Pinnacle Bancorp, Inc.

CIK Number: 0001703383

324.04M
Market Value
879
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BRK-A Berkshire Hatha...
718340.00
+0.40% 36 0.00% 28.74M 366394.83 9.37% Share
2 VOO Vanguard S&P 50...
592.77
-0.01% 35.27K -0.47% 18.13M 408.6 5.91% Share
3 MSFT Microsoft Corpo...
522.28
+0.33% 22.66K -1.51% 8.51M 171.31 2.77% Share
4 BRK-B Berkshire Hatha...
479.02
+0.36% 15.22K +5.63% 8.11M 255.47 2.64% Share
5 AAPL Apple Inc.
232.81
-0.22% 32.41K -2.04% 7.2M 51.17 2.35% Share
6 IJH iShares Core S&...
63.85
-1.31% 121.03K -1% 7.06M 37.68 2.30% Share
7 IVV iShares Core S&...
648.15
+0.01% 9.47K +1.74% 5.32M 407.95 1.74% Share
8 SPY SPDR S&P 500 ET...
644.93
+0.01% 9.35K +0.48% 5.23M 285.37 1.71% Share
9 AMZN Amazon.com, Inc...
230.94
+2.84% 27.05K -0.47% 5.15M 128.33 1.68% Share
10 COST Costco Wholesal...
975.42
-0.35% 5.35K -0.96% 5.06M 441.8 1.65% Share
11 JPM JPMorgan Chase ...
294.09
+1.23% 20.29K -1.05% 4.98M 157.05 1.62% Share
12 V Visa Inc.
345.40
+0.83% 14.18K -9.88% 4.97M 206.62 1.62% Share
13 EFA iShares MSCI EA...
91.66
+0.02% 59.17K +0.41% 4.84M 67.44 1.58% Share
14 LLY Eli Lilly and C...
684.46
+3.63% 5.3K +0.66% 4.38M 178.52 1.43% Share
15 IVE iShares S&P 500...
202.03
-0.1% 21.98K -2.02% 4.19M 103.53 1.37% Share
16 BND Vanguard Total ...
73.54
-0.28% 55.4K +1.12% 4.07M 74.46 1.33% Share
17 META Meta Platforms,...
781.96
+0.24% 6.53K +1.24% 3.76M 347.1 1.23% Share
18 MGV Vanguard Mega C...
133.01
-0.08% 25.5K 0.00% 3.29M 97.84 1.07% Share
19 MGK Vanguard Mega C...
389.58
+0.29% 10.34K -1.18% 3.2M 198.12 1.04% Share
20 VIG Vanguard Divide...
210.08
+0.06% 16.36K -3.12% 3.17M 121.6 1.03% Share
21 GOOGL Alphabet Inc.
202.88
+0.46% 20.39K -2.5% 3.15M 68.12 1.03% Share
22 VTI Vanguard Total ...
317.25
-0.13% 10.32K +0.34% 2.84M 184.27 0.92% Share
23 PG The Procter & G...
153.70
-1.1% 16.48K -1.92% 2.81M 101.58 0.92% Share
24 VWO Vanguard Emergi...
51.20
-1.15% 60.53K +0.12% 2.74M 37.85 0.89% Share
25 GOOG Alphabet Inc.
203.77
+0.36% 17.4K -0.12% 2.72M 122.61 0.89% Share
26 JNJ Johnson & Johns...
174.72
+0.17% 16.36K -1.74% 2.71M 135.65 0.88% Share
27 ABBV AbbVie Inc.
204.72
+1.61% 12.47K -3.91% 2.61M 97.07 0.85% Share
28 IJR iShares Core S&...
115.17
-1.4% 22.69K -1.51% 2.37M 82.66 0.77% Share
29 SUB iShares Short-T...
106.85
-0.05% 21.3K -0.82% 2.25M 105.41 0.73% Share
