Pinnacle Financial Group, LLC / Il Top Holdings and 13F Report (2023) About Pinnacle Financial Group, LLC / IlInvestment ActivityPinnacle Financial Group, LLC / Il has $255.18 million in total holdings as of December 31, 2022.Pinnacle Financial Group, LLC / Il owns shares of 80 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.00% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, Pinnacle Financial Group, LLC / Il has purchased 72 new stocks and bought additional shares in 33 stocks.Pinnacle Financial Group, LLC / Il sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco FTSE RAFI US 1000 ETF $28,881,192Dimensional International Core Equity 2 ETF $22,883,082WisdomTree Total U.S. Dividend Fund $21,521,778Dimensional Emerging Markets Core Equity 2 ETF $19,132,032Dimensional U.S. Core Equity 2 ETF $17,527,189 Largest New Holdings this Quarter PGIM Total Return Bond ETF $618,373 HoldingFranklin U.S. Core Bond ETF $513,928 HoldingPIMCO Multi Sector Bond Active ETF $440,978 HoldingSPDR Doubleline Total Return Tactical ETF $434,801 HoldingPIMCO ETF TR $402,780 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 15,891 shares (about $1.61M)Vanguard International High Dividend Yield ETF 9,445 shares (about $693.45K)PGIM Total Return Bond ETF 14,428 shares (about $618.37K)Vanguard Small-Cap ETF 2,450 shares (about $581.28K)Franklin U.S. Core Bond ETF 23,350 shares (about $513.93K) Largest Sales this Quarter Invesco FTSE RAFI US 1000 ETF 31,472 shares (about $1.28M)WisdomTree Total U.S. Dividend Fund 15,234 shares (about $1.17M)Dimensional US Real Estate ETF 42,042 shares (about $1.08M)Dimensional U.S. Core Equity 2 ETF 14,968 shares (about $513.25K)SPDR S&P 500 ETF Trust 857 shares (about $491.76K) 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$28,881,192$1,278,708 ▼-4.2%710,83411.3%ETFDFICDimensional International Core Equity 2 ETF$22,883,082$3,405 ▼0.0%813,1879.0%ETFDTDWisdomTree Total U.S. Dividend Fund$21,521,778$1,168,118 ▼-5.1%280,6768.4%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$19,132,032$182,750 ▼-0.9%679,6467.5%ETFDFACDimensional U.S. Core Equity 2 ETF$17,527,189$513,253 ▼-2.8%511,1466.9%ETFVYMVanguard High Dividend Yield ETF$9,538,502$505,110 ▲5.6%74,4033.7%ETFSPYSPDR S&P 500 ETF Trust$9,407,058$491,756 ▼-5.0%16,3943.7%FinanceVYMIVanguard International High Dividend Yield ETF$8,715,561$693,453 ▲8.6%118,7083.4%ETFVEUVanguard FTSE All-World ex-US ETF$8,318,745$453,851 ▲5.8%132,0443.3%ETFDVYiShares Select Dividend ETF$8,105,746$249,071 ▲3.2%60,0113.2%ETFDFASDimensional U.S. Small Cap ETF$6,898,287$157,285 ▼-2.2%106,3572.7%ETFDFARDimensional US Real Estate ETF$6,632,056$1,077,955 ▼-14.0%258,6612.6%ETFEEMiShares MSCI Emerging Markets ETF$6,388,031$177,433 ▲2.9%139,2942.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,605,546$1,609,296 ▲40.3%55,3522.2%FinanceVIGVanguard Dividend Appreciation ETF$5,587,993$68,736 ▲1.2%28,2102.2%ETFVBRVanguard Small-Cap Value ETF$4,351,467$455,566 ▲11.7%21,6731.7%ETFVTIVanguard Total Stock Market ETF$4,076,755$41,973 ▲1.0%14,3751.6%ETFVBVanguard Small-Cap ETF$4,059,914$581,276 ▲16.7%17,1121.6%ETFGLDSPDR Gold Shares$3,775,208$1,701 ▼0.0%15,5321.5%FinanceDFAIDimensional International Core Equity Market ETF$3,658,677$32,098 ▼-0.9%115,1251.4%ETFVNQVanguard Real Estate ETF$3,447,880$75,214 ▼-2.1%35,3891.4%ETFVOVanguard Mid-Cap ETF$3,163,398$245,632 ▲8.4%11,9901.2%ETFVVVanguard Large-Cap ETF$3,057,203$203,603 ▼-6.2%11,6071.2%ETFAAPLApple$2,920,330$6,990 ▲0.2%12,5341.1%Computer and TechnologyBRK.BBerkshire Hathaway$2,829,218$41,884 ▼-1.5%6,1471.1%FinanceVOEVanguard Mid-Cap Value ETF$2,816,979$16,264 ▲0.6%16,8011.1%ETFDFAUDimensional US Core Equity Market ETF$2,605,489$6,073 ▼-0.2%65,6461.0%ETFIVWiShares S&P 500 Growth ETF$2,035,080$21,735 ▲1.1%21,2540.8%ETFILCGiShares