$184 Million is the total value of Pinnacle Wealth Planning Services, Inc.'s 206 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 39.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $8,638,000 | +6.8% | 330,566 | +27.9% | 4.70% | -3.6% |
| SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $8,137,000 | +8.6% | 302,435 | +17.8% | 4.43% | -2.0% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $7,262,000 | +1.6% | 212,381 | +15.1% | 3.95% | -8.3% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $4,923,000 | +35.8% | 75,496 | +36.9% | 2.68% | +22.5% |
| SPLG | Buy | SPDR PORTFOLIO LARGE CAP ETFetf | $4,717,000 | +5.4% | 135,356 | +4.5% | 2.57% | -4.9% |
| SPSM | Buy | SPDR PORTFOLIO SMALL CAP ETFetf | $4,587,000 | +11.9% | 162,419 | +21.4% | 2.50% | +0.9% |
| DWM | Buy | WISDOMTREE INTERNATIONAL EQUITY FUNDetf | $3,886,000 | +11.2% | 78,173 | +14.1% | 2.12% | +0.3% |
| MSFT | Buy | MICROSOFTstock | $3,649,000 | +35.7% | 26,247 | +30.7% | 1.99% | +22.4% |
| AAPL | Buy | APPLE INCstock | $2,832,000 | +57.9% | 12,648 | +39.6% | 1.54% | +42.5% |
| JPHY | Buy | JPMORGAN RESEARCH ENHANCED HIGH YIELD ETFetf | $2,782,000 | +9.4% | 54,209 | +9.0% | 1.52% | -1.2% |
| HFRO | Buy | HIGHLAND INCOME FUND HIGHLAND INCOMEcef | $2,583,000 | +141.2% | 193,491 | +150.0% | 1.41% | +117.6% |
| EMTL | Buy | SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETFetf | $2,335,000 | +5.1% | 58,244 | +34.3% | 1.27% | -5.1% |
| V | Buy | VISA INCstock | $2,136,000 | +39.5% | 12,419 | +40.8% | 1.16% | +25.9% |
| AMZN | Buy | AMAZON.COM INCstock | $1,859,000 | +5.7% | 1,071 | +15.3% | 1.01% | -4.6% |
| GWX | Buy | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf | $1,702,000 | +11.0% | 68,049 | +33.0% | 0.93% | +0.2% |
| GOOGL | Buy | GOOGLE INCstock | $1,561,000 | +63.8% | 1,279 | +45.3% | 0.85% | +47.8% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $1,480,000 | +3.1% | 4,959 | +1.9% | 0.81% | -6.9% |
| MA | Buy | MASTERCARD INCstock | $1,368,000 | +26.3% | 5,040 | +23.1% | 0.74% | +13.9% |
| PG | Buy | PROCTER & GAMBLE CO COMstock | $1,340,000 | +38.4% | 10,775 | +22.0% | 0.73% | +25.0% |
| EMLP | Buy | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $1,329,000 | +11.0% | 64,699 | +36.0% | 0.72% | +0.3% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,268,000 | +34.6% | 10,775 | +27.8% | 0.69% | +21.5% |
| T | Buy | AT&T INC COMstock | $1,195,000 | +57.9% | 31,585 | +39.7% | 0.65% | +42.5% |
| FB | Buy | FACEBOOK INC CL Astock | $1,099,000 | +26.2% | 6,174 | +36.8% | 0.60% | +13.7% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $1,069,000 | +8.6% | 31,189 | +13.4% | 0.58% | -2.0% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $1,068,000 | +6.2% | 7,061 | +9.1% | 0.58% | -4.3% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,051,000 | +1.9% | 8,127 | +9.7% | 0.57% | -8.0% |
| HD | Buy | HOME DEPOTstock | $1,036,000 | +41.7% | 4,468 | +27.0% | 0.56% | +27.9% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $994,000 | +32.7% | 816 | +17.7% | 0.54% | +19.7% |
| CSCO | Buy | CISCO SYS INCstock | $983,000 | -6.9% | 19,914 | +3.2% | 0.54% | -16.0% |
