The Analysis of Pillar Financial Advisors, LLC's Holdings


Currently, Pillar Financial Advisors, LLC holds 117 types of securities in its portfolio with a total value $159.2M. In the most recent quarter, they have increased their positions in DUSB (+58.6K shares, valued at $3.0M), DFAR (+45.7K shares, valued at $1.1M), DFIC (+17.8K shares, valued at $583.9K); decreased their positions in DFSD (-2.5K shares, valued at $121.3K), DFUV (-2.4K shares, valued at $105.8K), IWD (-250 shares, valued at $50.9K); initiated new positions in RDVY (+434 shares, valued at $29.2K), FTCS (+209 shares, valued at $19.6K), FVD (+253 shares, valued at $11.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST267.8K shares2.15%2025-09-302025-11-12history
DFAS DIMENSIONAL ETF TRUST282.7K shares1.26%2025-09-302025-11-12history
DFIC DIMENSIONAL ETF TRUST517.8K shares3.56%2025-09-302025-11-12history
DFUV DIMENSIONAL ETF TRUST351.4K shares-0.67%2025-09-302025-11-12history
DUSB DIMENSIONAL ETF TRUST281.3K shares26.31%2025-09-302025-11-12history
DFAT DIMENSIONAL ETF TRUST153.9K shares-0.25%2025-09-302025-11-12history
DFLV DIMENSIONAL ETF TRUST270.2K shares5.49%2025-09-302025-11-12history
DFAR DIMENSIONAL ETF TRUST274.1K shares20.00%2025-09-302025-11-12history
Sponsored
DFSV DIMENSIONAL ETF TRUST169.3K shares6.56%2025-09-302025-11-12history
DFEM DIMENSIONAL ETF TRUST140.3K shares6.21%2025-09-302025-11-12history
MGK VANGUARD WORLD FD9.7K shares-0.72%2025-09-302025-11-12history
VUSB VANGUARD BD INDEX FDS76.6K shares1.23%2025-09-302025-11-12history
DFIV DIMENSIONAL ETF TRUST73.9K shares-0.52%2025-09-302025-11-12history
VTV VANGUARD INDEX FDS16.1K shares2.59%2025-09-302025-11-12history
VBR VANGUARD INDEX FDS13.5K shares-0.37%2025-09-302025-11-12history
VBK VANGUARD INDEX FDS9.1K shares-0.38%2025-09-302025-11-12history
Sponsored
DFSD DIMENSIONAL ETF TRUST40.6K shares-5.84%2025-09-302025-11-12history
BIV VANGUARD BD INDEX FDS23.4K shares0.03%2025-09-302025-11-12history
DFAI DIMENSIONAL ETF TRUST30.1K shares-0.89%2025-09-302025-11-12history
VEA VANGUARD TAX-MANAGED FDS17.4K shares0.00%2025-09-302025-11-12history
VWO VANGUARD INTL EQUITY INDEX F17.1K shares-1.72%2025-09-302025-11-12history
CNS COHEN & STEERS INC14.0K shares0.00%2025-09-302025-11-12history
VTES VANGUARD WELLINGTON FD8.5K shares13.52%2025-09-302025-11-12history
VUG VANGUARD INDEX FDS1.8K shares-1.67%2025-09-302025-11-12history
Sponsored
VCSH VANGUARD SCOTTSDALE FDS10.1K shares-3.61%2025-09-302025-11-12history
VTIP VANGUARD MALVERN FDS12.7K shares0.00%2025-09-302025-11-12history
IWF ISHARES TR1.3K shares0.00%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS928 shares0.00%2025-09-302025-11-12history
GNMA ISHARES TR11.7K shares0.00%2025-09-302025-11-12history
VEU VANGUARD INTL EQUITY INDEX F6.8K shares0.00%2025-09-302025-11-12history
MGV VANGUARD WORLD FD3.5K shares-3.31%2025-09-302025-11-12history
VTI VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-12history
