News + Filings Holdings
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Pinnacle Financial Group, LLC / IL
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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INVESCO EXCHANGE TRADED FD T
| PRF | Common | 145,619 | 2,422 | 23,830,621,000 | 1,380,235,000 | 13.53 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 102,177 | 10,945 | 5,559,455,000 | 681,300,000 | 3.16 | |
Hist
| 06/30/2023 |
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Wisdom Tree Trust
| DTD | Common | 319,884 | 2,659 | 19,861,575,000 | 640,884,000 | 11.28 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYMI | Common | 76,874 | 3,350 | 4,858,456,000 | 303,654,000 | 2.76 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 13,062 | 692 | 2,597,839,000 | 252,917,000 | 1.48 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 9,504 | 682 | 2,092,343,000 | 231,552,000 | 1.19 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 26,696 | 41 | 4,336,305,000 | 231,098,000 | 2.46 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 6,182 | 59 | 2,108,062,000 | 217,463,000 | 1.20 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | Common | 132,723 | 4,589 | 5,250,526,000 | 194,360,000 | 2.98 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 16,676 | 290 | 2,758,153,000 | 156,739,000 | 1.57 | |
Hist
| 06/30/2023 |
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Global X Funds
| BOTZ | Common | 25,943 | 1,059 | 745,589,000 | 111,058,000 | 0.42 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| ESGV | Common | 4,527 | 962 | 354,656,000 | 99,041,000 | 0.20 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 3,637 | 160 | 801,213,000 | 91,588,000 | 0.45 | |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 2,553 | 437 | 472,786,000 | 86,971,000 | 0.27 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 4,380 | 124 | 1,006,216,000 | 85,271,000 | 0.57 | |
Hist
| 06/30/2023 |
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Global X Funds
| FINX | Common | 20,570 | 1,146 | 453,990,000 | 49,573,000 | 0.26 | |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 1,527 | 210 | 252,749,000 | 48,614,000 | 0.14 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYM | Common | 60,226 | 106 | 6,388,140,000 | 45,504,000 | 3.63 | |
Hist
| 06/30/2023 |
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Dimensional ETF Trust
| DFAE | Common | 54,174 | 913 | 1,270,918,000 | 44,859,000 | 0.72 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 4,965 | 2 | 705,593,000 | 20,128,000 | 0.40 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VSGX | Common | 4,507 | 34 | 239,367,000 | 5,161,000 | 0.14 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DWM | Common | 9,953 | 10 | 497,961,000 | 3,477,000 | 0.28 | |
Hist
| 06/30/2023 |
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