$104 Million is the total value of Pillar Wealth Advisors, LLC's 63 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CAPITAL GROUP FIXED INCOME E | $4,501,939 | – | 171,961 | +100.0% | 4.34% | – | |
| New | CAPITAL GROUP DIVIDEND VALUE | $992,101 | – | 42,056 | +100.0% | 0.96% | – | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $901,054 | – | 11,625 | +100.0% | 0.87% | – |
| New | INNOVATOR ETFS TRemerging mkt pwr | $590,412 | – | 26,517 | +100.0% | 0.57% | – | |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $587,202 | – | 3,071 | +100.0% | 0.57% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $507,365 | – | 5,361 | +100.0% | 0.49% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $454,223 | – | 6,041 | +100.0% | 0.44% | – |
| MUB | New | ISHARES TRnational mun etf | $296,300 | – | 2,808 | +100.0% | 0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 20.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 11.1% |
| ISHARES TR | 8 | Q3 2023 | 9.9% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 5.9% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 3.1% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 3.6% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.6% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 2.3% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 5.7% |
View Pillar Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
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.