Pinnacle Financial Group, LLC / IL [Rocket]

Holdings

Pinnacle Financial Group, LLC / IL

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
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
Wisdom Tree Trust	DTD	Common	319,884	2,659	19,861,575,000	640,884,000	11.28		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	17,588	-142	7,796,301,000	537,725,000	4.43		Hist	06/30/2023
VANGUARD WHITEHALL FUNDS	VYM	Common	60,226	106	6,388,140,000	45,504,000	3.63		Hist	06/30/2023
iSHARES TRUST	DVY	DJ SEL DIV INX	54,349	-221	6,157,762,000	-236,760,000	3.50		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VEU	ETF	102,177	10,945	5,559,455,000	681,300,000	3.16		Hist	06/30/2023
iSHARES TRUST	EEM	Common	132,723	4,589	5,250,526,000	194,360,000	2.98		Hist	06/30/2023
VANGUARD WHITEHALL FUNDS	VYMI	Common	76,874	3,350	4,858,456,000	303,654,000	2.76		Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	26,696	41	4,336,305,000	231,098,000	2.46		Hist	06/30/2023
VANGUARD INDEX FUNDS	VNQ	ETF	37,599	-241	3,141,732,000	-461,000	1.78		Hist	06/30/2023
SPDR GOLD TRUST	GLD	GOLD SHS	15,790	-269	2,814,794,000	-127,444,000	1.60		Hist	06/30/2023
Vanguard Small-Cap Value ETF	VBR	common	16,676	290	2,758,153,000	156,739,000	1.57		Hist	06/30/2023
VANGUARD INDEX FUNDS	VB	ETF	13,062	692	2,597,839,000	252,917,000	1.48		Hist	06/30/2023
Navvis & Company, LLC	VV	ETF	12,787	-260	2,592,180,000	154,870,000	1.47		Hist	06/30/2023
Apple Inc.	AAPL	Common	11,453	-886	2,221,609,000	186,923,000	1.26		Hist	06/30/2023
Vanguard Mid-Cap Value ETF	VOE	common	15,476	-31	2,141,582,000	62,559,000	1.22		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	6,182	59	2,108,062,000	217,463,000	1.20		Hist	06/30/2023
VANGUARD INDEX FDS MID CAP	VO	STOCK	9,504	682	2,092,343,000	231,552,000	1.19		Hist	06/30/2023
iSHARES TRUST	JKE	COM NEW	24,065	0	1,500,246,000	168,036,000	0.85		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	21,260	0	1,498,405,000	140,104,000	0.85		Hist	06/30/2023
Dimensional ETF Trust	DFAE	Common	54,174	913	1,270,918,000	44,859,000	0.72		Hist	06/30/2023
iSHARES TRUST	IJH	Common	4,502	-600	1,177,183,000	-99,133,000	0.67		Hist	06/30/2023
Vanguard Small-Cap Growth ETF	VBK	common	4,380	124	1,006,216,000	85,271,000	0.57		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTI	Common	3,637	160	801,213,000	91,588,000	0.45		Hist	06/30/2023
Global X Funds	BOTZ	Common	25,943	1,059	745,589,000	111,058,000	0.42		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTV	Common	4,965	2	705,593,000	20,128,000	0.40		Hist	06/30/2023
iSHARES TRUST	TIP	Common	5,600	-240	602,635,000	-41,225,000	0.34		Hist	06/30/2023
WisdomTree Trust	AGGY	Common	13,920	0	599,813,000	-8,352,000	0.34		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VGSH	Common	9,235	-2,769	533,142,000	-169,553,000	0.30		Hist	06/30/2023
iSHARES TRUST	IVE	Common	3,256	0	524,835,000	30,704,000	0.30		Hist	06/30/2023
WisdomTree Trust	DWM	Common	9,953	10	497,961,000	3,477,000	0.28		Hist	06/30/2023
PEPSICO INC	PEP	Common	2,553	437	472,786,000	86,971,000	0.27		Hist	06/30/2023
iSHARES TRUST	IVV	Common	1,021	-199	454,848,000	-46,839,000	0.26		Hist	06/30/2023
Global X Funds	FINX	Common	20,570	1,146	453,990,000	49,573,000	0.26		Hist	06/30/2023
iSHARES TRUST	IJK	Common	5,986	0	448,950,000	20,891,000	0.25		Hist	06/30/2023
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