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...
717559.70
+0.04% 36 0.00% 28.74M 366394.83 9.37% Share
2 VOO Vanguard S&P 50...
591.37
-0.03% 35.27K -0.47% 18.13M 408.6 5.91% Share
3 MSFT Microsoft Corpo...
516.95
-0.62% 22.66K -1.51% 8.51M 171.31 2.77% Share
4 BRK-B Berkshire Hatha...
478.53
+0.28% 15.22K +5.63% 8.11M 255.47 2.64% Share
5 AAPL Apple Inc.
230.94
-0.28% 32.41K -2.04% 7.2M 51.17 2.35% Share
6 IJH iShares Core S&...
63.67
+0.23% 121.03K -1% 7.06M 37.68 2.30% Share
7 IVV iShares Core S&...
646.33
-0.05% 9.47K +1.74% 5.32M 407.95 1.74% Share
8 SPY SPDR S&P 500 ET...
643.27
-0.03% 9.35K +0.48% 5.23M 285.37 1.71% Share
9 AMZN Amazon.com, Inc...
231.50
+0.20% 27.05K -0.47% 5.15M 128.33 1.68% Share
10 COST Costco Wholesal...
979.43
+0.76% 5.35K -0.96% 5.06M 441.8 1.65% Share
11 JPM JPMorgan Chase ...
291.42
+0.32% 20.29K -1.05% 4.98M 157.05 1.62% Share
12 V Visa Inc.
342.66
-0.53% 14.18K -9.88% 4.97M 206.62 1.62% Share
13 EFA iShares MSCI EA...
92.09
-0.11% 59.17K +0.41% 4.84M 67.44 1.58% Share
14 LLY Eli Lilly and C...
698.85
-0.34% 5.3K +0.66% 4.38M 178.52 1.43% Share
15 IVE iShares S&P 500...
201.40
-0.12% 21.98K -2.02% 4.19M 103.53 1.37% Share
16 BND Vanguard Total ...
73.37
-0.1% 55.4K +1.12% 4.07M 74.46 1.33% Share
17 META Meta Platforms,...
767.37
-2.27% 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...
