Pillar Financial Advisors, LLC
CIK 2054958 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $191.2M
- Posisi
- 114
- Per tanggal
- 30 Juni 2026
#6.600 dari 9.443 berdasarkan nilai 13F · top 69.9%
Nilai portofolio QoQ: +11.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 78,73%
- Bobot 25 kepemilikan teratas
- 94,96%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 13,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,95% Perkiraan pembelian $8.964.477 · penjualan $1.724.486
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 78,6% masih dipegang
- Posisi baru
- 10
- Meningkat
- 17
- Menurun
- 19
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Financials
0,3%
Healthcare
0,1%
Utilities
0,1%
Real Estate
0,1%
Technology
0,1%
Energy
0,1%
Retail
0,0%
Consumer Discretionary
0,0%
Communication Services
0,0%
Diversified Consumer Services
0,0%
Lainnya/Tidak terpetakan
99,3%
Portofolio lengkap 114 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAS | $23.861.632 | 12,48% | 289.794 | $3.246.402 | Turun ×1 | ||
| DFUS | $22.738.725 | 11,89% | 277.505 | $3.452.482 | Naik ×2 | ||
| DFIC | $20.561.324 | 10,75% | 551.834 | $1.301.047 | Naik ×6 | ||
| DUSB | $19.620.618 | 10,26% | 386.385 | $2.367.329 | Naik ×6 | ||
| DFUV | $18.287.971 | 9,57% | 332.448 | $2.129.605 | Turun ×6 | ||
| DFLV | $12.693.309 | 6,64% | 321.024 | $1.995.491 | Naik ×6 | ||
| DFAT | $10.368.848 | 5,42% | 148.338 | $1.098.813 | Turun ×4 | ||
| DFAR | $9.474.340 | 4,96% | 362.169 | $1.123.863 | Naik ×6 | ||
| DFSV | $7.506.874 | 3,93% | 193.526 | $1.018.994 | Naik ×6 | ||
| DFEM | $5.397.672 | 2,82% | 132.817 | $836.677 | Naik ×1 | ||
| DFIV | $3.986.631 | 2,09% | 73.799 | $90.772 | Turun ×2 | ||
| MGK | $3.849.843 | 2,01% | 43.793 | $448.818 | Naik ×1 | ||
| VUSB | $3.503.869 | 1,83% | 70.387 | $-8.766 | Turun ×3 | ||
| VTV | $3.395.612 | 1,78% | 15.581 | $244.796 | Turun ×2 | ||
| VBK | $3.220.720 | 1,68% | 8.807 | $558.804 | |||
| VBR | $3.173.848 | 1,66% | 13.062 | $314.916 | Turun ×2 | ||
| DFSD | $1.806.206 | 0,94% | 37.826 | $-9.391 | Turun ×6 | ||
| BIV | $1.768.711 | 0,93% | 23.060 | $-10.437 | Naik ×1 | ||
| VEA | $1.209.968 | 0,63% | 16.982 | $122.850 | Naik ×1 | ||
| DFAI | $1.164.431 | 0,61% | 28.229 | $37.761 | Turun ×6 | ||
| VTES | $943.703 | 0,49% | 9.315 | $-1.296.751 | Turun ×1 | ||
| VWO | $937.409 | 0,49% | 15.705 | $66.143 | Turun ×2 | ||
| VUG | $809.630 | 0,42% | 9.399 | $53.546 | Naik ×1 | ||
| IWF | $640.718 | 0,34% | 5.160 | $90.662 | Naik ×1 | ||
| VOO | $628.662 | 0,33% | 915 | $72.856 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $583.075 | 0,30% | 7.378 | $-15.334 | Turun ×1 | ||
| MGV | $573.710 | 0,30% | 3.510 | $64.935 | |||
| VEU | $545.715 | 0,29% | 6.516 | $56.363 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $545.699 | 0,29% | 10.864 | $3.042 | |||
| GNMA iShares GNMA Bond ETF | $497.234 | 0,26% | 11.242 | $-1.124 | |||
| VTI | $495.662 | 0,26% | 1.339 | $66.101 | |||
| VB | $489.187 | 0,26% | 1.614 | $66.752 | Naik ×1 | ||
| IAU | $428.142 | 0,22% | 5.670 | $-71.726 | |||
| DFAW | $425.909 | 0,22% | 5.144 | $75.700 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $361.545 | 0,19% | 4.925 | $340 | Naik ×1 | ||
