0001606587-22-000493.txt : 20220211 0001606587-22-000493.hdr.sgml : 20220211 20220211155133 ACCESSION NUMBER: 0001606587-22-000493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22620389 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 13F-HR LIVE false true false 0001905962 XXXXXXXX 12-31-2021 12-31-2021 false Pinnacle Financial Group, LLC / IL

823 Burlington Avenue Western Springs IL 60558

13F HOLDINGS REPORT 028-21830 N James Stork 708-246-6262 James Stork Western Springs IL 02-11-2022 0 65 129364 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 274 1947 SH SOLE NONE 0 0 1947 ABBVIE INC COM 00287Y109 327 2415 SH SOLE NONE 0 0 2415 AMAZON COM INC COM 023135106 390 117 SH SOLE NONE 0 0 117 AMC NETWORKS INC CL A 00164V103 208 6039 SH SOLE NONE 0 0 6039 APPLE INC COM 037833100 2377 13385 SH SOLE NONE 0 0 13385 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1906 6375 SH SOLE NONE 0 0 6375 BOEING CO COM 097023105 349 1735 SH SOLE NONE 0 0 1735 CATERPILLAR INC COM 149123101 355 1716 SH SOLE NONE 0 0 1716 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 298 10897 SH SOLE NONE 0 0 10897 DISNEY WALT CO COM 254687106 220 1421 SH SOLE NONE 0 0 1421 EXXON MOBIL CORP COM 30231G102 216 3537 SH SOLE NONE 0 0 3537 GLOBAL X FDS FINTECH ETF 37954Y814 805 20118 SH SOLE NONE 0 0 20118 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 1051 29240 SH SOLE NONE 0 0 29240 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 23238 135341 SH SOLE NONE 0 0 135341 ISHARES INC CORE MSCI EMKT 46434G103 323 5390 SH SOLE NONE 0 0 5390 ISHARES TR CORE MSCI EAFE 46432F842 275 3684 SH SOLE NONE 0 0 3684 ISHARES TR U.S. FIN SVC ETF 464287770 290 1500 SH SOLE NONE 0 0 1500 ISHARES TR CORE S&P SCP ETF 464287804 467 4076 SH SOLE NONE 0 0 4076 ISHARES TR S&P MC 400GR ETF 464287606 506 5936 SH SOLE NONE 0 0 5936 ISHARES TR MSCI CHINA ETF 46429B671 533 8487 SH SOLE NONE 0 0 8487 ISHARES TR CORE S&P500 ETF 464287200 559 1171 SH SOLE NONE 0 0 1171 ISHARES TR S&P 500 VAL ETF 464287408 581 3708 SH SOLE NONE 0 0 3708 ISHARES TR TIPS BD ETF 464287176 762 5896 SH SOLE NONE 0 0 5896 ISHARES TR CORE S&P MCP ETF 464287507 1444 5102 SH SOLE NONE 0 0 5102 ISHARES TR S&P 500 GRWT ETF 464287309 1980 23660 SH SOLE NONE 0 0 23660 ISHARES TR MORNINGSTAR GRWT 464287119 2021 28140 SH SOLE NONE 0 0 28140 ISHARES TR MSCI EMG MKT ETF 464287234 5318 108855 SH SOLE NONE 0 0 108855 ISHARES TR SELECT DIVID ETF 464287168 6173 50357 SH SOLE NONE 0 0 50357 JOHNSON & JOHNSON COM 478160104 222 1297 SH SOLE NONE 0 0 1297 JPMORGAN CHASE & CO COM 46625H100 359 2269 SH SOLE NONE 0 0 2269 MCDONALDS CORP COM 580135101 294 1097 SH SOLE NONE 0 0 1097 MICROSOFT CORP COM 594918104 250 742 SH SOLE NONE 0 0 742 OLD SECOND BANCORP INC ILL COM 680277100 293 23284 SH SOLE NONE 0 0 23284 PEPSICO INC COM 713448108 916 5274 SH SOLE NONE 0 0 5274 PFIZER INC COM 717081103 536 9069 SH SOLE NONE 0 0 9069 PROCTER AND GAMBLE CO COM 742718109 777 4749 SH SOLE NONE 0 0 4749 REPUBLIC SVCS INC COM 760759100 428 3071 SH SOLE NONE 0 0 3071 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 263 6733 SH SOLE NONE 0 0 6733 SPDR GOLD TR GOLD SHS 78463V107 2766 16180 SH SOLE NONE 0 0 16180 SPDR S&P 500 ETF TR TR UNIT 78462F103 9360 19707 SH SOLE NONE 0 0 19707 STRYKER CORPORATION COM 863667101 260 971 SH SOLE NONE 0 0 971 TYLER TECHNOLOGIES INC COM 902252105 430 800 SH SOLE NONE 0 0 800 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 379 2500 SH SOLE NONE 0 0 2500 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 241 2987 SH SOLE NONE 0 0 2987 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 349 4117 SH SOLE NONE 0 0 4117 VANGUARD INDEX FDS TOTAL STK MKT 922908769 589 2441 SH SOLE NONE 0 0 2441 VANGUARD INDEX FDS VALUE ETF 922908744 845 5745 SH SOLE NONE 0 0 5745 VANGUARD INDEX FDS MID CAP ETF 922908629 1899 7454 SH SOLE NONE 0 0 7454 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1947 12949 SH SOLE NONE 0 0 12949 VANGUARD INDEX FDS SMALL CP ETF 922908751 2086 9228 SH SOLE NONE 0 0 9228 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2595 14510 SH SOLE NONE 0 0 14510 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3196 14462 SH SOLE NONE 0 0 14462 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9484 81752 SH SOLE NONE 0 0 81752 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4693 76587 SH SOLE NONE 0 0 76587 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 214 4171 SH SOLE NONE 0 0 4171 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1798 29561 SH SOLE NONE 0 0 29561 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4164 24243 SH SOLE NONE 0 0 24243 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 555 8258 SH SOLE NONE 0 0 8258 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4387 39135 SH SOLE NONE 0 0 39135 VANGUARD WORLD FD ESG INTL STK ETF 921910725 252 4058 SH SOLE NONE 0 0 4058 VANGUARD WORLD FD ESG US STK ETF 921910733 378 4301 SH SOLE NONE 0 0 4301 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 514 2570 SH SOLE NONE 0 0 2570 WALGREENS BOOTS ALLIANCE INC COM 931427108 290 5553 SH SOLE NONE 0 0 5553 WISDOMTREE TR INTL EQUITY FD 97717W703 480 8868 SH SOLE NONE 0 0 8868 WISDOMTREE TR US TOTAL DIVIDND 97717W109 17629 272298 SH SOLE NONE 0 0 272298