Pinnacle Financial Group, LLC / IL
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO EXCHANGE TRADED FD T | $31.45M | 9.1% |
| DIMENSIONAL ETF TRUST | $29.77M | 8.6% |
| DIMENSIONAL ETF TRUST | $22.35M | 6.5% |
| WISDOMTREE TR | $21.61M | 6.3% |
| DIMENSIONAL ETF TRUST | $21.48M | 6.2% |
| VANGUARD WHITEHALL FDS | $13.92M | 4.0% |
| VANGUARD WHITEHALL FDS | $12.69M | 3.7% |
| VANGUARD INTL EQUITY INDEX F | $11.78M | 3.4% |
| SPDR S&P 500 ETF TR | $9.62M | 2.8% |
| ISHARES TR | $8.98M | 2.6% |
| DIMENSIONAL ETF TRUST | $7.89M | 2.3% |
| ISHARES TR | $7.88M | 2.3% |
| ISHARES TR | $7.54M | 2.2% |
| VANGUARD INDEX FDS | $6.90M | 2.0% |
| VANGUARD SPECIALIZED FUNDS | $6.04M | 1.8% |
| SPDR GOLD TR | $5.97M | 1.7% |
| DIMENSIONAL ETF TRUST | $5.94M | 1.7% |
| VANGUARD INDEX FDS | $5.79M | 1.7% |
| VANGUARD INDEX FDS | $5.22M | 1.5% |
| MCDONALD'S CORP | $4.51M | 1.3% |
| PIMCO ETF TR | $4.40M | 1.3% |
| PGIM ETF TR | $4.34M | 1.3% |
| VANGUARD INDEX FDS | $4.22M | 1.2% |
| DIMENSIONAL ETF TRUST | $4.12M | 1.2% |
| VANGUARD INDEX FDS | $4.07M | 1.2% |
| SSGA ACTIVE ETF TR | $3.63M | 1.1% |
| INVESCO EXCH TRD SLF IDX FD | $3.60M | 1.0% |
| PIMCO ETF TR | $3.50M | 1.0% |
| Warren E. Buffett | $3.05M | 0.9% |
| Apple Inc. | $2.97M | 0.9% |
| VANGUARD INDEX FDS | $2.88M | 0.8% |
| VANGUARD INDEX FDS | $2.83M | 0.8% |
| ISHARES TR | $2.49M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.45M | 0.7% |
| VANGUARD MALVERN FDS | $2.43M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.43M | 0.7% |
| ISHARES TR | $2.27M | 0.7% |
| VANGUARD WORLD FD | $1.91M | 0.6% |
| FRANKLIN TEMPLETON ETF TR | $1.89M | 0.5% |
| INVESCO EXCH TRD SLF IDX FD | $1.89M | 0.5% |
| VANGUARD INDEX FDS | $1.72M | 0.5% |
| VANGUARD INDEX FDS | $1.67M | 0.5% |
| ISHARES TR | $1.44M | 0.4% |
| NVIDIA Corp | $1.31M | 0.4% |
| VANGUARD STAR FDS | $1.23M | 0.4% |
| INVESCO QQQ TR | $1.11M | 0.3% |
| SPDR SERIES TRUST | $1.08M | 0.3% |
| Amazon.com Inc | $1.01M | 0.3% |
| MICROSOFT CORP | $946.9K | 0.3% |
| CATERPILLAR INC | $834.7K | 0.2% |