Pillar Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PF Pillar Financial Advisors, LLC | Institutional Filer | ▲ 3.20% | $171.1M | 106 |
Current Portfolio Holdings
Showing all 106 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAS | DIMENSIONAL ETF TRUST | — | 290K | $20.6M | 12.05% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | — | 272K | $19.3M | 11.27% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | — | 542K | $19.3M | 11.26% |
| 4 | DUSB | DIMENSIONAL ETF TRUST | — | 340K | $17.3M | 10.08% |
| 5 | DFUV | DIMENSIONAL ETF TRUST | — | 333K | $16.2M | 9.44% |
| 6 | DFLV | DIMENSIONAL ETF TRUST | — | 300K | $10.7M | 6.25% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | — | 148K | $9.3M | 5.42% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | — | 353K | $8.4M | 4.88% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | — | 185K | $6.5M | 3.79% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | — | 132K | $4.6M | 2.67% |
| 11 | DFIV | DIMENSIONAL ETF TRUST | — | 74K | $3.9M | 2.28% |
| 12 | VUSB | VANGUARD BD INDEX FDS | — | 71K | $3.5M | 2.05% |
| 13 | MGK | VANGUARD WORLD FD | — | 9K | $3.4M | 1.99% |
| 14 | VTV | VANGUARD INDEX FDS | — | 16K | $3.2M | 1.84% |
| 15 | VBR | VANGUARD INDEX FDS | — | 13K | $2.9M | 1.67% |
Showing 1 to 15 of 106 holdings