Pillar Wealth Advisors

Pillar Wealth Advisors as of March 31, 2024

Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 71 positions in its portfolio as reported in the March 2024 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 304k 62.06
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 7.6 $10M 373k 27.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.1 $9.4M 57k 164.35
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.9 $9.2M 113k 81.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.0 $7.9M 109k 72.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $6.8M 136k 50.17
Ishares Tr Core S&p500 Etf (IVV) 4.2 $5.5M 11k 525.74
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 2.9 $3.8M 101k 37.49
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 2.6 $3.4M 96k 35.55
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $3.3M 54k 60.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $3.2M 40k 80.63
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 2.3 $3.0M 84k 36.50
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 1.8 $2.3M 64k 36.60
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.6 $2.1M 63k 32.50
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.0M 13k 150.93
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 1.4 $1.9M 40k 47.57
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 1.4 $1.9M 50k 37.98
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $1.8M 17k 110.52
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.3 $1.7M 54k 32.47
Invesco Actively Managed Etf Aaa Clo Fltng Rt (ICLO) 1.2 $1.6M 62k 25.61
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $1.5M 32k 48.21
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.1 $1.4M 52k 27.04
Intercontinental Exchange (ICE) 1.0 $1.3M 9.6k 137.43
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.3M 8.5k 152.26
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.3M 12k 103.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.2M 25k 49.24
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.9 $1.2M 43k 28.08
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.9 $1.2M 17k 67.39
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.9 $1.2M 39k 30.01
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.8 $1.1M 32k 33.59
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.8 $1.1M 30k 35.38
Capital Group Dividend Growe Shs Etf (CGDG) 0.8 $1.0M 35k 28.63
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.7 $954k 31k 31.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $809k 3.1k 259.90
Apple (AAPL) 0.6 $795k 4.6k 171.48
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.6 $760k 32k 23.80
Gilead Sciences (GILD) 0.6 $760k 10k 73.25
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.6 $749k 13k 57.65
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.5 $682k 24k 28.94
Innovator Etfs Trust International Dv (IOCT) 0.5 $643k 22k 28.92
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $606k 16k 38.47
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.5 $597k 19k 31.29
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.4 $594k 13k 45.51
Ishares Tr National Mun Etf (MUB) 0.4 $590k 5.5k 107.60
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $569k 9.8k 58.11
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.4 $554k 22k 25.71
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.4 $510k 18k 28.21
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.4 $476k 12k 39.11
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $469k 21k 22.46
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.3 $428k 13k 34.16
Comcast Corp Cl A (CMCSA) 0.3 $408k 9.4k 43.35
Vanguard Index Fds Growth Etf (VUG) 0.3 $405k 1.2k 344.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $403k 6.7k 60.30
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $396k 11k 36.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $393k 3.8k 104.73
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.3 $375k 11k 34.52
Ishares Tr Msci Eafe Etf (EFA) 0.3 $331k 4.1k 79.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $326k 1.9k 169.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $317k 3.9k 80.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $306k 4.0k 77.31
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.2 $297k 11k 27.16
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.2 $259k 5.9k 43.58
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $254k 2.6k 97.92
Exxon Mobil Corporation (XOM) 0.2 $242k 2.1k 116.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $237k 4.8k 49.19
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.2 $228k 8.0k 28.47
Adobe Systems Incorporated (ADBE) 0.2 $227k 450.00 504.60
Astrazeneca Sponsored Adr (AZN) 0.2 $221k 3.3k 67.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $205k 2.4k 86.47
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $203k 1.2k 175.27
Innovator Etfs Trust Emrgng Mkt April (EAPR) 0.2 $202k 8.1k 25.11