☆Pillar Financial Advisors, LLC
Quality Q
0.757
AUM ($M)
191
Positions
114
Turnover
0.02
Top-10 wt
79%
Herfindahl
0.076
History (qtrs)
6
Excess Return
not eligible
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Holdings · 116 positions · portfolio value $191M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | TRIM | — | 12.5% | +0.4% | 23.9 | 289,794 | -31 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | ADD | — | 11.9% | +0.6% | 22.7 | 277,505 | +5,523 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 10.8% | -0.5% | 20.6 | 551,834 | +9,749 | 5 | — |
| ☆DUSB funds › | DIMENSIONAL ETF TRUST | ADD | — | 10.3% | +0.2% | 19.6 | 386,385 | +46,151 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 9.6% | +0.1% | 18.3 | 332,448 | -989 | 5 | — |
| ☆DFLV funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.6% | +0.4% | 12.7 | 321,024 | +21,449 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 5.4% | +0.0% | 10.4 | 148,338 | -101 | 5 | — |
| ☆DFAR funds › | DIMENSIONAL ETF TRUST | ADD | — | 5.0% | +0.1% | 9.5 | 362,169 | +9,083 | 5 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.9% | +0.1% | 7.5 | 193,526 | +8,370 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.8% | +0.2% | 5.4 | 132,817 | +806 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 2.1% | -0.2% | 4.0 | 73,799 | -14 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 2.0% | +0.0% | 3.8 | 43,793 | +34,537 | 5 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.8% | -0.2% | 3.5 | 70,387 | -169 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 1.8% | -0.1% | 3.4 | 15,581 | -478 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | HOLD | — | 1.7% | +0.1% | 3.2 | 8,807 | +0 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 1.7% | -0.0% | 3.2 | 13,062 | -98 | 5 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.9% | -0.1% | 1.8 | 37,826 | -94 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.9% | -0.1% | 1.8 | 23,060 | +8 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.6% | -0.0% | 1.2 | 16,982 | +17 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.6% | -0.0% | 1.2 | 28,229 | -690 | 5 | — |
| ☆VTES funds › | VANGUARD WELLINGTON FD | TRIM | — | 0.5% | -0.8% | 0.9 | 9,315 | -12,837 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.5% | -0.0% | 0.9 | 15,705 | -415 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | -0.0% | 0.8 | 9,399 | +7,668 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.6 | 5,160 | +3,870 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | +0.0% | 0.6 | 915 | -15 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.3% | -0.0% | 0.6 | 7,378 | -171 | 5 | — |
| ☆MGV funds › | VANGUARD WORLD FD | HOLD | — | 0.3% | +0.0% | 0.6 | 3,510 | +0 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.3% | -0.0% | 0.5 | 6,516 | +0 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | HOLD | — | 0.3% | -0.0% | 0.5 | 10,864 | +0 | 5 | — |
| ☆GNMA funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.5 | 11,242 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | +0.0% | 0.5 | 1,339 | +0 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 0.5 | 1,614 | +1 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TR | HOLD | — | 0.2% | -0.1% | 0.4 | 5,670 | +0 | 5 | — |
| ☆DFAW funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.2% | +0.0% | 0.4 | 5,144 | +397 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.4 | 4,925 | +20 | 5 | — |
| ☆RBCAA funds › | REPUBLIC BANCORP INC KY | HOLD | — | 0.2% | +0.0% | 0.4 | 3,944 | +0 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | +0.0% | 0.3 | 7,394 | -77 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.3 | 1,297 | -40 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | +0.0% | 0.3 | 7,520 | -435 | 5 | — |
