Pinnacle Financial Group, LLC / Il Top Holdings and 13F Report (2023) About Pinnacle Financial Group, LLC / IlInvestment ActivityPinnacle Financial Group, LLC / Il has $255.32 million in total holdings as of December 31, 2022.Pinnacle Financial Group, LLC / Il owns shares of 84 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.65% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Pinnacle Financial Group, LLC / Il has purchased 80 new stocks and bought additional shares in 52 stocks.Pinnacle Financial Group, LLC / Il sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco FTSE RAFI US 1000 ETF $28,353,863Dimensional International Core Equity 2 ETF $22,269,219WisdomTree Total U.S. Dividend Fund $21,298,087Dimensional U.S. Core Equity 2 ETF $17,939,811Dimensional Emerging Markets Core Equity 2 ETF $17,846,723 Largest New Holdings this Quarter Franklin Income Focus ETF $553,503 HoldingProcter & Gamble $383,559 HoldingEnterprise Products Partners $293,024 HoldingVisa $215,298 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 48,458 shares (about $1.25M)iShares Core U.S. Aggregate Bond ETF 7,962 shares (about $771.52K)Vanguard International High Dividend Yield ETF 9,988 shares (about $677.99K)Franklin Income Focus ETF 21,207 shares (about $553.50K)Vanguard High Dividend Yield ETF 4,202 shares (about $536.13K) Largest Sales this Quarter Dimensional US Real Estate ETF 19,108 shares (about $444.64K)Apple 1,657 shares (about $414.94K)Vanguard Large-Cap ETF 1,199 shares (about $323.37K)Invesco FTSE RAFI US 1000 ETF 7,962 shares (about $321.19K)Vanguard Total Bond Market ETF 3,055 shares (about $220.36K) 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$28,353,863$321,187 ▼-1.1%702,87211.1%ETFDFICDimensional International Core Equity 2 ETF$22,269,219$1,252,397 ▲6.0%861,6458.7%ETFDTDWisdomTree Total U.S. Dividend Fund$21,298,087$5,386 ▲0.0%280,7478.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$17,939,811$259,286 ▲1.5%518,6427.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$17,846,723$46,802 ▲0.3%681,4337.0%ETFVYMVanguard High Dividend Yield ETF$10,029,151$536,130 ▲5.6%78,6053.9%ETFSPYSPDR S&P 500 ETF Trust$9,558,229$50,994 ▼-0.5%16,3073.7%FinanceVYMIVanguard International High Dividend Yield ETF$8,735,913$677,988 ▲8.4%128,6963.4%ETFDVYiShares Select Dividend ETF$8,179,257$300,392 ▲3.8%62,2993.2%ETFVEUVanguard FTSE All-World ex-US ETF$7,947,538$366,907 ▲4.8%138,4353.1%ETFDFASDimensional U.S. Small Cap ETF$6,847,862$73,866 ▼-1.1%105,2222.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,135,149$771,521 ▲14.4%63,3142.4%FinanceEEMiShares MSCI Emerging Markets ETF$5,964,510$139,219 ▲2.4%142,6232.3%FinanceDFARDimensional US Real Estate ETF$5,574,406$444,644 ▼-7.4%239,5532.2%ETFVIGVanguard Dividend Appreciation ETF$5,499,683$24,675 ▼-0.4%28,0842.2%ETFVBVanguard Small-Cap ETF$4,527,476$415,695 ▲10.1%18,8421.8%ETFVBRVanguard Small-Cap Value ETF$4,429,909$134,762 ▲3.1%22,3531.7%ETFVTIVanguard Total Stock Market ETF$4,231,542$65,497 ▲1.6%14,6011.7%ETFGLDSPDR Gold Shares$3,759,068$1,695 ▼0.0%15,5251.5%FinanceVOVanguard Mid-Cap ETF$3,681,743$514,794 ▲16.3%13,9391.4%ETFDFAIDimensional International Core Equity Market ETF$3,316,386$45,260 ▼-1.3%113,5751.3%ETFVNQVanguard Real Estate ETF$3,235,160$82,667 ▲2.6%36,3171.3%ETFBRK.BBerkshire Hathaway$2,807,163$20,851 ▲0.7%6,1931.1%FinanceVVVanguard Large-Cap ETF$2,807,037$323,370 ▼-10.3%10,4081.1%ETFVOEVanguard Mid-Cap Value ETF$2,745,719$27,824 ▲1.0%16,9731.1%ETFDFAUDimensional US Core Equity Market ETF$2,731,990$73,975 ▲2.8%67,4731.1%ETFAAPLApple$2,723,799$414,943 ▼-13.2%10,8771.