Sponsored
VB VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-12history
IAU ISHARES GOLD TR5.7K shares0.00%2025-09-302025-11-12history
BND VANGUARD BD INDEX FDS4.9K shares0.00%2025-09-302025-11-12history
DFAW DIMENSIONAL ETF TRUST4.7K shares21.24%2025-09-302025-11-12history
DFAC DIMENSIONAL ETF TRUST7.5K shares-4.23%2025-09-302025-11-12history
RBCAA REPUBLIC BANCORP INC KY3.9K shares-3.66%2025-09-302025-11-12history
IWD ISHARES TR1.3K shares-15.75%2025-09-302025-11-12history
DFAE DIMENSIONAL ETF TRUST8.2K shares-11.72%2025-09-302025-11-12history
Sponsored
VSS VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2025-09-302025-11-12history
DFAU DIMENSIONAL ETF TRUST3.6K shares-0.03%2025-09-302025-11-12history
IJH ISHARES TR2.3K shares0.00%2025-09-302025-11-12history
DISV DIMENSIONAL ETF TRUST4.1K shares0.00%2025-09-302025-11-12history
ABBV ABBVIE INC600 shares0.00%2025-09-302025-11-12history
DFIS DIMENSIONAL ETF TRUST4.3K shares0.00%2025-09-302025-11-12history
IWM ISHARES TR543 shares0.00%2025-09-302025-11-12history
VXUS VANGUARD STAR FDS1.8K shares0.00%2025-09-302025-11-12history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS1.4K shares0.00%2025-09-302025-11-12history
FDL FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2025-09-302025-11-12history
SYBT STOCK YDS BANCORP INC1.6K shares0.00%2025-09-302025-11-12history
VV VANGUARD INDEX FDS353 shares0.00%2025-09-302025-11-12history
AEE AMEREN CORP1.0K shares0.00%2025-09-302025-11-12history
IOO ISHARES TR845 shares0.00%2025-09-302025-11-12history
WPC WP CAREY INC1.5K shares0.00%2025-09-302025-11-12history
IEFA ISHARES TR1.1K shares-9.95%2025-09-302025-11-12history
Sponsored
IVE ISHARES TR450 shares0.00%2025-09-302025-11-12history
AAPL APPLE INC327 shares0.00%2025-09-302025-11-12history
FTC FIRST TR EXCHANGE-TRADED ALP435 shares0.00%2025-09-302025-11-12history
KMI KINDER MORGAN INC DEL1.4K shares0.00%2025-09-302025-11-12history
CVS CVS HEALTH CORP500 shares0.00%2025-09-302025-11-12history
VO VANGUARD INDEX FDS127 shares0.00%2025-09-302025-11-12history
D DOMINION ENERGY INC600 shares0.00%2025-09-302025-11-12history
EEM ISHARES TR673 shares0.00%2025-09-302025-11-12history
Sponsored
DFAX DIMENSIONAL ETF TRUST1.1K shares-0.26%2025-09-302025-11-12history
RDVY FIRST TR EXCHANGE TRADED FD434 sharesnew addition2025-09-302025-11-12history
DEHP DIMENSIONAL ETF TRUST915 shares0.00%2025-09-302025-11-12history
UNH UNITEDHEALTH GROUP INC80 shares0.00%2025-09-302025-11-12history
SCHF SCHWAB STRATEGIC TR1.2K shares0.00%2025-09-302025-11-12history
TMO THERMO FISHER SCIENTIFIC INC55 shares0.00%2025-09-302025-11-12history
FTEC FIDELITY COVINGTON TRUST89 shares0.00%2025-09-302025-11-12history
FTCS FIRST TR EXCHANGE-TRADED FD209 sharesnew addition2025-09-302025-11-12history
Sponsored
AGG ISHARES TR164 shares88.51%2025-09-302025-11-12history
SCHA SCHWAB STRATEGIC TR562 shares0.00%2025-09-302025-11-12history
