Pillar Wealth Advisors, LLC
CIK 1632226 · Holdings on Sep 30, 2024 · First reported Nov 5, 2024
Top ten holdings
Q3 2024- SCHX21.42%
- CGMU14.13%
- PAUG10.32%
- SCHM10.31%
- CGCP8.52%
- QUAL8.19%
- AAPL7.83%
- PJUL6.77%
- BND6.33%
- VEA6.19%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PAUGWeight increased · +9.47 pp0.85% → 10.32%Shares -10.26K (-52.96%)
- CGCPWeight increased · +8.16 pp0.36% → 8.52%Shares -1.00K (-7.50%)
- SCHXWeight increased · +8.05 pp13.37% → 21.42%Shares -162.75K (-93.90%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
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 | $716.84K | 21.42% | 10.56K shares | 13.37% → 21.42%+8.05 pp -162.75K (-93.90%) | Reduced | ↗▾ |
| 02 | CGMUCAP GROUP MUNICIPAL INCOMEMUNICIPAL INCOME View history and evidence | $472.72K | 14.13% | 17.21K shares | 6.52% → 14.13%+7.61 pp -185.06K (-91.49%) | Reduced | ↗▾ |
| 03 | PAUGINNOVATOR U.S. EQUITY POWERUS EQTY PWR BF View history and evidence | $345.17K | 10.32% | 9.12K shares | 0.85% → 10.32%+9.47 pp -10.26K (-52.96%) | Reduced | ↗▾ |
| 04 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $344.91K | 10.31% | 4.15K shares | 6.08% → 10.31%+4.23 pp -60.91K (-93.62%) | Reduced | ↗▾ |
| 05 | CGCPCAP GROUP CORE PLUS INCOMECORE PLUS INCM View history and evidence | $284.98K | 8.52% | 12.33K shares | 0.36% → 8.52%+8.16 pp -1.00K (-7.50%) | Reduced | ↗▾ |
| 06 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $274.15K | 8.19% | 1.53K shares | 6.88% → 8.19%+1.31 pp -32.04K (-95.45%) | Reduced | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $261.89K | 7.83% | 1.12K shares | 1.10% → 7.83%+6.73 pp -3.24K (-74.22%) | Reduced | ↗▾ |
| 08 | PJULINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $226.40K | 6.77% | 5.59K shares | 2.01% → 6.77%+4.76 pp -37.61K (-87.05%) | Reduced | ↗▾ |
| 09 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $211.66K | 6.33% | 2.82K shares | 5.57% → 6.33%+0.76 pp -61.63K (-95.63%) | Reduced | ↗▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $207.28K | 6.19% | 3.92K shares | 4.61% → 6.19%+1.58 pp -73.76K (-94.95%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 48
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | Non-derivative | -7,229 | -$3.96M | SEC filing ↗ | SEC filing ↗ |
| POCT INNOVATOR U.S. EQUITY POWER | Non-derivative | -75,454 | -$2.89M | SEC filing ↗ | SEC filing ↗ |
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -33,430 | -$2.60M | SEC filing ↗ | SEC filing ↗ |
3 / 48 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3345998
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