Pillar Wealth Advisors

Pillar Wealth Advisors as of June 30, 2023

Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 69 positions in its portfolio as reported in the June 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) 16.0 $19M 365k 52.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.1 $9.7M 137k 71.03
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 7.7 $9.2M 348k 26.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.5 $9.0M 67k 134.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.6 $6.7M 92k 72.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $6.1M 132k 46.18
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 3.2 $3.8M 115k 33.47
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 2.7 $3.3M 97k 33.91
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 2.3 $2.7M 84k 32.71
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 1.8 $2.2M 65k 33.28
Ishares Tr Core S&p500 Etf (IVV) 1.6 $1.9M 4.3k 445.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $1.8M 37k 48.06
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 1.5 $1.8M 59k 29.85
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 1.4 $1.7M 50k 34.22
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 1.4 $1.7M 40k 41.62
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.6M 14k 119.70
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 1.3 $1.6M 51k 31.20
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.3 $1.5M 30k 50.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $1.4M 32k 43.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $1.4M 19k 72.62
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.1 $1.4M 51k 27.04
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $1.3M 14k 95.41
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.3M 13k 99.65
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.1 $1.3M 50k 26.05
Intercontinental Exchange (ICE) 1.0 $1.2M 10k 113.08
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.1M 4.4k 261.48
Innovator Etfs Tr Emrgng Mkt July (EJUL) 0.9 $1.1M 49k 23.05
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.1M 8.7k 120.97
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.8 $998k 32k 30.90
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.8 $994k 36k 27.54
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.8 $992k 17k 57.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $984k 13k 75.57
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.8 $968k 38k 25.69
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.8 $964k 23k 42.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $928k 12k 79.03
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $919k 19k 47.87
Apple (AAPL) 0.8 $899k 4.6k 193.96
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.8 $898k 32k 28.38
Gilead Sciences (GILD) 0.7 $799k 10k 77.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $677k 3.1k 220.25
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.6 $666k 13k 51.26
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.5 $651k 16k 41.69
Innovator Etfs Tr Emerging Mkt Pwr (EOCT) 0.5 $623k 27k 23.49
Innovator Etfs Tr International Dv (IOCT) 0.5 $580k 22k 26.08
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.5 $556k 19k 29.13
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $516k 3.2k 163.65
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.4 $475k 18k 26.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $471k 6.2k 75.66
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $464k 21k 22.26
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.3 $397k 11k 35.11
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) 0.3 $373k 15k 24.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $370k 2.5k 149.64
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $363k 11k 33.77
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.3 $344k 11k 31.67
Vanguard Index Fds Growth Etf (VUG) 0.3 $333k 1.2k 282.96
Ishares Tr Msci Eafe Etf (EFA) 0.3 $322k 4.4k 72.50
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.3 $317k 10k 30.79
Ishares Tr National Mun Etf (MUB) 0.2 $280k 2.6k 106.73
Endava Ads (DAVA) 0.2 $269k 5.2k 51.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $235k 2.3k 104.04
Innovator Etfs Tr Emrgng Mkt April (EAPR) 0.2 $231k 9.4k 24.63
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.2 $227k 8.4k 27.08
Pfizer (PFE) 0.2 $226k 6.2k 36.68
Exxon Mobil Corporation (XOM) 0.2 $226k 2.1k 107.25
Adobe Systems Incorporated (ADBE) 0.2 $220k 450.00 488.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $214k 4.4k 48.88
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $204k 9.9k 20.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $203k 2.4k 83.56
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.2 $203k 5.1k 40.03