Portfolio (Quarterly)
Guide ↗
Pillar Financial Advisors, LLC
· CIK 0002054958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DFAU | DIMENSIONAL ETF TRUST | — | 2,820.0 | $146K | 0.08% | -45.0 | -1.6% | $51.68 | +2.9% |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | — | 805.0 | $67K | 0.04% | -595.0 | -42.5% | $82.65 | -1.8% |
| 23 | DEHP | DIMENSIONAL ETF TRUST | — | 576.0 | $25K | 0.01% | -339.0 | -37.0% | $42.76 | -2.9% |
| 24 | AGG | ISHARES TR | — | 87.0 | $9K | 0.01% | -31.0 | -26.3% | $98.99 | -1.5% |
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
53.1%
Healthcare
13.2%
Utilities
11.0%
Real Estate
9.7%
Technology
5.5%
Energy
5.5%
Consumer Defensive
1.4%
Consumer Cyclical
0.5%
Communication Services
0.1%