387.91
-0.06% 10.34K -1.18% 3.2M 198.12 1.04% Share
20 VIG Vanguard Divide...
209.50
+0.01% 16.36K -3.12% 3.17M 121.6 1.03% Share
21 GOOGL Alphabet Inc.
203.47
-0.21% 20.39K -2.5% 3.15M 68.12 1.03% Share
22 VTI Vanguard Total ...
316.54
+0.02% 10.32K +0.34% 2.84M 184.27 0.92% Share
23 PG The Procter & G...
155.77
+0.91% 16.48K -1.92% 2.81M 101.58 0.92% Share
24 VWO Vanguard Emergi...
51.73
+0.72% 60.53K +0.12% 2.74M 37.85 0.89% Share
25 GOOG Alphabet Inc.
204.31
-0.3% 17.4K -0.12% 2.72M 122.61 0.89% Share
26 JNJ Johnson & Johns...
176.30
-0.19% 16.36K -1.74% 2.71M 135.65 0.88% Share
27 ABBV AbbVie Inc.
206.48
-0.1% 12.47K -3.91% 2.61M 97.07 0.85% Share
28 IJR iShares Core S&...
114.60
+0.14% 22.69K -1.51% 2.37M 82.66 0.77% Share
29 SUB iShares Short-T...
106.86
-0.02% 21.3K -0.82% 2.25M 105.41 0.73% Share
30 VGSH Vanguard Short-...
58.64
-0.02% 37.04K +23.55% 2.17M 58.39 0.71% Share
31 IEFA iShares Core MS...
86.02
-0.13% 28.09K -1.16% 2.13M 67.83 0.69% Share
32 IJJ iShares S&P Mid...
126.53
+0.03% 16.82K -1.73% 2.01M 70.75 0.66% Share
33 MCD McDonald's Corp...
308.98
+0.02% 6.3K +6.78% 1.97M 197.78 0.64% Share
34 CVX Chevron Corpora...
155.48
-0.68% 11.63K -0.68% 1.94M 112.59 0.63% Share
35 VUG Vanguard Growth...
462.05
-0.01% 5.21K +2.34% 1.93M 189.74 0.63% Share
36 BAC Bank of America...
47.91
+2.08% 45.49K -2.92% 1.9M 35.47 0.62% Share
37 VTEB Vanguard Tax-Ex...
48.90
+0.04% 37.56K -7.73% 1.86M 50.45 0.61% Share
38 WFC Wells Fargo & C...
77.47
+0.47% 25.71K -9.15% 1.85M 53.26 0.60% Share
39 QQQ Invesco QQQ Tru...
577.10
-0.04% 3.77K 0.00% 1.77M 284.37 0.58% Share
40 DVY iShares Select ...
137.87
-0.23% 11.78K 0.00% 1.58M 91.07 0.52% Share
41 AGG iShares Core U....
98.84
-0.1% 15.8K +1.21% 1.56M 101.5 0.51% Share
42 VGIT Vanguard Interm...
59.55
-0.05% 25.88K +17.77% 1.54M 60.15 0.50% Share
43 IVW iShares S&P 500...
115.54
+0.08% 16.12K -0.44% 1.5M 71.08 0.49% Share
44 VCSH Vanguard Short-...
79.56
-0.03% 17.29K -9.48% 1.36M 76.99 0.44% Share
45 UNH UnitedHealth Gr...
308.50
+1.48% 2.24K -0.31% 1.17M 333.42 0.38% Share
46 MUB iShares Nationa...
104.05
-0.01% 11.05K +24.20% 1.16M 106.22 0.38% Share
47 DFAS Dimensional U.S...
66.52
+0.24% 19.13K 0.00% 1.14M 47.97 0.37% Share
48 PEP PepsiCo, Inc.
149.54
-0.57% 7.55K -2.09% 1.13M 125.68 0.37% Share
49 DBEF Xtrackers MSCI ...
45.88
+0.10% 25.92K 0.00% 1.12M 28.57 0.37% Share
50 IWM iShares Russell...
227.92
+0.35% 5.52K -2.01% 1.1M 147.3 0.36% Share
51 ILCG iShares Morning...
101.24
+0.05% 13.51K 0.00% 1.09M 80.27 0.36% Share
52 VOOG Vanguard S&P 50...
416.77
+0.08% 3.26K 0.00% 1.09M 330.34 0.36% Share
53 KO The Coca-Cola C...
69.17
-1.08% 15.04K +1.74% 1.08M 50.25 0.35% Share
54 CSCO Cisco Systems, ...
66.93
+1.10% 17.3K -0.33% 1.07M 44.68 0.35% Share
55 GLD SPDR Gold Share...
306.94
-0.16% 3.68K +1.21% 1.06M 175.52 0.35% Share
56 VTV Vanguard Value ...
180.25
-0.01% 6.09K +2.94% 1.05M 124.94 0.34% Share
57 HON Honeywell Inter...
216.34
-0.2% 4.68K -1.72% 990.57K 176.53 0.32% Share
58 ACN Accenture plc
249.17
+0.87% 3.16K -2.41% 985.73K 196.43 0.32% Share
59 SCHP Schwab U.S. TIP...
26.63
-0.06% 35.1K -0.2% 943.92K 26.4 0.31% Share
60 MBB iShares MBS ETF
93.43
-0.16% 9.84K -6.91% 922.89K 92.54 0.30% Share
61 BLK BlackRock, Inc.
1135.38
+0.03% 966 -3.69% 914.3K 1025.11 0.30% Share