30 VGSH Vanguard Short-...
58.65
-0.1% 37.04K +23.55% 2.17M 58.39 0.71% Share
31 IEFA iShares Core MS...
85.61
-0.04% 28.09K -1.16% 2.13M 67.83 0.69% Share
32 IJJ iShares S&P Mid...
127.27
-1.1% 16.82K -1.73% 2.01M 70.75 0.66% Share
33 MCD McDonald's Corp...
308.84
+1.24% 6.3K +6.78% 1.97M 197.78 0.64% Share
34 CVX Chevron Corpora...
155.20
-0.43% 11.63K -0.68% 1.94M 112.59 0.63% Share
35 VUG Vanguard Growth...
463.54
+0.15% 5.21K +2.34% 1.93M 189.74 0.63% Share
36 BAC Bank of America...
47.70
+0.97% 45.49K -2.92% 1.9M 35.47 0.62% Share
37 VTEB Vanguard Tax-Ex...
48.88
-0.14% 37.56K -7.73% 1.86M 50.45 0.61% Share
38 WFC Wells Fargo & C...
79.38
+1.91% 25.71K -9.15% 1.85M 53.26 0.60% Share
39 QQQ Invesco QQQ Tru...
579.86
-0.08% 3.77K 0.00% 1.77M 284.37 0.58% Share
40 DVY iShares Select ...
138.75
-0.41% 11.78K 0.00% 1.58M 91.07 0.52% Share
41 AGG iShares Core U....
99.10
-0.27% 15.8K +1.21% 1.56M 101.5 0.51% Share
42 VGIT Vanguard Interm...
59.64
-0.22% 25.88K +17.77% 1.54M 60.15 0.50% Share
43 IVW iShares S&P 500...
115.82
+0.14% 16.12K -0.44% 1.5M 71.08 0.49% Share
44 VCSH Vanguard Short-...
79.58
-0.12% 17.29K -9.48% 1.36M 76.99 0.44% Share
45 UNH UnitedHealth Gr...
271.50
-0.11% 2.24K -0.31% 1.17M 333.42 0.38% Share
46 MUB iShares Nationa...
104.03
-0.18% 11.05K +24.20% 1.16M 106.22 0.38% Share
47 DFAS Dimensional U.S...
66.72
-1.28% 19.13K 0.00% 1.14M 47.97 0.37% Share
48 PEP PepsiCo, Inc.
148.62
-0.49% 7.55K -2.09% 1.13M 125.68 0.37% Share
49 DBEF Xtrackers MSCI ...
45.66
+0.32% 25.92K 0.00% 1.12M 28.57 0.37% Share
50 IWM iShares Russell...
228.20
-1.31% 5.52K -2.01% 1.1M 147.3 0.36% Share
51 ILCG iShares Morning...
101.58
-0.01% 13.51K 0.00% 1.09M 80.27 0.36% Share
52 VOOG Vanguard S&P 50...
417.55
+0.10% 3.26K 0.00% 1.09M 330.34 0.36% Share
53 KO The Coca-Cola C...
69.52
-1.33% 15.04K +1.74% 1.08M 50.25 0.35% Share
54 CSCO Cisco Systems, ...
69.28
-1.58% 17.3K -0.33% 1.07M 44.68 0.35% Share
55 GLD SPDR Gold Share...
307.25
-0.63% 3.68K +1.21% 1.06M 175.52 0.35% Share
56 VTV Vanguard Value ...
180.44
-0.2% 6.09K +2.94% 1.05M 124.94 0.34% Share
57 HON Honeywell Inter...
218.15
-0.73% 4.68K -1.72% 990.57K 176.53 0.32% Share
58 ACN Accenture plc
246.13
+0.18% 3.16K -2.41% 985.73K 196.43 0.32% Share
59 SCHP Schwab U.S. TIP...
26.70
-0.26% 35.1K -0.2% 943.92K 26.4 0.31% Share
60 MBB iShares MBS ETF
93.62
