Sponsored

The Analysis of Pillar Financial Advisors, LLC's Holdings & P&L

Currently, Pillar Financial Advisors, LLC holds 106 types of securities in its portfolio with a total value $171.1M. In the most recent quarter, they have increased their positions in VTES (+12.5K shares, valued at $1.3M), DFAR (+40.2K shares, valued at $950.6K), DUSB (+16.7K shares, valued at $848.4K); decreased their positions in DFEM (-8.8K shares, valued at $303.6K), DFUV (-5.8K shares, valued at $281.6K), MGK (-221 shares, valued at $81.2K); initiated new positions in DLTR (+203 shares, valued at $22.2K), DFSU (+204 shares, valued at $8.4K).

1M P&L

+2.6M+1.41%

3M P&L

-15.3M-7.68%

HY P&L

-554.5K-0.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A169.0M

99.4%

2Banks - Regional395.7K

0.2%

3Utilities - Regulated Electric186.8K

0.1%

Top Industries by Stock Count

1N/A77 stocks

74.8%

2Banks - Regional4 stocks

3.9%

3Utilities - Regulated Electric3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAS DIMENSIONAL ETF TRUST289.8K shares1.57%2026-03-312026-05-07

DFUS DIMENSIONAL ETF TRUST272.0K shares3.08%2026-03-312026-05-07

DFIC DIMENSIONAL ETF TRUST542.1K shares2.19%2026-03-312026-05-07

DUSB DIMENSIONAL ETF TRUST340.2K shares5.17%2026-03-312026-05-07

DFUV DIMENSIONAL ETF TRUST333.4K shares-1.71%2026-03-312026-05-07

DFLV DIMENSIONAL ETF TRUST299.6K shares3.72%2026-03-312026-05-07

DFAT DIMENSIONAL ETF TRUST148.4K shares-0.32%2026-03-312026-05-07

DFAR DIMENSIONAL ETF TRUST353.1K shares12.85%2026-03-312026-05-07

Sponsored

DFSV DIMENSIONAL ETF TRUST185.2K shares3.06%2026-03-312026-05-07

DFEM DIMENSIONAL ETF TRUST132.0K shares-6.24%2026-03-312026-05-07

DFIV DIMENSIONAL ETF TRUST73.8K shares-0.07%2026-03-312026-05-07

VUSB VANGUARD BD INDEX FDS70.6K shares-0.58%2026-03-312026-05-07

MGK VANGUARD WORLD FD9.3K shares-2.33%2026-03-312026-05-07

VTV VANGUARD INDEX FDS16.1K shares-1.98%2026-03-312026-05-07

VBR VANGUARD INDEX FDS13.2K shares-2.52%2026-03-312026-05-07

VBK VANGUARD INDEX FDS8.8K shares-2.93%2026-03-312026-05-07

Sponsored

VTES VANGUARD WELLINGTON FD22.2K shares128.42%2026-03-312026-05-07

DFSD DIMENSIONAL ETF TRUST37.9K shares-0.86%2026-03-312026-05-07

BIV VANGUARD BD INDEX FDS23.1K shares-0.84%2026-03-312026-05-07

DFAI DIMENSIONAL ETF TRUST28.9K shares-2.11%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS17.0K shares-3.59%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F16.1K shares-6.13%2026-03-312026-05-07

VUG VANGUARD INDEX FDS1.7K shares-0.97%2026-03-312026-05-07

VCSH VANGUARD SCOTTSDALE FDS7.5K shares0.12%2026-03-312026-05-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS930 shares0.22%2026-03-312026-05-07

IWF ISHARES TR1.3K shares0.00%2026-03-312026-05-07

VTIP VANGUARD MALVERN FDS10.9K shares0.00%2026-03-312026-05-07

MGV VANGUARD WORLD FD3.5K shares0.00%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR5.7K shares0.00%2026-03-312026-05-07