| RBCAA Republic Bancorp, Inc. - Class A Common Stock | $356.656 | 0,19% | 3.944 | $78.406 | |||
| DFAC | $327.997 | 0,17% | 7.394 | $37.668 | Turun ×1 | ||
| IWD | $314.432 | 0,16% | 1.297 | $28.755 | Turun ×1 | ||
| DFAE | $302.381 | 0,16% | 7.520 | $33.023 | Turun ×2 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $242.025 | 0,13% | 3.198 | $-94.391 | Turun ×1 | ||
| VSS | $186.564 | 0,10% | 1.209 | $10.278 | |||
| IJH | $176.197 | 0,09% | 2.285 | $21.890 | |||
| IWM | $163.145 | 0,09% | 543 | $28.481 | |||
| ABBV AbbVie Inc. Common Stock | $150.984 | 0,08% | 600 | $20.490 | |||
| VXUS Vanguard Total International Stock ETF | $147.965 | 0,08% | 1.731 | $14.504 | |||
| DISV | $147.669 | 0,08% | 3.680 | $2.539 | |||
| DFAU | $145.744 | 0,08% | 2.820 | $16.406 | Turun ×1 | ||
| DFIS | $136.740 | 0,07% | 3.903 | $5.309 | |||
| FDL | $127.733 | 0,07% | 2.625 | $-5.617 | |||
| VV | $121.401 | 0,06% | 353 | $15.906 | |||
| SYBT Stock Yards Bancorp, Inc. - Common Stock | $120.441 | 0,06% | 1.575 | $16.002 | |||
| AEE Ameren Corporation Common Stock | $117.675 | 0,06% | 1.041 | $3.248 | |||
| IOO | $115.427 | 0,06% | 845 | $13.207 | |||
| WPC W. P. Carey Inc. REIT | $106.464 | 0,06% | 1.489 | $5.271 | |||
| IEFA | $104.886 | 0,05% | 1.086 | $6.570 | |||
| IVE | $102.177 | 0,05% | 450 | $7.159 | |||
| AAPL Apple Inc. - Common Stock | $93.174 | 0,05% | 322 | $11.453 | |||
| FTC First Trust Large Cap Growth AlphaDEX Fund | $84.290 | 0,04% | 435 | $17.237 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $66.534 | 0,03% | 805 | $-80 | |||
| O Realty Income Corporation Common Stock | $61.960 | 0,03% | 1.000 | ||||
| CVS CVS Health Corporation Common Stock | $51.725 | 0,03% | 500 | $15.815 | |||
| CCJ Cameco Corporation Common Stock | $50.930 | 0,03% | 500 | Naik ×1 | |||
| EEM | $46.040 | 0,02% | 673 | $7.820 | |||
| KMI Kinder Morgan, Inc. Common Stock | $44.758 | 0,02% | 1.400 | $-2.184 | |||
| DFAX | $42.226 | 0,02% | 1.146 | $3.505 | Naik ×3 | ||
| D Dominion Energy, Inc. Common Stock | $40.974 | 0,02% | 600 | $3.882 | |||
| VO | $40.930 | 0,02% | 508 | $4.458 | Naik ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $33.809 | 0,02% | 2.010 | $-1.507 | |||
| SCHF | $32.520 | 0,02% | 1.174 | $3.463 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $27.575 | 0,01% | 55 | $540 | |||
| FTEC | $25.417 | 0,01% | 89 | $6.900 | |||
| DEHP | $24.631 | 0,01% | 576 | $813 | Turun ×2 | ||
| DLTR Dollar Tree, Inc. - Common Stock | $24.553 | 0,01% | 203 | $2.322 | |||
| SCHA | $20.306 | 0,01% | 562 | $3.963 | |||
| BUSE First Busey Corporation - Common Stock | $13.983 | 0,01% | 474 | $2.005 | |||
| SCHX | $12.979 | 0,01% | 441 | $1.671 | |||
| FHLC | $9.888 | 0,01% | 128 | $881 | |||
| DFSU | $9.513 | 0,00% | 204 | $1.130 | |||
| VXF | $8.864 | 0,00% | 36 | $1.455 | |||
| SCHH | $8.644 | 0,00% | 365 | $800 | |||
| AGG | $8.612 | 0,00% | 87 | $-25 | |||
| SHM | $7.963 | 0,00% | 166 | $23 | |||
| AEG Aegon Ltd. New York Registry Shares | $7.850 | 0,00% | 930 | $1.098 | |||
| MET MetLife, Inc. Common Stock | $7.023 | 0,00% | 83 | $1.153 | |||
| VT | $6.926 | 0,00% | 44 | $844 | |||
