Pinnacle Bancorp, Inc.

CIK Number: 0001703383

306.73M
Market Value
868
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BRK-A Berkshire Hatha...
727455.00
+0.97% 36 -73.53% 24.51M 366394.83 7.97%
2 VOO Vanguard 500 In...
574.48
+0.73% 35.44K +1.34% 19.09M 408.6 6.21%
3 MSFT Microsoft Corpo...
498.62
+1.53% 23.01K -3% 9.7M 171.31 3.15%
4 AAPL Apple Inc.
213.34
+0.42% 33.08K -1.34% 8.28M 51.17 2.69%
5 IJH iShares Core S&...
63.83
+0.65% 122.25K +1.92% 7.62M 37.68 2.48%
6 BRK-B Berkshire Hatha...
485.00
+0.94% 14.41K -4.87% 6.53M 239.88 2.12%
7 AMZN Amazon.com, Inc...
222.99
+1.40% 27.18K -7.04% 5.96M 128.33 1.94%
8 IVV iShares Core S&...
628.62
+0.83% 9.31K +0.11% 5.48M 405.27 1.78%
9 SPY SPDR S&P 500 ET...
625.05
+0.74% 9.3K -2.82% 5.45M 284.05 1.77%
10 V Visa Inc.
358.86
+1.31% 15.73K -5.36% 4.97M 206.62 1.62%
11 COST Costco Wholesal...
985.50
+0.32% 5.4K -4.22% 4.95M 441.8 1.61%
12 JPM JPMorgan Chase ...
295.86
+1.32% 20.51K -3.45% 4.92M 157.05 1.60%
13 EFA iShares MSCI EA...
89.53
+0.04% 58.92K -0.14% 4.46M 67.38 1.45%
14 IVE iShares S&P 500...
198.67
+0.58% 22.43K -0.66% 4.28M 103.53 1.39%
15 LLY Eli Lilly and C...
780.10
+0.11% 5.27K +0.88% 4.07M 174.22 1.32%
16 GOOGL Alphabet Inc.
179.23
+0.33% 20.92K -4.42% 3.96M 68.12 1.29%
17 BND Vanguard Total ...
73.07
-0.26% 54.79K +7.92% 3.94M 74.47 1.28%
18 META Meta Platforms,...
717.83
+0.60% 6.45K -4.79% 3.77M 344.26 1.23%
19 MGK Vanguard Mega C...
369.06
+1.07% 10.47K -0.14% 3.59M 198.12 1.17%
20 GOOG Alphabet Inc.
180.37
+0.34% 17.43K -5.91% 3.32M 122.61 1.08%
21 VIG Vanguard Divide...
207.81
+0.65% 16.88K +3.07% 3.31M 121.6 1.08%
22 MGV Vanguard Mega C...
133.39
+0.61% 25.5K -0.04% 3.19M 97.84 1.04%
23 VTI Vanguard Total ...
308.03
+0.82% 10.28K +2.05% 2.98M 183.96 0.97%
24 PG The Procter & G...
160.83
-0.23% 16.8K -0.61% 2.82M 101.58 0.92%
25 VWO Vanguard Emergi...
50.00
+0.40% 60.45K +1.04% 2.66M 37.84 0.87%
26 IJR iShares Core S&...
113.08
+0.54% 23.03K +9.88% 2.65M 82.66 0.86%
27 JNJ Johnson & Johns...
156.01
+0.29% 16.65K -0.42% 2.41M 135.65 0.78%
28 ABBV AbbVie Inc.
189.28
-0.77% 12.98K -0.88% 2.31M 97.07 0.75%
29 SUB iShares Short-T...
106.27
+0.04% 21.48K +0.73% 2.27M 105.41 0.74%
30 IJJ iShares S&P Mid...
127.98
+0.42% 17.12K +0.38% 2.14M 70.75 0.70%
31 VUG Vanguard Growth...
441.98
+1.08% 5.09K -3.64% 2.09M 185.5 0.68%
32 BAC Bank of America...
48.93
+0.45% 46.86K -15.15% 2.06M 35.47 0.67%
33 VTEB Vanguard Tax-Ex...
48.93
-0.08% 40.7K +23.74% 2.04M 50.45 0.66%
34 IEFA iShares Core MS...
83.55
+0.02% 28.43K -4.96% 2M 67.83 0.65%
35 WFC Wells Fargo & C...
83.60
+1.51% 28.29K +38.21% 1.99M 53.26 0.65%
36 QQQ Invesco QQQ Tru...
555.86
+0.92% 3.77K -0.26% 1.93M 284.37 0.63%
37 VGSH Vanguard Short-...
58.45
