Pillar Wealth Advisors

Pillar Wealth Advisors as of March 31, 2023

Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 64 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 18.1 $18M 376k 48.37
Capital Group Fixed Income E Municipal Income (CGMU) 10.1 $10M 381k 26.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.6 $9.6M 142k 67.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.5 $8.5M 69k 124.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $5.7M 125k 45.17
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 3.6 $3.6M 115k 31.63
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 3.1 $3.1M 97k 31.80
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 2.6 $2.6M 84k 30.68
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 2.1 $2.1M 66k 31.45
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $1.9M 39k 48.79
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 1.6 $1.6M 40k 39.14
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 1.6 $1.6M 50k 31.64
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 1.5 $1.5M 51k 29.50
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.5M 14k 103.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $1.4M 33k 41.93
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $1.4M 15k 93.68
Capital Group Fixed Income E Us Multi-sector (CGMS) 1.3 $1.3M 49k 26.33
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.1 $1.1M 44k 24.94
Intercontinental Exchange (ICE) 1.1 $1.1M 10k 104.29
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.9 $950k 32k 29.40
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.9 $944k 17k 54.92
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.9 $934k 38k 24.77
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $933k 12k 80.22
Alphabet Cap Stk Cl C (GOOG) 0.9 $909k 8.7k 104.00
Innovator Etfs Tr Emrgng Mkt July (EJUL) 0.9 $898k 39k 23.35
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.9 $892k 32k 28.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $870k 19k 46.95
Gilead Sciences (GILD) 0.9 $860k 10k 82.97
Apple (AAPL) 0.8 $837k 5.1k 164.88
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.7 $715k 27k 26.60
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $690k 7.1k 96.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $627k 3.1k 204.10
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.6 $623k 13k 47.91
Innovator Etfs Tr Emerging Mkt Pwr (EOCT) 0.6 $614k 27k 23.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $581k 7.9k 73.16
Innovator Etfs Tr International Dv (IOCT) 0.6 $561k 22k 25.24
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.5 $543k 19k 28.45
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $494k 3.2k 156.78
Capital Group Fixed Income E Core Plus Incm (CGCP) 0.5 $474k 21k 22.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $461k 6.0k 76.23
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.5 $459k 18k 25.38
Ishares Tr Core S&p500 Etf (IVV) 0.4 $399k 971.00 411.08
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.4 $381k 13k 28.82
WSFS Financial Corporation (WSFS) 0.4 $377k 10k 37.61
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.4 $376k 11k 33.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $357k 2.5k 144.62
Endava Ads (DAVA) 0.3 $348k 5.2k 67.18
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $346k 11k 32.17
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.3 $334k 11k 30.78
Ishares Tr Msci Eafe Etf (EFA) 0.3 $318k 4.4k 71.52
Ishares Tr National Mun Etf (MUB) 0.3 $303k 2.8k 107.74
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.3 $301k 10k 29.23
Vanguard Index Fds Growth Etf (VUG) 0.3 $294k 1.2k 249.44
Pfizer (PFE) 0.3 $293k 7.2k 40.80
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.3 $271k 7.0k 38.94
Exxon Mobil Corporation (XOM) 0.2 $246k 2.2k 109.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $242k 969.00 250.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $236k 3.2k 73.83
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $236k 2.3k 104.68
Innovator Etfs Tr Emrgng Mkt April (EAPR) 0.2 $229k 9.4k 24.44
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $226k 2.7k 83.04
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $225k 9.9k 22.72
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.2 $218k 8.4k 25.94
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $214k 4.4k 48.92