The Analysis of Pillar Financial Advisors, LLC's Holdings


Currently, Pillar Financial Advisors, LLC holds 111 types of securities in its portfolio with a total value $165.8M. In the most recent quarter, they have increased their positions in DUSB (+42.2K shares, valued at $2.1M), DFAR (+38.8K shares, valued at $888.6K), DFLV (+18.6K shares, valued at $637.5K); decreased their positions in DFUV (-12.2K shares, valued at $566.2K), DFAT (-5.0K shares, valued at $298.4K), DFUS (-3.9K shares, valued at $289.5K); initiated new positions in VBIL (+3.0K shares, valued at $228.6K), SPYM (+147 shares, valued at $11.8K), SPMD (+41 shares, valued at $2.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAS DIMENSIONAL ETF TRUST285.3K shares0.94%2025-12-312026-02-02history
DFUS DIMENSIONAL ETF TRUST263.9K shares-1.46%2025-12-312026-02-02history
DFIC DIMENSIONAL ETF TRUST530.5K shares2.46%2025-12-312026-02-02history
DUSB DIMENSIONAL ETF TRUST323.5K shares15.02%2025-12-312026-02-02history
DFUV DIMENSIONAL ETF TRUST339.2K shares-3.46%2025-12-312026-02-02history
DFLV DIMENSIONAL ETF TRUST288.8K shares6.90%2025-12-312026-02-02history
DFAT DIMENSIONAL ETF TRUST148.9K shares-3.26%2025-12-312026-02-02history
DFAR DIMENSIONAL ETF TRUST312.9K shares14.16%2025-12-312026-02-02history
Sponsored
DFSV DIMENSIONAL ETF TRUST179.7K shares6.14%2025-12-312026-02-02history
DFEM DIMENSIONAL ETF TRUST140.8K shares0.39%2025-12-312026-02-02history
MGK VANGUARD WORLD FD9.5K shares-2.01%2025-12-312026-02-02history
DFIV DIMENSIONAL ETF TRUST73.9K shares0.00%2025-12-312026-02-02history
VUSB VANGUARD BD INDEX FDS71.0K shares-7.36%2025-12-312026-02-02history
VTV VANGUARD INDEX FDS16.4K shares1.99%2025-12-312026-02-02history
VBR VANGUARD INDEX FDS13.5K shares0.00%2025-12-312026-02-02history
VBK VANGUARD INDEX FDS9.1K shares0.00%2025-12-312026-02-02history
Sponsored
DFSD DIMENSIONAL ETF TRUST38.2K shares-5.72%2025-12-312026-02-02history
BIV VANGUARD BD INDEX FDS23.2K shares-0.78%2025-12-312026-02-02history
DFAI DIMENSIONAL ETF TRUST29.5K shares-1.76%2025-12-312026-02-02history
VEA VANGUARD TAX-MANAGED FDS17.6K shares1.04%2025-12-312026-02-02history
VTES VANGUARD WELLINGTON FD9.7K shares13.81%2025-12-312026-02-02history
VWO VANGUARD INTL EQUITY INDEX F17.2K shares0.28%2025-12-312026-02-02history
CNS COHEN & STEERS INC14.0K shares0.00%2025-12-312026-02-02history
VUG VANGUARD INDEX FDS1.7K shares-1.13%2025-12-312026-02-02history
Sponsored
IWF ISHARES TR1.3K shares0.00%2025-12-312026-02-02history
VCSH VANGUARD SCOTTSDALE FDS7.5K shares-25.44%2025-12-312026-02-02history
VANGUARD INDEX FDS VANGUARD INDEX FDS928 shares0.00%2025-12-312026-02-02history
VTIP VANGUARD MALVERN FDS10.9K shares-14.21%2025-12-312026-02-02history
GNMA ISHARES TR11.7K shares0.00%2025-12-312026-02-02history
