Pillar Wealth Advisors, LLC [Rocket]

Holdings

Pillar Wealth Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
SCHWAB US LC ETF	SCHX	Equities	365,049	-11,708	19,117,604,000	19,100,778,000	15.97		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHM	Common	137,233	-6,266	9,747,630,000	9,738,628,000	8.14		Hist	06/30/2023
iSHARES TRUST	QUAL	Common	66,720	-4,391	8,998,477,000	8,990,532,000	7.52		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	92,430	89,228	6,718,737,000	6,718,496,000	5.61		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	132,260	10,420	6,107,783,000	6,102,812,000	5.10		Hist	06/30/2023
Innovator ETFs Trust	POCT	Common	114,747	51,379	3,840,582,000	3,838,803,000	3.21		Hist	06/30/2023
Innovator ETFs Trust	PNOV	Common	96,761	5,283	3,281,166,000	3,278,576,000	2.74		Hist	06/30/2023
Innovator ETFs Trust	PSEP	Common	83,481	14,934	2,730,664,000	2,728,737,000	2.28		Hist	06/30/2023
Innovator ETFs Trust	PDEC	Common	65,197	4,090	2,169,756,000	2,167,999,000	1.81		Hist	06/30/2023
iSHARES TRUST	IVV	Common	4,329	4,329	1,929,479,000	1,929,479,000	1.61		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHO	Common	37,358	-34,448	1,795,449,000	1,791,917,000	1.50		Hist	06/30/2023
Innovator ETFs Trust		Common	59,059	45,855	1,762,911,000	1,762,550,000	1.47		Hist	06/30/2023
Innovator ETFs Trust	PJUL	Common	49,620	9,796	1,697,996,000	1,696,826,000	1.42		Hist	06/30/2023
Innovator ETFs Trust	NOCT	Common	40,271	0	1,676,067,000	1,674,651,000	1.40		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	13,580	12,861	1,625,526,000	1,623,959,000	1.36		Hist	06/30/2023
Innovator ETFs Trust	PAUG	Common	51,345	9,752	1,601,964,000	1,600,779,000	1.34		Hist	06/30/2023
JPS INDUSTRIES INC	JPST	Common	29,959	29,959	1,502,125,000	1,502,125,000	1.25		Hist	06/30/2023
SMART CHOICE AUTOMOTIVE GROUP INC	SCHA	CMN	32,244	-2,342	1,412,294,000	1,410,945,000	1.18		Hist	06/30/2023
Schwab US Dividend Equity ETF	SCHD	common	18,981	18,981	1,378,393,000	1,378,393,000	1.15		Hist	06/30/2023
Capital Group Dividend Value ETF	CGDV	Common	50,732	50,732	1,371,793,000	1,371,793,000	1.15		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	14,095	-33	1,344,804,000	1,343,667,000	1.12		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	13,232	13,232	1,318,569,000	1,318,569,000	1.10		Hist	06/30/2023
Intercontinental Exchange, Inc.	ICE	COM	10,227	-765	1,156,469,000	1,155,435,000	0.97	0.00	Hist	06/30/2023
iSHARES TRUST	IJH	Common	4,392	4,392	1,148,420,000	1,148,420,000	0.96		Hist	06/30/2023
Innovator ETFs Trust	EJUL	Common	49,156	12,939	1,133,046,000	1,132,205,000	0.95		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	8,740	8,182	1,057,278,000	1,056,057,000	0.88		Hist	06/30/2023
Innovator ETFs Trust	PAPR	Common	32,304	6,800	998,194,000	997,505,000	0.83		Hist	06/30/2023
Innovator ETFs Trust	KAPR	Common	36,081	9,195	993,671,000	993,022,000	0.83		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	FNDX	Common	17,227	-1,204	991,773,000	990,835,000	0.83		Hist	06/30/2023
Vanguard BD Index Fund Inc Sho	BSV	COM	13,015	13,015	983,550,000	983,550,000	0.82		Hist	06/30/2023
Innovator ETFs Trust	KJUL	Common	37,692	830	968,307,000	967,446,000	0.81		Hist	06/30/2023
BNY Mellon ETF Trust	BKAG	Common	22,950	22,950	963,900,000	963,900,000	0.81		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCIT	Common	11,739	11,739	927,733,000	927,733,000	0.77		Hist	06/30/2023
Pacer Funds Trust	COWZ	Common	19,207	11,605	919,439,000	919,112,000	0.77		Hist	06/30/2023
Apple Inc.	AAPL	Common	4,633	-831	898,597,000	897,850,000	0.75		Hist	06/30/2023
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