Sponsored
The Analysis of Pillar Financial Advisors, LLC's Holdings & P&L
Currently, Pillar Financial Advisors, LLC holds 114 types of securities in its portfolio with a total value $191.2M. In the most recent quarter, they have increased their positions in MGK (+34.5K shares, valued at $3.0M), DUSB (+46.2K shares, valued at $2.3M), DFLV (+21.4K shares, valued at $848.1K); decreased their positions in VTES (-12.8K shares, valued at $1.3M), VTV (-478 shares, valued at $104.2K), VBIL (-1.2K shares, valued at $94.5K); initiated new positions in O (+1.0K shares, valued at $62.0K), CCJ (+500 shares, valued at $50.9K), SPHQ (+23 shares, valued at $2.0K).
1M P&L
-2.3M-1.18%
3M P&L
-729.0K-0.38%
HY P&L
-14.9M-7.31%
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/A189.2M
99.4%
2Banks - Regional492.4K
0.3%
3Utilities - Regulated Electric151.5K
0.1%
Top Industries by Stock Count
1N/A83 stocks
76.9%
2Banks - Regional4 stocks
3.7%
3Utilities - Regulated Electric2 stocks
1.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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DFAS
-0.01%DIMENSIONAL ETF TRUST
Shares289.8K
Event2026-06-30
Filed2026-07-24
DFUS
2.03%DIMENSIONAL ETF TRUST
Shares277.5K
Event2026-06-30
Filed2026-07-24
DFIC
1.80%DIMENSIONAL ETF TRUST
Shares551.8K
Event2026-06-30
Filed2026-07-24
DUSB
13.56%DIMENSIONAL ETF TRUST
Shares386.4K
Event2026-06-30
Filed2026-07-24
DFUV
-0.30%DIMENSIONAL ETF TRUST
Shares332.4K
Event2026-06-30
Filed2026-07-24
DFLV
7.16%DIMENSIONAL ETF TRUST
Shares321.0K
Event2026-06-30
Filed2026-07-24
DFAT
-0.07%DIMENSIONAL ETF TRUST
Shares148.3K
Event2026-06-30
Filed2026-07-24
DFAR
2.57%DIMENSIONAL ETF TRUST
Shares362.2K
Event2026-06-30
Filed2026-07-24
DFSV
4.52%DIMENSIONAL ETF TRUST
Shares193.5K
Event2026-06-30
Filed2026-07-24
DFEM
0.61%DIMENSIONAL ETF TRUST
Shares132.8K
Event2026-06-30
Filed2026-07-24
DFIV
-0.02%DIMENSIONAL ETF TRUST
Shares73.8K
Event2026-06-30
Filed2026-07-24
MGK
373.13%VANGUARD WORLD FD
Shares43.8K
Event2026-06-30
Filed2026-07-24
VUSB
-0.24%VANGUARD BD INDEX FDS
Shares70.4K
Event2026-06-30
Filed2026-07-24
VTV
-2.98%VANGUARD INDEX FDS
Shares15.6K
Event2026-06-30
Filed2026-07-24
VBK
0.00%VANGUARD INDEX FDS
Shares8.8K
Event2026-06-30
Filed2026-07-24
VBR
-0.74%VANGUARD INDEX FDS
Shares13.1K
Event2026-06-30
Filed2026-07-24
DFSD
-0.25%DIMENSIONAL ETF TRUST
Shares37.8K
Event2026-06-30
Filed2026-07-24
BIV
0.03%VANGUARD BD INDEX FDS
Shares23.1K
Event2026-06-30
Filed2026-07-24
VEA
0.10%VANGUARD TAX-MANAGED FDS
Shares17.0K
Event2026-06-30
Filed2026-07-24
DFAI
-2.39%DIMENSIONAL ETF TRUST
Shares28.2K
Event2026-06-30
Filed2026-07-24
VTES
-57.95%VANGUARD WELLINGTON FD
Shares9.3K
Event2026-06-30
Filed2026-07-24
VWO
-2.57%VANGUARD INTL EQUITY INDEX F
Shares15.7K
Event2026-06-30
Filed2026-07-24
VUG
442.98%VANGUARD INDEX FDS
Shares9.4K
Event2026-06-30
Filed2026-07-24
IWF
300.00%ISHARES TR
Shares5.2K
Event2026-06-30
Filed2026-07-24
VOO
-1.61%VANGUARD INDEX FDS
Shares915
Event2026-06-30
Filed2026-07-24
VCSH
-2.27%VANGUARD SCOTTSDALE FDS
Shares7.4K
Event2026-06-30
Filed2026-07-24
MGV
0.00%VANGUARD WORLD FD
Shares3.5K
Event2026-06-30
Filed2026-07-24
