0001085146-23-002087.txt : 20230508 0001085146-23-002087.hdr.sgml : 20230508 20230505175221 ACCESSION NUMBER: 0001085146-23-002087 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pillar Wealth Advisors, LLC CENTRAL INDEX KEY: 0001632226 IRS NUMBER: 300708045 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21749 FILM NUMBER: 23895238 BUSINESS ADDRESS: STREET 1: 2751 CENTERVILLE ROAD STREET 2: SUITE 109 CITY: WILMINGTON STATE: DE ZIP: 19808 BUSINESS PHONE: 302-409-3501 MAIL ADDRESS: STREET 1: 2751 CENTERVILLE ROAD STREET 2: SUITE 109 CITY: WILMINGTON STATE: DE ZIP: 19808 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001632226 XXXXXXXX 03-31-2023 03-31-2023 false Pillar Wealth Advisors, LLC

2751 CENTERVILLE ROAD SUITE 109 WILMINGTON DE 19808

13F HOLDINGS REPORT 028-21749 000159642 801-110543 N Michael C. Bree 302-409-3501 /s/Michael C. Bree Wilmington DE 05-05-2023 0 64 100373330 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1462282 14097 SH SOLE 0 0 14097 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 908960 8740 SH SOLE 0 0 8740 APPLE INC COM 037833100 BBG001S5N8V8 837118 5077 SH SOLE 0 0 5077 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 1103969 44265 SH SOLE 0 0 44265 CAPITAL GROUP FIXED INCOME E CORE PLUS INCM 14020Y102 BBG014YZRRT5 474447 20818 SH SOLE 0 0 20818 CAPITAL GROUP FIXED INCOME E MUNICIPAL INCOME 14020Y201 BBG019XRCM29 10163862 380954 SH SOLE 0 0 380954 CAPITAL GROUP FIXED INCOME E US MULTI-SECTOR 14020Y300 BBG019XS8NR3 1292233 49085 SH SOLE 0 0 49085 ENDAVA PLC ADS 29260V105 BBG00LBLBCB3 348395 5186 SH SOLE 0 0 5186 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 246187 2245 SH SOLE 0 0 2245 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 860399 10370 SH SOLE 0 0 10370 INNOVATOR ETFS TR EMERGING MKT PWR 45782C623 BBG012S334Q7 614025 26517 SH SOLE 0 0 26517 INNOVATOR ETFS TR EMRGNG MKT APRIL 45782C359 BBG00SXJPRZ5 229345 9384 SH SOLE 0 0 9384 INNOVATOR ETFS TR EMRGNG MKT JAN 45782C516 BBG00R878QK8 892298 31653 SH SOLE 0 0 31653 INNOVATOR ETFS TR EMRGNG MKT JULY 45782C714 BBG00PLZ0MN9 898025 38459 SH SOLE 0 0 38459 INNOVATOR ETFS TR GRWT100 PWR BF 45782C334 BBG00SXJYPC4 271373 6969 SH SOLE 0 0 6969 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C276 BBG00VSHC6L3 622590 12995 SH SOLE 0 0 12995 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C615 BBG00QFP06T5 1576207 40271 SH SOLE 0 0 40271 INNOVATOR ETFS TR INTERNATIONAL DV 45782C631 BBG012S32N86 561382 22246 SH SOLE 0 0 22246 INNOVATOR ETFS TR INTRNL DEV JAN 45782C524 BBG00R877XM2 542513 19069 SH SOLE 0 0 19069 INNOVATOR ETFS TR INTRNL DEV JULY 45782C722 BBG00PLYT1X6 458910 18085 SH SOLE 0 0 18085 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 BBG00NR9QB16 949738 32304 SH SOLE 0 0 32304 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 BBG00PVP39R2 1514678 51345 SH SOLE 0 0 51345 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 BBG00MYXKL20 375539 11308 SH SOLE 0 0 11308 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 BBG00QPZ1F93 3077000 96761 SH SOLE 0 0 96761 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 BBG00QYND1G0 2074819 65972 SH SOLE 0 0 65972 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 BBG00LNDTJL3 1569977 49620 SH SOLE 0 0 49620 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 BBG00Q4028Q9 2561197 83481 SH SOLE 0 0 83481 INNOVATOR ETFS TR US EQTY PWR BUF 45782C318 BBG00TGM5Q16 380539 13204 SH SOLE 0 0 13204 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 BBG00RHZ5CR3 300689 10287 SH SOLE 0 0 10287 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 BBG00S1NDLX9 345667 10745 SH SOLE 0 0 10745 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 BBG00M4NZTF8 3629448 114747 SH SOLE 0 0 114747 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 BBG00PBD6H63 333912 10850 SH SOLE 0 0 10850 INNOVATOR ETFS TR US SML CP PWR B 45782C599 BBG00QFNSZH9 217844 8398 SH SOLE 0 0 8398 INNOVATOR ETFS TR US SML CP PWR B 45782C284 BBG00VSHFQQ1 933503 37692 SH SOLE 0 0 37692 INNOVATOR ETFS TR US SML CP PWR ET 45782C342 BBG00SXJYJL8 715168 26886 SH SOLE 0 0 26886 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 1081174 10367 SH SOLE 0 0 10367 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 494171 3152 SH SOLE 0 0 3152 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 357211 2470 SH SOLE 0 0 2470 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 242405 969 SH SOLE 0 0 969 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 690438 7140 SH SOLE 0 0 7140 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 399159 971 SH SOLE 0 0 971 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 1357704 14493 SH SOLE 0 0 14493 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 318049 4447 SH SOLE 0 0 4447 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 8504850 68552 SH SOLE 0 0 68552 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 302534 2808 SH SOLE 0 0 2808 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 236367 2258 SH SOLE 0 0 2258 KRANESHARES TR QUADRTC INT RT 500767736 BBG00NW3SL00 224475 9880 SH SOLE 0 0 9880 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 870359 18538 SH SOLE 0 0 18538 PFIZER INC COM 717081103 BBG001S5V466 292903 7179 SH SOLE 0 0 7179 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 944059 17190 SH SOLE 0 0 17190 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 1877197 38475 SH SOLE 0 0 38475 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 581256 7945 SH SOLE 0 0 7945 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 18184403 375944 SH SOLE 0 0 375944 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9642320 142112 SH SOLE 0 0 142112 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1394861 33266 SH SOLE 0 0 33266 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 236404 3202 SH SOLE 0 0 3202 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 213683 4368 SH SOLE 0 0 4368 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 293591 1177 SH SOLE 0 0 1177 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 226034 2722 SH SOLE 0 0 2722 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 626989 3072 SH SOLE 0 0 3072 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 932558 11625 SH SOLE 0 0 11625 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 460505 6041 SH SOLE 0 0 6041 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 5666318 125444 SH SOLE 0 0 125444 WSFS FINL CORP COM 929328102 BBG001S5XJX1 377115 10027 SH SOLE 0 0 10027