| ☆VBIL funds › | VANGUARD INSTL INDEX FD | TRIM | — | 0.1% | -0.1% | 0.2 | 3,198 | -1,249 | 3 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | -0.0% | 0.2 | 1,209 | +0 | 5 | — |
| ☆IJH funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 2,285 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 543 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.1% | +0.0% | 0.2 | 600 | +0 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | HOLD | — | 0.1% | -0.0% | 0.1 | 1,731 | +0 | 5 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.1 | 3,680 | +0 | 5 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | +0.0% | 0.1 | 2,820 | -47 | 5 | — |
| ☆DFIS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.1 | 3,903 | +0 | 5 | — |
| ☆FDL funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.1% | -0.0% | 0.1 | 2,625 | +0 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.1 | 353 | +0 | 5 | — |
| ☆SYBT funds › | STOCK YDS BANCORP INC | HOLD | — | 0.1% | +0.0% | 0.1 | 1,575 | +0 | 5 | — |
| ☆AEE funds › | AMEREN CORP | HOLD | — | 0.1% | -0.0% | 0.1 | 1,041 | +0 | 5 | — |
| ☆IOO funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.1 | 845 | +0 | 5 | — |
| ☆WPC funds › | WP CAREY INC | HOLD | — | 0.1% | -0.0% | 0.1 | 1,489 | +0 | 5 | — |
| ☆IEFA funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.1 | 1,086 | +0 | 5 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.1 | 450 | +0 | 5 | — |
| ☆AAPL funds › | APPLE INC | HOLD | — | 0.0% | +0.0% | 0.1 | 322 | +0 | 5 | — |
| ☆FTC funds › | FIRST TR EXCHANGE-TRADED ALP | HOLD | — | 0.0% | +0.0% | 0.1 | 435 | +0 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.0% | -0.0% | 0.1 | 805 | +0 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | NEW | — | 0.0% | +0.0% | 0.1 | 1,000 | +1,000 | 1 | — |
| ☆CVS funds › | CVS HEALTH CORP | HOLD | — | 0.0% | +0.0% | 0.1 | 500 | +0 | 5 | — |
| ☆CCJ funds › | CAMECO CORP | NEW | — | 0.0% | +0.0% | 0.1 | 500 | +500 | 1 | — |
| ☆EEM funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 673 | +0 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | HOLD | — | 0.0% | -0.0% | 0.0 | 1,400 | +0 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.0% | -0.0% | 0.0 | 1,146 | +6 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | HOLD | — | 0.0% | -0.0% | 0.0 | 600 | +0 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.0 | 508 | +381 | 5 | — |
| ☆PCG funds › | PG&E CORP | HOLD | — | 0.0% | -0.0% | 0.0 | 2,010 | +0 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.0 | 1,174 | +0 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | HOLD | — | 0.0% | -0.0% | 0.0 | 55 | +0 | 5 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | +0.0% | 0.0 | 89 | +0 | 5 | — |
| ☆DEHP funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.0% | -0.0% | 0.0 | 576 | -129 | 5 | — |
| ☆DLTR funds › | DOLLAR TREE INC | HOLD | — | 0.0% | -0.0% | 0.0 | 203 | +0 | 2 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.0 | 562 | +0 | 5 | — |
| ☆BUSE funds › | FIRST BUSEY CORP | HOLD | — | 0.0% | +0.0% | 0.0 | 474 | +0 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.0 | 441 | +0 | 5 | — |
| ☆FHLC funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 128 | +0 | 5 | — |
| ☆DFSU funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.0% | +0.0% | 0.0 | 204 | +0 | 2 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.0 | 36 | +0 | 5 | — |
| ☆SCHH funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | -0.0% | 0.0 | 365 | +0 | 5 | — |
