Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Pillar Wealth Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2024-09-30)

Pillar Wealth Advisors, LLC (CIK 1632226) reported $3.3M across 10 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: SCHX ($716,835, 21.42%), CGMU ($472,724, 14.13%), PAUG ($345,170, 10.32%), SCHM ($344,907, 10.31%), CGCP ($284,977, 8.52%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	SCHX	SCHWAB STRATEGIC TR	$716,835	21.42%	10,565	Trimmed
2	CGMU	CAPITAL GRP FIXED INCM ETF T	$472,724	14.13%	17,215	Trimmed
3	PAUG	INNOVATOR ETFS TRUST	$345,170	10.32%	9,117	Trimmed
4	SCHM	SCHWAB STRATEGIC TR	$344,907	10.31%	4,151	Trimmed
5	CGCP	CAPITAL GRP FIXED INCM ETF T	$284,977	8.52%	12,326	Trimmed
6	QUAL	ISHARES TR	$274,150	8.19%	1,529	Trimmed
7	AAPL	APPLE INC	$261,892	7.83%	1,124	Trimmed
8	PJUL	INNOVATOR ETFS TRUST	$226,404	6.77%	5,593	Trimmed
9	BND	VANGUARD BD INDEX FDS	$211,660	6.33%	2,818	Trimmed
10	VEA	VANGUARD TAX-MANAGED FDS	$207,279	6.19%	3,925	Trimmed
11	ADBE	ADOBE INC	$0	0.00%	0	Exited
12	CGDV	CAPITAL GROUP DIVIDEND VALUE	$0	0.00%	0	Exited
13	CGIE	CAPITAL GROUP INTERNATIONAL	$0	0.00%	0	Exited
14	CGMS	CAPITAL GRP FIXED INCM ETF T	$0	0.00%	0	Exited
15	CGSM	CAPITAL GRP FIXED INCM ETF T	$0	0.00%	0	Exited
16	COWZ	PACER FDS TR	$0	0.00%	0	Exited
17	EAPR	INNOVATOR ETFS TRUST	$0	0.00%	0	Exited
18	EFA	ISHARES TR	$0	0.00%	0	Exited
19	EFG	ISHARES TR	$0	0.00%	0	Exited
20	EJUL	INNOVATOR ETFS TRUST	$0	0.00%	0	Exited
21	FNDX	SCHWAB STRATEGIC TR	$0	0.00%	0	Exited
22	GILD	GILEAD SCIENCES INC	$0	0.00%	0	Exited
23	GOOG	ALPHABET INC	$0	0.00%	0	Exited
24	GOOGL	ALPHABET INC	$0	0.00%	0	Exited
25	IAPR	INNOVATOR ETFS TRUST	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2024-09-30