Pinnacle Financial Group, LLC / Il Top Holdings and 13F Report (2023) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About Pinnacle Financial Group, LLC / IlInvestment ActivityPinnacle Financial Group, LLC / Il has $227.70 million in total holdings as of December 31, 2022.Pinnacle Financial Group, LLC / Il owns shares of 65 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.00% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Pinnacle Financial Group, LLC / Il has purchased 63 new stocks and bought additional shares in 30 stocks.Pinnacle Financial Group, LLC / Il sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco FTSE RAFI US 1000 ETF $28,552,699Dimensional International Core Equity 2 ETF $21,377,467WisdomTree Total U.S. Dividend Fund $20,988,481Dimensional Emerging Markets Core Equity 2 ETF $16,853,018Dimensional U.S. Core Equity 2 ETF $16,331,251 Largest New Holdings this Quarter NVIDIA $308,114 HoldingFlexShares STOXX Global Broad Infrastructure Index Fund $277,081 HoldingW.W. Grainger $203,460 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 212,576 shares (about $5.69M)Dimensional Emerging Markets Core Equity 2 ETF 155,255 shares (about $3.96M)iShares Core U.S. Aggregate Bond ETF 28,527 shares (about $2.79M)Vanguard International High Dividend Yield ETF 22,478 shares (about $1.55M)Dimensional U.S. Core Equity 2 ETF 48,185 shares (about $1.54M) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,423 shares (about $369.84K)SPDR S&P 500 ETF Trust 414 shares (about $216.55K)Dimensional US Core Equity Market ETF 4,505 shares (about $164.61K)Vanguard Total Bond Market ETF 1,880 shares (about $136.54K)iShares Core S&P 500 ETF 181 shares (about $95.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPinnacle Financial Group, LLC / Il Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRFInvesco FTSE RAFI US 1000 ETF$28,552,699$65,245 ▼-0.2%742,20712.5%ETFDFICDimensional International Core Equity 2 ETF$21,377,467$5,686,405 ▲36.2%799,1589.4%ETFDTDWisdomTree Total U.S. Dividend Fund$20,988,481$240,306 ▲1.2%296,7839.2%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$16,853,018$3,957,450 ▲30.7%661,1627.4%ETFDFACDimensional U.S. Core Equity 2 ETF$16,331,251$1,539,512 ▲10.4%511,1507.2%ETFSPYSPDR S&P 500 ETF Trust$9,130,461$216,545 ▼-2.3%17,4564.0%FinanceVYMVanguard High Dividend Yield ETF$8,040,092$639,307 ▲8.6%66,4533.5%ETFVEUVanguard FTSE All-World ex-US ETF$7,170,862$777,760 ▲12.2%122,2653.1%ETFDVYiShares Select Dividend ETF$6,994,874$404,645 ▲6.1%56,7863.1%ETFVYMIVanguard International High Dividend Yield ETF$6,886,512$1,546,481 ▲29.0%100,0953.0%ETFDFASDimensional U.S. Small Cap ETF$6,774,373$618,164 ▲10.0%108,6683.0%ETFDFARDimensional US Real Estate ETF$6,622,535$463,798 ▲7.5%296,0452.9%ETFEEMiShares MSCI Emerging Markets ETF$5,520,362$527,918 ▲10.6%134,3812.4%FinanceVIGVanguard Dividend Appreciation ETF$5,091,743$118,332 ▲2.4%27,8832.