Pillar-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PCG",
  null,
  "ABNB",
  "ABBV",
  "KSS",
  "ASAN",
  "AEG",
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  "COOP",
  "D",
  "NLOP",
  null,
  null,
  null,
  "U",
  "BUSE",
  "NVCR",
  "FITB",
  null,
  null,
  null,
  null,
  null,
  "SYBT",
  "MUB",
  null,
  "IJH",
  "RBCAA",
  null,
  null,
  null,
  "KMI",
  null,
  "DBX",
  null,
  "IWD",
  null,
  "EEM",
  "IWF",
  null,
  "UNH",
  "AAPL",
  "HPE",
  "INTC",
  null,
  "IEFA",
  "SCHX",
  "TMO",
  "BIV",
  "VO",
  "MET",
  "VXF",
  "VV",
  null,
  "VWO",
  "VSS",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "PTON",
  "AEE",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VNQI",
  "MGK",
  null,
  "VXUS",
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "WPC",
  null,
  "ELAN",
  "SCHF",
  "SCHA",
  "BLFS",
  "BHF",
  "BF-B",
  "CHTR",
  "CNS",
  "CVS",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "IWM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 111
Total Value: 134184857
Accession Number: 0001398344-25-007061
Form Type: 13F-HR
CIK: pillar-financial-advisors
Manager Name: Pillar-Financial-Advisors

Data Enrichment

63% identified

70 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $134.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921943858

VEA|921943858

Shares:17.8K

Value:$906.8K

% of Portfolio:0.7% ($906.8K/$134.2M)

92206C409

Shares:11.3K

Value:$890.3K

% of Portfolio:0.7% ($890.3K/$134.2M)

921935870

Shares:8.0K

Value:$805.4K

% of Portfolio:0.6% ($805.4K/$134.2M)

922042858

VWO|922042858

Shares:17.7K

Value:$802.7K

% of Portfolio:0.6% ($802.7K/$134.2M)

922908736

VUG|922908736

Shares:1.8K

Value:$666.7K

% of Portfolio:0.5% ($666.7K/$134.2M)

922020805

Shares:12.7K

Value:$631.9K

% of Portfolio:0.5% ($631.9K/$134.2M)

46429B333

Shares:11.7K

Value:$515.5K

% of Portfolio:0.4% ($515.5K/$134.2M)

922908363

VOO|922908363

Shares:928

Value:$477.0K

% of Portfolio:0.4% ($477.0K/$134.2M)

921910840

MGV|921910840

Shares:3.6K

Value:$467.7K

% of Portfolio:0.3% ($467.7K/$134.2M)

464287614

IWF|464287614

Shares:1.3K

Value:$465.8K

% of Portfolio:0.3% ($465.8K/$134.2M)

922042775

VEU|922042775

Shares:6.8K

Value:$412.6K

% of Portfolio:0.3% ($412.6K/$134.2M)

921937835

BND|921937835

Shares:5.3K

Value:$388.6K

% of Portfolio:0.3% ($388.6K/$134.2M)

922908769

VTI|922908769

Shares:1.4K

Value:$385.2K

% of Portfolio:0.3% ($385.2K/$134.2M)

922908751

VB|922908751

Shares:1.6K

Value:$361.2K

% of Portfolio:0.3% ($361.2K/$134.2M)

464285204

Shares:5.7K

Value:$334.3K

% of Portfolio:0.2% ($334.3K/$134.2M)

464287598

IWD|464287598

Shares:1.6K

Value:$298.6K

% of Portfolio:0.2% ($298.6K/$134.2M)

REPUBLIC BANCORP INC /KY/

RBCAA|760281204

Shares:4.1K

Value:$261.3K

% of Portfolio:0.2% ($261.3K/$134.2M)

25434V708

DFAC|25434V708

Shares:7.8K

Value:$256.3K

% of Portfolio:0.2% ($256.3K/$134.2M)

25434V302

Shares:9.3K

Value:$241.0K

% of Portfolio:0.2% ($241.0K/$134.2M)