| ☆AGG funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 87 | +0 | 5 | — |
| ☆SHM funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 166 | +0 | 5 | — |
| ☆AEG funds › | AEGON LTD | HOLD | — | 0.0% | +0.0% | 0.0 | 930 | +0 | 5 | — |
| ☆MET funds › | METLIFE INC | HOLD | — | 0.0% | +0.0% | 0.0 | 83 | +0 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.0% | +0.0% | 0.0 | 44 | +0 | 5 | — |
| ☆FCOM funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 97 | +0 | 5 | — |
| ☆ABNB funds › | AIRBNB INC | HOLD | — | 0.0% | +0.0% | 0.0 | 35 | +0 | 5 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | -0.0% | 0.0 | 111 | +0 | 5 | — |
| ☆FNCL funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 51 | +0 | 5 | — |
| ☆MUB funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 33 | +0 | 5 | — |
| ☆KSS funds › | KOHLS CORP | HOLD | — | 0.0% | +0.0% | 0.0 | 200 | +0 | 5 | — |
| ☆FDIS funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 34 | +0 | 5 | — |
| ☆VNQI funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.0% | -0.0% | 0.0 | 73 | +0 | 5 | — |
| ☆FSTA funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 57 | +0 | 5 | — |
| ☆DBX funds › | DROPBOX INC | HOLD | — | 0.0% | +0.0% | 0.0 | 100 | +0 | 5 | — |
| ☆EFV funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 35 | +0 | 5 | — |
| ☆SCHC funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | -0.0% | 0.0 | 50 | +0 | 5 | — |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.0% | +0.0% | 0.0 | 23 | +23 | 1 | — |
| ☆FENY funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 50 | +0 | 5 | — |
| ☆ANGX funds › | ANGEL STUDIOS INC. | HOLD | — | 0.0% | +0.0% | 0.0 | 385 | +0 | 4 | — |
| ☆FITB funds › | FIFTH THIRD BANCORP | HOLD | — | 0.0% | +0.0% | 0.0 | 23 | +0 | 5 | — |
| ☆NLOP funds › | NET LEASE OFFICE PROPERTIES | HOLD | — | 0.0% | -0.0% | 0.0 | 116 | +0 | 5 | — |
| ☆ZTEN funds › | RBB FD INC | NEW | — | 0.0% | +0.0% | 0.0 | 14 | +14 | 1 | — |
| ☆BFB funds › | BROWN FORMAN CORP | HOLD | — | 0.0% | -0.0% | 0.0 | 25 | +0 | 5 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | NEW | — | 0.0% | +0.0% | 0.0 | 6 | +6 | 1 | — |
| ☆SPMO funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.0% | +0.0% | 0.0 | 3 | +3 | 1 | — |
| ☆BHF funds › | BRIGHTHOUSE FINL INC | HOLD | — | 0.0% | -0.0% | 0.0 | 7 | +0 | 5 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.0% | +0.0% | 0.0 | 3 | +3 | 1 | — |
| ☆ASAN funds › | ASANA INC | HOLD | — | 0.0% | -0.0% | 0.0 | 42 | +0 | 5 | — |
| ☆PTON funds › | PELOTON INTERACTIVE INC | HOLD | — | 0.0% | +0.0% | 0.0 | 35 | +0 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.0 | 5 | +5 | 1 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | NEW | — | 0.0% | +0.0% | 0.0 | 1 | +1 | 1 | — |
| ☆BODI funds › | THE BEACHBODY COMPANY INC | HOLD | — | 0.0% | -0.0% | 0.0 | 13 | +0 | 5 | — |
| ☆FLNG funds › | FLEX LNG LTD | NEW | — | 0.0% | +0.0% | 0.0 | 2 | +2 | 1 | — |
| ☆BLFS funds › | BIOLIFE SOLUTIONS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -396 | 0 | — |
| ☆RKT funds › | ROCKET COS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -44 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 191 | 114 | 0.02 | 79% | 0.076 | 0.756 | — | in |
| 2026Q1 | 171 | 106 | 0.03 | 77% | 0.073 | 0.731 | — | in |
| 2025Q4 | 166 | 111 | 0.02 | 76% | 0.073 | 0.686 | — | in |
| 2025Q3 | 159 | 117 | 0.02 | 75% | 0.072 | 0.680 | — | in |
| 2025Q2 | 145 | 109 | 0.02 | 74% | 0.071 | 0.694 | — | entered |
| 2025Q1 | 134 | 111 | 0.00 | 74% | 0.070 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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