GNMA ISHARES TR11.2K shares-4.26%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F6.5K shares-4.20%2026-03-312026-05-07

VTI VANGUARD INDEX FDS1.3K shares-6.17%2026-03-312026-05-07

Sponsored

VB VANGUARD INDEX FDS1.6K shares-0.37%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS4.9K shares0.00%2026-03-312026-05-07

DFAW DIMENSIONAL ETF TRUST4.7K shares-2.82%2026-03-312026-05-07

VBIL VANGUARD INSTL INDEX FD4.4K shares46.72%2026-03-312026-05-07

DFAC DIMENSIONAL ETF TRUST7.5K shares0.13%2026-03-312026-05-07

IWD ISHARES TR1.3K shares0.00%2026-03-312026-05-07

RBCAA REPUBLIC BANCORP INC KY3.9K shares0.00%2026-03-312026-05-07

DFAE DIMENSIONAL ETF TRUST8.0K shares-3.21%2026-03-312026-05-07

Sponsored

VSS VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2026-03-312026-05-07

IJH ISHARES TR2.3K shares0.00%2026-03-312026-05-07

DISV DIMENSIONAL ETF TRUST3.7K shares0.00%2026-03-312026-05-07

IWM ISHARES TR543 shares0.00%2026-03-312026-05-07

VXUS VANGUARD STAR FDS1.7K shares-0.35%2026-03-312026-05-07

FDL FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-05-07

DFIS DIMENSIONAL ETF TRUST3.9K shares0.00%2026-03-312026-05-07

ABBV ABBVIE INC600 shares0.00%2026-03-312026-05-07

Sponsored

DFAU DIMENSIONAL ETF TRUST2.9K shares0.07%2026-03-312026-05-07

AEE AMEREN CORP1.0K shares0.00%2026-03-312026-05-07

VV VANGUARD INDEX FDS353 shares0.00%2026-03-312026-05-07

SYBT STOCK YDS BANCORP INC1.6K shares0.00%2026-03-312026-05-07

IOO ISHARES TR845 shares0.00%2026-03-312026-05-07

WPC WP CAREY INC1.5K shares0.00%2026-03-312026-05-07

IEFA ISHARES TR1.1K shares0.00%2026-03-312026-05-07

IVE ISHARES TR450 shares0.00%2026-03-312026-05-07

Sponsored

AAPL APPLE INC322 shares0.63%2026-03-312026-05-07

FTC FIRST TR EXCHANGE-TRADED ALP435 shares0.00%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS805 shares-42.50%2026-03-312026-05-07

KMI KINDER MORGAN INC DEL1.4K shares0.00%2026-03-312026-05-07

DFAX DIMENSIONAL ETF TRUST1.1K shares0.09%2026-03-312026-05-07

EEM ISHARES TR673 shares0.00%2026-03-312026-05-07

D DOMINION ENERGY INC600 shares0.00%2026-03-312026-05-07

VO VANGUARD INDEX FDS127 shares0.00%2026-03-312026-05-07

Sponsored

CVS CVS HEALTH CORP500 shares0.00%2026-03-312026-05-07

PCG PG&E CORP2.0K shares117.53%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC55 shares0.00%2026-03-312026-05-07

DEHP DIMENSIONAL ETF TRUST705 shares-22.95%2026-03-312026-05-07

DLTR DOLLAR TREE INC203 sharesnew addition2026-03-312026-05-07

FTEC FIDELITY COVINGTON TRUST89 shares0.00%2026-03-312026-05-07

SCHA SCHWAB STRATEGIC TR562 shares0.00%2026-03-312026-05-07

Sponsored

BUSE FIRST BUSEY CORP474 shares0.00%2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR441 shares0.00%2026-03-312026-05-07

