0001104659-24-061732.txt : 20240515 0001104659-24-061732.hdr.sgml : 20240515 20240515114935 ACCESSION NUMBER: 0001104659-24-061732 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24948462 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 03-31-2024 03-31-2024 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 05-09-2024 0 65 227700334 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 246928 1356 SH SOLE 0 0 1356 AMAZON COM INC COM 023135106 515797 2860 SH SOLE 0 0 2860 APPLE INC COM 037833100 1900850 11085 SH SOLE 0 0 11085 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2642548 6284 SH SOLE 0 0 6284 BOEING CO COM 097023105 265747 1377 SH SOLE 0 0 1377 CATERPILLAR INC COM 149123101 480756 1312 SH SOLE 0 0 1312 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2476754 67782 SH SOLE 0 0 67782 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3685627 121960 SH SOLE 0 0 121960 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1545214 62509 SH SOLE 0 0 62509 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 6774373 108668 SH SOLE 0 0 108668 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 16331251 511150 SH SOLE 0 0 511150 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 16853018 661162 SH SOLE 0 0 661162 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 21377467 799158 SH SOLE 0 0 799158 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 6622535 296045 SH SOLE 0 0 296045 EXXON MOBIL CORP COM 30231G102 354067 3046 SH SOLE 0 0 3046 FLEXSHARES TR STOXX GLOBR INF 33939L795 277081 5076 SH SOLE 0 0 5076 GEVO INC COM PAR 374396406 8340 10850 SH SOLE 0 0 10850 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 825028 25936 SH SOLE 0 0 25936 GLOBAL X FDS FINTECH ETF 37954Y814 601634 21595 SH SOLE 0 0 21595 GRAINGER W W INC COM 384802104 203460 200 SH SOLE 0 0 200 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 28552699 742207 SH SOLE 0 0 742207 ISHARES TR MORNINGSTAR GRWT 464287119 1744720 23115 SH SOLE 0 0 23115 ISHARES TR SELECT DIVID ETF 464287168 6994874 56786 SH SOLE 0 0 56786 ISHARES TR TIPS BD ETF 464287176 512238 4769 SH SOLE 0 0 4769 ISHARES TR CORE S&P500 ETF 464287200 422161 803 SH SOLE 0 0 803 ISHARES TR CORE US AGGBD ET 464287226 3731181 38097 SH SOLE 0 0 38097 ISHARES TR MSCI EMG MKT ETF 464287234 5520362 134381 SH SOLE 0 0 134381 ISHARES TR S&P 500 GRWT ETF 464287309 1775520 21027 SH SOLE 0 0 21027 ISHARES TR S&P 500 VAL ETF 464287408 608814 3259 SH SOLE 0 0 3259 ISHARES TR CORE S&P MCP ETF 464287507 1356985 22341 SH SOLE 0 0 22341 ISHARES TR S&P MC 400GR ETF 464287606 546223 5986 SH SOLE 0 0 5986 ISHARES TR CORE S&P SCP ETF 464287804 417324 3776 SH SOLE 0 0 3776 ISHARES TR CORE MSCI EAFE 46432F842 248637 3350 SH SOLE 0 0 3350 MCDONALDS CORP COM 580135101 222849 790 SH SOLE 0 0 790 NVIDIA CORPORATION COM 67066G104 308114 341 SH SOLE 0 0 341 PEPSICO INC COM 713448108 356495 2037 SH SOLE 0 0 2037 SPDR S&P 500 ETF TR TR UNIT 78462F103 9130461 17456 SH SOLE 0 0 17456 SPDR GOLD TR GOLD SHS 78463V107 3193803 15525 SH SOLE 0 0 15525 SPDR SER TR S&P DIVID ETF 78464A763 443591 3380 SH SOLE 0 0 3380 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 264808 6287 SH SOLE 0 0 6287 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5091743 27883 SH SOLE 0 0 27883 VANGUARD STAR FDS VG TL INTL STK F 921909768 981986 16285 SH SOLE 0 0 16285 VANGUARD WORLD FD ESG INTL STK ETF 921910725 264132 4596 SH SOLE 0 0 4596 VANGUARD WORLD FD ESG US STK ETF 921910733 397234 4263 SH SOLE 0 0 4263 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 451175 2500 SH SOLE 0 0 2500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 617500 8502 SH SOLE 0 0 8502 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8040092 66453 SH SOLE 0 0 66453 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 6886512 100095 SH SOLE 0 0 100095 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 354168 7200 SH SOLE 0 0 7200 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7170862 122265 SH SOLE 0 0 122265 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 305339 7310 SH SOLE 0 0 7310 VANGUARD WORLD FD CONSUM STP ETF 92204A207 439750 2154 SH SOLE 0 0 2154 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 370458 4835 SH SOLE 0 0 4835 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2574791 16515 SH SOLE 0 0 16515 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3111262 35977 SH SOLE 0 0 35977 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1239574 4754 SH SOLE 0 0 4754 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3634913 18944 SH SOLE 0 0 18944 VANGUARD INDEX FDS MID CAP ETF 922908629 2556047 10230 SH SOLE 0 0 10230 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2968468 12381 SH SOLE 0 0 12381 VANGUARD INDEX FDS VALUE ETF 922908744 849055 5213 SH SOLE 0 0 5213 VANGUARD INDEX FDS SMALL CP ETF 922908751 3357365 14687 SH SOLE 0 0 14687 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3688512 14192 SH SOLE 0 0 14192 WISDOMTREE TR US TOTAL DIVIDND 97717W109 20988481 296783 SH SOLE 0 0 296783 WISDOMTREE TR INTL EQUITY FD 97717W703 411722 7513 SH SOLE 0 0 7513 WISDOMTREE TR YIELD ENHANCD US 97717X511 608859 14029 SH SOLE 0 0 14029