Pillar Wealth Advisors as of Sept. 30, 2024
Portfolio Holdings for Pillar Wealth Advisors
Pillar Wealth Advisors holds 10 positions in its portfolio as reported in the September 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) | 21.4 | $717k | 11k | 67.85 | |
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 14.1 | $473k | 17k | 27.46 | |
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 10.3 | $345k | 9.1k | 37.86 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 10.3 | $345k | 4.2k | 83.09 | |
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 8.5 | $285k | 12k | 23.12 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.2 | $274k | 1.5k | 179.30 | |
| Apple (AAPL) | 7.8 | $262k | 1.1k | 233.00 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 6.8 | $226k | 5.6k | 40.48 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.3 | $212k | 2.8k | 75.11 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.2 | $207k | 3.9k | 52.81 |