-0.14% 29.98K +1.69% 1.74M 58.32 0.57%
38 MCD McDonald's Corp...
294.08
-0.19% 5.9K -0.34% 1.71M 190.01 0.56%
39 CVX Chevron Corpora...
148.37
+0.27% 11.71K -0.14% 1.7M 112.59 0.55%
40 IVW iShares S&P 500...
110.80
+0.95% 16.19K -0.98% 1.64M 71.08 0.53%
41 NOBL ProShares S&P 5...
102.92
+0.19% 15.97K 0.00% 1.59M 61.31 0.52%
42 DVY iShares Select ...
135.85
-0.26% 11.78K -1.46% 1.55M 91.07 0.50%
43 AGG iShares Core U....
98.47
-0.2% 15.62K +5.39% 1.51M 101.53 0.49%
44 VCSH Vanguard Short-...
79.10
-0.08% 19.1K +23.65% 1.49M 76.99 0.48%
45 VGIT Vanguard Interm...
59.23
-0.3% 21.98K +13.79% 1.27M 60.28 0.41%
46 DFAS Dimensional U.S...
65.87
+0.76% 19.13K +0.94% 1.24M 47.97 0.40%
47 IWM iShares Russell...
223.03
+0.91% 5.63K -1.11% 1.24M 147.3 0.40%
48 ILCG iShares Morning...
97.42
+1.13% 13.51K 0.00% 1.21M 80.27 0.39%
49 VOOG Vanguard S&P 50...
399.75
+0.95% 3.26K 0.00% 1.19M 330.34 0.39%
50 PEP PepsiCo, Inc.
135.50
-0.72% 7.71K +0.55% 1.17M 125.68 0.38%
51 ACN Accenture plc
304.78
+0.82% 3.24K 0.00% 1.14M 196.43 0.37%
52 UNH UnitedHealth Gr...
308.89
+0.43% 2.25K +2.32% 1.14M 333.42 0.37%
53 HON Honeywell Inter...
240.55
+0.54% 4.76K -3.15% 1.08M 176.53 0.35%
54 DBEF Xtrackers MSCI ...
44.06
+0.44% 25.92K 0.00% 1.07M 28.57 0.35%
55 VNQ Vanguard Real E...
90.19
+0.29% 11.97K +13.17% 1.07M 77.9 0.35%
56 BLK BlackRock, Inc.
1082.15
+1.08% 1K +100.00% 1.03M 1025.11 0.33%
57 CSCO Cisco Systems, ...
69.25
+0.96% 17.36K +5.53% 1.03M 44.68 0.33%
58 WMT Walmart Inc.
98.36
+0.77% 11.34K +2.43% 1.02M 41.49 0.33%
59 VTV Vanguard Value ...
179.63
+0.53% 5.92K +2.03% 1M 123.53 0.33%
60 MBB iShares MBS ETF
93.11
-0.33% 10.57K +18.47% 969.24K 92.54 0.32%
61 VO Vanguard Mid Ca...
283.63
+0.41% 3.61K 0.00% 953.25K 198.75 0.31%
62 MUB iShares Nationa...
104.25
-0.11% 8.89K -20.56% 947.66K 106.4 0.31%
63 KO The Coca-Cola C...
71.35
+0.62% 14.79K -0.54% 920.58K 49.88 0.30%
64 LOW Lowe's Companie...
228.31
+0.60% 3.71K -0.4% 914.39K 107.6 0.30%
65 SCHP Schwab U.S. TIP...
26.51
-0.15% 35.17K +127.05% 908.57K 26.4 0.30%
66 SCHD Schwab U.S. Div...
27.31
+0.04% 32.53K +179.68% 888.69K 20.35 0.29%
67 ADP Automatic Data ...
310.02
+1.63% 3.02K 0.00% 884.04K 131.12 0.29%
68 GLD SPDR Gold Share...
307.12
-0.69% 3.63K 0.00% 879.42K 174.16 0.29%
69 DFAT Dimensional U.S...
56.35
+0.45% 15.4K 0.00% 857.1K 40.21 0.28%
70 EMR Emerson Electri...
139.76
+1.43% 6.77K -0.99% 839.5K 62.39 0.27%
71 VEA Vanguard Develo...
57.23
+0.12% 16.87K +22.25% 806.53K 43.85 0.26%
72 SPSB SPDR Portfolio ...
30.04
-0.07% 26.86K 0.00% 801.92K 29.98 0.26%
73 TRV The Travelers C...
264.13
+2.64% 3.32K -4.87% 799.27K 120.29 0.26%
74 VOE Vanguard Mid-Ca...
167.42
+0.25% 4.91K +5.10% 793.8K 136.51 0.26%
75 DGRO iShares Core Di...
65.22
+0.48% 12.86K -3.62% 788.65K 51.53 0.26%
