$123 Million is the total value of Pinnacle Financial Group, LLC / IL's 66 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $1,024,000 | – | 37,124 | +100.0% | 0.83% | – |
New | INTL CORE EQUITYintl core equity | $311,000 | – | 12,495 | +100.0% | 0.25% | – | |
DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $295,000 | – | 10,496 | +100.0% | 0.24% | – |
CVX | New | CHEVRON CORP NEW | $214,000 | – | 1,314 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 18.3% |
WISDOMTREE TR | 8 | Q3 2023 | 13.9% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 7.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 7.3% |
ISHARES TR | 8 | Q3 2023 | 5.2% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 4.3% |
ISHARES TR | 8 | Q3 2023 | 4.2% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 3.6% |
VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 3.2% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 2.8% |
View Pinnacle Financial Group, LLC / IL's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-18 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-19 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-11 |
View Pinnacle Financial Group, LLC / IL'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.