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  Name: Pillar Wealth Advisors LLC
  City: WILMINGTON
  State: DE
  Zip: 19808
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $132,442,000
  Total Value Change : $2,631,000
  Securities Held Change : 1
   
All Securities Held : 71
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 17
  Unchanged Positions : 26
  Decreased Positions : 24

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Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (BND)1 Year Chart         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)1 Year Chart         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...
   (IVV)1 Year Chart         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...
   (IJH)1 Year Chart         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...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 11 - $78.10 $3,233,000 40,097 2.44% 728,000 7,193 0.013    N/A
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 14 - $0.00 $2,054,000 63,202 1.55% 223,000 1,850 0.007    N/A
   (CGMS)1 Year Chart         CGMS Capital Group Us Multi-sect... 22 - $0.00 $1,394,000 51,543 1.05% 20,000 649 0.057    N/A
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 28 - $66.59 $1,169,000 17,340 0.88% 97,000 34 0.001    N/A
   (CGDG)1 Year Chart         CGDG Capital Group Dividend Grow... 32 - $0.00 $1,003,000 35,036 0.76% 114,000 2,317 0.389    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 34 - $261.87 $809,000 3,112 0.61% 73,000 11 0    Closed - End Fund - E...
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 48 - $0.00 $476,000 12,168 0.36% 55,000 860 0.013    N/A
   (CGCP)1 Year Chart         CGCP Capital Group Core Plus Inc... 49 - $0.00 $469,000 20,868 0.35% -4,000 13 0.023    N/A
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... 50 - $0.00 $428,000 12,529 0.32% 92,000 2,242 0.079    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 53 - $61.64 $403,000 6,683 0.3% 37,000 364 0.001    Closed - End Fund - E...
   (NJAN)1 Year Chart         NJAN Innovator Nasdaq-100 Power ... 62 - $0.00 $259,000 5,938 0.2% 48,000 876 0.066    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 65 - $48.59 $237,000 4,808 0.18% 3,000 77 0.001    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 69 - $81.86 $205,000 2,366 0.15% -3,000 15 0.001    Closed - End Fund - E...

      17 Records Found
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