76 UNP Union Pacific C...
236.38
-0.33% 3.37K +4.24% 768.04K 204.71 0.25%
77 CDNS Cadence Design ...
327.40
+5.29% 2.52K 0.00% 758.36K 177.37 0.25%
78 IEMG iShares Core MS...
60.59
+0.45% 14.22K +12.21% 742.41K 54.32 0.24%
79 FYT First Trust Sma...
53.13
+0.41% 13.41K +17.52% 737.85K 43.43 0.24%
80 HYS PIMCO 0-5 Year ...
94.54
+0.12% 7.77K -2.13% 727.61K 94.6 0.24%
81 MRK Merck & Co., In...
80.96
-1.74% 7.29K -0.64% 725.41K 87.49 0.24%
82 HD The Home Depot,...
371.68
-0.05% 1.81K -1.89% 705.24K 203.69 0.23%
83 NVDA NVIDIA Corporat...
159.21
+1.25% 5.16K 0.00% 692.26K 82.72 0.23%
84 ABT Abbott Laborato...
134.44
+0.25% 6.12K +1.83% 691.89K 76.59 0.23%
85 XOM Exxon Mobil Cor...
112.20
+1.04% 6.4K -0.78% 688.23K 73.48 0.22%
86 MS Morgan Stanley
144.14
+0.90% 5.4K -1.6% 679.14K 90.28 0.22%
87 ADBE Adobe Inc.
379.31
+0.22% 1.52K 0.00% 674.58K 337.17 0.22%
88 SPYV SPDR Portfolio ...
53.21
+0.49% 13.13K +50.83% 671.62K 46.29 0.22%
89 IWR iShares Russell...
93.72
+0.59% 7.47K +0.48% 660.7K 59.52 0.21%
90 FIXD First Trust TCW...
43.77
-0.21% 15.37K +82.74% 660.32K 44.22 0.21%
91 USB U.S. Bancorp
47.93
+0.93% 13.77K +29.66% 658.57K 52.54 0.21%
92 AFL Aflac Incorpora...
104.57
+1.01% 6.26K +1.95% 647.74K 49.96 0.21%
93 DIS The Walt Disney...
124.00
+0.83% 5.74K +1.50% 638.7K 115.5 0.21%
94 PAYX Paychex, Inc.
148.00
+1.40% 4.38K -0.9% 614.58K 67.86 0.20%
95 VOOV Vanguard S&P 50...
191.92
+0.51% 3.28K 0.00% 605.56K 161.91 0.20%
96 CMI Cummins Inc.
331.83
-0.48% 1.73K 0.00% 602.73K 200.12 0.20%
97 GD General Dynamic...
294.76
+0.29% 2.27K -1.82% 597.86K 195.29 0.19%
98 ZTS Zoetis Inc.
159.18
+0.06% 3.6K 0.00% 585.73K 134 0.19%
99 VOT Vanguard Mid-Ca...
286.69
+1.03% 2.3K 0.00% 584.13K 176.12 0.19%
100 CRM Salesforce, Inc...
272.15
+1.09% 1.74K -1.81% 580.06K 141.05 0.19%
101 VTC Vanguard Total ...
76.88
-0.23% 7.65K +0.86% 579.18K 82.47 0.19%
102 VZ Verizon Communi...
43.55
-0.09% 14.23K -10.47% 569.24K 52.54 0.19%
103 VB Vanguard Small ...
243.21
+0.62% 2.33K +6.87% 560.57K 180.25 0.18%
104 IWS iShares Russell...
134.95
+0.30% 4.25K -0.09% 550.08K 93.02 0.18%
105 LIN Linde plc
475.58
-0.33% 1.31K 0.00% 546.78K 372.35 0.18%
106 SBUX Starbucks Corpo...
94.43
+0.27% 5.8K -3.49% 529.52K 79.98 0.17%
107 TXN Texas Instrumen...
215.92
+0.15% 2.8K -19.27% 525.59K 148.02 0.17%
108 EEM iShares MSCI Em...
48.74
+0.42% 12.52K +0.79% 523.5K 39.32 0.17%
109 PFE Pfizer Inc.
25.39
+0.30% 19.7K -25.93% 522.51K 39.25 0.17%
110 XLK Technology Sele...
256.83
+1.27% 2.23K 0.00% 518.52K 83.89 0.17%
111 IAU iShares Gold Tr...
62.87
-0.7% 10.36K -14.45% 512.77K 44.52 0.17%
112 RPV Invesco S&P 500...
94.95
+0.21% 5.44K 0.00% 491.01K 77.49 0.16%
113 ICE Intercontinenta...
183.11
+0.75% 3.26K 0.00% 485.18K 126.15 0.16%