| DIS | Buy | DISNEY WALT CO COM DISNEYstock | $948,000 | +27.1% | 7,281 | +36.2% | 0.52% | +14.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $879,000 | +48.7% | 4,228 | +52.4% | 0.48% | +34.2% |
| INTC | Buy | INTEL CORP COMstock | $872,000 | +32.9% | 16,936 | +23.5% | 0.48% | +19.9% |
| TIPX | Buy | SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETFetf | $855,000 | +19.4% | 43,717 | +19.5% | 0.47% | +7.9% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $848,000 | +209.5% | 4,714 | +209.1% | 0.46% | +180.0% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $814,000 | +0.5% | 6,870 | +5.6% | 0.44% | -9.4% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $812,000 | +227.4% | 6,820 | +220.0% | 0.44% | +194.7% |
| ACN | Buy | ACCENTURE LTD BERMUDA CL Astock | $801,000 | +19.4% | 4,168 | +14.7% | 0.44% | +7.7% |
| MRK | Buy | MERCK & CO INCstock | $798,000 | +37.3% | 9,480 | +36.8% | 0.43% | +23.6% |
| KO | Buy | COCA COLA CO COMstock | $769,000 | +11.9% | 14,126 | +4.6% | 0.42% | +1.0% |
| NDSN | New | NORDSON CORPstock | $754,000 | – | 5,158 | +100.0% | 0.41% | – |
| VZ | Buy | VERIZON COMMUNICATIONSstock | $741,000 | +47.0% | 12,286 | +39.2% | 0.40% | +32.6% |
| BAC | Buy | BANK AMER CORP COMstock | $727,000 | +8.8% | 24,938 | +8.3% | 0.40% | -1.7% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $723,000 | +44.9% | 6,660 | +30.0% | 0.39% | +30.9% |
| BA | Buy | BOEING CO COMstock | $716,000 | +38.2% | 1,883 | +32.2% | 0.39% | +24.6% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $704,000 | +41.4% | 13,976 | +32.8% | 0.38% | +27.2% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $695,000 | +43.0% | 15,428 | +34.2% | 0.38% | +29.0% |
| PEP | Buy | PEPSICO INC COMstock | $692,000 | +37.6% | 5,048 | +31.7% | 0.38% | +24.0% |
| WMT | Buy | WALMART INC COMstock | $645,000 | +34.4% | 5,436 | +25.3% | 0.35% | +21.0% |
| GLD | Buy | SPDR GOLD ETFetf | $626,000 | +5.4% | 4,514 | +1.3% | 0.34% | -4.7% |
| ICE | Buy | INTERCONTINENTALEXCHINTLstock | $624,000 | +29.2% | 6,763 | +20.2% | 0.34% | +16.8% |
| MCD | Buy | MCDONALDS CORP COMstock | $613,000 | +29.6% | 2,856 | +25.2% | 0.33% | +17.2% |
| ZTS | Buy | ZOETIS INC COM CL Astock | $598,000 | +24.3% | 4,802 | +13.1% | 0.33% | +12.4% |
| ABT | Buy | ABBOTT LABS COMstock | $582,000 | +60.3% | 6,967 | +61.6% | 0.32% | +44.7% |
| HON | Buy | HONEYWELL INTL INCstock | $582,000 | +0.2% | 3,444 | +3.5% | 0.32% | -9.7% |
| ADBE | Buy | ADOBE SYS INCstock | $581,000 | +0.2% | 2,105 | +6.9% | 0.32% | -9.7% |
| COST | Buy | COSTCO WHOLESALE CORPstock | $547,000 | +35.4% | 1,901 | +24.6% | 0.30% | +22.1% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $538,000 | +64.0% | 4,164 | +45.7% | 0.29% | +48.0% |
| CCI | Buy | CROWN CASTLE INTL CORPreit | $528,000 | +19.2% | 3,805 | +11.7% | 0.29% | +7.5% |
| NKE | Buy | NIKE INC CLASS Bstock | $507,000 | +64.1% | 5,401 | +46.7% | 0.28% | +48.4% |
| UNH | Buy | UNITEDHEALTH GROUPstock | $502,000 | -5.1% | 2,311 | +6.6% | 0.27% | -14.4% |
| INTU | Buy | INTUIT INCstock | $502,000 | +12.3% | 1,889 | +10.4% | 0.27% | +1.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $494,000 | +36.5% | 10,642 | +14.9% | 0.27% | +23.4% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $490,000 | +26.3% | 2,935 | +28.1% | 0.27% | +14.1% |
