28k 1.2k 24.04
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $20k 89.00 224.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $16k 562.00 28.48
PG&E Corporation (PCG) 0.0 $15k 924.00 16.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $12k 441.00 26.91
Spdr Series Trust State Street Spd (SPYM) 0.0 $12k 147.00 80.22
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $12k 118.00 99.88
First Busey Corp Com New (BUSE) 0.0 $11k 474.00 23.79
Biolife Solutions Com New (BLFS) 0.0 $9.6k 396.00 24.18
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $9.5k 128.00 74.28
Spdr Series Trust State Street Spd (SHM) 0.0 $8.0k 166.00 47.99
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $7.6k 365.00 20.89
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $7.5k 36.00 209.14
Aegon Amer Reg 1 Cert (AEG) 0.0 $7.2k 930.00 7.71
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $7.1k 97.00 73.29
MetLife (MET) 0.0 $6.6k 83.00 78.95
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $5.8k 41.00 140.59
Airbnb Com Cl A (ABNB) 0.0 $4.8k 35.00 135.74
Kohl's Corporation (KSS) 0.0 $4.1k 200.00 20.41
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $4.0k 51.00 77.75
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.6k 111.00 32.76
Ishares Tr National Mun Etf (MUB) 0.0 $3.5k 33.00 107.12
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $3.5k 34.00 102.18
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $3.3k 73.00 45.85
NET Lease Office Properties (NLOP) 0.0 $3.0k 116.00 25.79
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $2.8k 57.00 49.19
Dropbox Cl A (DBX) 0.0 $2.8k 100.00 27.80
Ishares Tr Eafe Value Etf (EFV) 0.0 $2.5k 35.00 71.43
Spdr Series Trust State Street Spd (SPMD) 0.0 $2.4k 41.00 57.93
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $2.3k 50.00 45.54
Angel Studios Cl A Com (ANGX) 0.0 $1.8k 385.00 4.67
Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $1.2k 50.00 24.78
Fifth Third Ban (FITB) 0.0 $1.1k 23.00 46.83
Rocket Cos Com Cl A (RKT) 0.0 $851.998400 44.00 19.36
Brown Forman Corp CL B (BF.B) 0.0 $652.000000 25.00 26.08
Asana Cl A (ASAN) 0.0 $576.000600 42.00 13.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $531.999600 11.00 48.36
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $472.999800 7.00 67.57
Brighthouse Finl (BHF) 0.0 $453.999700 7.00 64.86
Visa Com Cl A (V) 0.0 $351.000000 1.00 351.00
Peloton Interactive Cl A Com (PTON) 0.0 $215.999000 35.00 6.17
The Beachbody Company Com Cl A New (BODI) 0.0 $134.999800 13.00 10.38
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $47.000000 1.00 47.00