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,731,181$2,793,905 ▲298.1%38,0971.6%FinanceVTIVanguard Total Stock Market ETF$3,688,512$369,839 ▼-9.1%14,1921.6%ETFDFAIDimensional International Core Equity Market ETF$3,685,627$528,910 ▲16.8%121,9601.6%ETFVBRVanguard Small-Cap Value ETF$3,634,913$223,728 ▲6.6%18,9441.6%ETFVBVanguard Small-Cap ETF$3,357,365$118,869 ▲3.7%14,6871.5%ETFGLDSPDR Gold Shares$3,193,803$3,909 ▲0.1%15,5251.4%FinanceVNQVanguard Real Estate ETF$3,111,262$34,419 ▲1.1%35,9771.4%ETFVVVanguard Large-Cap ETF$2,968,468$53,946 ▼-1.8%12,3811.3%ETFBRK.BBerkshire Hathaway$2,642,548$42,893 ▲1.6%6,2841.2%FinanceVOEVanguard Mid-Cap Value ETF$2,574,791$127,531 ▲5.2%16,5151.1%ETFVOVanguard Mid-Cap ETF$2,556,047$88,450 ▲3.6%10,2301.1%ETFDFAUDimensional US Core Equity Market ETF$2,476,754$164,613 ▼-6.2%67,7821.1%ETFAAPLApple$1,900,850$21,435 ▼-1.1%11,0850.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,775,520$19,675 ▼-1.1%21,0270.8%ETFILCGiShares Morningstar Growth ETF$1,744,720$15,096 ▼-0.9%23,1150.8%ETFDFAEDimensional Emerging Core Equity Market ETF$1,545,214$328,131 ▲27.0%62,5090.7%ETFIJHiShares Core S&P Mid-Cap ETF$1,356,985$1,083,535 ▲396.2%22,3410.6%ETFVBKVanguard Small-Cap Growth ETF$1,239,574$36,504 ▲3.0%4,7540.5%ETFVXUSVanguard Total International Stock ETF$981,9860.0%16,2850.4%ETFVTVVanguard Value ETF$849,055$14,170 ▲1.7%5,2130.4%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$825,028$13,328 ▼-1.6%25,9360.4%ManufacturingBNDVanguard Total Bond Market ETF$617,500$136,544 ▼-18.1%8,5020.3%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$608,859$32,376 ▼-5.0%14,0290.3%FinanceIVEiShares S&P 500 Value ETF$608,814$11,022 ▲1.8%3,2590.3%ETFFINXGlobal X FinTech Thematic ETF$601,634$808 ▼-0.1%21,5950.3%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$546,2230.0%5,9860.2%ETFAMZNAmazon.com$515,7970.0%2,8600.2%Retail/WholesaleTIPiShares TIPS Bond ETF$512,2380.0%4,7690.2%ETFCATCaterpillar$480,756$7,329 ▼-1.5%1,3120.2%Industrial ProductsVOOVVanguard S&P 500 Value ETF$451,1750.0%2,5000.2%ETFSDYSPDR S&P Dividend ETF$443,5910.0%3,3800.2%ETFVDCVanguard Consumer Staples ETF$439,750$13,066 ▼-2.9%2,1540.2%ETFIVViShares Core S&P 500 ETF$422,161$95,157 ▼-18.4%8030.2%ETFIJRiShares Core S&P Small-Cap ETF$417,3240.0%3,7760.2%ETFDWMWisdomTree International Equity Fund$411,722$164 ▲0.0%7,5130.2%FinanceESGVVanguard ESG US Stock ETF$397,234$25,066 ▼-5.9%4,2630.2%ETFVTCVanguard Total Corporate Bond Fund$370,4580.0%4,8350.2%ETFPEPPepsiCo$356,495$350 ▲0.1%2,0370.2%Consumer StaplesBNDXVanguard Total International Bond ETF$354,1680.0%7,2000.2%ETFXOMExxon Mobil$354,0670.0%3,0460.2%Oils/EnergyNVDANVIDIA$308,114$308,114 ▲New Holding3410.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$305,339$35,880 ▼-10.5%7,3100.1%ETFNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$277,081$277,081 ▲New Holding5,0760.1%ETFBABoeing$265,747$14,474 ▲5.8%1,3770.1%AerospaceXLFFinancial Select Sector SPDR Fund$264,8080.0%6,2870.1%ETFVSGXVanguard ESG International Stock ETF$264,132$1,609 ▲0.6%4,5960.1%ETFIEFAiShares Core MSCI EAFE ETF$248,6370.0%3,3500.1%ETFABBVAbbVie$246,9280.0%1,3560.1%MedicalMCDMcDonald's$222,849$14,386 ▼-6.1%7900.1%Retail/WholesaleGWWW.W. Grainger$203,460$203,460 ▲New Holding2000.1%Industrial ProductsGEVOGevo$8,3400.0%10,8500.0%Oils/EnergyVGSHVanguard Short-Term Treasury Index ETF$0$443,199 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. 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