Pillar Financial Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST | 222,682 | 281,265 | +58,583 | 11,301,093 | 14,282,662 | 8.97% | +2,981,569 |
| DIMENSIONAL ETF TRUST | 262,135 | 267,759 | +5,624 | 17,568,257 | 19,396,449 | 12.18% | +1,828,192 |
| DIMENSIONAL ETF TRUST | 279,161 | 282,677 | +3,516 | 17,785,365 | 19,352,057 | 12.15% | +1,566,692 |
| DIMENSIONAL ETF TRUST | 499,943 | 517,751 | +17,808 | 15,543,235 | 16,977,054 | 10.66% | +1,433,819 |
| DIMENSIONAL ETF TRUST | 228,414 | 274,090 | +45,676 | 5,358,591 | 6,537,056 | 4.11% | +1,178,465 |
| DIMENSIONAL ETF TRUST | 256,140 | 270,195 | +14,055 | 7,945,465 | 8,889,411 | 5.58% | +943,946 |
| DIMENSIONAL ETF TRUST | 353,768 | 351,401 | -2,367 | 14,957,311 | 15,704,094 | 9.86% | +746,783 |
| DIMENSIONAL ETF TRUST | 158,847 | 169,260 | +10,413 | 4,674,866 | 5,389,241 | 3.38% | +714,375 |
| DIMENSIONAL ETF TRUST | 154,307 | 153,923 | -384 | 8,326,431 | 8,959,830 | 5.63% | +633,399 |
| DIMENSIONAL ETF TRUST | 132,061 | 140,256 | +8,195 | 3,919,564 | 4,498,003 | 2.83% | +578,439 |
| VANGUARD WORLD FD | 9,741 | 9,671 | -70 | 3,566,862 | 3,891,804 | 2.44% | +324,942 |
| VANGUARD INDEX FDS | 15,658 | 16,064 | +406 | 2,767,431 | 2,995,813 | 1.88% | +228,382 |
| DIMENSIONAL ETF TRUST | 74,252 | 73,864 | -388 | 3,180,220 | 3,406,615 | 2.14% | +226,395 |
| VANGUARD INDEX FDS | 9,108 | 9,073 | -35 | 2,522,370 | 2,700,307 | 1.70% | +177,937 |
| VANGUARD INDEX FDS | 13,550 | 13,500 | -50 | 2,642,315 | 2,817,510 | 1.77% | +175,195 |
| VANGUARD WELLINGTON FD | 7,506 | 8,521 | +1,015 | 757,581 | 868,503 | 0.55% | +110,922 |
| DIMENSIONAL ETF TRUST | 3,851 | 4,669 | +818 | 258,356 | 335,493 | 0.21% | +77,137 |
| VANGUARD INTL EQUITY INDEX F | 17,425 | 17,125 | -300 | 861,822 | 927,812 | 0.58% | +65,990 |
| VANGUARD INDEX FDS | 1,798 | 1,768 | -30 | 788,244 | 847,951 | 0.53% | +59,707 |
| ISHARES GOLD TR(IAU) | 5,670 | 5,670 | 0 | 353,582 | 412,606 | 0.26% | +59,024 |
| ISHARES TR | 1,290 | 1,290 | 0 | 547,709 | 604,249 | 0.38% | +56,540 |
| VANGUARD BD INDEX FDS | 75,674 | 76,602 | +928 | 3,773,488 | 3,829,721 | 2.41% | +56,233 |
| VANGUARD TAX-MANAGED FDS | 17,415 | 17,415 | 0 | 992,830 | 1,043,507 | 0.66% | +50,677 |
| DIMENSIONAL ETF TRUST | 30,342 | 30,071 | -271 | 1,048,917 | 1,093,075 | 0.69% | +44,158 |
| VANGUARD INDEX FDS | 928 | 928 | 0 | 527,212 | 568,375 | 0.36% | +41,163 |
| VANGUARD INDEX FDS | 1,402 | 1,402 | 0 | 425,990 | 459,995 | 0.29% | +34,005 |
| FIRST TR EXCHANGE TRADED FD | 0 | 434 | +434 | 0 | 29,191 | 0.02% | +29,191 |
| VANGUARD INTL EQUITY INDEX F | 6,802 | 6,802 | 0 | 457,231 | 485,459 | 0.30% | +28,228 |
| VANGUARD INDEX FDS | 1,629 | 1,629 | 0 | 386,003 | 414,182 | 0.26% | +28,179 |