VEU VANGUARD INTL EQUITY INDEX F6.8K shares0.00%2025-12-312026-02-02history
MGV VANGUARD WORLD FD3.5K shares0.00%2025-12-312026-02-02history
VTI VANGUARD INDEX FDS1.4K shares1.78%2025-12-312026-02-02history
Sponsored
ISHARES GOLD TR ISHARES GOLD TR5.7K shares0.00%2025-12-312026-02-02history
VB VANGUARD INDEX FDS1.6K shares-0.61%2025-12-312026-02-02history
BND VANGUARD BD INDEX FDS4.9K shares0.00%2025-12-312026-02-02history
DFAW DIMENSIONAL ETF TRUST4.9K shares4.63%2025-12-312026-02-02history
DFAC DIMENSIONAL ETF TRUST7.5K shares0.13%2025-12-312026-02-02history
IWD ISHARES TR1.3K shares0.00%2025-12-312026-02-02history
RBCAA REPUBLIC BANCORP INC KY3.9K shares0.00%2025-12-312026-02-02history
DFAE DIMENSIONAL ETF TRUST8.2K shares0.00%2025-12-312026-02-02history
Sponsored
VBIL VANGUARD INSTL INDEX FD3.0K sharesnew addition2025-12-312026-02-02history
VSS VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2025-12-312026-02-02history
IJH ISHARES TR2.3K shares0.00%2025-12-312026-02-02history
DISV DIMENSIONAL ETF TRUST3.7K shares-10.44%2025-12-312026-02-02history
ABBV ABBVIE INC600 shares0.00%2025-12-312026-02-02history
DFAU DIMENSIONAL ETF TRUST2.9K shares-20.33%2025-12-312026-02-02history
IWM ISHARES TR543 shares0.00%2025-12-312026-02-02history
VXUS VANGUARD STAR FDS1.7K shares-2.14%2025-12-312026-02-02history
Sponsored
DFIS DIMENSIONAL ETF TRUST3.9K shares-9.99%2025-12-312026-02-02history
VCIT VANGUARD SCOTTSDALE FDS1.4K shares0.00%2025-12-312026-02-02history
FDL FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2025-12-312026-02-02history
VV VANGUARD INDEX FDS353 shares0.00%2025-12-312026-02-02history
IOO ISHARES TR845 shares0.00%2025-12-312026-02-02history
AEE AMEREN CORP1.0K shares0.00%2025-12-312026-02-02history
SYBT STOCK YDS BANCORP INC1.6K shares0.00%2025-12-312026-02-02history
IEFA ISHARES TR1.1K shares0.00%2025-12-312026-02-02history
Sponsored
WPC WP CAREY INC1.5K shares0.00%2025-12-312026-02-02history
IVE ISHARES TR450 shares0.00%2025-12-312026-02-02history
AAPL APPLE INC320 shares-2.14%2025-12-312026-02-02history
FTC FIRST TR EXCHANGE-TRADED ALP435 shares0.00%2025-12-312026-02-02history
CVS CVS HEALTH CORP500 shares0.00%2025-12-312026-02-02history
KMI KINDER MORGAN INC DEL1.4K shares0.00%2025-12-312026-02-02history
DFAX DIMENSIONAL ETF TRUST1.1K shares0.44%2025-12-312026-02-02history
VO VANGUARD INDEX FDS127 shares0.00%2025-12-312026-02-02history
Sponsored
EEM ISHARES TR673 shares0.00%2025-12-312026-02-02history
D DOMINION ENERGY INC600 shares0.00%2025-12-312026-02-02history
TMO THERMO FISHER SCIENTIFIC INC55 shares0.00%2025-12-312026-02-02history
DEHP DIMENSIONAL ETF TRUST915 shares0.00%2025-12-312026-02-02history
SCHF SCHWAB STRATEGIC TR1.2K shares0.00%2025-12-312026-02-02history
FTEC FIDELITY COVINGTON TRUST89 shares0.00%2025-12-312026-02-02history
