$98.3 Million is the total value of Pillar Wealth Advisors, LLC's 55 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $16,826,000 | -17.0% | 376,757 | +0.0% | 17.12% | -12.5% |
| BALT | Buy | INNOVATOR ETFS TRdefined wlt shld | $14,940,000 | +30.1% | 578,404 | +30.3% | 15.20% | +37.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $9,002,000 | -16.9% | 143,499 | +0.5% | 9.16% | -12.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $7,945,000 | -16.5% | 71,111 | +0.6% | 8.08% | -12.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $4,971,000 | -13.5% | 121,840 | +1.8% | 5.06% | -8.8% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $3,532,000 | +146.8% | 71,806 | +148.6% | 3.59% | +160.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,349,000 | -17.1% | 34,586 | +0.7% | 1.37% | -12.5% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,170,000 | +203.9% | 39,824 | +217.0% | 1.19% | +220.2% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $938,000 | +93.0% | 18,431 | +121.7% | 0.96% | +103.6% |
| KJUL | Buy | INNOVATOR ETFS TRus sml cp pwr b | $861,000 | +157.0% | 36,862 | +183.2% | 0.88% | +171.2% |
| UJAN | New | INNOVATOR ETFS TRus eqt ultra bf | $850,000 | – | 29,180 | +100.0% | 0.86% | – |
| EJUL | Buy | INNOVATOR ETFS TRemrgng mkt july | $841,000 | +107.7% | 36,217 | +124.2% | 0.86% | +118.9% |
| AAPL | Buy | APPLE INC | $747,000 | -19.6% | 5,464 | +2.7% | 0.76% | -15.3% |
| IVOL | Buy | KRANESHARES TRquadrtc int rt | $721,000 | -1.0% | 28,441 | +0.1% | 0.73% | +4.4% |
| PAPR | Buy | INNOVATOR ETFS TRus eqt pwr buf | $689,000 | -2.8% | 25,504 | +6.7% | 0.70% | +2.5% |
| PJUN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $394,000 | +95.0% | 13,550 | +115.4% | 0.40% | +105.6% |
| IJUL | New | INNOVATOR ETFS TRintrnl dev july | $376,000 | – | 16,561 | +100.0% | 0.38% | – |
| PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $361,000 | – | 13,204 | +100.0% | 0.37% | – |
| ISDX | New | INVESCO EXCH TRD SLF IDX FDrafi strg us etf | $330,000 | – | 12,569 | +100.0% | 0.34% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $327,000 | – | 7,602 | +100.0% | 0.33% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $292,000 | -15.9% | 3,205 | +0.1% | 0.30% | -11.3% |
| EAPR | New | INNOVATOR ETFS TRemrgng mkt april | $218,000 | – | 9,384 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 20.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 11.1% |
| ISHARES TR | 11 | Q2 2024 | 9.9% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 5.9% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 6.0% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 3.6% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 3.1% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 2.8% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 2.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 3.6% |
View Pillar Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-05 |
View Pillar Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.