| ABBVIE INC(ABBV) | 600 | 600 | 0 | 111,372 | 138,924 | 0.09% | +27,552 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 209 | +209 | 0 | 19,571 | 0.01% | +19,571 |
| VANGUARD BD INDEX FDS | 23,422 | 23,430 | +8 | 1,811,487 | 1,829,634 | 1.15% | +18,147 |
| APPLE INC(AAPL) | 327 | 327 | 0 | 67,107 | 83,287 | 0.05% | +16,180 |
| ISHARES TR | 543 | 543 | 0 | 117,174 | 131,385 | 0.08% | +14,211 |
| DIMENSIONAL ETF TRUST | 3,597 | 3,596 | -1 | 152,352 | 164,536 | 0.10% | +12,184 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 253 | +253 | 0 | 11,699 | 0.01% | +11,699 |
| DIMENSIONAL ETF TRUST | 4,109 | 4,109 | 0 | 135,242 | 146,666 | 0.09% | +11,424 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 75 | +75 | 0 | 10,584 | 0.01% | +10,584 |
| ISHARES TR | 845 | 845 | 0 | 91,100 | 101,409 | 0.06% | +10,309 |
| VANGUARD INTL EQUITY INDEX F | 1,209 | 1,209 | 0 | 162,501 | 172,368 | 0.11% | +9,867 |
| AMEREN CORP(AEE) | 1,041 | 1,041 | 0 | 99,978 | 108,660 | 0.07% | +8,682 |
| DIMENSIONAL ETF TRUST | 7,780 | 7,451 | -329 | 278,852 | 287,400 | 0.18% | +8,548 |
| VANGUARD INDEX FDS | 353 | 353 | 0 | 100,711 | 108,675 | 0.07% | +7,964 |
| ISHARES TR | 87 | 164 | +77 | 8,631 | 16,441 | 0.01% | +7,810 |
| DIMENSIONAL ETF TRUST | 4,336 | 4,336 | 0 | 129,395 | 137,157 | 0.09% | +7,762 |
| VANGUARD STAR FDS | 1,775 | 1,775 | 0 | 122,620 | 130,376 | 0.08% | +7,756 |
| WP CAREY INC(WPC) | 1,489 | 1,489 | 0 | 92,884 | 100,612 | 0.06% | +7,728 |
| ISHARES TR | 2,285 | 2,285 | 0 | 141,716 | 149,120 | 0.09% | +7,404 |
| VANGUARD WORLD FD | 3,630 | 3,510 | -120 | 476,256 | 483,468 | 0.30% | +7,212 |
| DOLLAR GEN CORP NEW(DG) | 0 | 57 | +57 | 0 | 5,891 | 0.00% | +5,891 |
| REALTY INCOME CORP(O) | 0 | 88 | +88 | 0 | 5,350 | 0.00% | +5,350 |
| ISHARES TR | 450 | 450 | 0 | 87,939 | 92,930 | 0.06% | +4,991 |
| ISHARES TR | 11,742 | 11,742 | 0 | 516,061 | 520,758 | 0.33% | +4,697 |
| VANGUARD MALVERN FDS | 12,664 | 12,664 | 0 | 636,620 | 641,179 | 0.40% | +4,559 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 55 | 55 | 0 | 22,301 | 26,677 | 0.02% | +4,376 |
| FIRST TR EXCHANGE-TRADED ALP | 435 | 435 | 0 | 65,672 | 69,888 | 0.04% | +4,216 |
| FIRST TR EXCHANGE-TRADED FD | 2,625 | 2,625 | 0 | 109,909 | 113,952 | 0.07% | +4,043 |
| NIKE INC(NKE) | 0 | 56 | +56 | 0 | 3,905 | 0.00% | +3,905 |
| VANGUARD BD INDEX FDS | 4,905 | 4,905 | 0 | 361,156 | 364,785 | 0.23% | +3,629 |
| ISHARES TR | 673 | 673 | 0 | 32,466 | 35,939 | 0.02% | +3,473 |
| CVS HEALTH CORP(CVS) | 500 | 500 | 0 | 34,490 | 37,695 | 0.02% | +3,205 |
| DOMINION ENERGY INC(D) | 600 | 600 | 0 | 33,912 | 36,702 | 0.02% | +2,790 |
| UNITEDHEALTH GROUP INC(UNH) | 80 | 80 | 0 | 24,958 | 27,624 | 0.02% | +2,666 |
