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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KOHLS Corp

KSS|500255104

Shares:200

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$134.2M)

316092402

Shares:50

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$134.2M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:23

Value:$902

% of Portfolio:0.0% ($902/$134.2M)

BROWN FORMAN CORP

BF-B|115637209

Shares:25

Value:$849

% of Portfolio:0.0% ($849/$134.2M)

Asana, Inc.

ASAN|04342Y104

Shares:42

Value:$612

% of Portfolio:0.0% ($612/$134.2M)

Mr. Cooper Group Inc.

COOP|62482R107

Shares:4

Value:$479

% of Portfolio:0.0% ($479/$134.2M)

Brighthouse Financial, Inc.

BHF|10922N103

Shares:7

Value:$406

% of Portfolio:0.0% ($406/$134.2M)

PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:35

Value:$222

% of Portfolio:0.0% ($222/$134.2M)

073463309

Shares:13

Value:$98

% of Portfolio:0.0% ($98/$134.2M)

Unity Software Inc.

U|91332U101

Shares:2

Value:$40

% of Portfolio:0.0% ($40/$134.2M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:1

Value:$16

% of Portfolio:0.0% ($16/$134.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KOHLS Corp(KSScusip500255104)	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$134.2M)	QoQ -41.73% (-$1.2K) YoY-
(cusip316092402)✕	50	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$134.2M)	QoQ +7.21% (+$86) YoY-
FIFTH THIRD BANCORP(FITBcusip316773100)	23	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$902	0.0% ($902/$134.2M)	QoQ -7.29% (-$71) YoY-
BROWN FORMAN CORP(BF-Bcusip115637209)	25	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$849	0.0% ($849/$134.2M)	QoQ -10.63% (-$101) YoY-
Asana, Inc.(ASANcusip04342Y104)	42	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$612	0.0% ($612/$134.2M)	QoQ -28.16% (-$240) YoY-
Mr. Cooper Group Inc.(COOPcusip62482R107)	4	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$479	0.0% ($479/$134.2M)	QoQ +24.41% (+$94) YoY-
Brighthouse Financial, Inc.(BHFcusip10922N103)	7	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$406	0.0% ($406/$134.2M)	QoQ +20.47% (+$69) YoY-
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	35	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$222	0.0% ($222/$134.2M)	QoQ -27.21% (-$83) YoY-
(cusip073463309)✕	13	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$98	0.0% ($98/$134.2M)	QoQ +22.50% (+$18) YoY-
Unity Software Inc.(Ucusip91332U101)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$40	0.0% ($40/$134.2M)	QoQ -11.11% (-$5) YoY-
Hewlett Packard Enterprise Co(HPEcusip42824C109)	1	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$16	0.0% ($16/$134.2M)	QoQ -27.27% (-$6) YoY-