FHLC FIDELITY COVINGTON TRUST128 shares0.00%2026-03-312026-05-07

AGG ISHARES TR87 shares-26.27%2026-03-312026-05-07

DFSU DIMENSIONAL ETF TRUST204 sharesnew addition2026-03-312026-05-07

SHM SPDR SERIES TRUST166 shares0.00%2026-03-312026-05-07

SCHH SCHWAB STRATEGIC TR365 shares0.00%2026-03-312026-05-07

BLFS BIOLIFE SOLUTIONS INC396 shares0.00%2026-03-312026-05-07

Sponsored

VXF VANGUARD INDEX FDS36 shares0.00%2026-03-312026-05-07

AEGON LTD AEGON LTD930 shares0.00%2026-03-312026-05-07

FCOM FIDELITY COVINGTON TRUST97 shares0.00%2026-03-312026-05-07

VT VANGUARD INTL EQUITY INDEX F44 shares7.32%2026-03-312026-05-07

MET METLIFE INC83 shares0.00%2026-03-312026-05-07

ABNB AIRBNB INC35 shares0.00%2026-03-312026-05-07

SCHE SCHWAB STRATEGIC TR111 shares0.00%2026-03-312026-05-07

FNCL FIDELITY COVINGTON TRUST51 shares0.00%2026-03-312026-05-07

Sponsored

MUB ISHARES TR33 shares0.00%2026-03-312026-05-07

VNQI VANGUARD INTL EQUITY INDEX F73 shares0.00%2026-03-312026-05-07

FDIS FIDELITY COVINGTON TRUST34 shares0.00%2026-03-312026-05-07

FSTA FIDELITY COVINGTON TRUST57 shares0.00%2026-03-312026-05-07

EFV ISHARES TR35 shares0.00%2026-03-312026-05-07

KSS KOHLS CORP200 shares0.00%2026-03-312026-05-07

SCHC SCHWAB STRATEGIC TR50 shares0.00%2026-03-312026-05-07

DBX DROPBOX INC100 shares0.00%2026-03-312026-05-07

Sponsored

FENY FIDELITY COVINGTON TRUST50 shares0.00%2026-03-312026-05-07

NLOP NET LEASE OFFICE PROPERTIES116 shares0.00%2026-03-312026-05-07

ANGX ANGEL STUDIOS INC385 shares0.00%2026-03-312026-05-07

FITB FIFTH THIRD BANCORP23 shares0.00%2026-03-312026-05-07

BF.B BROWN FORMAN CORP25 shares0.00%2026-03-312026-05-07

RKT ROCKET COS INC44 shares0.00%2026-03-312026-05-07

BHF BRIGHTHOUSE FINL INC7 shares0.00%2026-03-312026-05-07

ASAN ASANA INC42 shares0.00%2026-03-312026-05-07

Sponsored

PTON PELOTON INTERACTIVE INC35 shares0.00%2026-03-312026-05-07

BODI THE BEACHBODY COMPANY INC13 shares0.00%2026-03-312026-05-07

DFAS

DIMENSIONAL ETF TRUST

1.57%

Shares289.8K

Event2026-03-31

Filed2026-05-07

DFUS

DIMENSIONAL ETF TRUST

3.08%

Shares272.0K

Event2026-03-31

Filed2026-05-07

DFIC

DIMENSIONAL ETF TRUST

2.19%

Shares542.1K

Event2026-03-31

Filed2026-05-07

DUSB

DIMENSIONAL ETF TRUST

5.17%

Shares340.2K

Event2026-03-31

Filed2026-05-07

DFUV

DIMENSIONAL ETF TRUST

-1.71%

Shares333.4K

Event2026-03-31

Filed2026-05-07

DFLV

DIMENSIONAL ETF TRUST

3.72%

Shares299.6K

Event2026-03-31

Filed2026-05-07

DFAT

DIMENSIONAL ETF TRUST

-0.32%

Shares148.4K

Event2026-03-31

Filed2026-05-07

DFAR

DIMENSIONAL ETF TRUST

12.85%

Shares353.1K

Event2026-03-31

Filed2026-05-07

DFSV

DIMENSIONAL ETF TRUST

3.06%

Shares185.2K

Event2026-03-31

Filed2026-05-07

DFEM

DIMENSIONAL ETF TRUST

-6.24%

Shares132.0K

Event2026-03-31

Filed2026-05-07

DFIV

DIMENSIONAL ETF TRUST

-0.07%

Shares73.8K

Event2026-03-31

Filed2026-05-07

VUSB

VANGUARD BD INDEX FDS

-0.58%

Shares70.6K

Event2026-03-31

Filed2026-05-07

MGK

VANGUARD WORLD FD

-2.33%

Shares9.3K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

-1.98%

Shares16.1K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD INDEX FDS

-2.52%

Shares13.2K

Event2026-03-31

Filed2026-05-07

VBK

VANGUARD INDEX FDS

-2.93%

Shares8.8K