Morningstar Growth ETF$1,942,891$336 ▲0.0%23,1190.8%ETFDFAEDimensional Emerging Core Equity Market ETF$1,759,316$118,357 ▲7.2%64,1850.7%ETFVBKVanguard Small-Cap Growth ETF$1,430,249$140,645 ▲10.9%5,3490.6%ETFIJHiShares Core S&P Mid-Cap ETF$1,393,245$872 ▲0.1%22,3560.5%ETFVTVVanguard Value ETF$1,061,451$47,486 ▲4.7%6,0800.4%ETFVXUSVanguard Total International Stock ETF$1,054,2910.0%16,2850.4%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$832,620$6,366 ▼-0.8%25,8980.3%ManufacturingBNDVanguard Total Bond Market ETF$792,518$126,666 ▲19.0%10,6240.3%ETFQQQInvesco QQQ$657,592$209,434 ▲46.7%1,3470.3%FinanceIVEiShares S&P 500 Value ETF$642,6440.0%3,2590.3%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$627,2370.0%14,0290.2%FinancePTRBPGIM Total Return Bond ETF$618,373$618,373 ▲New Holding14,4280.2%ETFNVDANVIDIA$600,885$7,529 ▼-1.2%4,9480.2%Computer and TechnologyAMZNAmazon.com$562,437$7,079 ▼-1.2%3,0190.2%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$550,567$276 ▲0.1%5,9890.2%ETFFLCBFranklin U.S. Core Bond ETF$513,928$513,928 ▲New Holding23,3500.2%ETFIJRiShares Core S&P Small-Cap ETF$502,799$10,877 ▲2.2%4,2990.2%ETFCATCaterpillar$481,078$33,245 ▼-6.5%1,2300.2%Industrial ProductsSDYSPDR S&P Dividend ETF$480,0950.0%3,3800.2%ETFVOOVVanguard S&P 500 Value ETF$476,8000.0%2,5000.2%ETFVDCVanguard Consumer Staples ETF$460,164$21,383 ▼-4.4%2,1090.2%ETFMCDMcDonald's$459,263$32,587 ▲7.6%1,5080.2%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$440,978$440,978 ▲New Holding16,5470.2%ETFIVViShares Core S&P 500 ETF$436,076$27,111 ▼-5.9%7560.2%ETFTOTLSPDR Doubleline Total Return Tactical ETF$434,801$434,801 ▲New Holding10,5020.2%ETFESGVVanguard ESG US Stock ETF$434,221$508 ▲0.1%4,2720.2%ETFDWMWisdomTree International Equity Fund$433,133$115 ▲0.0%7,5250.2%FinanceTIPiShares TIPS Bond ETF$423,458$70,595 ▼-14.3%3,8330.2%ETFXOMExxon Mobil$407,222$9,026 ▲2.3%3,4740.2%Oils/EnergyVWOVanguard FTSE Emerging Markets ETF$407,012$25,887 ▲6.8%8,5060.2%ETFPIMCO ETF TR$402,780$402,780 ▲New Holding4,2570.2%ACTIVE BD ETFJNKSPDR Bloomberg High Yield Bond ETF$401,125$401,125 ▲New Holding4,1020.2%FinanceVTCVanguard Total Corporate Bond Fund$397,2930.0%5,0100.2%ETFMSFTMicrosoft$378,594$9,465 ▼-2.4%8800.1%Computer and TechnologyBNDXVanguard Total International Bond ETF$362,670$14,078 ▼-3.7%7,2130.1%ETFPEPPepsiCo$347,359$1,020 ▲0.3%2,0430.1%Consumer StaplesNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$301,6160.0%5,0760.1%ETFXLFFinancial Select Sector SPDR Fund$293,675$30,138 ▲11.4%6,4800.1%ETFVSGXVanguard ESG International Stock ETF$286,505$3,814 ▲1.3%4,6580.1%ETFVIGIVanguard International Dividend Appreciation ETF$286,008$286,008 ▲New Holding3,2400.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$283,500$283,500 ▲New Holding3,3850.1%ETFXLVHealth Care Select Sector SPDR Fund$276,004$276,004 ▲New Holding1,7920.1%ETFABBVAbbVie$267,980$2,567 ▲1.0%1,3570.1%MedicalIEFAiShares Core MSCI EAFE ETF$261,4680.0%3,3500.1%ETFPFFiShares Preferred and Income Securities ETF$239,954$239,954 ▲New Holding7,2210.1%ETFGWWW.W. Grainger$233,9540.0%2250.1%Industrial ProductsJPMJPMorgan Chase & Co.$228,049$7,166 ▼-3.0%1,0820.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$218,014$377 ▲0.2%1,7360.1%ETFDGROiShares Core Dividend Growth ETF$215,027$215,027 ▲New Holding3,4300.1%ETFLIILennox International$211,502$211,502 ▲New Holding3500.1%ConstructionGEVOGevo$17,6860.0%10,8500.0%Oils/EnergyXLOXilio Therapeutics$7,8770.0%10,0000.0%MedicalFINXGlobal X FinTech Thematic ETF$0$545,930 ▼-100.0%00.0%ManufacturingBABoeing$0$250,628 ▼-100.0%00.0%AerospaceVUGVanguard Growth ETF$0$237,744 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$211,160 ▼-100.0%00.0%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. 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