13F HOLDINGS REPORT
Pillar Wealth Advisors, LLC
Quarter ended Q3 2024 · Filed November 5, 2024 · Accession 0001085146-24-005370
Total Value
$3.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 10,565 | $716,835 | 21.42% |
| 2 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 17,215 | $472,724 | 14.13% |
| 3 | INNOVATOR ETFS TRUST | INHD | 9,117 | $345,170 | 10.32% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 4,151 | $344,907 | 10.31% |
| 5 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 12,326 | $284,977 | 8.52% |
| 6 | ISHARES TR | 46432F339 | 1,529 | $274,150 | 8.19% |
| 7 | APPLE INC | AAPL | 1,124 | $261,892 | 7.83% |
| 8 | INNOVATOR ETFS TRUST | INHD | 5,593 | $226,404 | 6.77% |
| 9 | VANGUARD BD INDEX FDS | 921937835 | 2,818 | $211,660 | 6.33% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,925 | $207,279 | 6.19% |