SCHA SCHWAB STRATEGIC TR562 shares0.00%2025-12-312026-02-02history
PCG PG&E CORP924 shares0.00%2025-12-312026-02-02history
Sponsored
SCHX SCHWAB STRATEGIC TR441 shares0.00%2025-12-312026-02-02history
SPYM SPDR SERIES TRUST147 sharesnew addition2025-12-312026-02-02history
AGG ISHARES TR118 shares-28.05%2025-12-312026-02-02history
BUSE FIRST BUSEY CORP474 shares0.00%2025-12-312026-02-02history
BLFS BIOLIFE SOLUTIONS INC396 shares0.00%2025-12-312026-02-02history
FHLC FIDELITY COVINGTON TRUST128 shares0.00%2025-12-312026-02-02history
SHM SPDR SERIES TRUST166 shares0.00%2025-12-312026-02-02history
SCHH SCHWAB STRATEGIC TR365 shares0.00%2025-12-312026-02-02history
Sponsored
VXF VANGUARD INDEX FDS36 shares0.00%2025-12-312026-02-02history
AEGON LTD AEGON LTD930 shares0.00%2025-12-312026-02-02history
FCOM FIDELITY COVINGTON TRUST97 shares0.00%2025-12-312026-02-02history
MET METLIFE INC83 shares0.00%2025-12-312026-02-02history
VT VANGUARD INTL EQUITY INDEX F41 shares0.00%2025-12-312026-02-02history
ABNB AIRBNB INC35 shares0.00%2025-12-312026-02-02history
KSS KOHLS CORP200 shares0.00%2025-12-312026-02-02history
FNCL FIDELITY COVINGTON TRUST51 shares0.00%2025-12-312026-02-02history
Sponsored
SCHE SCHWAB STRATEGIC TR111 shares0.00%2025-12-312026-02-02history
MUB ISHARES TR33 shares0.00%2025-12-312026-02-02history
FDIS FIDELITY COVINGTON TRUST34 shares0.00%2025-12-312026-02-02history
VNQI VANGUARD INTL EQUITY INDEX F73 shares0.00%2025-12-312026-02-02history
NLOP NET LEASE OFFICE PROPERTIES116 shares0.00%2025-12-312026-02-02history
FSTA FIDELITY COVINGTON TRUST57 shares0.00%2025-12-312026-02-02history
DBX DROPBOX INC100 shares0.00%2025-12-312026-02-02history
EFV ISHARES TR35 shares0.00%2025-12-312026-02-02history
Sponsored
SPMD SPDR SERIES TRUST41 sharesnew addition2025-12-312026-02-02history
SCHC SCHWAB STRATEGIC TR50 shares0.00%2025-12-312026-02-02history
ANGX ANGEL STUDIOS INC385 shares0.00%2025-12-312026-02-02history
FENY FIDELITY COVINGTON TRUST50 shares0.00%2025-12-312026-02-02history
FITB FIFTH THIRD BANCORP23 shares0.00%2025-12-312026-02-02history
RKT ROCKET COS INC44 sharesnew addition2025-12-312026-02-02history
BF.B BROWN FORMAN CORP25 shares0.00%2025-12-312026-02-02history
ASAN ASANA INC42 shares0.00%2025-12-312026-02-02history
Sponsored
BNDX VANGUARD CHARLOTTE FDS11 sharesnew addition2025-12-312026-02-02history
VWOB VANGUARD WHITEHALL FDS7 sharesnew addition2025-12-312026-02-02history
BHF BRIGHTHOUSE FINL INC7 shares0.00%2025-12-312026-02-02history
V VISA INC1 sharesnew addition2025-12-312026-02-02history
PTON PELOTON INTERACTIVE INC35 shares0.00%2025-12-312026-02-02history
BODI THE BEACHBODY COMPANY INC13 shares0.00%2025-12-312026-02-02history
IUSB ISHARES TR1 sharesnew addition2025-12-312026-02-02history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Pillar Financial Advisors, LLC | TradeFomo