0001085146-24-002282.txt : 20240507 0001085146-24-002282.hdr.sgml : 20240507 20240506214728 ACCESSION NUMBER: 0001085146-24-002282 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pillar Wealth Advisors, LLC CENTRAL INDEX KEY: 0001632226 ORGANIZATION NAME: 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: 24919366 BUSINESS ADDRESS: STREET 1: 223 SWINBURNE ROAD CITY: WEST CHESTER STATE: PA ZIP: 19382 BUSINESS PHONE: 302-409-3501 MAIL ADDRESS: STREET 1: 844 E. STREET ROAD STREET 2: #1029 CITY: WESTTOWN STATE: PA ZIP: 19395-9998 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001632226 XXXXXXXX 03-31-2024 03-31-2024 false Pillar Wealth Advisors, LLC

844 E. STREET ROAD #1029 WESTTOWN PA 19395-9998

13F HOLDINGS REPORT 028-21749 000159642 801-110543 N Michael C. Bree 302-409-3501 /s/Michael C. Bree Wilmington DE 05-06-2024 0 71 132438166 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 227070 450 SH SOLE 0 0 450 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1973410 13075 SH SOLE 0 0 13075 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1300300 8540 SH SOLE 0 0 8540 APPLE INC COM 037833100 BBG001S5N8V8 794480 4633 SH SOLE 0 0 4633 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 220865 3260 SH SOLE 0 0 3260 CAPITAL GROUP DIVIDEND GROWE SHS ETF 14021L109 BBG01J9W2L17 1003081 35036 SH SOLE 0 0 35036 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 2054080 63202 SH SOLE 0 0 63202 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 BBG014YZRRT5 468685 20868 SH SOLE 0 0 20868 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 BBG019XRCM29 10061756 372520 SH SOLE 0 0 372520 CAPITAL GRP FIXED INCM ETF T SHORT DURATION M 14020Y607 BBG01J5S8NT0 553665 21535 SH SOLE 0 0 21535 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 BBG019XS8NR3 1393714 51543 SH SOLE 0 0 51543 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 407620 9403 SH SOLE 0 0 9403 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 242128 2083 SH SOLE 0 0 2083 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 759456 10368 SH SOLE 0 0 10368 INNOVATOR ETFS TRUST EMRGNG MKT APRIL 45782C359 BBG00SXJPRZ5 202211 8053 SH SOLE 0 0 8053 INNOVATOR ETFS TRUST EMRGNG MKT JAN 45782C516 BBG00R878QK8 681711 23556 SH SOLE 0 0 23556 INNOVATOR ETFS TRUST EMRGNG MKT JULY 45782C714 BBG00PLZ0MN9 759882 31925 SH SOLE 0 0 31925 INNOVATOR ETFS TRUST GRWT100 PWR BF 45782C334 BBG00SXJYPC4 593632 13044 SH SOLE 0 0 13044 INNOVATOR ETFS TRUST GRWT100 PWR BF 45782C466 BBG00R879TP6 258778 5938 SH SOLE 0 0 5938 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C276 BBG00VSHC6L3 749150 12995 SH SOLE 0 0 12995 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C615 BBG00QFP06T5 1915832 40271 SH SOLE 0 0 40271 INNOVATOR ETFS TRUST INTERNATIONAL DV 45782C631 BBG012S32N86 643354 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46137V613 BBG001S6H5N8 606287 15760 SH SOLE 0 0 15760 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 325529 1922 SH SOLE 0 0 1922 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 3275656 53929 SH SOLE 0 0 53929 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1826258 16524 SH SOLE 0 0 16524 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 5531784 10522 SH SOLE 0 0 10522 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 253919 2593 SH SOLE 0 0 2593 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 1269424 12231 SH SOLE 0 0 12231 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 331179 4147 SH SOLE 0 0 4147 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 9422063 57329 SH SOLE 0 0 57329 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 589540 5479 SH SOLE 0 0 5479 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 393052 3753 SH SOLE 0 0 3753 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 568897 9790 SH SOLE 0 0 9790 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 1168517 17340 SH SOLE 0 0 17340 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 1522101 31572 SH SOLE 0 0 31572 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 3232992 40097 SH SOLE 0 0 40097 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 18880698 304233 SH SOLE 0 0 304233 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9174159 112663 SH SOLE 0 0 112663 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1247814 25341 SH SOLE 0 0 25341 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 7947321 109422 SH SOLE 0 0 109422 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 236529 4808 SH SOLE 0 0 4808 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 203138 1159 SH SOLE 0 0 1159 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 405123 1177 SH SOLE 0 0 1177 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 204584 2366 SH SOLE 0 0 2366 VANGUARD INDEX FDS TOTAL STK MKT 922908769 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