0001104659-24-018352.txt : 20240213 0001104659-24-018352.hdr.sgml : 20240213 20240213100035 ACCESSION NUMBER: 0001104659-24-018352 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinnacle Financial Group, LLC / IL CENTRAL INDEX KEY: 0001905962 ORGANIZATION NAME: 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: 24623093 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 12-31-2023 12-31-2023 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 02-12-2024 0 63 195264852 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 210139 1356 SH SOLE 0 0 1356 AMAZON COM INC COM 023135106 434472 2860 SH SOLE 0 0 2860 APPLE INC COM 037833100 2158216 11210 SH SOLE 0 0 11210 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2204872 6182 SH SOLE 0 0 6182 BOEING CO COM 097023105 339379 1302 SH SOLE 0 0 1302 CATERPILLAR INC COM 149123101 393832 1332 SH SOLE 0 0 1332 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2403543 72287 SH SOLE 0 0 72287 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2991675 104458 SH SOLE 0 0 104458 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1187061 49235 SH SOLE 0 0 49235 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5887582 98752 SH SOLE 0 0 98752 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 13532478 462965 SH SOLE 0 0 462965 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 12627433 505907 SH SOLE 0 0 505907 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 14975446 586582 SH SOLE 0 0 586582 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 6260586 275312 SH SOLE 0 0 275312 EXXON MOBIL CORP COM 30231G102 304539 3046 SH SOLE 0 0 3046 GEVO INC COM PAR 374396406 12586 10850 SH SOLE 0 0 10850 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 751116 26355 SH SOLE 0 0 26355 GLOBAL X FDS FINTECH ETF 37954Y814 552920 21624 SH SOLE 0 0 21624 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 26185384 743903 SH SOLE 0 0 743903 ISHARES TR MORNINGSTAR GRWT 464287119 1581223 23315 SH SOLE 0 0 23315 ISHARES TR SELECT DIVID ETF 464287168 6271365 53501 SH SOLE 0 0 53501 ISHARES TR TIPS BD ETF 464287176 512619 4769 SH SOLE 0 0 4769 ISHARES TR CORE S&P500 ETF 464287200 469872 984 SH SOLE 0 0 984 ISHARES TR CORE US AGGBD ET 464287226 949823 9570 SH SOLE 0 0 9570 ISHARES TR MSCI EMG MKT ETF 464287234 4886712 121530 SH SOLE 0 0 121530 ISHARES TR S&P 500 GRWT ETF 464287309 1596626 21260 SH SOLE 0 0 21260 ISHARES TR S&P 500 VAL ETF 464287408 556448 3200 SH SOLE 0 0 3200 ISHARES TR CORE S&P MCP ETF 464287507 1247789 4502 SH SOLE 0 0 4502 ISHARES TR S&P MC 400GR ETF 464287606 474211 5986 SH SOLE 0 0 5986 ISHARES TR CORE S&P SCP ETF 464287804 408752 3776 SH SOLE 0 0 3776 ISHARES TR CORE MSCI EAFE 46432F842 235673 3350 SH SOLE 0 0 3350 MCDONALDS CORP COM 580135101 249479 841 SH SOLE 0 0 841 PEPSICO INC COM 713448108 345551 2035 SH SOLE 0 0 2035 SPDR S&P 500 ETF TR TR UNIT 78462F103 8493596 17870 SH SOLE 0 0 17870 SPDR GOLD TR GOLD SHS 78463V107 2964282 15506 SH SOLE 0 0 15506 SPDR SER TR S&P DIVID ETF 78464A763 422399 3380 SH SOLE 0 0 3380 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 236391 6287 SH SOLE 0 0 6287 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4640906 27235 SH SOLE 0 0 27235 VANGUARD STAR FDS VG TL INTL STK F 921909768 943879 16285 SH SOLE 0 0 16285 VANGUARD WORLD FD ESG INTL STK ETF 921910725 252519 4568 SH SOLE 0 0 4568 VANGUARD WORLD FD ESG US STK ETF 921910733 385487 4532 SH SOLE 0 0 4532 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 419900 2500 SH SOLE 0 0 2500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 763596 10382 SH SOLE 0 0 10382 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6828250 61169 SH SOLE 0 0 61169 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 5160772 77617 SH SOLE 0 0 77617 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 355428 7200 SH SOLE 0 0 7200 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6119500 109004 SH SOLE 0 0 109004 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 335746 8169 SH SOLE 0 0 8169 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 423553 2218 SH SOLE 0 0 2218 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 443199 7598 SH SOLE 0 0 7598 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 374664 4835 SH SOLE 0 0 4835 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2276181 15697 SH SOLE 0 0 15697 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3143787 35579 SH SOLE 0 0 35579 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1115486 4614 SH SOLE 0 0 4614 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3199512 17778 SH SOLE 0 0 17778 VANGUARD INDEX FDS MID CAP ETF 922908629 2297528 9876 SH SOLE 0 0 9876 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2749999 12606 SH SOLE 0 0 12606 VANGUARD INDEX FDS VALUE ETF 922908744 766290 5126 SH SOLE 0 0 5126 VANGUARD INDEX FDS SMALL CP ETF 922908751 3022139 14167 SH SOLE 0 0 14167 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3704180 15615 SH SOLE 0 0 15615 WISDOMTREE TR US TOTAL DIVIDND 97717W109 19181524 293385 SH SOLE 0 0 293385 WISDOMTREE TR INTL EQUITY FD 97717W703 394361 7510 SH SOLE 0 0 7510 WISDOMTREE TR YIELD ENHANCD US 97717X511 650396 14775 SH SOLE 0 0 14775