Portfolio (Quarterly)
Guide ↗
Pillar Financial Advisors, LLC
· CIK 0002054958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | — | 3,031.0 | $229K | 0.14% | NEW | — | $75.43 | +0.3% |
| 2 | SPYM | SPDR SERIES TRUST | — | 147.0 | $12K | 0.01% | NEW | — | $80.22 | +9.4% |
| 3 | SPMD | SPDR SERIES TRUST | — | 41.0 | $2K | 0.00% | NEW | — | $57.93 | +11.3% |
| 4 | RKT | ROCKET COS INC | Financial Services | 44.0 | $852.0 | 0.00% | NEW | — | $19.36 | -28.8% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | — | 11.0 | $532.0 | — | NEW | — | $48.36 | -0.6% |
| 6 | VWOB | VANGUARD WHITEHALL FDS | — | 7.0 | $473.0 | — | NEW | — | $67.57 | -1.9% |
| 7 | V | VISA INC | Financial Services | 1.0 | $351.0 | — | NEW | — | $351.00 | -6.3% |
| 8 | IUSB | ISHARES TR | — | 1.0 | $47.0 | — | NEW | — | $47.00 | -2.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
74.0%
Healthcare
9.3%
Utilities
6.6%
Real Estate
4.2%
Technology
3.9%
Energy
1.6%
Consumer Cyclical
0.4%
Communication Services
0.1%