-0.34% 9.84K -6.91% 922.89K 92.54 0.30% Share
61 BLK BlackRock, Inc.
1160.35
+0.03% 966 -3.69% 914.3K 1025.11 0.30% Share
62 ADP Automatic Data ...
301.52
-1.12% 2.99K -0.99% 913.53K 131.12 0.30% Share
63 SCHD Schwab U.S. Div...
27.34
-0.46% 32.53K 0.00% 909.51K 20.35 0.30% Share
64 VNQ Vanguard Real E...
89.16
-0.71% 10.02K -16.32% 906.99K 77.9 0.30% Share
65 WMT Walmart Inc.
100.84
-0.15% 10.27K -9.38% 901.95K 41.49 0.29% Share
66 TRV The Travelers C...
268.64
-0.25% 3.27K -1.51% 864.25K 120.29 0.28% Share
67 LOW Lowe's Companie...
253.05
-1.24% 3.71K 0.00% 864.12K 107.6 0.28% Share
68 VEA Vanguard Develo...
58.60
-0.18% 16.81K -0.36% 854.25K 43.85 0.28% Share
69 DGRO iShares Core Di...
66.23
-0.14% 13.6K +5.81% 840.48K 52.09 0.27% Share
70 VOE Vanguard Mid-Ca...
170.66
-0.55% 5.12K +4.24% 821.14K 137.49 0.27% Share
71 SPSB SPDR Portfolio ...
30.16
-0.1% 26.91K +0.20% 810.02K 29.98 0.26% Share
72 UNP Union Pacific C...
221.35
-0.82% 3.38K +0.30% 798.02K 204.8 0.26% Share
73 ABT Abbott Laborato...
129.32
-0.06% 6.01K -1.67% 797.89K 76.59 0.26% Share
74 DFAT Dimensional U.S...
56.95
-0.92% 15.4K 0.00% 792.89K 40.21 0.26% Share
75 XOM Exxon Mobil Cor...
107.38
-0.21% 6.44K +0.66% 765.91K 73.78 0.25% Share
76 IEMG iShares Core MS...
61.97
-1.17% 14.03K -1.32% 757.2K 54.32 0.25% Share
77 EMR Emerson Electri...
134.37
-0.43% 6.84K +0.94% 749.72K 62.83 0.24% Share
78 HYS PIMCO 0-5 Year ...
94.87
-0.24% 7.83K +0.82% 733.45K 94.6 0.24% Share
79 AMT American Tower ...
203.48
-0.33% 3.23K +245.93% 703.07K 207.19 0.23% Share
80 AFL Aflac Incorpora...
105.31
-0.37% 6.26K 0.00% 696.27K 49.96 0.23% Share
81 HD The Home Depot,...
400.32
-1.68% 1.86K +2.81% 683.14K 208.14 0.22% Share
82 VO Vanguard Mid Ca...
286.38
-0.71% 2.63K -27.1% 680.43K 198.75 0.22% Share
83 FIXD First Trust TCW...
43.94
-0.26% 15.35K -0.09% 673.08K 44.22 0.22% Share
84 FYT First Trust Sma...
54.62
-1.23% 13.41K 0.00% 667.03K 43.43 0.22% Share
85 CDNS Cadence Design ...
348.98
-0.04% 2.62K +3.84% 666.6K 180.22 0.22% Share
86 PAYX Paychex, Inc.
137.45
-0.84% 4.28K -2.28% 660.78K 67.86 0.22% Share
87 MRK Merck & Co., In...
82.74
+0.04% 7.2K -1.33% 645.82K 87.49 0.21% Share
88 IWR iShares Russell...
94.44
-0.87% 7.5K +0.28% 637.6K 59.59 0.21% Share
89 SPYV SPDR Portfolio ...
54.16
-0.07% 12.31K -6.24% 628.83K 46.29 0.20% Share
90 LIN Linde plc
477.49
+0.39% 1.34K +2.60% 623.96K 374.72 0.20% Share
