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 | $187K | 0.10% | — | — | $154.31 | +4.1% |
| 42 | IJH | ISHARES TR | — | 2,285.0 | $176K | 0.09% | — | — | $77.11 | -1.8% |
| 43 | IWM | ISHARES TR | — | 543.0 | $163K | 0.09% | — | — | $300.45 | -1.6% |
| 44 | ABBV | ABBVIE INC | Healthcare | 600.0 | $151K | 0.08% | — | — | $251.64 | +1.5% |
| 45 | VXUS | VANGUARD STAR FDS | — | 1,731.0 | $148K | 0.08% | — | — | $85.48 | +2.4% |
| 46 | DISV | DIMENSIONAL ETF TRUST | — | 3,680.0 | $148K | 0.08% | — | — | $40.13 | +11.1% |
| 47 | DFAU | DIMENSIONAL ETF TRUST | — | 2,820.0 | $146K | 0.08% | -45.0 | -1.6% | $51.68 | +2.9% |
| 48 | DFIS | DIMENSIONAL ETF TRUST | — | 3,903.0 | $137K | 0.07% | — | — | $35.03 | +7.4% |
| 49 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 2,625.0 | $128K | 0.07% | — | — | $48.66 | +9.2% |
| 50 | VV | VANGUARD INDEX FDS | — | 353.0 | $121K | 0.06% | — | — | $343.91 | +3.1% |
| 51 | SYBT | STOCK YDS BANCORP INC | Financial Services | 1,575.0 | $120K | 0.06% | — | — | $76.47 | +4.4% |
| 52 | AEE | AMEREN CORP | Utilities | 1,041.0 | $118K | 0.06% | — | — | $113.04 | -6.1% |
| 53 | IOO | ISHARES TR | — | 845.0 | $115K | 0.06% | — | — | $136.60 | +6.0% |
| 54 | WPC | WP CAREY INC | Real Estate | 1,489.0 | $106K | 0.06% | — | — | $71.50 | -1.4% |
| 55 | IEFA | ISHARES TR | — | 1,086.0 | $105K | 0.06% | — | — | $96.58 | +4.0% |
| 56 | IVE | ISHARES TR | — | 450.0 | $102K | 0.05% | — | — | $227.06 | +4.5% |
| 57 | AAPL | APPLE INC | Technology | 322.0 | $93K | 0.05% | +2.0 | +0.6% | $289.36 | +10.5% |
| 58 | FTC | FIRST TR EXCHANGE-TRADED ALP | — | 435.0 | $84K | 0.04% | — | — | $193.77 | -8.2% |
| 59 | VCIT | VANGUARD SCOTTSDALE FDS | — | 805.0 | $67K | 0.04% | -595.0 | -42.5% | $82.65 | -1.8% |
| 60 | O | REALTY INCOME CORP | Real Estate | 1,000.0 | $62K | 0.03% | NEW | — | $61.96 | +0.0% |
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
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%