0001085146-23-000974.txt : 20230210 0001085146-23-000974.hdr.sgml : 20230210 20230209205735 ACCESSION NUMBER: 0001085146-23-000974 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230210 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: 23608209 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 12-31-2022 12-31-2022 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 President 302-409-3501 /s/Michael C. Bree Wilmington DE 02-09-2023 0 63 103740955 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1198163 13580 SH SOLE 0 0 13580 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 990227 11160 SH SOLE 0 0 11160 APPLE INC COM 037833100 BBG001S5N8V8 601883 4632 SH SOLE 0 0 4632 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 992101 42056 SH SOLE 0 0 42056 CAPITAL GROUP FIXED INCOME E MUNICIPAL INCOME 14020Y201 BBG019XRCM29 4501939 171961 SH SOLE 0 0 171961 ENDAVA PLC ADS 29260V105 BBG00LBLBCB3 396729 5186 SH SOLE 0 0 5186 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 890093 10368 SH SOLE 0 0 10368 INNOVATOR ETFS TR DEFINED WLT SHLD 45783Y855 BBG011MFV1P4 13432497 505209 SH SOLE 0 0 505209 INNOVATOR ETFS TR EMERGING MKT PWR 45782C623 BBG012S334Q7 590412 26517 SH SOLE 0 0 26517 INNOVATOR ETFS TR EMRGNG MKT APRIL 45782C359 BBG00SXJPRZ5 218151 9384 SH SOLE 0 0 9384 INNOVATOR ETFS TR EMRGNG MKT JAN 45782C516 BBG00R878QK8 861278 31653 SH SOLE 0 0 31653 INNOVATOR ETFS TR EMRGNG MKT JULY 45782C714 BBG00PLZ0MN9 878034 38459 SH SOLE 0 0 38459 INNOVATOR ETFS TR GRWT100 PWR BF 45782C334 BBG00SXJYPC4 237370 6969 SH SOLE 0 0 6969 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C276 BBG00VSHC6L3 552874 12995 SH SOLE 0 0 12995 INNOVATOR ETFS TR GRWT100 PWR BUF 45782C615 BBG00QFP06T5 1411523 40271 SH SOLE 0 0 40271 INNOVATOR ETFS TR INTERNATIONAL DV 45782C631 BBG012S32N86 528787 22246 SH SOLE 0 0 22246 INNOVATOR ETFS TR INTRNL DEV JAN 45782C524 BBG00R877XM2 612166 22919 SH SOLE 0 0 22919 INNOVATOR ETFS TR INTRNL DEV JULY 45782C722 BBG00PLYT1X6 431146 18085 SH SOLE 0 0 18085 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 BBG00NR9QB16 715923 25504 SH SOLE 0 0 25504 INNOVATOR ETFS TR US EQT ULTRA BF 45782C300 BBG00MYXKMH2 818481 27549 SH SOLE 0 0 27549 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 BBG00PVP39R2 1618672 57096 SH SOLE 0 0 57096 INNOVATOR ETFS TR US EQTY PWR BUF 45782C748 BBG00PBD6H63 322553 10850 SH SOLE 0 0 10850 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 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SOLE 0 0 37692 INNOVATOR ETFS TR US SML CP PWR ET 45782C342 BBG00SXJYJL8 679915 26886 SH SOLE 0 0 26886 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 1063551 10367 SH SOLE 0 0 10367 INVESCO EXCH TRD SLF IDX FD RAFI STRG US ETF 46138J726 BBG00LY8K5M0 269272 10025 SH SOLE 0 0 10025 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 489033 3152 SH SOLE 0 0 3152 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 348888 2470 SH SOLE 0 0 2470 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 507365 5361 SH SOLE 0 0 5361 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 1235460 14750 SH SOLE 0 0 14750 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 291901 4447 SH SOLE 0 0 4447 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 8022348 70396 SH SOLE 0 0 70396 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 296300 2808 SH SOLE 0 0 2808 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 365988 3510 SH SOLE 0 0 3510 KRANESHARES TR QUADRTC INT RT 500767736 BBG00NW3SL00 322053 14244 SH SOLE 0 0 14244 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 857383 18538 SH SOLE 0 0 18538 PFIZER INC COM 717081103 BBG001S5V466 325630 6355 SH SOLE 0 0 6355 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 BBG0051J0PJ9 916641 17153 SH SOLE 0 0 17153 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 1890285 39185 SH SOLE 0 0 39185 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 17099824 378734 SH SOLE 0 0 378734 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9437443 143842 SH SOLE 0 0 143842 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1352256 33381 SH SOLE 0 0 33381 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 918633 10043 SH SOLE 0 0 10043 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 230032 3202 SH SOLE 0 0 3202 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 207174 4368 SH SOLE 0 0 4368 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 250830 1177 SH SOLE 0 0 1177 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 223802 2713 SH SOLE 0 0 2713 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 587202 3071 SH SOLE 0 0 3071 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 901054 11625 SH SOLE 0 0 11625 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 454223 6041 SH SOLE 0 0 6041 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 5175699 123319 SH SOLE 0 0 123319 WSFS FINL CORP COM 929328102 BBG001S5XJX1 454624 10027 SH SOLE 0 0 10027