0001104659-23-116761.txt : 20231113 0001104659-23-116761.hdr.sgml : 20231113 20231113081402 ACCESSION NUMBER: 0001104659-23-116761 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231395307 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 09-30-2023 09-30-2023 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 11-09-2023 0 57 168050326 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 327634 2198 SH SOLE 0 0 2198 AMAZON COM INC COM 023135106 312652 2460 SH SOLE 0 0 2460 APPLE INC COM 037833100 1938024 11320 SH SOLE 0 0 11320 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2165555 6182 SH SOLE 0 0 6182 BOEING CO COM 097023105 249567 1302 SH SOLE 0 0 1302 CATERPILLAR INC COM 149123101 382746 1402 SH SOLE 0 0 1402 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 12369118 529727 SH SOLE 0 0 529727 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 11457178 437297 SH SOLE 0 0 437297 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10666798 457606 SH SOLE 0 0 457606 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5117766 97500 SH SOLE 0 0 97500 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 5077243 260105 SH SOLE 0 0 260105 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2921994 111911 SH SOLE 0 0 111911 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2159006 72087 SH SOLE 0 0 72087 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1176689 52135 SH SOLE 0 0 52135 EXXON MOBIL CORP COM 30231G102 428697 3646 SH SOLE 0 0 3646 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 629840 25479 SH SOLE 0 0 25479 GLOBAL X FDS FINTECH ETF 37954Y814 409502 20333 SH SOLE 0 0 20333 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 22847452 718022 SH SOLE 0 0 718022 ISHARES TR SELECT DIVID ETF 464287168 5869413 54528 SH SOLE 0 0 54528 ISHARES TR MSCI EMG MKT ETF 464287234 5017816 132222 SH SOLE 0 0 132222 ISHARES TR S&P 500 GRWT ETF 464287309 1454609 21260 SH SOLE 0 0 21260 ISHARES TR MORNINGSTAR GRWT 464287119 1435477 24065 SH SOLE 0 0 24065 ISHARES TR CORE S&P MCP ETF 464287507 1122574 4502 SH SOLE 0 0 4502 ISHARES TR TIPS BD ETF 464287176 494480 4767 SH SOLE 0 0 4767 ISHARES TR S&P 500 VAL ETF 464287408 492288 3200 SH SOLE 0 0 3200 ISHARES TR S&P MC 400GR ETF 464287606 432429 5986 SH SOLE 0 0 5986 ISHARES TR CORE S&P500 ETF 464287200 422345 984 SH SOLE 0 0 984 ISHARES TR CORE S&P SCP ETF 464287804 356190 3776 SH SOLE 0 0 3776 ISHARES TR CORE MSCI EAFE 46432F842 215573 3350 SH SOLE 0 0 3350 MCDONALDS CORP COM 580135101 221918 842 SH SOLE 0 0 842 PEPSICO INC COM 713448108 414207 2445 SH SOLE 0 0 2445 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 210198 6337 SH SOLE 0 0 6337 SPDR GOLD TR GOLD SHS 78463V107 2631329 15348 SH SOLE 0 0 15348 SPDR S&P 500 ETF TR TR UNIT 78462F103 7535848 17629 SH SOLE 0 0 17629 SPDR SER TR S&P DIVID ETF 78464A763 388734 3380 SH SOLE 0 0 3380 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 371725 2500 SH SOLE 0 0 2500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 379813 5443 SH SOLE 0 0 5443 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2692327 16881 SH SOLE 0 0 16881 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2496145 32992 SH SOLE 0 0 32992 VANGUARD INDEX FDS SMALL CP ETF 922908751 2474420 13087 SH SOLE 0 0 13087 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2245738 11476 SH SOLE 0 0 11476 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1978956 15111 SH SOLE 0 0 15111 VANGUARD INDEX FDS MID CAP ETF 922908629 1967457 9448 SH SOLE 0 0 9448 VANGUARD INDEX FDS SML CP GRW ETF 922908595 983358 4591 SH SOLE 0 0 4591 VANGUARD INDEX FDS TOTAL STK MKT 922908769 848411 3994 SH SOLE 0 0 3994 VANGUARD INDEX FDS VALUE ETF 922908744 695543 5043 SH SOLE 0 0 5043 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5322931 102621 SH SOLE 0 0 102621 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 509410 8844 SH SOLE 0 0 8844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4167812 26823 SH SOLE 0 0 26823 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6263045 60618 SH SOLE 0 0 60618 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 4740955 76603 SH SOLE 0 0 76603 VANGUARD WORLD FD ESG US STK ETF 921910733 340678 4529 SH SOLE 0 0 4529 VANGUARD WORLD FD ESG INTL STK ETF 921910725 227333 4507 SH SOLE 0 0 4507 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 404425 2214 SH SOLE 0 0 2214 WISDOMTREE TR US TOTAL DIVIDND 97717W109 18540594 308137 SH SOLE 0 0 308137 WISDOMTREE TR YIELD ENHANCD US 97717X511 613310 14775 SH SOLE 0 0 14775 WISDOMTREE TR INTL EQUITY FD 97717W703 433051 8957 SH SOLE 0 0 8957