PILLAR FINANCIAL ADVISORS, LLC

Filed: 4/14/2025ACC: 0001398344-25-007061

📋 What this filing means

PILLAR FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $134.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

111

Positions

$134.18M

Total AUM (reported)

2.96M

Total Shares

Allocation by class

US SMALL CAP ETF$16.08M12.0%

US EQUITY MARKET$15.74M11.7%

US MKTWIDE VALUE$14.59M10.9%

INTL CORE EQUITY$13.74M10.2%

ULTRASHORT FIXED$10.62M7.9%

US TARGETED VLU$7.94M5.9%

US LARGE CAP VAL$7.39M5.5%

Portfolio Concentration

Top 3$46.41M34.6%

4–10$52.61M39.2%

11–25$26.86M20.0%

Rest$8.30M6.2%

Top 3 weight

34.6%

Top 10 weight

73.8%

Voting Authority Distribution

Total shares with voting rights: 2.96M

Sole

Full voting authority

36.88K

% of voting shares1.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.92M

% of voting shares98.8%

Investment Discretion (by position count)

Sole111

Shared0

Other0

Dominant voting typeNone · 98.8% of voting shares

Institutional Holdings111

Rows:

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares269.05K

TypeSH

Market value$16.08M

11.98%

Sole

5.23K

Shared

0.00

None

263.82K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares260.31K

TypeSH

Market value$15.74M

11.73%

Sole

2.51K

Shared

0.00

None

257.79K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares354.05K

TypeSH

Market value$14.59M

10.87%

Sole

155.00

Shared

0.00

None

353.89K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares494.66K

TypeSH

Market value$13.74M

10.24%

Sole

10.42K

Shared

0.00

None

484.24K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares209.37K

TypeSH

Market value$10.62M

7.92%

Sole

942.00

Shared

0.00

None

208.43K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares154.22K

TypeSH

Market value$7.94M

5.92%

Sole

0.00

Shared

0.00

None

154.22K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares241.89K

TypeSH

Market value$7.39M

5.51%

Sole

723.00

Shared

0.00

None

241.16K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares222.06K

TypeSH

Market value$5.28M

3.93%

Sole

5.66K

Shared

0.00

None

216.40K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares140.70K

TypeSH

Market value$3.96M

2.95%

Sole

5.02K

Shared

0.00

None

135.68K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares73.81K

TypeSH

Market value$3.68M

2.74%

Sole

456.00

Shared

0.00

None

73.36K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares124.95K

TypeSH

Market value$3.31M

2.46%

Sole

2.29K

Shared

0.00

None

122.66K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares9.88K

TypeSH

Market value$3.05M

2.27%

Sole

0.00

Shared

0.00

None

9.88K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares74.33K

TypeSH

Market value$2.93M

2.18%

Sole

0.00

Shared

0.00

None

74.33K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares15.42K

TypeSH

Market value$2.66M

1.98%

Sole

0.00

Shared

0.00

None

15.42K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares13.65K

TypeSH

Market value$2.54M

1.89%

Sole

0.00

Shared

0.00

None

13.65K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares9.26K

TypeSH

Market value$2.33M

1.74%

Sole

0.00

Shared

0.00

None

9.26K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares44.05K

TypeSH

Market value$2.09M

1.56%

Sole

2.91K

Shared

0.00

None

41.15K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares23.52K

TypeSH

Market value$1.80M

1.34%

Sole

0.00

Shared

0.00

None

23.52K

COHEN & STEERS INC

SOLE

COM

Shares14.01K

TypeSH

Market value$1.12M

0.84%

Sole

0.00

Shared

0.00

None

14.01K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares30.45K

TypeSH

Market value$951.0K

0.71%

Sole

0.00

Shared

0.00

None

30.45K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares17.84K

TypeSH

Market value$906.8K

0.68%

Sole

0.00

Shared

0.00

None

17.84K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares11.28K

TypeSH

Market value$890.3K

0.66%

Sole

351.00

Shared

0.00

None

10.93K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares8.01K

TypeSH

Market value$805.4K

0.60%

Sole

0.00

Shared

0.00

None

8.01K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares17.74K

TypeSH

Market value$802.7K

0.60%

Sole

0.00

Shared

0.00

None

17.74K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.80K

TypeSH

Market value$666.7K

0.50%

Sole

0.00

Shared

0.00

None

1.80K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	269.05K	SH	$16.08M 11.98%	5.23K	263.82K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	260.31K	SH	$15.74M 11.73%	2.51K	257.79K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	354.05K	SH	$14.59M 10.87%	155.00	353.89K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	494.66K	SH	$13.74M 10.24%	10.42K	484.24K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	209.37K	SH	$10.62M 7.92%	942.00	208.43K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	154.22K	SH	$7.94M 5.92%	0.00	154.22K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	241.89K	SH	$7.39M 5.51%	723.00	241.16K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	222.06K	SH	$5.28M 3.93%	5.66K	216.40K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	140.70K	SH	$3.96M 2.95%	5.02K	135.68K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	73.81K	SH	$3.68M 2.74%	456.00	73.36K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	124.95K	SH	$3.31M 2.46%	2.29K	122.66K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	9.88K	SH	$3.05M 2.27%	0.00	9.88K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	74.33K	SH	$2.93M 2.18%	0.00	74.33K
VANGUARD INDEX FDSSOLE	VALUE ETF	15.42K	SH	$2.66M 1.98%	0.00	15.42K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	13.65K	SH	$2.54M 1.89%	0.00	13.65K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	9.26K	SH	$2.33M 1.74%	0.00	9.26K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	44.05K	SH	$2.09M 1.56%	2.91K	41.15K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	23.52K	SH	$1.80M 1.34%	0.00	23.52K
COHEN & STEERS INCSOLE	COM	14.01K	SH	$1.12M 0.84%	0.00	14.01K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	30.45K	SH	$951.0K 0.71%	0.00	30.45K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	17.84K	SH	$906.8K 0.68%	0.00	17.84K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	11.28K	SH	$890.3K 0.66%	351.00	10.93K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	8.01K	SH	$805.4K 0.60%	0.00	8.01K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	17.74K	SH	$802.7K 0.60%	0.00	17.74K
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.80K	SH	$666.7K 0.50%	0.00	1.80K

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