0001104659-25-049188.txt : 20250515 0001104659-25-049188.hdr.sgml : 20250515 20250515122232 ACCESSION NUMBER: 0001104659-25-049188 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250515 DATE AS OF CHANGE: 20250515 EFFECTIVENESS DATE: 20250515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinnacle Financial Group, LLC / IL CENTRAL INDEX KEY: 0001905962 ORGANIZATION NAME: EIN: 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: 25950587 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 03-31-2025 03-31-2025 false Pinnacle Financial Group, LLC / IL

823 Burlington Avenue Western Springs IL 60558

13F HOLDINGS REPORT 028-21830 000116600 801-71357 N Dan Fitzgerald 708-246-6262 /s/ Dan Fitzgerald Western Springs IL 05-01-2025 0 95 275244429 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 215954 1628 SH SOLE 0 0 1628 ABBVIE INC COM 00287Y109 288928 1379 SH SOLE 0 0 1379 AMAZON COM INC COM 023135106 709384 3729 SH SOLE 0 0 3729 APPLE INC COM 037833100 2404537 10825 SH SOLE 0 0 10825 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3260987 6123 SH SOLE 0 0 6123 CATERPILLAR INC COM 149123101 406314 1232 SH SOLE 0 0 1232 CHEVRON CORP NEW COM 166764100 237719 1421 SH SOLE 0 0 1421 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 25806777 929304 SH SOLE 0 0 929304 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 18853755 712538 SH SOLE 0 0 712538 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 16997152 515221 SH SOLE 0 0 515221 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 6824767 114222 SH SOLE 0 0 114222 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 5676035 238790 SH SOLE 0 0 238790 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3654540 117020 SH SOLE 0 0 117020 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1883202 72739 SH SOLE 0 0 72739 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2457696 63936 SH SOLE 0 0 63936 DISNEY WALT CO COM 254687106 224675 2276 SH SOLE 0 0 2276 ENTERPRISE PRODS PARTNERS L COM 293792107 324078 9493 SH SOLE 0 0 9493 EXXON MOBIL CORP COM 30231G102 842738 7086 SH SOLE 0 0 7086 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 194521 10402 SH SOLE 0 0 10402 FLEXSHARES TR STOXX GLOBR INF 33939L795 233211 4046 SH SOLE 0 0 4046 FRANKLIN TEMPLETON ETF TR US CORE BOND ETF 35473P553 540271 25135 SH SOLE 0 0 25135 FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF 35473P439 530570 19924 SH SOLE 0 0 19924 GEVO INC COM PAR 374396406 12586 10850 SH SOLE 0 0 10850 GRAINGER W W INC COM 384802104 223830 227 SH SOLE 0 0 227 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 3173987 162021 SH SOLE 0 0 162021 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 387332 19033 SH SOLE 0 0 19033 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 2315865 118884 SH SOLE 0 0 118884 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 309859 16722 SH SOLE 0 0 16722 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 46138J510 200094 8475 SH SOLE 0 0 8475 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 46138J494 202530 8600 SH SOLE 0 0 8600 INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 28000042 692899 SH SOLE 0 0 692899 INVESCO QQQ TR UNIT SER 1 46090E103 880423 1878 SH SOLE 0 0 1878 ISHARES TR CORE US AGGBD ET 464287226 6501017 65720 SH SOLE 0 0 65720 ISHARES TR MSCI EMG MKT ETF 464287234 6288151 143894 SH SOLE 0 0 143894 ISHARES TR SELECT DIVID ETF 464287168 8640164 64340 SH SOLE 0 0 64340 ISHARES TR TIPS BD ETF 464287176 422877 3807 SH SOLE 0 0 3807 ISHARES TR INDIA 50 ETF 464289529 202151 3982 SH SOLE 0 0 3982 ISHARES TR CORE S&P500 ETF 464287200 502980 895 SH SOLE 0 0 895 ISHARES TR CORE DIV GRWTH 46434V621 314722 5094 SH SOLE 0 0 5094 ISHARES TR CORE S&P SCP ETF 464287804 475797 4550 SH SOLE 0 0 4550 ISHARES TR CORE S&P TTL STK 464287150 221075 1812 SH SOLE 0 0 1812 ISHARES TR SP SMCP600VL ETF 464287879 250344 2568 SH SOLE 0 0 2568 ISHARES