Pillar Wealth Advisors

Pillar Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 70 positions in its portfolio as reported in the December 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) 14.3 $19M 330k 56.40
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 8.0 $10M 381k 27.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.1 $9.2M 122k 75.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.0 $9.0M 62k 147.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.9 $7.7M 105k 73.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $6.5M 135k 47.90
Ishares Tr Core S&p500 Etf (IVV) 3.3 $4.3M 9.1k 477.61
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 2.8 $3.6M 101k 36.12
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 2.5 $3.3M 96k 34.44
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 2.2 $2.9M 84k 34.76
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $2.6M 9.3k 277.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $2.5M 33k 76.13
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 1.8 $2.3M 65k 35.10
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 1.7 $2.2M 66k 33.37
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.1M 19k 108.25
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 1.4 $1.9M 59k 31.47
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.8M 13k 139.69
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 1.4 $1.8M 40k 45.80
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.4 $1.8M 61k 29.84
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 1.4 $1.8M 50k 36.19
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.2 $1.6M 33k 48.45
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.1 $1.4M 51k 26.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.3M 28k 47.24
Intercontinental Exchange (ICE) 1.0 $1.3M 9.8k 128.43
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.2M 8.7k 140.93
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $1.2M 13k 96.85
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.9 $1.2M 43k 27.08
Innovator Etfs Tr Emrgng Mkt July (EJUL) 0.9 $1.1M 47k 23.63
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.8 $1.1M 17k 61.94
Innovator Etfs Tr Quity Managd Flr (SFLR) 0.8 $1.1M 39k 27.33
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.8 $1.1M 32k 32.69
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $999k 19k 51.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $954k 12k 81.28
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.7 $893k 31k 29.17
Apple (AAPL) 0.7 $892k 4.6k 192.53
Capital Group Dividend Growe Shs Etf (CGDG) 0.7 $889k 33k 27.16
Gilead Sciences (GILD) 0.6 $840k 10k 81.01
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.6 $755k 26k 28.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $736k 3.1k 237.23
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.6 $716k 13k 55.10
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.5 $695k 16k 44.48
Innovator Etfs Tr Emerging Mkt Pwr (EOCT) 0.5 $627k 27k 23.66
Innovator Etfs Tr International Dv (IOCT) 0.5 $622k 22k 27.94
Ishares Tr National Mun Etf (MUB) 0.5 $594k 5.5k 108.41
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $593k 12k 50.23
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.4 $580k 19k 30.40
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.4 $556k 22k 25.84
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $555k 16k 35.20
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.4 $491k 18k 27.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $482k 6.2k 77.37
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $473k 21k 22.70
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.4 $455k 11k 42.49
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.3 $421k 11k 37.24
Comcast Corp Cl A (CMCSA) 0.3 $412k 9.4k 43.85
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $396k 3.8k 105.43
Innovator Etfs Tr Intrnl Dev Aprl (IAPR) 0.3 $385k 15k 25.73
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $383k 11k 35.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $366k 6.3k 57.96
Vanguard Index Fds Growth Etf (VUG) 0.3 $366k 1.2k 310.88
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.3 $362k 11k 33.38
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.3 $336k 10k 32.65
Ishares Tr Msci Eafe Etf (EFA) 0.3 $335k 4.4k 75.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $303k 1.9k 157.80
Adobe Systems Incorporated (ADBE) 0.2 $269k 450.00 596.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $234k 4.7k 49.36
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.2 $220k 8.0k 27.52
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.2 $211k 5.1k 41.69
Exxon Mobil Corporation (XOM) 0.2 $208k 2.1k 99.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $208k 2.4k 88.35
Innovator Etfs Tr Emrgng Mkt April (EAPR) 0.2 $203k 8.1k 25.15