| CB | Buy | CHUBB LIMITED COMstock | $463,000 | +32.3% | 2,868 | +20.6% | 0.25% | +19.4% |
| DHR | Buy | DANAHER CORPstock | $460,000 | +52.3% | 3,190 | +50.6% | 0.25% | +37.4% |
| ABBV | Buy | ABBVIE INC COMstock | $452,000 | +42.6% | 5,972 | +36.7% | 0.25% | +28.8% |
| IWV | Buy | ISHARES TRUST RUSSELL 3000 INDEX FDetf | $443,000 | +34.7% | 2,550 | +33.5% | 0.24% | +21.1% |
| LIN | Buy | LINDE PLC SHSstock | $438,000 | -1.8% | 2,266 | +2.2% | 0.24% | -11.5% |
| BLK | Buy | BLACKROCK INCstock | $429,000 | +10.0% | 963 | +16.0% | 0.23% | -0.4% |
| CP | Buy | CANADIAN PAC RAILWAYLTDstock | $428,000 | +0.9% | 1,925 | +6.8% | 0.23% | -9.0% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $418,000 | +26.3% | 1,684 | +5.8% | 0.23% | +14.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCstock | $400,000 | +52.1% | 3,346 | +31.2% | 0.22% | +37.1% |
| ATVI | Buy | ACTIVISION INCstock | $398,000 | +22.1% | 7,528 | +9.1% | 0.22% | +10.2% |
| ABB | Buy | ABB LTD SPONSORED ADRadr | $395,000 | +35.7% | 20,126 | +38.1% | 0.22% | +22.2% |
| TAK | Buy | TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGEadr | $392,000 | +9.2% | 22,842 | +12.6% | 0.21% | -1.8% |
| LMT | Buy | LOCKHEED MARTIN CORPstock | $384,000 | +34.7% | 987 | +25.9% | 0.21% | +21.5% |
| AZN | Buy | ASTRAZENECA PLC- SPONS ADRadr | $376,000 | +17.9% | 8,458 | +9.7% | 0.20% | +6.2% |
| USB | Buy | US BANCORP DEL COM NEWstock | $375,000 | +19.4% | 6,777 | +13.2% | 0.20% | +7.9% |
| PM | Buy | PHILIP MORRIS INTL INCstock | $375,000 | +1.1% | 4,941 | +4.6% | 0.20% | -8.9% |
| AMGN | Buy | AMGEN INCstock | $368,000 | +39.4% | 1,906 | +33.2% | 0.20% | +25.8% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $364,000 | +22.6% | 6,591 | +19.6% | 0.20% | +10.6% |
| PLD | Buy | PROLOGIS SHARE BENEFICIAL INTreit | $360,000 | +24.6% | 4,235 | +17.5% | 0.20% | +12.6% |
| NVS | Buy | NOVARTIS AG ADRadr | $356,000 | +22.3% | 4,102 | +28.7% | 0.19% | +10.2% |
| RMD | Buy | RESMED INCstock | $354,000 | +24.2% | 2,623 | +12.2% | 0.19% | +12.2% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $351,000 | +31.5% | 2,969 | +37.2% | 0.19% | +18.6% |
| CRM | Buy | SALESFORCE COMstock | $350,000 | +65.9% | 2,359 | +69.6% | 0.19% | +50.4% |
| TJX | New | TJX COS INC NEW COMstock | $336,000 | – | 6,041 | +100.0% | 0.18% | – |
| LOW | Buy | LOWES COS INC COMstock | $334,000 | +47.8% | 3,043 | +35.7% | 0.18% | +33.8% |
| BKNG | Buy | PRICELINE.COM INCstock | $335,000 | +28.4% | 171 | +23.0% | 0.18% | +15.2% |
| QCOM | Buy | QUALCOMM INCstock | $333,000 | +15.6% | 4,374 | +15.8% | 0.18% | +4.0% |
| FIS | New | FIDELITY NATL INFO SVCSstock | $327,000 | – | 2,470 | +100.0% | 0.18% | – |
| HDB | Buy | HDFC BK LTD ADR REPSTG 3 SHSadr | $327,000 | -12.8% | 5,742 | +99.3% | 0.18% | -21.2% |
| EA | Buy | ELECTRONICS ARTSstock | $326,000 | +6.9% | 3,336 | +10.5% | 0.18% | -3.8% |
| C | Buy | CITIGROUP INCstock | $323,000 | +3.2% | 4,687 | +5.0% | 0.18% | -6.9% |
| SAP | Buy | SAP AKTIENGESELLSCHAFT ADRadr | $312,000 | +3.0% | 2,648 | +19.4% | 0.17% | -7.1% |
| EQIX | Buy | EQUINIX INC COMreit | $313,000 | +16.8% | 544 | +2.6% | 0.17% | +4.9% |