114 IBTG iShares iBonds ...
22.84
-0.04% 21.02K +7.49% 479.58K 22.65 0.16%
115 AVUV Avantis U.S. Sm...
95.01
+0.41% 4.96K +225.95% 478.88K 94.68 0.16%
116 NOW ServiceNow, Inc...
1044.69
+3.46% 440 0.00% 466.45K 338.07 0.15%
117 QCOM QUALCOMM Incorp...
162.10
-0.14% 3.04K +4.29% 466.39K 77.9 0.15%
118 IBM International B...
291.97
+1.50% 2.12K -0.61% 465.82K 114.18 0.15%
119 TMO Thermo Fisher S...
429.33
+0.37% 866 +18.14% 450.52K 382.19 0.15%
120 MMM 3M Company
152.94
-0.67% 3.46K -3.99% 447.17K 154.81 0.15%
121 RTX RTX Corporation
145.79
+0.88% 3.81K +16.01% 441.13K 90.17 0.14%
122 ORCL Oracle Corporat...
237.08
+3.09% 2.65K -0.79% 441.1K 75.78 0.14%
123 MGC Vanguard Mega C...
227.39
+0.88% 2.07K 0.00% 439.78K 201.03 0.14%
124 MA Mastercard Inco...
569.24
+1.37% 832 0.00% 438.11K 240.16 0.14%
125 IWF iShares Russell...
428.27
+1.12% 1.08K -1.36% 435.31K 159.78 0.14%
126 IBTH iShares iBonds ...
22.37
-0.09% 19.11K +7.60% 424.18K 22.28 0.14%
127 VBK Vanguard Small ...
281.56
+0.94% 1.51K +10.92% 423.73K 196.45 0.14%
128 AVGO Broadcom Inc.
274.94
+1.87% 1.82K +31.41% 421.95K 99.09 0.14%
129 VBR Vanguard Small ...
201.72
+0.52% 2.13K +2.46% 421.53K 140.37 0.14%
130 VT Vanguard Total ...
129.79
+0.53% 3.55K +7.58% 416.82K 73.18 0.14%
131 SCHM Schwab U.S. Mid...
28.70
+0.51% 14.64K +261.68% 405.59K 25.55 0.13%
132 J Jacobs Engineer...
132.61
+0.45% 3.01K +11.07% 402.06K 105.28 0.13%
133 EFAV iShares MSCI EA...
84.09
-0.27% 5.67K 0.00% 400.57K 70.87 0.13%
134 XLE Energy Select S...
87.03
+0.12% 4.62K 0.00% 395.66K 35.86 0.13%
135 EFV iShares MSCI EA...
63.95
+0.10% 7.47K +0.39% 392K 47.73 0.13%
136 SCHH Schwab U.S. REI...
21.37
+0.09% 18.37K -0.02% 386.91K 19.7 0.13%
137 IBTF iShares iBonds ...
23.30
+0.04% 16.27K +9.65% 379.53K 23.14 0.12%
138 SDOG ALPS Sector Div...
59.12
+0.11% 6.7K 0.00% 378.63K 42.3 0.12%
139 AMAT Applied Materia...
190.83
+0.43% 2.32K -1.99% 376.65K 78.92 0.12%
140 ESGV Vanguard ESG U....
111.01
+0.88% 3.59K +0.25% 376.14K 75.51 0.12%
141 RSP Invesco S&P 500...
185.18
+0.48% 2.12K +7.62% 371.14K 143.93 0.12%
142 SCHX Schwab U.S. Lar...
24.77
+0.83% 15.97K +200.00% 370.23K 18.8 0.12%
143 MO Altria Group, I...
59.65
+0.81% 7.02K -0.57% 367.02K 47.73 0.12%
144 ED Consolidated Ed...
100.31
+0.39% 4.1K 0.00% 366.02K 78.09 0.12%
145 PANW Palo Alto Netwo...
201.57
+2.34% 1.99K +135.50% 362.1K 125.61 0.12%
146 CCEP Coca-Cola Europ...
96.63
+3.26% 4.71K 0.00% 361.55K 47.4 0.12%
147 NVS Novartis AG
121.90
-1.54% 3.71K -0.67% 361.21K 75.45 0.12%
148 TPL Texas Pacific L...
1075.97
+0.38% 325 +62.50% 359.44K 844.43 0.12%
149 VMBS Vanguard Mortga...
45.98
-0.24% 7.76K +17.73% 351.66K 46.08 0.11%
150 WM Waste Managemen...
227.10
+1.66% 1.73K +6.13% 349.5K 101.94 0.11%