91 NVDA NVIDIA Corporat...
182.02
+0.24% 5.75K +11.64% 623.73K 85.4 0.20% Share
92 GD General Dynamic...
315.89
-0.5% 2.27K -0.04% 618.21K 195.29 0.20% Share
93 VOT Vanguard Mid-Ca...
285.33
-0.85% 2.52K +9.56% 616.89K 182.09 0.20% Share
94 IAU iShares Gold Tr...
62.90
-0.62% 10.36K 0.00% 610.65K 44.52 0.20% Share
95 IBTH iShares iBonds ...
22.44
-0.07% 27.2K +42.32% 609.76K 22.32 0.20% Share
96 VZ Verizon Communi...
43.49
-0.49% 13.37K -6.08% 606.45K 52.54 0.20% Share
97 VOOV Vanguard S&P 50...
195.26
-0.08% 3.28K 0.00% 604.51K 161.91 0.20% Share
98 VTC Vanguard Total ...
77.50
-0.24% 7.65K 0.00% 587.52K 82.47 0.19% Share
99 IBTG iShares iBonds ...
22.89
-0.02% 25.4K +20.79% 582.58K 22.7 0.19% Share
100 MS Morgan Stanley
148.51
+0.51% 4.95K -8.42% 577.17K 90.28 0.19% Share
101 ZTS Zoetis Inc.
153.05
+0.40% 3.5K -2.59% 576.6K 134 0.19% Share
102 USB U.S. Bancorp
46.83
+0.46% 13.46K -2.23% 568.37K 52.54 0.19% Share
103 DIS The Walt Disney...
116.33
-0.27% 5.63K -1.85% 555.68K 115.5 0.18% Share
104 IBTF iShares iBonds ...
23.32
-0.02% 23.77K +46.02% 555.39K 23.21 0.18% Share
105 ADBE Adobe Inc.
348.58
-0.71% 1.45K -4.61% 554.97K 337.17 0.18% Share
106 EEM iShares MSCI Em...
49.86
-1.27% 12.63K +0.92% 552.06K 39.36 0.18% Share
107 SCHB Schwab U.S. Bro...
24.87
-0.12% 25.43K +73.89% 547.55K 16.19 0.18% Share
108 RTX RTX Corporation
155.06
-0.42% 4.04K +6.09% 535.67K 92.6 0.17% Share
109 ICE Intercontinenta...
182.62
+0.67% 3.09K -5.01% 533.54K 126.15 0.17% Share
110 IWS iShares Russell...
136.53
-0.81% 4.21K -0.89% 530.96K 93.01 0.17% Share
111 IBM International B...
237.04
-1.26% 2.12K 0.00% 526.91K 114.18 0.17% Share
112 CMI Cummins Inc.
404.55
-0.55% 1.65K -4.86% 515.61K 200.11 0.17% Share
113 BIV Vanguard Interm...
77.31
-0.3% 6.71K +177.17% 514.03K 77.19 0.17% Share
114 MMM 3M Company
156.66
-2.21% 3.44K -0.58% 505.79K 154.81 0.16% Share
115 RPV Invesco S&P 500...
95.25
-0.15% 5.44K 0.00% 502.66K 77.49 0.16% Share
116 VB Vanguard Small ...
246.81
-1.26% 2.25K -3.73% 498.05K 180.25 0.16% Share
117 IEF iShares 7-10 Ye...
95.42
-0.32% 5.14K +48.34% 490.49K 95.92 0.16% Share
118 PFE Pfizer Inc.
25.11
-0.22% 19.26K -2.21% 488.05K 39.25 0.16% Share
119 QCOM QUALCOMM Incorp...
158.09
+0.96% 3.14K +3.29% 481.72K 80.31 0.16% Share
120 AVUV Avantis U.S. Sm...
96.21
-1.16% 5.37K +8.20% 467.93K 94.11 0.15% Share
