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| Name: |
Pinnacle Financial Group LLC / IL |
| City: |
Western Springs |
| State: |
IL |
| Zip: |
60558 |
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data |
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| Holdings
Found :
12 |
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Unchanged Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.B |
Berkshire Hathaway B |
25 |
- |
$411.22 |
$2,205,000 |
6,182 |
1.13% |
39,000 |
0 |
0 |
Property & Casualty I... |
|
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IVW |
ishares tr S&P 500 BARRA GR |
27 |
- |
$84.75 |
$1,597,000 |
21,260 |
0.82% |
142,000 |
0 |
0.004 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
29 |
- |
$59.78 |
$1,248,000 |
4,502 |
0.64% |
125,000 |
0 |
0.002 |
Closed - End Fund - E... |
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AGGY |
Wisdomtree Trust |
37 |
- |
$0.00 |
$650,000 |
14,775 |
0.33% |
37,000 |
0 |
0.06 |
N/A |
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IVE |
iShares S&P 500/BARRA Value |
38 |
- |
$184.16 |
$556,000 |
3,200 |
0.28% |
64,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IJK |
iShares S&P mC400/BARRA GR |
41 |
- |
$89.50 |
$474,000 |
5,986 |
0.24% |
42,000 |
0 |
0.005 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
42 |
- |
$523.57 |
$470,000 |
984 |
0.24% |
48,000 |
0 |
0 |
Closed - End Fund - E... |
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SDY |
streetTRACKS Series Trust -... |
46 |
- |
$131.33 |
$422,000 |
3,380 |
0.22% |
33,000 |
0 |
0.002 |
Closed - End Fund - E... |
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VOOV |
Vanguard S&P 500 Value Etf |
47 |
- |
$178.03 |
$420,000 |
2,500 |
0.22% |
48,000 |
0 |
0.02 |
N/A |
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IJR |
iShares Core S&P Small-Cap |
48 |
- |
$109.31 |
$409,000 |
3,776 |
0.21% |
53,000 |
0 |
0.001 |
Closed - End Fund - E... |
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BA |
Boeing Co |
55 |
- |
$178.44 |
$339,000 |
1,302 |
0.17% |
89,000 |
0 |
0 |
Aerospace/Defense - M... |
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IEFA |
Ishares Core Msci Eafe |
61 |
- |
$0.00 |
$236,000 |
3,350 |
0.12% |
20,000 |
0 |
0 |
N/A |
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