Portfolio (Quarterly)
Guide ↗
Pillar Financial Advisors, LLC
· CIK 0002054958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VSS | VANGUARD INTL EQUITY INDEX F | — | 1,209.0 | $172K | 0.11% | NEW | — | $142.57 | +13.7% |
| 42 | DFAU | DIMENSIONAL ETF TRUST | — | 3,596.0 | $165K | 0.10% | NEW | — | $45.76 | +12.6% |
| 43 | IJH | ISHARES TR | — | 2,285.0 | $149K | 0.09% | NEW | — | $65.26 | +14.0% |
| 44 | DISV | DIMENSIONAL ETF TRUST | — | 4,109.0 | $147K | 0.09% | NEW | — | $35.69 | +19.2% |
| 45 | ABBV | ABBVIE INC | Healthcare | 600.0 | $139K | 0.09% | NEW | — | $231.54 | -8.2% |
| 46 | DFIS | DIMENSIONAL ETF TRUST | — | 4,336.0 | $137K | 0.09% | NEW | — | $31.63 | +16.3% |
| 47 | IWM | ISHARES TR | — | 543.0 | $131K | 0.08% | NEW | — | $241.96 | +19.5% |
| 48 | VXUS | VANGUARD STAR FDS | — | 1,775.0 | $130K | 0.08% | NEW | — | $73.45 | +16.9% |
| 49 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1,400.0 | $118K | 0.07% | NEW | — | $84.11 | -2.0% |
| 50 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 2,625.0 | $114K | 0.07% | NEW | — | $43.41 | +16.0% |
| 51 | SYBT | STOCK YDS BANCORP INC | Financial Services | 1,575.0 | $110K | 0.07% | NEW | — | $70.03 | +2.0% |
| 52 | VV | VANGUARD INDEX FDS | — | 353.0 | $109K | 0.07% | NEW | — | $307.86 | +11.9% |
| 53 | AEE | AMEREN CORP | Utilities | 1,041.0 | $109K | 0.07% | NEW | — | $104.38 | +6.6% |
| 54 | IOO | ISHARES TR | — | 845.0 | $101K | 0.06% | NEW | — | $120.01 | +18.3% |
| 55 | WPC | WP CAREY INC | Real Estate | 1,489.0 | $101K | 0.06% | NEW | — | $67.57 | +10.4% |
| 56 | IEFA | ISHARES TR | — | 1,086.0 | $95K | 0.06% | NEW | — | $87.31 | +12.3% |
| 57 | IVE | ISHARES TR | — | 450.0 | $93K | 0.06% | NEW | — | $206.51 | +10.2% |
| 58 | AAPL | APPLE INC | Technology | 327.0 | $83K | 0.05% | NEW | — | $254.70 | +21.4% |
| 59 | FTC | FIRST TR EXCHANGE-TRADED ALP | — | 435.0 | $70K | 0.04% | NEW | — | $160.66 | +13.8% |
| 60 | KMI | KINDER MORGAN INC DEL | Energy | 1,400.0 | $40K | 0.03% | NEW | — | $28.31 | +17.0% |
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
72.6%
Healthcare
10.1%
Utilities
6.6%
Real Estate
4.5%
Technology
3.6%
Energy
1.6%
Consumer Cyclical
0.5%
Consumer Defensive
0.2%
Communication Services
0.1%
Basic Materials
0.1%