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Pinnacle Financial Group, LLC / IL 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Pinnacle Financial Group, LLC / IL

报告期 2026-03-31 · CIK 0001905962

持仓数

111

前50大市值合计

$339.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$32.6M

916,900

9.6%

PRF INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF

$31.8M

668,275

9.4%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$21.5M

552,476

6.3%

DTD WISDOMTREE TR

US TOTAL DIVIDND

$21.2M

245,116

6.2%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$20.1M

580,417

5.9%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$15.0M

159,569

4.4%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$13.9M

94,078

4.1%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$13.0M

173,767

3.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$9.3M

14,329

2.7%

EEM ISHARES TR

MSCI EMG MKT ETF

$9.2M

162,150

2.7%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$9.0M

89,953

2.7%

DVY ISHARES TR

SELECT DIVID ETF

$8.9M

58,781

2.6%

AGG ISHARES TR

CORE US AGGBD ET

$8.6M

86,357

2.5%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$8.0M

112,879

2.4%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$7.1M

32,819

2.1%

VB VANGUARD INDEX FDS

SMALL CP ETF

$6.2M

23,572

1.8%

DFAR DIMENSIONAL ETF TRUST

US REAL ESTATE E

$6.1M

258,048

1.8%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$5.9M

27,228

1.7%

GLD SPDR GOLD TR

GOLD SHS

$5.6M

13,083

1.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$5.5M

19,296

1.6%

PTRB PGIM ETF TR

TOTAL RETURN BON

$5.3M

127,597

1.6%

PYLD PIMCO ETF TR

MULTISECTOR BD

$5.0M

190,358

1.5%

MCD MCDONALDS CORP

COM

$4.6M

14,763

1.4%

TOTL SSGA ACTIVE ETF TR

STATE STREET DOU

$4.3M

109,144

1.3%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$4.3M

110,726

1.3%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$4.3M

23,362

1.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.1M

12,768

1.2%

BOND PIMCO ETF TR

ACTIVE BD ETF

$3.7M

40,275

1.1%

BSCR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB

$3.7M

187,879

1.1%

VSDB VANGUARD MALVERN FDS

SHORT DURATION B

$2.9M

38,682

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.8M

5,915

0.8%

AAPL APPLE INC

COM

$2.8M

11,088

0.8%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$2.7M

30,477

0.8%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$2.6M

8,678

0.8%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$2.6M

75,421

0.8%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$2.4M

52,573

0.7%

IVW ISHARES TR

S&P 500 GRWT ETF

$2.3M

20,208

0.7%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.1M

10,670

0.6%

ILCG ISHARES TR

MORNINGSTAR GRWT

$2.1M

21,835

0.6%

INCM FRANKLIN TEMPLETON ETF TR

INCOME FOCUS ETF

$1.9M

67,805

0.6%

VHT VANGUARD WORLD FD

HEALTH CAR ETF

$1.9M

7,041

0.6%

BSCQ INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB

$1.8M

92,844

0.5%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$1.8M

5,957

0.5%

IJH ISHARES TR

CORE S&P MCP ETF

$1.4M

21,329

0.4%

NVDA NVIDIA CORPORATION

COM

$1.3M

7,407

0.4%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$1.3M

11,295

0.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.2M

2,142

0.4%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$1.2M

15,785

0.4%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$1.0M

50,252

0.3%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$1.0M

6,981

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

DFIC9.6%PRF9.4%DFAC6.3%DTD6.2%DFEM5.9%VYMI4.4%