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CIK: 0002054958
Total reported value
$191.2M
$191.2M
111 檔
37.0%
As reported in its official Q1 2025 Form 13F filing, Pillar Financial Advisors, LLC's tracked investment portfolio stood at $191.2M with 111 total positions.
During Q1 2025, Pillar Financial Advisors, LLC performed routine portfolio adjustments (0 new buys, 16 additions, 17 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 11.98% | +0.43% | +5.17% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.73% | +0.62% | +5.43% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.87% | +0.13% | -0.19% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 10.24% | -0.51% | +10.98% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 7.92% | +0.18% | +11.60% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.92% | — | -0.08% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 5.51% | +0.39% | +8.21% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.93% | +0.08% | +7.95% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.95% | +0.14% | +14.85% | |
| 10 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.74% | -0.22% | +0.93% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.46% | +0.15% | +5.87% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.27% | +0.02% | — | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.18% | -0.19% | -0.39% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | -0.06% | +5.14% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.89% | -0.01% | +0.60% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.74% | +0.12% | -0.81% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.56% | -0.12% | -21.18% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.34% | -0.11% | +0.02% | |
| 19 | CNS | Cohen & Steers Inc | Stock-Other | 0.84% | — | +124.96% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.71% | -0.05% | -1.40% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | -0.01% | +6.89% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.66% | -0.05% | -0.06% | |
| 23 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.60% | -0.82% | +5.63% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.02% | -3.92% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | -0.02% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.47% | -0.03% | -1.60% | |
| 27 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.38% | -0.03% | -5.66% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | -1.90% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.35% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.02% | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | — | -4.22% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.02% | -4.51% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.01% | -0.99% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | +0.01% | — | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.25% | -0.07% | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | -0.01% | — | |
| 37 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.19% | +0.03% | — | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.19% | — | -9.97% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.18% | — | -0.20% | |
| 40 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.16% | +0.02% | +10.33% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.10% | — | -7.64% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.10% | — | -6.11% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | — | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.09% | -0.01% | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | — | |
| 46 | DISV | Dimensional International Sm | ETF-Other | 0.09% | — | — | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.09% | -0.01% | — | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.08% | -0.01% | — | |
| 49 | DFIS | Dimensional International Sm | ETF-Other | 0.08% | -0.01% | — | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Pillar Financial Advisors, LLC reported a total U.S. public equity portfolio value of $191.2M across 111 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAS, DFUS, DFUV) accounted for 37.0% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
VYM
前期市值: $40.8K
During Q1 2025, Pillar Financial Advisors, LLC's top holdings by market value included DFAS (12.0%)、DFUS (11.7%)、DFUV (10.9%). The largest single position, DFAS, represented 12.0% of total portfolio value.
In Q1 2025, Pillar Financial Advisors, LLC made 34 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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