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Name: |
Pillar Wealth Advisors LLC |
City: |
WILMINGTON |
State: |
DE |
Zip: |
19808 |
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Holdings
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24 |
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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 |
|
SCHX |
Schwab Strategic Trust |
1 |
- |
$62.80 |
$18,881,000 |
304,233 |
14.26% |
287,000 |
-25,452 |
0.011 |
Closed - End Fund - Debt |
|
CGMU |
Capital Group Municipal Inc... |
2 |
- |
$0.00 |
$10,062,000 |
372,520 |
7.6% |
-263,000 |
-8,744 |
0.414 |
N/A |
|
QUAL |
Ishares Msci Usa Quality Fa... |
3 |
- |
$0.00 |
$9,422,000 |
57,329 |
7.11% |
374,000 |
-4,165 |
0.003 |
N/A |
|
SCHM |
Schwab U.S. Mid-Cap Etf |
4 |
- |
$79.85 |
$9,174,000 |
112,663 |
6.93% |
-33,000 |
-9,576 |
0.089 |
N/A |
|
POCT |
Innovator S&p 500 Power Buf... |
8 |
- |
$0.00 |
$3,776,000 |
100,723 |
2.85% |
134,000 |
-100 |
0.112 |
N/A |
|
PNOV |
Innovator S&p 500 Power Buf... |
9 |
- |
$0.00 |
$3,398,000 |
95,577 |
2.57% |
93,000 |
-392 |
0.438 |
N/A |
|
PDEC |
Innovator S&p 500 Power Buf... |
13 |
- |
$0.00 |
$2,347,000 |
64,116 |
1.77% |
69,000 |
-771 |
0.285 |
N/A |
|
GOOGL |
Alphabet Inc |
15 |
- |
$176.38 |
$1,973,000 |
13,075 |
1.49% |
127,000 |
-140 |
0 |
Search Engines & Info... |
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IJR |
iShares Core S&P Small-Cap |
18 |
- |
$109.39 |
$1,826,000 |
16,524 |
1.38% |
-243,000 |
-2,588 |
0.003 |
Closed - End Fund - E... |
|
PMAY |
Innovator S&p 500 Power Buf... |
19 |
- |
$0.00 |
$1,749,000 |
53,854 |
1.32% |
-110,000 |
-5,205 |
0.06 |
N/A |
|
SCHO |
Schwab Short-Term U.S. Tre... |
21 |
- |
$47.99 |
$1,522,000 |
31,572 |
1.15% |
-91,000 |
-1,710 |
0.002 |
N/A |
|
ICE |
Intercontinental Exchange Inc |
23 |
- |
$136.89 |
$1,322,000 |
9,622 |
1% |
65,000 |
-165 |
0.002 |
Business Services |
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GOOG |
Alphabet Inc |
24 |
- |
$178.00 |
$1,300,000 |
8,540 |
0.98% |
77,000 |
-140 |
0 |
Search Engines & Info... |
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EFG |
iShares MSCI EAFE Growth ETF |
25 |
- |
$0.00 |
$1,269,000 |
12,231 |
0.96% |
48,000 |
-379 |
0.001 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
26 |
- |
$48.41 |
$1,248,000 |
25,341 |
0.94% |
-66,000 |
-2,467 |
0.002 |
Closed - End Fund - Debt |
|
PAUG |
Innovator S&p 500 Power Buf... |
31 |
- |
$0.00 |
$1,068,000 |
30,200 |
0.81% |
-1,136,000 |
-35,842 |
0.034 |
N/A |
|
EJUL |
Innovator Msci Emerging Mar... |
36 |
- |
$24.80 |
$760,000 |
31,925 |
0.57% |
-359,000 |
-15,432 |
0.355 |
N/A |
|
EJAN |
Innovator Msci Emerging Mar... |
39 |
- |
$0.00 |
$682,000 |
23,556 |
0.51% |
-73,000 |
-2,781 |
0.187 |
N/A |
|
NAPR |
Innovator Nasdaq-100 Power ... |
43 |
- |
$0.00 |
$594,000 |
13,044 |
0.45% |
-101,000 |
-2,576 |
0.014 |
N/A |
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COWZ |
Pacer Us Cash Cows 100 Etf |
45 |
- |
$0.00 |
$569,000 |
9,790 |
0.43% |
-430,000 |
-9,417 |
0.001 |
N/A |
|
EFA |
iShares TR MSCI EAFE Indx FD |
57 |
- |
$80.80 |
$331,000 |
4,147 |
0.25% |
-4,000 |
-300 |
0.001 |
Closed - End Fund - E... |
|
VCIT |
Vanguard Intermediate-Term |
59 |
- |
$79.67 |
$317,000 |
3,937 |
0.24% |
-637,000 |
-7,802 |
0 |
Closed - End Fund - Debt |
|
VCSH |
Vanguard Scottsdale Funds |
60 |
- |
$77.05 |
$306,000 |
3,952 |
0.23% |
-175,000 |
-2,271 |
0.001 |
N/A |
|
IAPR |
Innovator Msci Eafe Power B... |
61 |
- |
$0.00 |
$297,000 |
10,935 |
0.22% |
-88,000 |
-4,040 |
0.122 |
N/A |
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