| AMP | Buy | AMERIPRISE FINANCIAL INC.stock | $308,000 | +27.8% | 2,099 | +26.5% | 0.17% | +15.9% |
| PUK | Buy | PRUDENTIAL CORP PLC ADRF SPONSORED ADRadr | $304,000 | -8.4% | 8,373 | +10.6% | 0.17% | -17.0% |
| IBM | Buy | INTL BUSINESS MACHINESstock | $295,000 | +43.2% | 2,029 | +36.4% | 0.16% | +29.8% |
| GILD | Buy | GILEAD SCIENCES INCstock | $287,000 | +15.3% | 4,537 | +22.7% | 0.16% | +4.0% |
| RTN | Buy | RAYTHEON CO COM NEWstock | $285,000 | +32.6% | 1,456 | +17.4% | 0.16% | +19.2% |
| AVGO | New | AVAGO TECHNOLOGIES LTDstock | $281,000 | – | 1,020 | +100.0% | 0.15% | – |
| SO | New | SOUTHERN CO COMstock | $276,000 | – | 4,484 | +100.0% | 0.15% | – |
| RDSB | Buy | ROYAL DUTCH SHELL PLC SPON ADR Badr | $272,000 | -6.8% | 4,543 | +2.2% | 0.15% | -15.9% |
| PSX | Buy | PHILLIPS 66stock | $271,000 | +22.6% | 2,652 | +12.2% | 0.15% | +11.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $270,000 | +28.0% | 1,931 | +25.6% | 0.15% | +15.7% |
| KMI | New | KINDER MORGAN INCstock | $269,000 | – | 13,080 | +100.0% | 0.15% | – |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $266,000 | +13.7% | 1,200 | +16.2% | 0.14% | +2.8% |
| NVDA | New | NVIDIA CORPstock | $263,000 | – | 1,516 | +100.0% | 0.14% | – |
| DG | New | DOLLAR GEN CORPstock | $260,000 | – | 1,637 | +100.0% | 0.14% | – |
| D | New | DOMINION RESOURCES INCstock | $258,000 | – | 3,184 | +100.0% | 0.14% | – |
| BUD | Buy | ANHEUSER BUSCHadr | $256,000 | +25.5% | 2,696 | +17.0% | 0.14% | +13.0% |
| CAT | Buy | CATERPILLAR INC DEL COMstock | $254,000 | +27.0% | 2,013 | +37.1% | 0.14% | +14.0% |
| AEP | New | AMERICAN ELEC PWR CO INC COMstock | $253,000 | – | 2,702 | +100.0% | 0.14% | – |
| ECL | Buy | ECOLAB INC COMstock | $249,000 | +14.2% | 1,261 | +14.1% | 0.14% | +3.0% |
| NEE | New | NEXTERA ENERGY INC COMstock | $246,000 | – | 1,060 | +100.0% | 0.13% | – |
| CXP | Buy | COLUMBIA PROPERTY TRUST INCreit | $242,000 | +2.5% | 11,477 | +0.9% | 0.13% | -7.0% |
| AKAM | New | AKAMAI TECHstock | $241,000 | – | 2,638 | +100.0% | 0.13% | – |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $241,000 | -5.1% | 5,906 | +0.0% | 0.13% | -14.4% |
| VOD | New | VODAFONE GROUP NEW ADR Fadr | $241,000 | – | 12,151 | +100.0% | 0.13% | – |
| ISRG | New | INTUITIVE SURGICAL INC.stock | $237,000 | – | 439 | +100.0% | 0.13% | – |
| CVS | New | CVS HEALTH CORP COMstock | $234,000 | – | 3,720 | +100.0% | 0.13% | – |
| SKM | Buy | SK TELECOM CO. LTD. SPONSORED ADR CMNadr | $234,000 | +3.5% | 10,558 | +16.0% | 0.13% | -6.6% |
| SCHW | New | CHARLES SCHWAB CORPstock | $231,000 | – | 5,545 | +100.0% | 0.13% | – |
| FCAU | New | FIAT CHRYSLER AUTOMOBILES N V SHSstock | $230,000 | – | 17,781 | +100.0% | 0.12% | – |
| UNP | New | UNION PACIFIC CORP COMstock | $230,000 | – | 1,426 | +100.0% | 0.12% | – |
| ALC | New | ALCON INC ORD SHSstock | $225,000 | – | 3,868 | +100.0% | 0.12% | – |
| SBAC | New | SBA COMMUNICATIONS CPreit | $221,000 | – | 918 | +100.0% | 0.12% | – |
| AMT | New | AMERICAN TOWER CORPreit | $221,000 | – | 1,002 | +100.0% | 0.12% | – |
| MMC | New | MARSH & MCLENNAN COS INC COMstock | $220,000 | – | 2,202 | +100.0% | 0.12% | – |
