0001606587-22-001099.txt : 20220512 0001606587-22-001099.hdr.sgml : 20220512 20220511173401 ACCESSION NUMBER: 0001606587-22-001099 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220512 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: 22914901 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 03-31-2022 03-31-2022 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 05-10-2022 0 66 123409 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 230 1947 SH SOLE NONE 0 0 1947 ABBVIE INC COM 00287Y109 359 2213 SH SOLE NONE 0 0 2213 AMAZON COM INC COM 023135106 414 127 SH SOLE NONE 0 0 127 AMC NETWORKS INC CL A 00164V103 245 6039 SH SOLE NONE 0 0 6039 APPLE INC COM 037833100 2197 12585 SH SOLE NONE 0 0 12585 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1964 5564 SH SOLE NONE 0 0 5564 BOEING CO COM 097023105 351 1835 SH SOLE NONE 0 0 1835 CATERPILLAR INC COM 149123101 405 1818 SH SOLE NONE 0 0 1818 CHEVRON CORP NEW COM 166764100 214 1314 SH SOLE NONE 0 0 1314 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 295 10496 SH SOLE NONE 0 0 10496 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 371 14130 SH SOLE NONE 0 0 14130 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1024 37124 SH SOLE NONE 0 0 37124 EXXON MOBIL CORP COM 30231G102 292 3537 SH SOLE NONE 0 0 3537 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 811 27940 SH SOLE NONE 0 0 27940 GLOBAL X FDS FINTECH ETF 37954Y814 653 20380 SH SOLE NONE 0 0 20380 INTL CORE EQUITY INTL CORE EQUITY 25434V799 311 12495 SH SOLE NONE 0 0 12495 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 21441 125487 SH SOLE NONE 0 0 125487 ISHARES INC CORE MSCI EMKT 46434G103 299 5390 SH SOLE NONE 0 0 5390 ISHARES TR MORNINGSTAR GRWT 464287119 1632 25110 SH SOLE NONE 0 0 25110 ISHARES TR SELECT DIVID ETF 464287168 6367 49689 SH SOLE NONE 0 0 49689 ISHARES TR TIPS BD ETF 464287176 799 6415 SH SOLE NONE 0 0 6415 ISHARES TR CORE S&P500 ETF 464287200 523 1152 SH SOLE NONE 0 0 1152 ISHARES TR MSCI EMG MKT ETF 464287234 5064 112152 SH SOLE NONE 0 0 112152 ISHARES TR S&P 500 GRWT ETF 464287309 1624 21260 SH SOLE NONE 0 0 21260 ISHARES TR S&P 500 VAL ETF 464287408 515 3309 SH SOLE NONE 0 0 3309 ISHARES TR CORE S&P MCP ETF 464287507 1369 5102 SH SOLE NONE 0 0 5102 ISHARES TR S&P MC 400GR ETF 464287606 459 5936 SH SOLE NONE 0 0 5936 ISHARES TR U.S. FIN SVC ETF 464287770 270 1500 SH SOLE NONE 0 0 1500 ISHARES TR CORE S&P SCP ETF 464287804 418 3876 SH SOLE NONE 0 0 3876 ISHARES TR MSCI CHINA ETF 46429B671 412 7787 SH SOLE NONE 0 0 7787 ISHARES TR CORE MSCI EAFE 46432F842 256 3684 SH SOLE NONE 0 0 3684 JOHNSON & JOHNSON COM 478160104 230 1297 SH SOLE NONE 0 0 1297 JPMORGAN CHASE & CO COM 46625H100 357 2618 SH SOLE NONE 0 0 2618 MCDONALDS CORP COM 580135101 222 897 SH SOLE NONE 0 0 897 OLD SECOND BANCORP INC ILL COM 680277100 229 15763 SH SOLE NONE 0 0 15763 PEPSICO INC COM 713448108 392 2342 SH SOLE NONE 0 0 2342 PFIZER INC COM 717081103 511 9870 SH SOLE NONE 0 0 9870 REPUBLIC SVCS INC COM 760759100 218 1644 SH SOLE NONE 0 0 1644 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 265 6915 SH SOLE NONE 0 0 6915 SPDR GOLD TR GOLD SHS 78463V107 3033 16787 SH SOLE NONE 0 0 16787 SPDR S&P 500 ETF TR TR UNIT 78462F103 8171 18092 SH SOLE NONE 0 0 18092 STRYKER CORPORATION COM 863667101 252 942 SH SOLE NONE 0 0 942 TYLER TECHNOLOGIES INC COM 902252105 356 800 SH SOLE NONE 0 0 800 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 377 2500 SH SOLE NONE 0 0 2500 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 239 3067 SH SOLE NONE 0 0 3067 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 327 4117 SH SOLE NONE 0 0 4117 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1914 12790 SH SOLE NONE 0 0 12790 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8644 79764 SH SOLE NONE 0 0 79764 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2312 13143 SH SOLE NONE 0 0 13143 VANGUARD INDEX FDS MID CAP ETF 922908629 1704 7162 SH SOLE NONE 0 0 7162 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2859 13712 SH SOLE NONE 0 0 13712 VANGUARD INDEX FDS VALUE ETF 922908744 788 5333 SH SOLE NONE 0 0 5333 VANGUARD INDEX FDS SMALL CP ETF 922908751 1913 9002 SH SOLE NONE 0 0 9002 VANGUARD INDEX FDS TOTAL STK MKT 922908769 564 2478 SH SOLE NONE 0 0 2478 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4404 76466 SH SOLE NONE 0 0 76466 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 222 4337 SH SOLE NONE 0 0 4337 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1405 23717 SH SOLE NONE 0 0 23717 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3787 23355 SH SOLE NONE 0 0 23355 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4823 42965 SH SOLE NONE 0 0 42965 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 3209 47452 SH SOLE NONE 0 0 47452 VANGUARD WORLD FD ESG INTL STK ETF 921910725 234 4098 SH SOLE NONE 0 0 4098 VANGUARD WORLD FD ESG US STK ETF 921910733 349 4302 SH SOLE NONE 0 0 4302 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 432 2205 SH SOLE NONE 0 0 2205 WALGREENS BOOTS ALLIANCE INC COM 931427108 260 5814 SH SOLE NONE 0 0 5814 WISDOMTREE TR US TOTAL DIVIDND 97717W109 16321 252796 SH SOLE NONE 0 0 252796 WISDOMTREE TR INTL EQUITY FD 97717W703 502 9510 SH SOLE NONE 0 0 9510