AI Portfolio Summary
In 2026 Q1, Pillar Financial Advisors, LLC maintained a portfolio of 113 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 1.6%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 6.2%.
Total Positions
113
Quarter
2026 Q1
Top Holding
DFAS (12.0%)
Top 10 Concentration
77.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 113
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAS
DIMENSIONAL ETF...
|
ETF | 12.05% | 11.99% |
#1
Prev: #1
|
6.5 | 4,488 | 1.6% |
P
S
|
289,825 | $20,615,230 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 11.27% | 11.80% |
#2
Prev: #2
|
6.0 | 8,126 | 3.1% |
P
S
|
271,982 | $19,286,243 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 11.26% | 11.02% |
#3
Prev: #3
|
5.5 | 11,623 | 2.2% |
P
S
|
542,085 | $19,260,277 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 10.08% | 9.88% |
#4
Prev: #4
|
6.5 | 16,731 | 5.2% |
P
S
|
340,234 | $17,253,289 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 9.44% | 9.53% |
#5
Prev: #5
|
4.8 | -5,811 | -1.7% |
P
S
|
333,437 | $16,158,366 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 6.25% | 5.96% |
#6
Prev: #6
|
3.0 | 10,746 | 3.7% |
P
S
|
299,575 | $10,697,818 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 5.42% | 5.35% |
#7
Prev: #7
|
2.7 | -473 | -0.3% |
P
S
|
148,439 | $9,270,035 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 4.88% | 4.32% |
#8
Prev: #8
|
4.0 | 40,193 | 12.8% |
P
S
|
353,086 | $8,350,477 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 3.79% | 3.56% |
#9
Prev: #9
|
2.0 | 5,502 | 3.1% |
P
S
|
185,156 | $6,487,880 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.67% | 2.81% |
#10
Prev: #10
|
1.6 | -8,788 | -6.2% |
P
S
|
132,011 | $4,560,995 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.28% | 2.22% |
#11
1
Prev: #12
|
1.4 | -51 | -0.1% |
P
S
|
73,813 | $3,895,859 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 2.05% | 2.13% |
#12
1
Prev: #13
|
1.3 | -410 | -0.6% |
P
S
|
70,556 | $3,512,635 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 1.99% | 2.36% |
#13
2
Prev: #11
|
1.3 | -221 | -2.3% |
P
S
|
9,256 | $3,401,025 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.84% | 1.89% |
#14
Prev: #14
|
1.2 | -325 | -2.0% |
P
S
|
16,059 | $3,150,816 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.67% | 1.72% |
#15
Prev: #15
|
1.2 | -340 | -2.5% |
P
S
|
13,160 | $2,858,932 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 1.56% | 1.65% |
#16
Prev: #16
|
1.1 | -266 | -2.9% |
P
S
|
8,807 | $2,661,916 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 1.31% | 0.59% |
#17
4
Prev: #21
|
3.5 | 12,454 | 128.4% |
P
S
|
22,152 | $2,240,454 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 1.06% | 1.11% |
#18
1
Prev: #17
|
0.9 | -328 | -0.9% |
P
S
|
37,920 | $1,815,597 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.04% | 1.09% |
#19
1
Prev: #18
|
0.9 | -195 | -0.8% |
P
S
|
23,052 | $1,779,148 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.66% | 0.68% |
#20
1
Prev: #19
|
0.8 | -622 | -2.1% |
P
S
|
28,919 | $1,126,670 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.64% | 0.66% |
#21
1
Prev: #20
|
0.8 | -631 | -3.6% |
P
S
|
16,965 | $1,087,118 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.51% | 0.56% |
#22
Prev: #22
|
0.7 | -1,053 | -6.1% |
P
S
|
16,120 | $871,266 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.44% | 0.51% |
#23
1
Prev: #24
|
0.7 | -17 | -1.0% |
P
S
|
1,731 | $756,084 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.35% | 0.36% |
#24
2
Prev: #26
|
0.6 | 9 | 0.1% |
P
S
|
7,549 | $598,409 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.32% | 0.35% |
#25
2
Prev: #27
|
