Pillar Wealth Advisors

Pillar Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 67 positions in its portfolio as reported in the September 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) 15.5 $18M 353k 50.60
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 8.2 $9.5M 368k 25.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.8 $9.0M 133k 67.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.4 $8.6M 65k 131.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $6.6M 95k 69.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $5.8M 132k 43.72
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 3.0 $3.4M 101k 33.96
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 2.8 $3.2M 97k 33.06
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 2.3 $2.7M 84k 32.40
Ishares Tr Core S&p500 Etf (IVV) 2.1 $2.5M 5.7k 429.43
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 1.8 $2.1M 65k 32.36
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 1.8 $2.1M 67k 31.05
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.8M 14k 130.86
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 1.5 $1.7M 59k 29.52
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $1.7M 36k 47.89
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 1.5 $1.7M 40k 42.51
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 1.4 $1.7M 50k 33.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $1.7M 24k 70.76
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.3 $1.5M 55k 26.47
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $1.5M 15k 94.33
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $1.5M 5.8k 249.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.3M 31k 41.42
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.1 $1.3M 50k 25.53
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.2M 14k 86.30
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.1M 8.7k 131.85
Intercontinental Exchange (ICE) 1.0 $1.1M 10k 110.02
Innovator Etfs Tr Emrgng Mkt July (EJUL) 1.0 $1.1M 49k 22.51
Innovator Etfs Tr Quity Managd Flr (SFLR) 0.9 $997k 39k 25.63
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.9 $989k 32k 30.61
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.8 $966k 17k 55.97
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.8 $965k 36k 26.75
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $949k 19k 49.43
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.8 $931k 37k 25.02
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $892k 12k 75.98
Apple (AAPL) 0.7 $793k 4.6k 171.20
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.7 $783k 29k 27.38
Gilead Sciences (GILD) 0.7 $777k 10k 74.94
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.6 $660k 13k 50.80
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.6 $653k 16k 41.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $653k 3.1k 212.43
Innovator Etfs Tr Emerging Mkt Pwr (EOCT) 0.5 $595k 27k 22.45
Innovator Etfs Tr International Dv (IOCT) 0.5 $584k 22k 26.25
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.5 $531k 19k 27.86
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $521k 10k 50.18
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $502k 16k 31.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $468k 6.2k 75.15
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.4 $460k 18k 25.46
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $448k 21k 21.50
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.4 $431k 11k 40.30
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.3 $394k 11k 34.80
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) 0.3 $362k 15k 24.15
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $360k 11k 33.49
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.3 $340k 11k 31.31
Vanguard Index Fds Growth Etf (VUG) 0.3 $321k 1.2k 272.31
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.3 $313k 10k 30.46
Ishares Tr Msci Eafe Etf (EFA) 0.3 $307k 4.4k 68.92
Endava Ads (DAVA) 0.3 $297k 5.2k 57.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $272k 1.9k 141.69
Ishares Tr National Mun Etf (MUB) 0.2 $269k 2.6k 102.54
Exxon Mobil Corporation (XOM) 0.2 $247k 2.1k 117.58
Adobe Systems Incorporated (ADBE) 0.2 $230k 450.00 509.90
Innovator Etfs Tr Emrgng Mkt April (EAPR) 0.2 $226k 9.4k 24.06
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $212k 2.1k 102.86
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $209k 4.4k 47.83
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.2 $206k 8.0k 25.68
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.2 $205k 5.1k 40.58
Pfizer (PFE) 0.2 $204k 6.2k 33.17