PILLAR FINANCIAL ADVISORS, LLC

Filed: 2/7/2025ACC: 0001398344-25-002148

📋 What this filing means

PILLAR FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $130.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

116

Positions

$130.63M

Total AUM (reported)

2.81M

Total Shares

Allocation by class

US SMALL CAP ETF$16.65M12.7%

US EQUITY MARKET$15.74M12.0%

US MKTWIDE VALUE$14.51M11.1%

INTL CORE EQUITY$11.52M8.8%

ULTRASHORT FIXED$9.49M7.3%

US TARGETED VLU$8.59M6.6%

US LARGE CAP VAL$6.71M5.1%

Portfolio Concentration

Top 3$46.90M35.9%

4–10$48.50M37.1%

11–25$26.81M20.5%

Rest$8.42M6.4%

Top 3 weight

35.9%

Top 10 weight

73.0%

Voting Authority Distribution

Total shares with voting rights: 2.81M

Sole

Full voting authority

27.68K

% of voting shares1.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.78M

% of voting shares99.0%

Investment Discretion (by position count)

Sole116

Shared0

Other0

Dominant voting typeNone · 99.0% of voting shares

Institutional Holdings116

Rows:

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares255.82K

TypeSH

Market value$16.65M

12.74%

Sole

2.42K

Shared

0.00

None

253.41K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares246.90K

TypeSH

Market value$15.74M

12.05%

Sole

692.00

Shared

0.00

None

246.21K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares354.71K

TypeSH

Market value$14.51M

11.11%

Sole

155.00

Shared

0.00

None

354.56K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares445.73K

TypeSH

Market value$11.52M

8.82%

Sole

9.11K

Shared

0.00

None

436.63K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares187.61K

TypeSH

Market value$9.49M

7.27%

Sole

888.00

Shared

0.00

None

186.73K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares154.34K

TypeSH

Market value$8.59M

6.58%

Sole

0.00

Shared

0.00

None

154.34K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares223.54K

TypeSH

Market value$6.71M

5.14%

Sole

659.00

Shared

0.00

None

222.88K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares205.70K

TypeSH

Market value$4.79M

3.66%

Sole

5.07K

Shared

0.00

None

200.63K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares122.51K

TypeSH

Market value$3.77M

2.89%

Sole

2.53K

Shared

0.00

None

119.98K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares73.14K

TypeSH

Market value$3.63M

2.78%

Sole

456.00

Shared

0.00

None

72.68K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares9.88K

TypeSH

Market value$3.39M

2.60%

Sole

0.00

Shared

0.00

None

9.88K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares118.02K

TypeSH

Market value$3.09M

2.37%

Sole

2.28K

Shared

0.00

None

115.73K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares13.57K

TypeSH

Market value$2.69M

2.06%

Sole

0.00

Shared

0.00

None

13.57K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares74.62K

TypeSH

Market value$2.65M

2.03%

Sole

0.00

Shared

0.00

None

74.62K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares55.89K

TypeSH

Market value$2.62M

2.01%

Sole

2.91K

Shared

0.00

None

52.99K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares9.33K

TypeSH

Market value$2.61M

2.00%

Sole

0.00

Shared

0.00

None

9.33K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares14.66K

TypeSH

Market value$2.48M

1.90%

Sole

0.00

Shared

0.00

None

14.66K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares23.52K

TypeSH

Market value$1.76M

1.35%

Sole

0.00

Shared

0.00

None

23.52K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares30.88K

TypeSH

Market value$901.8K

0.69%

Sole

0.00

Shared

0.00

None

30.88K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares11.29K

TypeSH

Market value$880.4K

0.67%

Sole

348.00

Shared

0.00

None

10.94K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares18.46K

TypeSH

Market value$812.9K

0.62%

Sole

0.00

Shared

0.00

None

18.46K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares16.69K

TypeSH

Market value$798.1K

0.61%

Sole

0.00

Shared

0.00

None

16.69K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares7.59K

TypeSH

Market value$760.5K

0.58%

Sole

0.00

Shared

0.00

None

7.59K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.80K

TypeSH

Market value$738.0K

0.56%

Sole

0.00

Shared

0.00

None

1.80K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares12.87K

TypeSH

Market value$623.2K

0.48%

Sole

0.00

Shared

0.00

None

12.87K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	255.82K	SH	$16.65M 12.74%	2.42K	253.41K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	246.90K	SH	$15.74M 12.05%	692.00	246.21K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	354.71K	SH	$14.51M 11.11%	155.00	354.56K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	445.73K	SH	$11.52M 8.82%	9.11K	436.63K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	187.61K	SH	$9.49M 7.27%	888.00	186.73K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	154.34K	SH	$8.59M 6.58%	0.00	154.34K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	223.54K	SH	$6.71M 5.14%	659.00	222.88K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	205.70K	SH	$4.79M 3.66%	5.07K	200.63K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	122.51K	SH	$3.77M 2.89%	2.53K	119.98K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	73.14K	SH	$3.63M 2.78%	456.00	72.68K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	9.88K	SH	$3.39M 2.60%	0.00	9.88K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	118.02K	SH	$3.09M 2.37%	2.28K	115.73K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	13.57K	SH	$2.69M 2.06%	0.00	13.57K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	74.62K	SH	$2.65M 2.03%	0.00	74.62K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	55.89K	SH	$2.62M 2.01%	2.91K	52.99K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	9.33K	SH	$2.61M 2.00%	0.00	9.33K
VANGUARD INDEX FDSSOLE	VALUE ETF	14.66K	SH	$2.48M 1.90%	0.00	14.66K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	23.52K	SH	$1.76M 1.35%	0.00	23.52K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	30.88K	SH	$901.8K 0.69%	0.00	30.88K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	11.29K	SH	$880.4K 0.67%	348.00	10.94K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	18.46K	SH	$812.9K 0.62%	0.00	18.46K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	16.69K	SH	$798.1K 0.61%	0.00	16.69K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	7.59K	SH	$760.5K 0.58%	0.00	7.59K
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.80K	SH	$738.0K 0.56%	0.00	1.80K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	12.87K	SH	$623.2K 0.48%	0.00	12.87K

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