121 XLK Technology Sele...
267.74
-0.21% 2.23K 0.00% 460.45K 83.89 0.15% Share
122 MA Mastercard Inco...
583.65
+0.99% 832 0.00% 456.04K 240.16 0.15% Share
123 EFV iShares MSCI EA...
66.96
+0.13% 7.73K +3.45% 455.55K 48.11 0.15% Share
124 TXN Texas Instrumen...
193.71
+0.22% 2.53K -9.74% 454.64K 148.02 0.15% Share
125 ED Consolidated Ed...
102.86
-0.78% 4K -2.44% 442.58K 78.09 0.14% Share
126 EFAV iShares MSCI EA...
84.92
-0.31% 5.67K 0.00% 441.42K 70.87 0.14% Share
127 RSP Invesco S&P 500...
186.31
-0.66% 2.5K +17.94% 432.73K 148.38 0.14% Share
128 CRM Salesforce, Inc...
233.32
-1.57% 1.61K -7.26% 431.79K 141.05 0.14% Share
129 SBUX Starbucks Corpo...
93.05
-1.2% 4.39K -24.42% 430.22K 79.98 0.14% Share
130 XLE Energy Select S...
85.55
-0.11% 4.6K -0.43% 429.78K 35.86 0.14% Share
131 MO Altria Group, I...
65.54
+0.06% 7.02K 0.00% 421.28K 47.73 0.14% Share
132 PM Philip Morris I...
165.25
-0.38% 2.65K -1.23% 421.27K 72.02 0.14% Share
133 MGC Vanguard Mega C...
235.60
+0.20% 2.07K 0.00% 416.45K 201.03 0.14% Share
134 VT Vanguard Total ...
133.34
-0.27% 3.56K +0.20% 412.2K 73.27 0.13% Share
135 CCEP Coca-Cola Europ...
90.67
-1.4% 4.71K 0.00% 408.96K 47.4 0.13% Share
136 NVS Novartis AG
122.14
+0.78% 3.62K -2.61% 403K 75.45 0.13% Share
137 VBK Vanguard Small ...
285.85
-1.33% 1.58K +4.49% 398.15K 198.83 0.13% Share
138 TPL Texas Pacific L...
913.32
+3.51% 300 -7.69% 397.5K 844.43 0.13% Share
139 WM Waste Managemen...
225.97
-1.71% 1.71K -1.15% 396.35K 101.94 0.13% Share
140 SCHH Schwab U.S. REI...
20.89
-0.81% 18.33K -0.25% 394.19K 19.7 0.13% Share
141 TMO Thermo Fisher S...
485.13
+0.07% 792 -8.54% 394.1K 382.19 0.13% Share
142 TLT iShares 20+ Yea...
87.01
-0.75% 4.32K +23.42% 393.43K 91.09 0.13% Share
143 IWF iShares Russell...
450.40
+0.11% 1.09K +0.46% 393.23K 160.71 0.13% Share
144 SDOG ALPS Sector Div...
58.88
-0.48% 6.7K 0.00% 389.27K 42.3 0.13% Share
145 VBR Vanguard Small ...
204.30
-1.15% 2.09K -1.93% 388.6K 140.37 0.13% Share
146 PANW Palo Alto Netwo...
173.55
-1.87% 2.25K +13.07% 383.94K 130.81 0.13% Share
147 SCHM Schwab U.S. Mid...
28.97
-1.03% 14.64K 0.00% 383.49K 25.55 0.13% Share
148 SO The Southern Co...
94.18
-0.64% 4.03K +0.80% 370.65K 48.76 0.12% Share
149 J Jacobs Engineer...
148.33
-2.53% 3K -0.13% 363.27K 105.28 0.12% Share
150 VMBS Vanguard Mortga...
46.32
-0.3% 7.83K +0.98% 362.7K 46.08 0.12% Share