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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922042718

VSS|922042718

Shares:1.2K

Value:$139.8K

% of Portfolio:0.1% ($139.8K/$134.2M)

25434V104

Shares:3.6K

Value:$138.3K

% of Portfolio:0.1% ($138.3K/$134.2M)

464287507

IJH|464287507

Shares:2.3K

Value:$133.3K

% of Portfolio:0.1% ($133.3K/$134.2M)

46432F842

IEFA|46432F842

Shares:1.7K

Value:$125.8K

% of Portfolio:0.1% ($125.8K/$134.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:600

Value:$125.7K

% of Portfolio:0.1% ($125.7K/$134.2M)

25434V781

Shares:4.1K

Value:$119.7K

% of Portfolio:0.1% ($119.7K/$134.2M)

92206C870

VCIT|92206C870

Shares:1.4K

Value:$114.5K

% of Portfolio:0.1% ($114.5K/$134.2M)

336917109

Shares:2.6K

Value:$114.0K

% of Portfolio:0.1% ($114.0K/$134.2M)

25434V773

Shares:4.3K

Value:$112.0K

% of Portfolio:0.1% ($112.0K/$134.2M)

921909768

VXUS|921909768

Shares:1.8K

Value:$110.2K

% of Portfolio:0.1% ($110.2K/$134.2M)

Stock Yards Bancorp, Inc.

SYBT|861025104

Shares:1.6K

Value:$108.8K

% of Portfolio:0.1% ($108.8K/$134.2M)

464287655

IWM|464287655

Shares:543

Value:$108.3K

% of Portfolio:0.1% ($108.3K/$134.2M)

AMEREN CORP

AEE|023608102

Shares:1.0K

Value:$104.5K

% of Portfolio:0.1% ($104.5K/$134.2M)

W. P. Carey Inc.

WPC|92936U109

Shares:1.5K

Value:$94.0K

% of Portfolio:0.1% ($94.0K/$134.2M)

922908637

VV|922908637

Shares:353

Value:$90.7K

% of Portfolio:0.1% ($90.7K/$134.2M)

464287408

IVE|464287408

Shares:450

Value:$85.8K

% of Portfolio:0.1% ($85.8K/$134.2M)

464287572

Shares:845

Value:$81.4K

% of Portfolio:0.1% ($81.4K/$134.2M)

Apple Inc.

AAPL|037833100

Shares:328

Value:$72.9K

% of Portfolio:0.1% ($72.9K/$134.2M)

33735K108

Shares:435

Value:$57.2K

% of Portfolio:0.0% ($57.2K/$134.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:80

Value:$41.9K

% of Portfolio:0.0% ($41.9K/$134.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VSScusip922042718)	1.2K	QoQ -7.63% (-100) YoY-	All Managers (Combined)	$139.8K	0.1% ($139.8K/$134.2M)	QoQ -6.73% (-$10.1K) YoY-
(cusip25434V104)✕	3.6K	QoQ -6.10% (-234) YoY-	All Managers (Combined)	$138.3K	0.1% ($138.3K/$134.2M)	QoQ -10.87% (-$16.9K) YoY-
(IJHcusip464287507)	2.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$133.3K	0.1% ($133.3K/$134.2M)	QoQ -6.35% (-$9.0K) YoY-
(IEFAcusip46432F842)	1.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$125.8K	0.1% ($125.8K/$134.2M)	QoQ +7.64% (+$8.9K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	600	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$125.7K	0.1% ($125.7K/$134.2M)	QoQ +17.90% (+$19.1K) YoY-
(cusip25434V781)✕	4.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$119.7K	0.1% ($119.7K/$134.2M)	QoQ +9.59% (+$10.5K) YoY-
(VCITcusip92206C870)	1.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$114.5K	0.1% ($114.5K/$134.2M)	QoQ +1.85% (+$2.1K) YoY-
(cusip336917109)✕	2.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$114.0K	0.1% ($114.0K/$134.2M)	QoQ +7.89% (+$8.3K) YoY-
(cusip25434V773)✕	4.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$112.0K	0.1% ($112.0K/$134.2M)	QoQ +5.23% (+$5.6K) YoY-
(VXUScusip921909768)	1.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$110.2K	0.1% ($110.2K/$134.2M)	QoQ +5.37% (+$5.6K) YoY-
Stock Yards Bancorp, Inc.(SYBTcusip861025104)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$108.8K	0.1% ($108.8K/$134.2M)	QoQ -3.56% (-$4.0K) YoY-
(IWMcusip464287655)	543	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$108.3K	0.1% ($108.3K/$134.2M)	QoQ -9.71% (-$11.7K) YoY-
AMEREN CORP(AEEcusip023608102)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$104.5K	0.1% ($104.5K/$134.2M)	QoQ +12.63% (+$11.7K) YoY-
W. P. Carey Inc.(WPCcusip92936U109)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$94.0K	0.1% ($94.0K/$134.2M)	QoQ +15.84% (+$12.8K) YoY-
(VVcusip922908637)	353	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$90.7K	0.1% ($90.7K/$134.2M)	QoQ -4.69% (-$4.5K) YoY-
(IVEcusip464287408)	450	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$85.8K	0.1% ($85.8K/$134.2M)	QoQ -0.15% (-$135) YoY-
(cusip464287572)✕	845	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$81.4K	0.1% ($81.4K/$134.2M)	QoQ -4.44% (-$3.8K) YoY-
Apple Inc.(AAPLcusip037833100)	328	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$72.9K	0.1% ($72.9K/$134.2M)	QoQ -11.29% (-$9.3K) YoY-
(cusip33735K108)✕	435	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$57.2K	0.0% ($57.2K/$134.2M)	QoQ -4.95% (-$3.0K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	80	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$41.9K	0.0% ($41.9K/$134.2M)	QoQ +3.53% (+$1.4K) YoY-