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares6.5K
Event2026-06-30
Filed2026-07-24
VTIP
0.00%VANGUARD MALVERN FDS
Shares10.9K
Event2026-06-30
Filed2026-07-24
GNMA
0.00%ISHARES TR
Shares11.2K
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares1.3K
Event2026-06-30
Filed2026-07-24
VB
0.06%VANGUARD INDEX FDS
Shares1.6K
Event2026-06-30
Filed2026-07-24
IAU
0.00%ISHARES GOLD TR
Shares5.7K
Event2026-06-30
Filed2026-07-24
DFAW
8.36%DIMENSIONAL ETF TRUST
Shares5.1K
Event2026-06-30
Filed2026-07-24
BND
0.41%VANGUARD BD INDEX FDS
Shares4.9K
Event2026-06-30
Filed2026-07-24
RBCAA
0.00%REPUBLIC BANCORP INC KY
Shares3.9K
Event2026-06-30
Filed2026-07-24
DFAC
-1.03%DIMENSIONAL ETF TRUST
Shares7.4K
Event2026-06-30
Filed2026-07-24
IWD
-2.99%ISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-24
DFAE
-5.47%DIMENSIONAL ETF TRUST
Shares7.5K
Event2026-06-30
Filed2026-07-24
VBIL
-28.09%VANGUARD INSTL INDEX FD
Shares3.2K
Event2026-06-30
Filed2026-07-24
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares1.2K
Event2026-06-30
Filed2026-07-24
IJH
0.00%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-24
IWM
0.00%ISHARES TR
Shares543
Event2026-06-30
Filed2026-07-24
ABBVIE INC
0.00%ABBVIE INC
Shares600
Event2026-06-30
Filed2026-07-24
VXUS
0.00%VANGUARD STAR FDS
Shares1.7K
Event2026-06-30
Filed2026-07-24
DISV
0.00%DIMENSIONAL ETF TRUST
Shares3.7K
Event2026-06-30
Filed2026-07-24
DFAU
-1.64%DIMENSIONAL ETF TRUST
Shares2.8K
Event2026-06-30
Filed2026-07-24
DFIS
0.00%DIMENSIONAL ETF TRUST
Shares3.9K
Event2026-06-30
Filed2026-07-24
FDL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.6K
Event2026-06-30
Filed2026-07-24
VV
0.00%VANGUARD INDEX FDS
Shares353
Event2026-06-30
Filed2026-07-24
SYBT
0.00%STOCK YDS BANCORP INC
Shares1.6K
Event2026-06-30
Filed2026-07-24
AEE
0.00%AMEREN CORP
Shares1.0K
Event2026-06-30
Filed2026-07-24
IOO
0.00%ISHARES TR
Shares845
Event2026-06-30
Filed2026-07-24
WPC
0.00%WP CAREY INC
Shares1.5K
Event2026-06-30
Filed2026-07-24
ISHARES TR
0.00%ISHARES TR
Shares1.1K
Event2026-06-30
Filed2026-07-24
IVE
0.00%ISHARES TR
Shares450
Event2026-06-30
Filed2026-07-24
AAPL
0.00%APPLE INC
Shares322
Event2026-06-30
Filed2026-07-24
FTC
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares435
Event2026-06-30
Filed2026-07-24
VCIT
0.00%VANGUARD SCOTTSDALE FDS
Shares805
Event2026-06-30
Filed2026-07-24
O
NewREALTY INCOME CORP
Shares1.0K
Event2026-06-30
Filed2026-07-24
CVS
0.00%CVS HEALTH CORP
Shares500
Event2026-06-30
Filed2026-07-24
CCJ
NewCAMECO CORP
Shares500
Event2026-06-30
Filed2026-07-24
EEM
0.00%ISHARES TR
Shares673
Event2026-06-30
Filed2026-07-24
KMI
0.00%KINDER MORGAN INC DEL
Shares1.4K
Event2026-06-30
Filed2026-07-24
DFAX
0.53%DIMENSIONAL ETF TRUST
Shares1.1K
Event2026-06-30
Filed2026-07-24
DOMINION ENERGY INC
0.00%DOMINION ENERGY INC
Shares600
Event2026-06-30
Filed2026-07-24
VO
300.00%VANGUARD INDEX FDS
Shares508
Event2026-06-30
Filed2026-07-24
PCG
0.00%PG&E CORP
Shares2.0K
Event2026-06-30
Filed2026-07-24
SCHF
0.00%SCHWAB STRATEGIC TR
Shares1.2K
Event2026-06-30
Filed2026-07-24
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares55
Event2026-06-30
Filed2026-07-24
FTEC
0.00%FIDELITY COVINGTON TRUST