| FMC CORP(FMC) | 0 | 79 | +79 | 0 | 2,657 | 0.00% | +2,657 |
| DIMENSIONAL ETF TRUST | 915 | 915 | 0 | 25,617 | 27,942 | 0.02% | +2,325 |
| SPDR DOW JONES INDL AVERAGE(DIA) | 0 | 5 | +5 | 0 | 2,319 | 0.00% | +2,319 |
| ANGEL STUDIOS INC | 0 | 385 | +385 | 0 | 2,237 | 0.00% | +2,237 |
| FIDELITY COVINGTON TRUST | 89 | 89 | 0 | 17,553 | 19,774 | 0.01% | +2,221 |
| DIMENSIONAL ETF TRUST | 1,137 | 1,134 | -3 | 33,392 | 35,601 | 0.02% | +2,209 |
| VANGUARD INDEX FDS | 127 | 127 | 0 | 35,539 | 37,305 | 0.02% | +1,766 |
| VANGUARD SCOTTSDALE FDS | 1,400 | 1,400 | 0 | 116,088 | 117,754 | 0.07% | +1,666 |
| BIOLIFE SOLUTIONS INC(BLFS) | 396 | 396 | 0 | 8,530 | 10,102 | 0.01% | +1,572 |
| SCHWAB STRATEGIC TR | 562 | 562 | 0 | 14,219 | 15,680 | 0.01% | +1,461 |
| SCHWAB STRATEGIC TR | 1,174 | 1,174 | 0 | 25,946 | 27,331 | 0.02% | +1,385 |
| KOHLS CORP(KSS) | 200 | 200 | 0 | 1,696 | 3,074 | 0.00% | +1,378 |
| PG&E CORP(PCG) | 924 | 924 | 0 | 12,881 | 13,934 | 0.01% | +1,053 |
| SCHWAB STRATEGIC TR | 441 | 441 | 0 | 10,779 | 11,616 | 0.01% | +837 |
| AEGON LTD(AEG) | 930 | 930 | 0 | 6,734 | 7,431 | 0.00% | +697 |
| VANGUARD INDEX FDS | 36 | 36 | 0 | 6,938 | 7,537 | 0.00% | +599 |
| FIDELITY COVINGTON TRUST | 97 | 97 | 0 | 6,287 | 6,885 | 0.00% | +598 |
| VANGUARD INTL EQUITY INDEX F | 40 | 41 | +1 | 5,193 | 5,587 | 0.00% | +394 |
| FIDELITY COVINGTON TRUST | 128 | 128 | 0 | 8,186 | 8,560 | 0.01% | +374 |
| SCHWAB STRATEGIC TR | 111 | 111 | 0 | 3,346 | 3,705 | 0.00% | +359 |
| FIDELITY COVINGTON TRUST | 34 | 34 | 0 | 3,199 | 3,498 | 0.00% | +299 |
| MR COOPER GROUP INC | 4 | 4 | 0 | 597 | 844 | 0.00% | +247 |
| METLIFE INC(MET) | 83 | 83 | 0 | 6,675 | 6,837 | 0.00% | +162 |
| DROPBOX INC(DBX) | 100 | 100 | 0 | 2,860 | 3,021 | 0.00% | +161 |
| ISHARES TR | 35 | 35 | 0 | 2,222 | 2,375 | 0.00% | +153 |
| SCHWAB STRATEGIC TR | 365 | 365 | 0 | 7,724 | 7,874 | 0.00% | +150 |
| SCHWAB STRATEGIC TR | 50 | 50 | 0 | 2,130 | 2,276 | 0.00% | +146 |
| FIRST BUSEY CORP(BUSE) | 474 | 474 | 0 | 10,848 | 10,974 | 0.01% | +126 |
| FIDELITY COVINGTON TRUST | 51 | 51 | 0 | 3,777 | 3,894 | 0.00% | +117 |
| VANGUARD INTL EQUITY INDEX F | 73 | 73 | 0 | 3,369 | 3,486 | 0.00% | +117 |
| FIFTH THIRD BANCORP(FITB) | 23 | 23 | 0 | 946 | 1,025 | 0.00% | +79 |
| PELOTON INTERACTIVE INC(PTON) | 35 | 35 | 0 | 243 | 315 | 0.00% | +72 |
| ISHARES TR | 33 | 33 | 0 | 3,448 | 3,515 | 0.00% | +67 |
| SPDR SERIES TRUST | 166 | 166 | 0 | 7,940 | 8,005 | 0.01% | +65 |
| FIDELITY COVINGTON TRUST | 50 | 50 | 0 | 1,173 | 1,236 | 0.00% | +63 |
| UNITY SOFTWARE INC(U) | 2 | 2 | 0 | 49 | 81 | 0.00% | +32 |
| THE BEACHBODY COMPANY INC | 13 | 13 | 0 | 54 | 77 | 0.00% | +23 |