25434V617

Shares:3.6K

Value:$219.2K

% of Portfolio:0.2% ($219.2K/$134.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	17.8K	QoQ +6.89% (+1.1K) YoY-	All Managers (Combined)	$906.8K	0.7% ($906.8K/$134.2M)	QoQ +13.61% (+$108.7K) YoY-
(cusip92206C409)✕	11.3K	QoQ -0.06% (-7) YoY-	All Managers (Combined)	$890.3K	0.7% ($890.3K/$134.2M)	QoQ +1.12% (-$9.9K) YoY-
(cusip921935870)✕	8.0K	QoQ +5.62% (+427) YoY-	All Managers (Combined)	$805.4K	0.6% ($805.4K/$134.2M)	QoQ +5.90% (+$44.9K) YoY-
(VWOcusip922042858)	17.7K	QoQ -3.91% (-723) YoY-	All Managers (Combined)	$802.7K	0.6% ($802.7K/$134.2M)	QoQ -1.25% (-$10.2K) YoY-
(VUGcusip922908736)	1.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$666.7K	0.5% ($666.7K/$134.2M)	QoQ -9.65% (-$71.2K) YoY-
(cusip922020805)✕	12.7K	QoQ -1.60% (-206) YoY-	All Managers (Combined)	$631.9K	0.5% ($631.9K/$134.2M)	QoQ +1.40% (-$8.8K) YoY-
(cusip46429B333)✕	11.7K	QoQ -5.65% (-704) YoY-	All Managers (Combined)	$515.5K	0.4% ($515.5K/$134.2M)	QoQ -3.52% (-$18.8K) YoY-
(VOOcusip922908363)	928	QoQ -1.90% (-18) YoY-	All Managers (Combined)	$477.0K	0.4% ($477.0K/$134.2M)	QoQ -6.43% (-$32.8K) YoY-
(MGVcusip921910840)	3.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$467.7K	0.3% ($467.7K/$134.2M)	QoQ +3.14% (+$14.3K) YoY-
(IWFcusip464287614)	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$465.8K	0.3% ($465.8K/$134.2M)	QoQ -10.08% (-$52.2K) YoY-
(VEUcusip922042775)	6.8K	QoQ -4.22% (-300) YoY-	All Managers (Combined)	$412.6K	0.3% ($412.6K/$134.2M)	QoQ +1.19% (-$4.9K) YoY-
(BNDcusip921937835)	5.3K	QoQ -4.51% (-250) YoY-	All Managers (Combined)	$388.6K	0.3% ($388.6K/$134.2M)	QoQ -2.46% (-$9.8K) YoY-
(VTIcusip922908769)	1.4K	QoQ -0.98% (-14) YoY-	All Managers (Combined)	$385.2K	0.3% ($385.2K/$134.2M)	QoQ -6.16% (-$25.3K) YoY-
(VBcusip922908751)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$361.2K	0.3% ($361.2K/$134.2M)	QoQ -7.71% (-$30.2K) YoY-
(cusip464285204)✕	5.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$334.3K	0.2% ($334.3K/$134.2M)	QoQ +19.08% (+$53.6K) YoY-
(IWDcusip464287598)	1.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$298.6K	0.2% ($298.6K/$134.2M)	QoQ +1.63% (+$4.8K) YoY-
REPUBLIC BANCORP INC /KY/(RBCAAcusip760281204)	4.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$261.3K	0.2% ($261.3K/$134.2M)	QoQ -8.65% (-$24.8K) YoY-
(DFACcusip25434V708)	7.8K	QoQ -9.96% (-860) YoY-	All Managers (Combined)	$256.3K	0.2% ($256.3K/$134.2M)	QoQ -14.12% (-$42.2K) YoY-
(cusip25434V302)✕	9.3K	QoQ -0.20% (-19) YoY-	All Managers (Combined)	$241.0K	0.2% ($241.0K/$134.2M)	QoQ +1.84% (-$4.4K) YoY-
(cusip25434V617)✕	3.6K	QoQ +10.33% (+335) YoY-	All Managers (Combined)	$219.2K	0.2% ($219.2K/$134.2M)	QoQ +8.23% (+$16.7K) YoY-