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
BBG00QYND1G0
1971903
65972
SH
SOLE
0
0
65972
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C797
BBG00M4NZTF8
3450442
114747
SH
SOLE
0
0
114747
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C383
BBG00S1NDLX9
330089
10745
SH
SOLE
0
0
10745
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C318
BBG00TGM5Q16
370900
13204
SH
SOLE
0
0
13204
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C813
BBG00LNDTJL3
1498028
49620
SH
SOLE
0
0
49620
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C573
BBG00QPZ1F93
2921215
96761
SH
SOLE
0
0
96761
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C656
BBG00Q4028Q9
2442036
83481
SH
SOLE
0
0
83481
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C417
BBG00RHZ5CR3
222770
7844
SH
SOLE
0
0
7844
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C508
BBG00MYXKL20
889622
28233
SH
SOLE
0
0
28233
INNOVATOR ETFS TR
US SML CP PWR B
45782C599
BBG00QFNSZH9
211989
8398
SH
SOLE
0
0
8398
INNOVATOR ETFS TR
US SML CP PWR B
45782C474
BBG00R879Z72
542926
18152
SH
SOLE
0
0
18152
INNOVATOR ETFS TR
US SML CP PWR B
45782C284
BBG00VSHFQQ1
913224
37692
SH
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