TR CORE S&P MCP ETF 464287507 1306077 22383 SH SOLE 0 0 22383 ISHARES TR S&P 500 GRWT ETF 464287309 1901833 20487 SH SOLE 0 0 20487 ISHARES TR S&P 500 VAL ETF 464287408 621273 3260 SH SOLE 0 0 3260 ISHARES TR S&P MC 400GR ETF 464287606 499142 5994 SH SOLE 0 0 5994 ISHARES TR CORE MSCI EAFE 46432F842 253428 3350 SH SOLE 0 0 3350 ISHARES TR MORNINGSTAR GRWT 464287119 1848546 22824 SH SOLE 0 0 22824 JPMORGAN CHASE & CO. COM 46625H100 345951 1410 SH SOLE 0 0 1410 MCDONALDS CORP COM 580135101 788240 2523 SH SOLE 0 0 2523 MICROSOFT CORP COM 594918104 442152 1178 SH SOLE 0 0 1178 NVIDIA CORPORATION COM 67066G104 498223 4597 SH SOLE 0 0 4597 PEPSICO INC COM 713448108 213025 1421 SH SOLE 0 0 1421 PGIM ETF TR TOTAL RETURN BON 69344A800 1715550 41101 SH SOLE 0 0 41101 PIMCO ETF TR ACTIVE BD ETF 72201R775 1718146 18581 SH SOLE 0 0 18581 PIMCO ETF TR MULTISECTOR BD 72201R585 2048447 77740 SH SOLE 0 0 77740 PROCTER AND GAMBLE CO COM 742718109 395009 2318 SH SOLE 0 0 2318 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 273915 1876 SH SOLE 0 0 1876 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 328707 6599 SH SOLE 0 0 6599 SPDR GOLD TR GOLD SHS 78463V107 4474526 15529 SH SOLE 0 0 15529 SPDR S&P 500 ETF TR TR UNIT 78462F103 8307315 14849 SH SOLE 0 0 14849 SPDR SER TR BLOOMBERG HIGH Y 78468R622 918005 9633 SH SOLE 0 0 9633 SPDR SER TR S&P DIVID ETF 78464A763 475558 3505 SH SOLE 0 0 3505 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1710359 42451 SH SOLE 0 0 42451 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 460475 2500 SH SOLE 0 0 2500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 867231 11831 SH SOLE 0 0 11831 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3206281 35413 SH SOLE 0 0 35413 VANGUARD INDEX FDS MID CAP ETF 922908629 4215481 16300 SH SOLE 0 0 16300 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2950074 18376 SH SOLE 0 0 18376 VANGUARD INDEX FDS SMALL CP ETF 922908751 4616359 20818 SH SOLE 0 0 20818 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4889826 26248 SH SOLE 0 0 26248 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3729737 13571 SH SOLE 0 0 13571 VANGUARD INDEX FDS GROWTH ETF 922908736 216069 583 SH SOLE 0 0 583 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1330817 5286 SH SOLE 0 0 5286 VANGUARD INDEX FDS VALUE ETF 922908744 1082377 6266 SH SOLE 0 0 6266 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2579553 10036 SH SOLE 0 0 10036 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8756744 144358 SH SOLE 0 0 144358 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 365429 8074 SH SOLE 0 0 8074 VANGUARD MALVERN FDS CORE-PLUS BD ETF 922020755 260522 3359 SH SOLE 0 0 3359 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 425318 5538 SH SOLE 0 0 5538 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 331624 4056 SH SOLE 0 0 4056 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5458856 28140 SH SOLE 0 0 28140 VANGUARD STAR FDS VG TL INTL STK F 921909768 1011299 16285 SH SOLE 0 0 16285 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 10385021 140928 SH SOLE 0 0 140928 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10678774 82807 SH SOLE 0 0 82807 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 342253 4127 SH SOLE 0 0 4127 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 838448 3167 SH SOLE 0 0 3167 VANGUARD WORLD FD ESG INTL STK ETF 921910725 267436 4534 SH SOLE 0 0 4534 VANGUARD WORLD FD ESG US STK ETF 921910733 419221 4280 SH SOLE 0 0 4280 VANGUARD WORLD FD CONSUM STP ETF 92204A207 446288 2044 SH SOLE 0 0 2044 VISA INC COM CL A 92826C839 228582 652 SH SOLE 0 0 652 WISDOMTREE TR US TOTAL DIVIDND 97717W109 20745146 269593 SH SOLE 0 0 269593 WISDOMTREE TR INTL EQUITY FD 97717W703 346382 5956 SH SOLE 0 0 5956 WISDOMTREE TR YIELD ENHANCD US 97717X511 608498 14011 SH SOLE 0 0 14011 XILIO THERAPEUTICS INC COM 98422T100 7244 10000 SH SOLE 0 0 10000