PCG PG&E CORP924 shares0.00%2025-09-302025-11-12history
FVD FIRST TR EXCHANGE-TRADED FD253 sharesnew addition2025-09-302025-11-12history
SCHX SCHWAB STRATEGIC TR441 shares0.00%2025-09-302025-11-12history
BUSE FIRST BUSEY CORP474 shares0.00%2025-09-302025-11-12history
QQEW FIRST TR EXCHANGE-TRADED FD75 sharesnew addition2025-09-302025-11-12history
BLFS BIOLIFE SOLUTIONS INC396 shares0.00%2025-09-302025-11-12history
Sponsored
FHLC FIDELITY COVINGTON TRUST128 shares0.00%2025-09-302025-11-12history
SHM SPDR SERIES TRUST166 shares0.00%2025-09-302025-11-12history
SCHH SCHWAB STRATEGIC TR365 shares0.00%2025-09-302025-11-12history
VXF VANGUARD INDEX FDS36 shares0.00%2025-09-302025-11-12history
AEG AEGON LTD930 shares0.00%2025-09-302025-11-12history
FCOM FIDELITY COVINGTON TRUST97 shares0.00%2025-09-302025-11-12history
MET METLIFE INC83 shares0.00%2025-09-302025-11-12history
DG DOLLAR GEN CORP NEW57 sharesnew addition2025-09-302025-11-12history
Sponsored
VT VANGUARD INTL EQUITY INDEX F41 shares2.50%2025-09-302025-11-12history
O REALTY INCOME CORP88 sharesnew addition2025-09-302025-11-12history
ABNB AIRBNB INC35 shares0.00%2025-09-302025-11-12history
NKE NIKE INC56 sharesnew addition2025-09-302025-11-12history
FNCL FIDELITY COVINGTON TRUST51 shares0.00%2025-09-302025-11-12history
SCHE SCHWAB STRATEGIC TR111 shares0.00%2025-09-302025-11-12history
MUB ISHARES TR33 shares0.00%2025-09-302025-11-12history
FDIS FIDELITY COVINGTON TRUST34 shares0.00%2025-09-302025-11-12history
Sponsored
VNQI VANGUARD INTL EQUITY INDEX F73 shares0.00%2025-09-302025-11-12history
NLOP NET LEASE OFFICE PROPERTIES116 shares0.00%2025-09-302025-11-12history
KSS KOHLS CORP200 shares0.00%2025-09-302025-11-12history
DBX DROPBOX INC100 shares0.00%2025-09-302025-11-12history
FSTA FIDELITY COVINGTON TRUST57 shares0.00%2025-09-302025-11-12history
FMC FMC CORP79 sharesnew addition2025-09-302025-11-12history
EFV ISHARES TR35 shares0.00%2025-09-302025-11-12history
DIA SPDR DOW JONES INDL AVERAGE5 sharesnew addition2025-09-302025-11-12history
Sponsored
SCHC SCHWAB STRATEGIC TR50 shares0.00%2025-09-302025-11-12history
ANGX ANGEL STUDIOS INC385 sharesnew addition2025-09-302025-11-12history
NVCR NOVOCURE LTD138 shares0.00%2025-09-302025-11-12history
BKLN INVESCO EXCH TRADED FD TR II81 shares0.00%2025-09-302025-11-12history
FENY FIDELITY COVINGTON TRUST50 shares0.00%2025-09-302025-11-12history
FITB FIFTH THIRD BANCORP23 shares0.00%2025-09-302025-11-12history
COOP MR COOPER GROUP INC4 shares0.00%2025-09-302025-11-12history
BF.B BROWN FORMAN CORP25 shares0.00%2025-09-302025-11-12history
Sponsored
ASAN ASANA INC42 shares0.00%2025-09-302025-11-12history
BHF BRIGHTHOUSE FINL INC7 shares0.00%2025-09-302025-11-12history
PTON PELOTON INTERACTIVE INC35 shares0.00%2025-09-302025-11-12history
U UNITY SOFTWARE INC2 shares0.00%2025-09-302025-11-12history
BODI THE BEACHBODY COMPANY INC13 shares0.00%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available