0001172661-23-000554.txt : 20230209 0001172661-23-000554.hdr.sgml : 20230209 20230209093504 ACCESSION NUMBER: 0001172661-23-000554 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230209 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: 23601644 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 true false 0001905962 XXXXXXXX 12-31-2022 12-31-2022 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 02-08-2023 0 66 141468866 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 213761 1947 SH SOLE 0 0 1947 ABBVIE INC COM 00287Y109 359259 2223 SH SOLE 0 0 2223 AMAZON COM INC COM 023135106 250110 2978 SH SOLE 0 0 2978 APPLE INC COM 037833100 1612390 12410 SH SOLE 0 0 12410 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1749610 5664 SH SOLE 0 0 5664 BOEING CO COM 097023105 311451 1635 SH SOLE 0 0 1635 CATERPILLAR INC COM 149123101 399107 1666 SH SOLE 0 0 1666 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4553179 187528 SH SOLE 0 0 187528 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 4298882 191402 SH SOLE 0 0 191402 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1955708 72380 SH SOLE 0 0 72380 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1933905 37809 SH SOLE 0 0 37809 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2600125 103839 SH SOLE 0 0 103839 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1039599 47362 SH SOLE 0 0 47362 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 5702357 255139 SH SOLE 0 0 255139 EXXON MOBIL CORP COM 30231G102 390131 3537 SH SOLE 0 0 3537 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 512093 24919 SH SOLE 0 0 24919 GLOBAL X FDS FINTECH ETF 37954Y814 366664 19047 SH SOLE 0 0 19047 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 22140064 142701 SH SOLE 0 0 142701 ISHARES INC CORE MSCI EMKT 46434G103 268945 5759 SH SOLE 0 0 5759 ISHARES TR S&P MC 400GR ETF 464287606 408844 5986 SH SOLE 0 0 5986 ISHARES TR S&P 500 VAL ETF 464287408 488460 3367 SH SOLE 0 0 3367 ISHARES TR CORE S&P SCP ETF 464287804 357361 3776 SH SOLE 0 0 3776 ISHARES TR CORE S&P MCP ETF 464287507 1234123 5102 SH SOLE 0 0 5102 ISHARES TR S&P 500 GRWT ETF 464287309 1243710 21260 SH SOLE 0 0 21260 ISHARES TR TIPS BD ETF 464287176 634915 5965 SH SOLE 0 0 5965 ISHARES TR SELECT DIVID ETF 464287168 6304104 52273 SH SOLE 0 0 52273 ISHARES TR MORNINGSTAR GRWT 464287119 1171484 24065 SH SOLE 0 0 24065 ISHARES TR MSCI EMG MKT ETF 464287234 4684477 123601 SH SOLE 0 0 123601 ISHARES TR CORE MSCI EAFE 46432F842 222705 3613 SH SOLE 0 0 3613 ISHARES TR CORE S&P500 ETF 464287200 508037 1322 SH SOLE 0 0 1322 ISHARES TR U.S. FIN SVC ETF 464287770 236280 1500 SH SOLE 0 0 1500 JOHNSON & JOHNSON COM 478160104 221519 1254 SH SOLE 0 0 1254 JPMORGAN CHASE & CO COM 46625H100 245193 1828 SH SOLE 0 0 1828 MCDONALDS CORP COM 580135101 235433 893 SH SOLE 0 0 893 OLD SECOND BANCORP INC ILL COM 680277100 190796 11895 SH SOLE 0 0 11895 PEPSICO INC COM 713448108 368604 2040 SH SOLE 0 0 2040 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 230269 6733 SH SOLE 0 0 6733 SPDR GOLD TR GOLD SHS 78463V107 2916366 17192 SH SOLE 0 0 17192 SPDR S&P 500 ETF TR TR UNIT 78462F103 7067787 18481 SH SOLE 0 0 18481 SPDR SER TR S&P DIVID ETF 78464A763 422872 3380 SH SOLE 0 0 3380 STRYKER CORPORATION COM 863667101 230310 942 SH SOLE 0 0 942 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 350150 2500 SH SOLE 0 0 2500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 399646 5563 SH SOLE 0 0 5563 VANGUARD INDEX FDS SMALL CP ETF 922908751 2171858 11833 SH SOLE 0 0 11833 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7501873 90954 SH SOLE 0 0 90954 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2281497 13097 SH SOLE 0 0 13097 VANGUARD INDEX FDS SML CP GRW ETF 922908595 709441 3538 SH SOLE 0 0 3538 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2058226 15219 SH SOLE 0 0 15219 VANGUARD INDEX FDS MID CAP ETF 922908629 1744202 8558 SH SOLE 0 0 8558 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2553962 16083 SH SOLE 0 0 16083 VANGUARD INDEX FDS TOTAL STK MKT 922908769 673951 3525 SH SOLE 0 0 3525 VANGUARD INDEX FDS VALUE ETF 922908744 780609 5561 SH SOLE 0 0 5561 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4098106 81733 SH SOLE 0 0 81733 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 230762 5920 SH SOLE 0 0 5920 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 218682 4682 SH SOLE 0 0 4682 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1164668 20143 SH SOLE 0 0 20143 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3885120 25585 SH SOLE 0 0 25585 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5928322 54785 SH SOLE 0 0 54785 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 3538486 59400 SH SOLE 0 0 59400 VANGUARD WORLD FD ESG US STK ETF 921910733 234432 3560 SH SOLE 0 0 3560 VANGUARD WORLD FD ESG INTL STK ETF 921910725 220027 4473 SH SOLE 0 0 4473 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 423548 2211 SH SOLE 0 0 2211 WALGREENS BOOTS ALLIANCE INC COM 931427108 205724 5507 SH SOLE 0 0 5507 WISDOMTREE TR INTL EQUITY FD 97717W703 483524 10279 SH SOLE 0 0 10279 WISDOMTREE TR YIELD ENHANCD US 97717X511 565966 13270 SH SOLE 0 0 13270 WISDOMTREE TR US TOTAL DIVIDND 97717W109 18765095 309400 SH SOLE 0 0 309400