| FCOM | $6.740 | 0,00% | 97 | $132 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $5.009 | 0,00% | 35 | $589 | |||
| SCHE | $4.025 | 0,00% | 111 | $367 | |||
| FNCL | $3.905 | 0,00% | 51 | $324 | |||
| MUB | $3.552 | 0,00% | 33 | $49 | |||
| KSS Kohl's Corporation Common Stock | $3.544 | 0,00% | 200 | $964 | |||
| FDIS | $3.497 | 0,00% | 34 | $326 | |||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $3.275 | 0,00% | 73 | $30 | |||
| FSTA | $2.995 | 0,00% | 57 | $12 | |||
| DBX Dropbox, Inc. - Class A Common Stock | $2.747 | 0,00% | 100 | $475 | |||
| EFV | $2.680 | 0,00% | 35 | $77 | |||
| SCHC | $2.406 | 0,00% | 50 | $69 | |||
| SPHQ | $2.031 | 0,00% | 23 | Naik ×1 | |||
| FENY | $1.478 | 0,00% | 50 | $-223 | |||
| ANGX Angel Studios, Inc. Class A Common Stock | $1.413 | 0,00% | 385 | $238 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFIC | $20.561.324 | 10,75% | naik ×6 |
| DUSB | $19.620.618 | 10,26% | naik ×6 |
| DFLV | $12.693.309 | 6,64% | naik ×6 |
| DFAR | $9.474.340 | 4,96% | naik ×6 |
| DFSV | $7.506.874 | 3,93% | naik ×6 |
| DFAX | $42.226 | 0,02% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFUS | Beli lebih banyak | +6K | +$3.5M |
| DFAS | Dipangkas | -31 | +$3.2M |
| DUSB | Beli lebih banyak | +46K | +$2.4M |
| DFUV | Dipangkas | -989 | +$2.1M |
| DFLV | Beli lebih banyak | +21K | +$2.0M |
| DFIC | Beli lebih banyak | +10K | +$1.3M |
| VTES | Dipangkas | -13K | -$1.3M |
| DFAR | Beli lebih banyak | +9K | +$1.1M |
| DFAT | Dipangkas | -101 | +$1.1M |
| DFSV | Beli lebih banyak | +8K | +$1.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CNS | 31 Maret 2026 | 14.008 | $879.423 | 29,3% |
| VYM | 31 Maret 2025 | 320 | $40.829 | Tidak lagi dilacak |
| RDVY | 31 Des. 2025 | 434 | $29.191 | |
| UNH | 31 Des. 2025 | 80 | $27.624 | 17,3% |
| INTC | 30 Sep. 2025 | 1.077 | $24.125 | 174,0% |
| FTCS | 31 Des. 2025 | 209 | $19.571 | |
| SPYM | 31 Maret 2026 | 147 | $11.793 | Tidak lagi dilacak |
| FVD | 31 Des. 2025 | 253 | $11.699 | Tidak lagi dilacak |
| ELAN | 30 Juni 2025 | 1.060 | $11.130 | 68,5% |
| QQEW | 31 Des. 2025 | 75 | $10.584 | |
| BLFS | 30 Juni 2026 | 396 | $7.556 | 28,8% |
| DG | 31 Des. 2025 | 57 | $5.891 | -8,3% |
| CHTR | 30 Juni 2025 | 15 | $5.528 | -64,0% |
| O | 31 Des. 2025 | 88 | $5.350 | 12,0% |
| NKE | 31 Des. 2025 | 56 | $3.905 | -36,3% |
| FMC | 31 Des. 2025 | 79 | $2.657 | -21,1% |
| SPMD | 31 Maret 2026 | 41 | $2.375 | Tidak lagi dilacak |
| DIA | 31 Des. 2025 | 5 | $2.319 | Tidak lagi dilacak |
| NVCR | 31 Des. 2025 | 138 | $1.783 | 34,6% |
| BKLN | 31 Des. 2025 | 81 | $1.696 | Tidak lagi dilacak |
| COOP | 31 Des. 2025 | 4 | $844 | Tidak lagi dilacak |
| RKT | 30 Juni 2026 | 44 | $627 | -10,4% |
| BNDX | 31 Maret 2026 | 11 | $532 | |
| VWOB | 31 Maret 2026 | 7 | $473 | |
| AZN | 31 Maret 2025 | 6 | $394 | 125,2% |
| V | 31 Maret 2026 | 1 | $351 | 21,7% |
| PSX | 31 Maret 2025 | 2 | $228 | 96,8% |
| GSK | 31 Maret 2025 | 3 | $102 | 33,6% |
| U | 31 Des. 2025 | 2 | $81 | 4,4% |
| IUSB | 31 Maret 2026 | 1 | $47 | |
| HLN | 31 Maret 2025 | 4 | $39 | -3,6% |
| HPE | 30 Sep. 2025 | 1 | $21 | 118,1% |
| CMP | 31 Maret 2025 | 1 | $12 | 174,3% |