$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -5,690 | -100.0% | -0.19% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -450 | -100.0% | -0.20% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,676 | -100.0% | -0.21% | – |
| LOUP | Exit | INNOVATOR ETFS TRloup frontier | $0 | – | -5,443 | -100.0% | -0.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -82 | -100.0% | -0.26% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -12,260 | -100.0% | -0.27% | – |
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.