0001606587-22-002023.txt : 20221027 0001606587-22-002023.hdr.sgml : 20221027 20221027135720 ACCESSION NUMBER: 0001606587-22-002023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221027 EFFECTIVENESS DATE: 20221027 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: 221336557 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 09-30-2022 09-30-2022 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 10-27-2022 0 58 115557 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 297 2213 SH SOLE NONE 0 0 2213 AMAZON COM INC COM 023135106 336 2977 SH SOLE NONE 0 0 2977 APPLE INC COM 037833100 1711 12377 SH SOLE NONE 0 0 12377 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1526 5714 SH SOLE NONE 0 0 5714 CATERPILLAR INC COM 149123101 264 1609 SH SOLE NONE 0 0 1609 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 463 21452 SH SOLE NONE 0 0 21452 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 682 33926 SH SOLE NONE 0 0 33926 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 741 15917 SH SOLE NONE 0 0 15917 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3277 147336 SH SOLE NONE 0 0 147336 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1454 71140 SH SOLE NONE 0 0 71140 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3584 187069 SH SOLE NONE 0 0 187069 EXXON MOBIL CORP COM 30231G102 309 3537 SH SOLE NONE 0 0 3537 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 457 25285 SH SOLE NONE 0 0 25285 GLOBAL X FDS FINTECH ETF 37954Y814 390 19253 SH SOLE NONE 0 0 19253 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 20083 144718 SH SOLE NONE 0 0 144718 ISHARES INC CORE MSCI EMKT 46434G103 232 5390 SH SOLE NONE 0 0 5390 ISHARES TR MORNINGSTAR GRWT 464287119 1211 25095 SH SOLE NONE 0 0 25095 ISHARES TR SELECT DIVID ETF 464287168 5520 51482 SH SOLE NONE 0 0 51482 ISHARES TR TIPS BD ETF 464287176 673 6415 SH SOLE NONE 0 0 6415 ISHARES TR CORE S&P500 ETF 464287200 396 1103 SH SOLE NONE 0 0 1103 ISHARES TR MSCI EMG MKT ETF 464287234 4288 122945 SH SOLE NONE 0 0 122945 ISHARES TR S&P 500 GRWT ETF 464287309 1230 21260 SH SOLE NONE 0 0 21260 ISHARES TR S&P 500 VAL ETF 464287408 425 3310 SH SOLE NONE 0 0 3310 ISHARES TR CORE S&P MCP ETF 464287507 1119 5102 SH SOLE NONE 0 0 5102 ISHARES TR S&P MC 400GR ETF 464287606 374 5936 SH SOLE NONE 0 0 5936 ISHARES TR U.S. FIN SVC ETF 464287770 212 1500 SH SOLE NONE 0 0 1500 ISHARES TR CORE S&P SCP ETF 464287804 338 3875 SH SOLE NONE 0 0 3875 ISHARES TR MSCI CHINA ETF 46429B671 203 4779 SH SOLE NONE 0 0 4779 JOHNSON & JOHNSON COM 478160104 205 1254 SH SOLE NONE 0 0 1254 JPMORGAN CHASE & CO COM 46625H100 230 2196 SH SOLE NONE 0 0 2196 MCDONALDS CORP COM 580135101 206 893 SH SOLE NONE 0 0 893 OLD SECOND BANCORP INC ILL COM 680277100 220 16858 SH SOLE NONE 0 0 16858 PEPSICO INC COM 713448108 332 2032 SH SOLE NONE 0 0 2032 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 204 6733 SH SOLE NONE 0 0 6733 SPDR GOLD TR GOLD SHS 78463V107 2732 17663 SH SOLE NONE 0 0 17663 SPDR S&P 500 ETF TR TR UNIT 78462F103 6750 18898 SH SOLE NONE 0 0 18898 SPDR SER TR S&P DIVID ETF 78464A763 377 3380 SH SOLE NONE 0 0 3380 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 310 2500 SH SOLE NONE 0 0 2500 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 216 2892 SH SOLE NONE 0 0 2892 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 244 3417 SH SOLE NONE 0 0 3417 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1851 15199 SH SOLE NONE 0 0 15199 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7032 87713 SH SOLE NONE 0 0 87713 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2310 16105 SH SOLE NONE 0 0 16105 VANGUARD INDEX FDS MID CAP ETF 922908629 1566 8329 SH SOLE NONE 0 0 8329 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2142 13097 SH SOLE NONE 0 0 13097 VANGUARD INDEX FDS VALUE ETF 922908744 659 5337 SH SOLE NONE 0 0 5337 VANGUARD INDEX FDS SMALL CP ETF 922908751 1928 11278 SH SOLE NONE 0 0 11278 VANGUARD INDEX FDS TOTAL STK MKT 922908769 461 2567 SH SOLE NONE 0 0 2567 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3647 82216 SH SOLE NONE 0 0 82216 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1214 21012 SH SOLE NONE 0 0 21012 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3452 25541 SH SOLE NONE 0 0 25541 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4813 50724 SH SOLE NONE 0 0 50724 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2934 56383 SH SOLE NONE 0 0 56383 VANGUARD WORLD FD ESG US STK ETF 921910733 220 3501 SH SOLE NONE 0 0 3501 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 379 2207 SH SOLE NONE 0 0 2207 WISDOMTREE TR US TOTAL DIVIDND 97717W109 16117 297041 SH SOLE NONE 0 0 297041 WISDOMTREE TR INTL EQUITY FD 97717W703 382 9525 SH SOLE NONE 0 0 9525 WISDOMTREE TR YIELD ENHANCD US 97717X511 629 14900 SH SOLE NONE 0 0 14900