0001085146-23-004161.txt : 20231108 0001085146-23-004161.hdr.sgml : 20231108 20231107202046 ACCESSION NUMBER: 0001085146-23-004161 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231108 DATE AS OF CHANGE: 20231107 EFFECTIVENESS DATE: 20231108 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: 231385615 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 09-30-2023 09-30-2023 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 11-07-2023 0 67 115532786 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 229455 450 SH SOLE 0 0 450 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1777079 13580 SH SOLE 0 0 13580 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1144458 8680 SH SOLE 0 0 8680 APPLE INC COM 037833100 BBG001S5N8V8 793183 4633 SH SOLE 0 0 4633 BNY MELLON ETF TRUST CORE BOND ETF 09661T602 BBG00RYR57H4 431157 10700 SH SOLE 0 0 10700 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 1463101 55274 SH SOLE 0 0 55274 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 BBG014YZRRT5 448105 20842 SH SOLE 0 0 20842 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 BBG019XRCM29 9452153 367788 SH SOLE 0 0 367788 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 BBG019XS8NR3 1283528 50285 SH SOLE 0 0 50285 ENDAVA PLC ADS 29260V105 BBG00LBLBCB3 297417 5186 SH SOLE 0 0 5186 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 247271 2103 SH SOLE 0 0 2103 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 776978 10368 SH SOLE 0 0 10368 INNOVATOR ETFS TR EMERGING MKT PWR 45782C623 BBG012S334Q7 595421 26517 SH SOLE 0 0 26517 INNOVATOR ETFS TR EMRGNG MKT APRIL 45782C359 BBG00SXJPRZ5 225765 9384 SH SOLE 0 0 9384 INNOVATOR ETFS TR EMRGNG MKT JAN 45782C516 BBG00R878QK8 783184 28603 SH SOLE 0 0 28603 INNOVATOR ETFS TR EMRGNG MKT JULY 45782C714 BBG00PLZ0MN9 1106502 49156 SH SOLE 0 0 49156 INNOVATOR ETFS TR GRWT100 PWR BF 45782C334 BBG00SXJYPC4 653219 15620 SH SOLE 0 0 15620 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 BBG00R879TP6 205404 5062 SH SOLE 0 0 5062 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C276 BBG00VSHC6L3 660146 12995 SH SOLE 0 0 12995 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C615 BBG00QFP06T5 1712061 40271 SH SOLE 0 0 40271 INNOVATOR ETFS TR INTERNATIONAL DV 45782C631 BBG012S32N86 583958 22246 SH SOLE 0 0 22246 INNOVATOR ETFS TR INTRNL DEV APRL 45782C367 BBG00SXJN914 361583 14975 SH SOLE 0 0 14975 INNOVATOR ETFS TR INTRNL DEV JAN 45782C524 BBG00R877XM2 531213 19069 SH SOLE 0 0 19069 INNOVATOR ETFS TR INTRNL DEV JULY 45782C722 BBG00PLYT1X6 460444 18085 SH SOLE 0 0 18085 INNOVATOR ETFS TR QUITY MANAGD FLR 45783Y673 BBG01B90HFN7 997263 38910 SH SOLE 0 0 38910 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 BBG00NR9QB16 988825 32304 SH SOLE 0 0 32304 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 BBG00PVP39R2 2068303 66612 SH SOLE 0 0 66612 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 BBG00QPZ1F93 3198919 96761 SH SOLE 0 0 96761 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 BBG00PBD6H63 339714 10850 SH SOLE 0 0 10850 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 BBG00Q4028Q9 2704784 83481 SH SOLE 0 0 83481 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 BBG00MYXKL20 393475 11308 SH SOLE 0 0 11308 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 BBG00LNDTJL3 1672194 49620 SH SOLE 0 0 49620 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 BBG00QYND1G0 2099743 64887 SH SOLE 0 0 64887 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 BBG00S1NDLX9 359850 10745 SH SOLE 0 0 10745 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 BBG00M4NZTF8 3425341 100864 SH SOLE 0 0 100864 INNOVATOR ETFS TR US EQTY PWR BUF 45782C318 BBG00TGM5Q16 1743422 59059 SH SOLE 0 0 59059 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 BBG00RHZ5CR3 313307 10287 SH SOLE 0 0 10287 INNOVATOR ETFS TR US SML CP PWR B 45782C599 BBG00QFNSZH9 205697 8010 SH SOLE 0 0 8010 INNOVATOR ETFS TR US SML CP PWR B 45782C284 BBG00VSHFQQ1 931294 37222 SH SOLE 0 0 37222 INNOVATOR ETFS TR US SML CP PWR ET 45782C342 BBG00SXJYJL8 965167 36081 SH SOLE 0 0 36081 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 1125175 10227 SH SOLE 0 0 10227 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 501483 15760 SH SOLE 0 0 15760 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 272328 1922 SH SOLE 0 0 1922 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1450469 5817 SH SOLE 0 0 5817 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1450890 15381 SH SOLE 0 0 15381 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2452475 5711 SH SOLE 0 0 5711 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 1198880 13892 SH SOLE 0 0 13892 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 306487 4447 SH SOLE 0 0 4447 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 8559185 64946 SH SOLE 0 0 64946 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 268655 2620 SH SOLE 0 0 2620 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 212406 2065 SH SOLE 0 0 2065 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 520740 10377 SH SOLE 0 0 10377 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 949402 19207 SH SOLE 0 0 19207 PFIZER INC COM 717081103 BBG001S5V466 204161 6155 SH SOLE 0 0 6155 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 966321 17265 SH SOLE 0 0 17265 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 1724547 36011 SH SOLE 0 0 36011 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 1669816 23598 SH SOLE 0 0 23598 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 17862713 353018 SH SOLE 0 0 353018 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8965547 132470 SH SOLE 0 0 132470 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1297489 31325 SH SOLE 0 0 31325 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 6613619 94778 SH SOLE 0 0 94778 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 208921 4368 SH SOLE 0 0 4368 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 320509 1177 SH SOLE 0 0 1177 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 652791 3073 SH SOLE 0 0 3073 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 891929 11739 SH SOLE 0 0 11739 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 467658 6223 SH SOLE 0 0 6223 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 5788107 132390 SH SOLE 0 0 132390