Event2026-03-31

Filed2026-05-07

VTES

VANGUARD WELLINGTON FD

128.42%

Shares22.2K

Event2026-03-31

Filed2026-05-07

DFSD

DIMENSIONAL ETF TRUST

-0.86%

Shares37.9K

Event2026-03-31

Filed2026-05-07

BIV

VANGUARD BD INDEX FDS

-0.84%

Shares23.1K

Event2026-03-31

Filed2026-05-07

DFAI

DIMENSIONAL ETF TRUST

-2.11%

Shares28.9K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

-3.59%

Shares17.0K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

-6.13%

Shares16.1K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

-0.97%

Shares1.7K

Event2026-03-31

Filed2026-05-07

VCSH

VANGUARD SCOTTSDALE FDS

0.12%

Shares7.5K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

0.22%

Shares930

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

VTIP

VANGUARD MALVERN FDS

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-07

MGV

VANGUARD WORLD FD

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-07

GNMA

ISHARES TR

-4.26%

Shares11.2K

Event2026-03-31

Filed2026-05-07

VEU

VANGUARD INTL EQUITY INDEX F

-4.20%

Shares6.5K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

-6.17%

Shares1.3K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.37%

Shares1.6K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-07

DFAW

DIMENSIONAL ETF TRUST

-2.82%

Shares4.7K

Event2026-03-31

Filed2026-05-07

VBIL

VANGUARD INSTL INDEX FD

46.72%

Shares4.4K

Event2026-03-31

Filed2026-05-07

DFAC

DIMENSIONAL ETF TRUST

0.13%

Shares7.5K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

RBCAA

REPUBLIC BANCORP INC KY

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-07

DFAE

DIMENSIONAL ETF TRUST

-3.21%

Shares8.0K

Event2026-03-31

Filed2026-05-07

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-07

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

0.00%

Shares543

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

-0.35%

Shares1.7K

Event2026-03-31

Filed2026-05-07

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-07

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-07

DFAU

DIMENSIONAL ETF TRUST

0.07%

Shares2.9K

Event2026-03-31

Filed2026-05-07

AEE

AMEREN CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

0.00%

Shares353

Event2026-03-31

Filed2026-05-07

SYBT

STOCK YDS BANCORP INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

IOO

ISHARES TR

0.00%

Shares845

Event2026-03-31

Filed2026-05-07

WPC

WP CAREY INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-07

IVE

ISHARES TR

0.00%

Shares450

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

0.63%

Shares322

Event2026-03-31

Filed2026-05-07

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares435

Event2026-03-31

Filed2026-05-07

VCIT

VANGUARD SCOTTSDALE FDS

-42.50%

Shares805

Event2026-03-31

Filed2026-05-07

KMI

KINDER MORGAN INC DEL

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-07

DFAX

DIMENSIONAL ETF TRUST

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-07

EEM

ISHARES TR

0.00%

Shares673

Event2026-03-31

Filed2026-05-07

DOMINION ENERGY INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

0.00%

Shares127

Event2026-03-31

Filed2026-05-07

CVS

CVS HEALTH CORP

0.00%

Shares500

Event2026-03-31

Filed2026-05-07

PCG

PG&E CORP