Shares89
Event2026-06-30
Filed2026-07-24
DEHP
-18.30%DIMENSIONAL ETF TRUST
Shares576
Event2026-06-30
Filed2026-07-24
DLTR
0.00%DOLLAR TREE INC
Shares203
Event2026-06-30
Filed2026-07-24
SCHA
0.00%SCHWAB STRATEGIC TR
Shares562
Event2026-06-30
Filed2026-07-24
BUSE
0.00%FIRST BUSEY CORP
Shares474
Event2026-06-30
Filed2026-07-24
SCHX
0.00%SCHWAB STRATEGIC TR
Shares441
Event2026-06-30
Filed2026-07-24
FHLC
0.00%FIDELITY COVINGTON TRUST
Shares128
Event2026-06-30
Filed2026-07-24
DFSU
0.00%DIMENSIONAL ETF TRUST
Shares204
Event2026-06-30
Filed2026-07-24
VXF
0.00%VANGUARD INDEX FDS
Shares36
Event2026-06-30
Filed2026-07-24
SCHH
0.00%SCHWAB STRATEGIC TR
Shares365
Event2026-06-30
Filed2026-07-24
ISHARES TR
0.00%ISHARES TR
Shares87
Event2026-06-30
Filed2026-07-24
SHM
0.00%SPDR SERIES TRUST
Shares166
Event2026-06-30
Filed2026-07-24
AEGON LTD
0.00%AEGON LTD
Shares930
Event2026-06-30
Filed2026-07-24
MET
0.00%METLIFE INC
Shares83
Event2026-06-30
Filed2026-07-24
VT
0.00%VANGUARD INTL EQUITY INDEX F
Shares44
Event2026-06-30
Filed2026-07-24
FCOM
0.00%FIDELITY COVINGTON TRUST
Shares97
Event2026-06-30
Filed2026-07-24
ABNB
0.00%AIRBNB INC
Shares35
Event2026-06-30
Filed2026-07-24
SCHE
0.00%SCHWAB STRATEGIC TR
Shares111
Event2026-06-30
Filed2026-07-24
FNCL
0.00%FIDELITY COVINGTON TRUST
Shares51
Event2026-06-30
Filed2026-07-24
MUB
0.00%ISHARES TR
Shares33
Event2026-06-30
Filed2026-07-24
KSS
0.00%KOHLS CORP
Shares200
Event2026-06-30
Filed2026-07-24
FDIS
0.00%FIDELITY COVINGTON TRUST
Shares34
Event2026-06-30
Filed2026-07-24
VNQI
0.00%VANGUARD INTL EQUITY INDEX F
Shares73
Event2026-06-30
Filed2026-07-24
FSTA
0.00%FIDELITY COVINGTON TRUST
Shares57
Event2026-06-30
Filed2026-07-24
DBX
0.00%DROPBOX INC
Shares100
Event2026-06-30
Filed2026-07-24
EFV
0.00%ISHARES TR
Shares35
Event2026-06-30
Filed2026-07-24
SCHC
0.00%SCHWAB STRATEGIC TR
Shares50
Event2026-06-30
Filed2026-07-24
SPHQ
NewINVESCO EXCHANGE TRADED FD T
Shares23
Event2026-06-30
Filed2026-07-24
FENY
0.00%FIDELITY COVINGTON TRUST
Shares50
Event2026-06-30
Filed2026-07-24
ANGX
0.00%ANGEL STUDIOS INC.
Shares385
Event2026-06-30
Filed2026-07-24
FITB
0.00%FIFTH THIRD BANCORP
Shares23
Event2026-06-30
Filed2026-07-24
NLOP
0.00%NET LEASE OFFICE PROPERTIES
Shares116
Event2026-06-30
Filed2026-07-24
ZTEN
NewRBB FD INC
Shares14
Event2026-06-30
Filed2026-07-24
BF.B
0.00%BROWN FORMAN CORP
Shares25
Event2026-06-30
Filed2026-07-24
VOOG
NewVANGUARD ADMIRAL FDS INC
Shares6
Event2026-06-30
Filed2026-07-24
SPMO
NewINVESCO EXCH TRADED FD TR II
Shares3
Event2026-06-30
Filed2026-07-24
BHF
0.00%BRIGHTHOUSE FINL INC
Shares7
Event2026-06-30
Filed2026-07-24
VONG
NewVANGUARD SCOTTSDALE FDS
Shares3
Event2026-06-30
Filed2026-07-24
ASAN
0.00%ASANA INC
Shares42
Event2026-06-30
Filed2026-07-24
PTON
0.00%PELOTON INTERACTIVE INC
Shares35
Event2026-06-30
Filed2026-07-24
SCHD
NewSCHWAB STRATEGIC TR
Shares5
Event2026-06-30
Filed2026-07-24
VYM
NewVANGUARD WHITEHALL FDS
Shares1
Event2026-06-30
Filed2026-07-24
BODI
0.00%THE BEACHBODY COMPANY INC
Shares13
Event2026-06-30
Filed2026-07-24
FLNG
NewFLEX LNG LTD
Shares2
Event2026-06-30
Filed2026-07-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available