| VTR | New | VENTAS INCreit | $217,000 | – | 2,977 | +100.0% | 0.12% | – |
| SBUX | New | STARBUCKS CORPstock | $215,000 | – | 2,433 | +100.0% | 0.12% | – |
| MMM | New | 3M CO COMstock | $214,000 | – | 1,305 | +100.0% | 0.12% | – |
| UTX | New | UNITED TECHNOLOGIES CORP COMstock | $211,000 | – | 1,549 | +100.0% | 0.12% | – |
| VLO | New | VALERO ENERGY CORPstock | $209,000 | – | 2,452 | +100.0% | 0.11% | – |
| IWN | New | ISHARES RUSSELL 2000 VALUEetf | $209,000 | – | 1,751 | +100.0% | 0.11% | – |
| INFO | New | IHS MARKIT LTD SHSstock | $206,000 | – | 3,092 | +100.0% | 0.11% | – |
| IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $206,000 | – | 3,383 | +100.0% | 0.11% | – |
| ROP | New | ROPER INDUSTRIES INCstock | $203,000 | – | 570 | +100.0% | 0.11% | – |
| AON | New | AON CORPstock | $204,000 | – | 1,055 | +100.0% | 0.11% | – |
| EL | New | ESTEE LAUDER COMPANIES INCstock | $203,000 | – | 1,024 | +100.0% | 0.11% | – |
| GRC | New | GORMAN RUPP CO COMstock | $201,000 | – | 5,789 | +100.0% | 0.11% | – |
| RVT | Buy | ROYCE VALUE TR INC COMcef | $199,000 | +2.6% | 14,534 | +4.3% | 0.11% | -7.7% |
| KEY | New | KEYCORP NEW COMstock | $191,000 | – | 10,758 | +100.0% | 0.10% | – |
| LYG | Buy | LLOYDS TSB GROUP PLCadr | $166,000 | +53.7% | 63,129 | +66.8% | 0.09% | +38.5% |
| ECA | Buy | ENCANA CORP COMstock | $141,000 | +95.8% | 30,716 | +121.5% | 0.08% | +79.1% |
| GE | New | GENERAL ELECTRIC CO COMstock | $142,000 | – | 15,908 | +100.0% | 0.08% | – |
| SMFG | Buy | SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN US86562M2098adr | $139,000 | +11.2% | 20,416 | +14.9% | 0.08% | +1.3% |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INC SPONSOREDadr | $106,000 | – | 20,870 | +100.0% | 0.06% | – |
| AWP | New | ALPINE GLOBAL PREMIER PROPERTIES FDcef | $69,000 | – | 11,151 | +100.0% | 0.04% | – |
| ASX | New | ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADSadr | $55,000 | – | 12,425 | +100.0% | 0.03% | – |
| CX | New | CEMEX SAB DE CV SPON ADR NEWadr | $47,000 | – | 12,172 | +100.0% | 0.03% | – |
| NMR | New | NOMURA HLDGS INC SPON ADRadr | $47,000 | – | 11,133 | +100.0% | 0.03% | – |
| GGB | New | GERDAU S Aadr | $37,000 | – | 11,946 | +100.0% | 0.02% | – |
| UMC | New | UNITED MICROELECTRONICS CORPOR SPONSORED Aadr | $32,000 | – | 15,587 | +100.0% | 0.02% | – |
| AT | New | ATLANTIC POWER CORPstock | $25,000 | – | 10,718 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 24 | Q3 2023 | 8.8% |
| SPDR PORTFOLIO AGGREGATE BOND ETF | 24 | Q3 2023 | 6.4% |
| SPDR PORTFOLIO S&P 500 VALUE ETF | 24 | Q3 2023 | 5.1% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 24 | Q3 2023 | 4.5% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 2.5% |
| ISHARES MSCI EAFE ETF | 24 | Q3 2023 | 6.8% |
| SPDR PORTFOLIO S&P 500 ETF | 24 | Q3 2023 | 2.7% |
| WISDOMTREE INTERNATIONAL EQUITY FUND | 24 | Q3 2023 | 2.6% |
| ISHARES RUSSELL 1000 VALUE ETF | 24 | Q3 2023 | 4.2% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 24 | Q3 2023 | 12.1% |
View Pinnacle Wealth Planning Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-21 |
View Pinnacle Wealth Planning Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.