0001104659-23-081933.txt : 20230718 0001104659-23-081933.hdr.sgml : 20230718 20230718130144 ACCESSION NUMBER: 0001104659-23-081933 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230718 DATE AS OF CHANGE: 20230718 EFFECTIVENESS DATE: 20230718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinnacle Financial Group, LLC / IL CENTRAL INDEX KEY: 0001905962 IRS NUMBER: 364403773 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21830 FILM NUMBER: 231093629 BUSINESS ADDRESS: STREET 1: 823 BURLINGTON AVENUE CITY: WESTERN SPRINGS STATE: IL ZIP: 60558 BUSINESS PHONE: 708-246-6262 MAIL ADDRESS: STREET 1: 823 BURLINGTON AVENUE CITY: WESTERN SPRINGS STATE: IL ZIP: 60558 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001905962 XXXXXXXX 06-30-2023 06-30-2023 false Pinnacle Financial Group, LLC / IL

823 Burlington Avenue Western Springs IL 60558

13F HOLDINGS REPORT 028-21830 N Dan Fitzgerald 708-246-6262 /s/ Dan Fitzgerald Western Springs IL 07-18-2023 0 62 176105016 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 217059 1991 SH SOLE 0 0 1991 ABBVIE INC COM 00287Y109 306915 2278 SH SOLE 0 0 2278 AMAZON COM INC COM 023135106 375372 2880 SH SOLE 0 0 2880 APPLE INC COM 037833100 2221609 11453 SH SOLE 0 0 11453 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2108062 6182 SH SOLE 0 0 6182 BOEING CO COM 097023105 274930 1302 SH SOLE 0 0 1302 CATERPILLAR INC COM 149123101 372520 1514 SH SOLE 0 0 1514 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 12406280 511178 SH SOLE 0 0 511178 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11607249 427523 SH SOLE 0 0 427523 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10354632 430546 SH SOLE 0 0 430546 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 5190694 241203 SH SOLE 0 0 241203 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5140781 93810 SH SOLE 0 0 93810 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3091099 113144 SH SOLE 0 0 113144 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2233976 72087 SH SOLE 0 0 72087 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1270918 54174 SH SOLE 0 0 54174 EXXON MOBIL CORP COM 30231G102 391034 3646 SH SOLE 0 0 3646 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 745589 25943 SH SOLE 0 0 25943 GLOBAL X FDS FINTECH ETF 37954Y814 453990 20570 SH SOLE 0 0 20570 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 23830621 145619 SH SOLE 0 0 145619 ISHARES TR SELECT DIVID ETF 464287168 6157762 54349 SH SOLE 0 0 54349 ISHARES TR MSCI EMG MKT ETF 464287234 5250526 132723 SH SOLE 0 0 132723 ISHARES TR MORNINGSTAR GRWT 464287119 1500246 24065 SH SOLE 0 0 24065 ISHARES TR S&P 500 GRWT ETF 464287309 1498405 21260 SH SOLE 0 0 21260 ISHARES TR CORE S&P MCP ETF 464287507 1177183 4502 SH SOLE 0 0 4502 ISHARES TR TIPS BD ETF 464287176 602635 5600 SH SOLE 0 0 5600 ISHARES TR S&P 500 VAL ETF 464287408 524835 3256 SH SOLE 0 0 3256 ISHARES TR CORE S&P500 ETF 464287200 454848 1021 SH SOLE 0 0 1021 ISHARES TR S&P MC 400GR ETF 464287606 448950 5986 SH SOLE 0 0 5986 ISHARES TR CORE S&P SCP ETF 464287804 376278 3776 SH SOLE 0 0 3776 ISHARES TR CORE MSCI EAFE 46432F842 243878 3613 SH SOLE 0 0 3613 JOHNSON & JOHNSON COM 478160104 252749 1527 SH SOLE 0 0 1527 JPMORGAN CHASE & CO COM 46625H100 273738 1882 SH SOLE 0 0 1882 MCDONALDS CORP COM 580135101 251674 843 SH SOLE 0 0 843 PEPSICO INC COM 713448108 472786 2553 SH SOLE 0 0 2553 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 213620 6337 SH SOLE 0 0 6337 SPDR GOLD TR GOLD SHS 78463V107 2814794 15790 SH SOLE 0 0 15790 SPDR S&P 500 ETF TR TR UNIT 78462F103 7796301 17588 SH SOLE 0 0 17588 SPDR SER TR S&P DIVID ETF 78464A763 414320 3380 SH SOLE 0 0 3380 STRYKER CORPORATION COM 863667101 282208 925 SH SOLE 0 0 925 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 389250 2500 SH SOLE 0 0 2500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 404374 5563 SH SOLE 0 0 5563 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3141732 37599 SH SOLE 0 0 37599 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2758153 16676 SH SOLE 0 0 16676 VANGUARD INDEX FDS SMALL CP ETF 922908751 2597839 13062 SH SOLE 0 0 13062 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2592180 12787 SH SOLE 0 0 12787 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2141582 15476 SH SOLE 0 0 15476 VANGUARD INDEX FDS MID CAP ETF 922908629 2092343 9504 SH SOLE 0 0 9504 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1006216 4380 SH SOLE 0 0 4380 VANGUARD INDEX FDS TOTAL STK MKT 922908769 801213 3637 SH SOLE 0 0 3637 VANGUARD INDEX FDS VALUE ETF 922908744 705593 4965 SH SOLE 0 0 4965 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5559455 102177 SH SOLE 0 0 102177 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 214465 5272 SH SOLE 0 0 5272 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 533142 9235 SH SOLE 0 0 9235 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4336305 26696 SH SOLE 0 0 26696 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6388140 60226 SH SOLE 0 0 60226 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 4858456 76874 SH SOLE 0 0 76874 VANGUARD WORLD FD ESG US STK ETF 921910733 354656 4527 SH SOLE 0 0 4527 VANGUARD WORLD FD ESG INTL STK ETF 921910725 239367 4507 SH SOLE 0 0 4507 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 430140 2212 SH SOLE 0 0 2212 WISDOMTREE TR US TOTAL DIVIDND 97717W109 19861575 319884 SH SOLE 0 0 319884 WISDOMTREE TR YIELD ENHANCD US 97717X511 599813 13920 SH SOLE 0 0 13920 WISDOMTREE TR INTL EQUITY FD 97717W703 497961 9953 SH SOLE 0 0 9953