117.53%

Shares2.0K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-07

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares55

Event2026-03-31

Filed2026-05-07

DEHP

DIMENSIONAL ETF TRUST

-22.95%

Shares705

Event2026-03-31

Filed2026-05-07

DLTR

DOLLAR TREE INC

New

Shares203

Event2026-03-31

Filed2026-05-07

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares89

Event2026-03-31

Filed2026-05-07

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares562

Event2026-03-31

Filed2026-05-07

BUSE

FIRST BUSEY CORP

0.00%

Shares474

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares441

Event2026-03-31

Filed2026-05-07

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares128

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

-26.27%

Shares87

Event2026-03-31

Filed2026-05-07

DFSU

DIMENSIONAL ETF TRUST

New

Shares204

Event2026-03-31

Filed2026-05-07

SHM

SPDR SERIES TRUST

0.00%

Shares166

Event2026-03-31

Filed2026-05-07

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares365

Event2026-03-31

Filed2026-05-07

BLFS

BIOLIFE SOLUTIONS INC

0.00%

Shares396

Event2026-03-31

Filed2026-05-07

VXF

VANGUARD INDEX FDS

0.00%

Shares36

Event2026-03-31

Filed2026-05-07

AEGON LTD

0.00%

Shares930

Event2026-03-31

Filed2026-05-07

FCOM

FIDELITY COVINGTON TRUST

0.00%

Shares97

Event2026-03-31

Filed2026-05-07

VANGUARD INTL EQUITY INDEX F

7.32%

Shares44

Event2026-03-31

Filed2026-05-07

MET

METLIFE INC

0.00%

Shares83

Event2026-03-31

Filed2026-05-07

ABNB

AIRBNB INC

0.00%

Shares35

Event2026-03-31

Filed2026-05-07

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares111

Event2026-03-31

Filed2026-05-07

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares51

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

0.00%

Shares33

Event2026-03-31

Filed2026-05-07

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares73

Event2026-03-31

Filed2026-05-07

FDIS

FIDELITY COVINGTON TRUST

0.00%

Shares34

Event2026-03-31

Filed2026-05-07

FSTA

FIDELITY COVINGTON TRUST

0.00%

Shares57

Event2026-03-31

Filed2026-05-07

EFV

ISHARES TR

0.00%

Shares35

Event2026-03-31

Filed2026-05-07

KSS

KOHLS CORP

0.00%

Shares200

Event2026-03-31

Filed2026-05-07

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares50

Event2026-03-31

Filed2026-05-07

DBX

DROPBOX INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-07

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares50

Event2026-03-31

Filed2026-05-07

NLOP

NET LEASE OFFICE PROPERTIES

0.00%

Shares116

Event2026-03-31

Filed2026-05-07

ANGX

ANGEL STUDIOS INC

0.00%

Shares385

Event2026-03-31

Filed2026-05-07

FITB

FIFTH THIRD BANCORP

0.00%

Shares23

Event2026-03-31

Filed2026-05-07

BF.B

BROWN FORMAN CORP

0.00%

Shares25

Event2026-03-31

Filed2026-05-07

RKT

ROCKET COS INC

0.00%

Shares44

Event2026-03-31

Filed2026-05-07

BHF

BRIGHTHOUSE FINL INC

0.00%

Shares7

Event2026-03-31

Filed2026-05-07

ASAN

ASANA INC

0.00%

Shares42

Event2026-03-31

Filed2026-05-07

PTON

PELOTON INTERACTIVE INC

0.00%

Shares35

Event2026-03-31

Filed2026-05-07

BODI

THE BEACHBODY COMPANY INC

0.00%

Shares13

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available