0.6 | 2 | 0.2% |
P
S
|
930 | $555,806 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWF
ISHARES TR
|
ETF | 0.32% | 0.37% |
#26
1
Prev: #25
|
1.1 | no change | no change |
P
S
|
1,290 | $550,056 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.32% | 0.32% |
#27
1
Prev: #28
|
1.1 | no change | no change |
P
S
|
10,864 | $542,657 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 0.30% | 0.30% |
#28
3
Prev: #31
|
1.1 | no change | no change |
P
S
|
3,510 | $508,775 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.29% | 0.28% |
#29
4
Prev: #33
|
1.1 | no change | no change |
P
S
|
5,670 | $499,868 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GNMA
ISHARES TR
|
Bond/Debt | 0.29% | 0.32% |
#30
1
Prev: #29
|
0.6 | -500 | -4.3% |
P
S
|
11,242 | $498,358 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.29% | 0.30% |
#31
1
Prev: #30
|
0.6 | -286 | -4.2% |
P
S
|
6,516 | $489,352 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.25% | 0.29% |
#32
Prev: #32
|
0.6 | -88 | -6.2% |
P
S
|
1,339 | $429,561 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.25% | 0.25% |
#33
1
Prev: #34
|
0.6 | -6 | -0.4% |
P
S
|
1,613 | $422,435 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.21% | 0.22% |
#34
1
Prev: #35
|
1.1 | no change | no change |
P
S
|
4,905 | $361,205 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.20% | 0.22% |
#35
1
Prev: #36
|
0.6 | -138 | -2.8% |
P
S
|
4,747 | $350,209 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 0.20% | 0.14% |
#36
5
Prev: #41
|
2.6 | 1,416 | 46.7% |
P
S
|
4,447 | $336,416 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.17% | 0.18% |
#37
Prev: #37
|
0.6 | 10 | 0.1% |
P
S
|
7,471 | $290,329 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWD
ISHARES TR
|
ETF | 0.17% | 0.17% |
#38
Prev: #38
|
1.1 | no change | no change |
P
S
|
1,337 | $285,677 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
RBCAA
REPUBLIC BANCOR...
|
Financial Services | 0.16% | 0.16% |
#39
Prev: #39
|
1.1 | no change | no change |
P
S
|
3,944 | $278,250 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.16% | 0.16% |
#40
Prev: #40
|
0.6 | -264 | -3.2% |
P
S
|
7,955 | $269,358 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.10% | 0.10% |
#41
1
Prev: #42
|
1.0 | no change | no change |
P
S
|
1,209 | $176,286 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IJH
ISHARES TR
|
ETF | 0.09% | 0.09% |
#42
1
Prev: #43
|
1.0 | no change | no change |
P
S
|
2,285 | $154,307 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.08% | 0.08% |
#43
1
Prev: #44
|
1.0 | no change | no change |
P
S
|
3,680 | $145,130 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWM
ISHARES TR
|
ETF | 0.08% | 0.08% |
#44
3
Prev: #47
|
1.0 | no change | no change |
P
S
|
543 | $134,664 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.08% | 0.08% |
#45
3
Prev: #48
|
0.5 | -6 | -0.3% |
P
S
|
1,731 | $133,461 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 0.08% | 0.07% |
#46
5
Prev: #51
|
1.0 | no change | no change |
P
S
|
2,625 | $133,350 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.08% | 0.08% |
#47
2
Prev: #49
|
1.0 | no change | no change |
P
S
|
3,903 | $131,431 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.08% | 0.08% |
#48
3
Prev: #45
|
1.0 | no change | no change |
P
S
|
600 | $130,494 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.08% | 0.08% |
#49
3
Prev: #46
|
0.5 | 2 | 0.1% |
P
S
|
2,867 | $129,338 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AEE
AMEREN CORP
|
Utilities | 0.07% | 0.06% |
#50
4
Prev: #54
|
1.0 | no change | no change |
P
S
|
1,041 | $114,427 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 113 holdings