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,174,183$16,245 ▲0.8%21,4140.9%ETFILCGiShares Morningstar Growth ETF$2,069,910$1,523 ▼-0.1%23,1020.8%ETFDFAEDimensional Emerging Core Equity Market ETF$1,648,625$20,245 ▲1.2%64,9830.6%ETFVBKVanguard Small-Cap Growth ETF$1,491,894$6,161 ▼-0.4%5,3270.6%ETFIJHiShares Core S&P Mid-Cap ETF$1,394,048$1,059 ▲0.1%22,3730.5%ETFVTVVanguard Value ETF$1,031,852$2,539 ▲0.2%6,0950.4%ETFVXUSVanguard Total International Stock ETF$959,6750.0%16,2850.4%ETFQQQInvesco QQQ$911,295$222,841 ▲32.4%1,7830.4%FinancePTRBPGIM Total Return Bond ETF$901,281$310,312 ▲52.5%22,0040.4%ETFAMZNAmazon.com$837,521$175,270 ▲26.5%3,8180.3%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$809,467$380,563 ▲88.7%31,2290.3%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$804,788$22,653 ▼-2.7%25,1890.3%ManufacturingTOTLSPDR Doubleline Total Return Tactical ETF$626,982$213,301 ▲51.6%15,9170.2%ETFIVEiShares S&P 500 Value ETF$622,206$191 ▲0.0%3,2600.2%ETFNVDANVIDIA$611,827$52,642 ▼-7.9%4,5560.2%Computer and TechnologyAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$601,352$773 ▼-0.1%14,0110.2%FinancePIMCO ETF TR$597,108$212,207 ▲55.1%6,6040.2%ACTIVE BD ETFIVViShares Core S&P 500 ETF$568,121$123,044 ▲27.6%9650.2%ETFINCMFranklin Income Focus ETF$553,503$553,503 ▲New Holding21,2070.2%ETFBNDVanguard Total Bond Market ETF$545,959$220,360 ▼-28.8%7,5690.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$544,833$273 ▲0.1%5,9920.2%ETFFLCBFranklin U.S. Core Bond ETF$530,092$37,645 ▲7.6%25,1350.2%ETFIJRiShares Core S&P Small-Cap ETF$523,645$28,343 ▲5.7%4,5450.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$473,341$81,722 ▲20.9%4,9580.2%FinanceSDYSPDR S&P Dividend ETF$463,011$16,513 ▲3.7%3,5050.2%ETFVOOVVanguard S&P 500 Value ETF$461,2750.0%2,5000.2%ETFMSFTMicrosoft$448,515$77,563 ▲20.9%1,0640.2%Computer and TechnologyESGVVanguard ESG US Stock ETF$448,498$420 ▲0.1%4,2760.2%ETFCATCaterpillar$446,558$363 ▲0.1%1,2310.2%IndustrialsVDCVanguard Consumer Staples ETF$440,266$209 ▼0.0%2,1080.2%ETFMCDMcDonald's$437,969$870 ▲0.2%1,5110.2%Retail/WholesaleTIPiShares TIPS Bond ETF$409,644$1,278 ▲0.3%3,8450.2%ETFPGProcter & Gamble$383,559$383,559 ▲New Holding2,2880.2%Consumer StaplesVTCVanguard Total Corporate Bond Fund$379,3070.0%5,0100.1%ETFXOMExxon Mobil$376,065$2,367 ▲0.6%3,4960.1%EnergyVWOVanguard FTSE Emerging Markets ETF$356,768$17,836 ▼-4.8%8,1010.1%ETFBNDXVanguard Total International Bond ETF$354,828$1,030 ▲0.3%7,2340.1%ETFDWMWisdomTree International Equity Fund$340,092$56,436 ▼-14.2%6,4540.1%FinanceJPMJPMorgan Chase & Co.$334,536$75,247 ▲29.0%1,3960.1%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$320,203$48,484 ▲17.8%3,9890.1%ETFXLFFinancial Select Sector SPDR Fund$318,759$5,558 ▲1.8%6,5950.1%ETFEPDEnterprise Products Partners$293,024$293,024 ▲New Holding9,3440.1%EnergyPEPPepsiCo$290,691$19,917 ▼-6.4%1,9120.1%Consumer StaplesDGROiShares Core Dividend Growth ETF$287,501$77,104 ▲36.6%4,6870.1%ETFVIGIVanguard International Dividend Appreciation ETF$284,281$25,117 ▲9.7%3,5540.1%ETFNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$275,2360.0%5,0760.1%ETFVSGXVanguard ESG International Stock ETF$267,468$3,345 ▲1.3%4,7170.1%ETFXLVHealth Care Select Sector SPDR Fund$251,891$5,365 ▲2.2%1,8310.1%ETFABBVAbbVie$243,627$2,488 ▲1.0%1,3710.1%MedicalGWWW.W. Grainger$237,5670.0%2250.1%IndustrialsIEFAiShares Core MSCI EAFE ETF$235,4380.0%3,3500.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$232,796$9,518 ▲4.3%1,8100.1%ETFPFFiShares Preferred and Income Securities ETF$227,0280.0%7,2210.1%ETFVVisa$215,298$215,298 ▲New Holding6810.1%Business ServicesLIILennox International$213,667$609 ▲0.3%3510.1%ConstructionGEVOGevo$22,6770.0%10,8500.0%EnergyXLOXilio Therapeutics$9,5500.0%10,0000.0%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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