AI Portfolio Summary
In 2025 Q3, Pillar Wealth Advisors, LLC maintained a portfolio of 10 distinct positions.
Total Positions
10
Quarter
2025 Q3
Top Holding
SCHX (21.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-10 of 10
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 21.42% | 21.42% |
#1
Prev: #1
|
8.6 | no change | no change |
P
S
|
10,565 | $716,835 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 14.13% | 14.13% |
#2
Prev: #2
|
5.7 | no change | no change |
P
S
|
17,215 | $472,724 | 2022 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PAUG
INNOVATOR ETFS ...
|
ETF | 10.32% | 10.32% |
#3
Prev: #3
|
4.1 | no change | no change |
P
S
|
9,117 | $345,170 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 10.31% | 10.31% |
#4
Prev: #4
|
4.1 | no change | no change |
P
S
|
4,151 | $344,907 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CGCP
CAPITAL GRP FIX...
|
ETF | 8.52% | 8.52% |
#5
Prev: #5
|
3.4 | no change | no change |
P
S
|
12,326 | $284,977 | 2023 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 8.19% | 8.19% |
#6
Prev: #6
|
3.3 | no change | no change |
P
S
|
1,529 | $274,150 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 7.83% | 7.83% |
#7
Prev: #7
|
3.1 | no change | no change |
P
S
|
1,124 | $261,892 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PJUL
INNOVATOR ETFS ...
|
ETF | 6.77% | 6.77% |
#8
Prev: #8
|
2.7 | no change | no change |
P
S
|
5,593 | $226,404 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 6.33% | 6.33% |
#9
Prev: #9
|
2.5 | no change | no change |
P
S
|
2,818 | $211,660 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.19% | 6.19% |
#10
Prev: #10
|
2.5 | no change | no change |
P
S
|
3,925 | $207,279 | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-10 of 10 holdings