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Name: |
Pillar Wealth Advisors LLC |
City: |
WILMINGTON |
State: |
DE |
Zip: |
19808 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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BND |
Vanguard Total Bond Market ETF |
5 |
- |
$71.67 |
$7,947,000 |
109,422 |
6% |
229,000 |
4,483 |
0.012 |
Closed - End Fund - E... |
|
VEA |
Vanguard Europe Pacific ETF |
6 |
- |
$49.56 |
$6,825,000 |
136,046 |
5.15% |
375,000 |
1,388 |
0.006 |
Closed - End Fund - F... |
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IVV |
iShares Core S&P 500 Etf |
7 |
- |
$532.15 |
$5,532,000 |
10,522 |
4.18% |
1,208,000 |
1,468 |
0 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
10 |
- |
$59.52 |
$3,276,000 |
53,929 |
2.47% |
703,000 |
44,645 |
0.023 |
Closed - End Fund - E... |
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SCHD |
Schwab US Dividend Equity ETF |
11 |
- |
$78.10 |
$3,233,000 |
40,097 |
2.44% |
728,000 |
7,193 |
0.013 |
N/A |
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CGDV |
Capital Group Dividend Valu... |
14 |
- |
$0.00 |
$2,054,000 |
63,202 |
1.55% |
223,000 |
1,850 |
0.007 |
N/A |
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CGMS |
Capital Group Us Multi-sect... |
22 |
- |
$0.00 |
$1,394,000 |
51,543 |
1.05% |
20,000 |
649 |
0.057 |
N/A |
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FNDX |
Schwab Fundamental US Large... |
28 |
- |
$66.59 |
$1,169,000 |
17,340 |
0.88% |
97,000 |
34 |
0.001 |
N/A |
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CGDG |
Capital Group Dividend Grow... |
32 |
- |
$0.00 |
$1,003,000 |
35,036 |
0.76% |
114,000 |
2,317 |
0.389 |
N/A |
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VTI |
Vanguard Total Stock Market... |
34 |
- |
$261.87 |
$809,000 |
3,112 |
0.61% |
73,000 |
11 |
0 |
Closed - End Fund - E... |
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PJAN |
Innovator S&p 500 Power Buf... |
48 |
- |
$0.00 |
$476,000 |
12,168 |
0.36% |
55,000 |
860 |
0.013 |
N/A |
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CGCP |
Capital Group Core Plus Inc... |
49 |
- |
$0.00 |
$469,000 |
20,868 |
0.35% |
-4,000 |
13 |
0.023 |
N/A |
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PFEB |
Innovator S&p 500 Power Buf... |
50 |
- |
$0.00 |
$428,000 |
12,529 |
0.32% |
92,000 |
2,242 |
0.079 |
N/A |
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VXUS |
Vanguard Total Internationa... |
53 |
- |
$61.64 |
$403,000 |
6,683 |
0.3% |
37,000 |
364 |
0.001 |
Closed - End Fund - E... |
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NJAN |
Innovator Nasdaq-100 Power ... |
62 |
- |
$0.00 |
$259,000 |
5,938 |
0.2% |
48,000 |
876 |
0.066 |
N/A |
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BNDX |
Vanguard Total Internationa... |
65 |
- |
$48.59 |
$237,000 |
4,808 |
0.18% |
3,000 |
77 |
0.001 |
N/A |
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VNQ |
Vanguard REIT Index VIPERs |
69 |
- |
$81.86 |
$205,000 |
2,366 |
0.15% |
-3,000 |
15 |
0.001 |
Closed - End Fund - E... |
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