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Home > Institutional Investor > Pillar Wealth Advisors, Llc > Profile

Instuitional Investor - Pillar Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pillar Wealth Advisors, Llc
Portfolio Value $129,810,841
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 329,685 $18,594,245 14.32%
2.
Capital Grp Fixed Incm Etf T
 381,264 $10,324,638 7.95%
3.
Schwab Strategic Trust
 FNDF 122,239 $9,207,056 7.09%
4.
Ishares Tr
 61,494 $9,048,190 6.97%
5.
Vanguard Bond Index Funds
 BND 104,939 $7,718,300 5.94%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)