Pillar Wealth Advisors, LLC
CIK 1632226 · Holdings on Sep 30, 2023 · First reported Nov 8, 2023
Top ten holdings
Q3 2023- SCHX15.46%
- CGMU8.18%
- SCHM7.76%
- QUAL7.41%
- BND5.72%
- VEA5.01%
- POCT2.96%
- PNOV2.77%
- PSEP2.34%
- IVV2.12%
Share classes counted separately59.73%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $17.86M | 15.46% | 353.02K shares | — | ↗▾ | |
| 02 | CGMUCAP GROUP MUNICIPAL INCOMEMUNICIPAL INCOME View history and evidence | $9.45M | 8.18% | 367.79K shares | — | ↗▾ | |
| 03 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $8.97M | 7.76% | 132.47K shares | — | ↗▾ | |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $8.56M | 7.41% | 64.95K shares | — | ↗▾ | |
| 05 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $6.61M | 5.72% | 94.78K shares | — | ↗▾ | |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.79M | 5.01% | 132.39K shares | — | ↗▾ | |
| 07 | POCTINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $3.43M | 2.96% | 100.86K shares | — | ↗▾ | |
| 08 | PNOVINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $3.20M | 2.77% | 96.76K shares | — | ↗▾ | |
| 09 | PSEPINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $2.70M | 2.34% | 83.48K shares | — | ↗▾ | |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.45M | 2.12% | 5.71K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BSV VANGUARD SHORT-TERM BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| IVOL QUADRATIC INT RTE VOL INFL H | Non-derivative | — | — | SEC filing ↗ | |
| VNQ VANGUARD REAL ESTATE ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1632226 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 115532786
}Research all 67 reported holdings.
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