62 ADP Automatic Data ...
302.67
+0.29% 2.99K -0.99% 913.53K 131.12 0.30% Share
63 SCHD Schwab U.S. Div...
27.25
-0.27% 32.53K 0.00% 909.51K 20.35 0.30% Share
64 VNQ Vanguard Real E...
88.89
-0.87% 10.02K -16.32% 906.99K 77.9 0.30% Share
65 WMT Walmart Inc.
100.68
+0.68% 10.27K -9.38% 901.95K 41.49 0.29% Share
66 TRV The Travelers C...
264.97
-0.23% 3.27K -1.51% 864.25K 120.29 0.28% Share
67 LOW Lowe's Companie...
250.90
-0.46% 3.71K 0.00% 864.12K 107.6 0.28% Share
68 VEA Vanguard Develo...
58.80
-0.12% 16.81K -0.36% 854.25K 43.85 0.28% Share
69 DGRO iShares Core Di...
66.08
-0.05% 13.6K +5.81% 840.48K 52.09 0.27% Share
70 VOE Vanguard Mid-Ca...
169.68
-0.27% 5.12K +4.24% 821.14K 137.49 0.27% Share
71 SPSB SPDR Portfolio ...
30.17
-0.01% 26.91K +0.20% 810.02K 29.98 0.26% Share
72 UNP Union Pacific C...
220.03
-0.34% 3.38K +0.30% 798.02K 204.8 0.26% Share
73 ABT Abbott Laborato...
130.34
-1.07% 6.01K -1.67% 797.89K 76.59 0.26% Share
74 DFAT Dimensional U.S...
56.56
+0.12% 15.4K 0.00% 792.89K 40.21 0.26% Share
75 XOM Exxon Mobil Cor...
106.70
+0.20% 6.44K +0.66% 765.91K 73.78 0.25% Share
76 IEMG iShares Core MS...
62.49
+0.60% 14.03K -1.32% 757.2K 54.32 0.25% Share
77 EMR Emerson Electri...
131.81
+0.05% 6.84K +0.94% 749.72K 62.83 0.24% Share
78 HYS PIMCO 0-5 Year ...
94.79
-0.04% 7.83K +0.82% 733.45K 94.6 0.24% Share
79 AMT American Tower ...
202.91
-1.56% 3.23K +245.93% 703.07K 207.19 0.23% Share
80 AFL Aflac Incorpora...
105.77
+0.37% 6.26K 0.00% 696.27K 49.96 0.23% Share
81 HD The Home Depot,...
394.67
-1.18% 1.86K +2.81% 683.14K 208.14 0.22% Share
82 VO Vanguard Mid Ca...
285.98
+0.06% 2.63K -27.1% 680.43K 198.75 0.22% Share
83 FIXD First Trust TCW...
43.84
-0.11% 15.35K -0.09% 673.08K 44.22 0.22% Share
84 FYT First Trust Sma...
54.17
-0.04% 13.41K 0.00% 667.03K 43.43 0.22% Share
85 CDNS Cadence Design ...
356.39
+1.86% 2.62K +3.84% 666.6K 180.22 0.22% Share
86 PAYX Paychex, Inc.
137.57
-0.49% 4.28K -2.28% 660.78K 67.86 0.22% Share
87 MRK Merck & Co., In...
84.22
+0.01% 7.2K -1.33% 645.82K 87.49 0.21% Share
88 IWR iShares Russell...
94.30
+0.10% 7.5K +0.28% 637.6K 59.59 0.21% Share
89 SPYV SPDR Portfolio ...
53.97
-0.18% 12.31K -6.24% 628.83K 46.29 0.20% Share
90 LIN Linde plc
478.43
-0.34% 1.34K +2.60% 623.96K 374.72 0.20% Share
91 NVDA NVIDIA Corporat...
182.01
+0.86% 5.75K +11.64% 623.73K 85.4 0.20% Share
92 GD General Dynamic...
313.64
-0.02% 2.27K -0.04% 618.21K 195.29 0.20% Share
93 VOT Vanguard Mid-Ca...
286.61
+0.61% 2.52K +9.56% 616.89K 182.09 0.20% Share
94 IAU iShares Gold Tr...
62.83
-0.17% 10.36K 0.00% 610.65K 44.52 0.20% Share
95 IBTH iShares iBonds ...
22.43
-0.02% 27.2K +42.32% 609.76K 22.32 0.20% Share
96 VZ Verizon Communi...
44.36
+0.27% 13.37K -6.08% 606.45K 52.54 0.20% Share
97 VOOV Vanguard S&P 50...
194.52
-0.2% 3.28K 0.00% 604.51K 161.91 0.20% Share
98 VTC Vanguard Total ...
77.23
-0.18% 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
144.83
+0.14% 4.95K -8.42% 577.17K 90.28 0.19% Share
101 ZTS Zoetis Inc.
152.29
-1.18% 3.5K -2.59% 576.6K 134 0.19% Share
102 USB U.S. Bancorp
46.11
+0.39% 13.46K -2.23% 568.37K 52.54 0.19% Share
103 DIS The Walt Disney...
116.56
+1.01% 5.63K -1.85% 555.68K 115.5 0.18% Share
104 IBTF iShares iBonds ...
23.34
+0.01% 23.77K +46.02% 555.39K 23.21 0.18% Share
105 ADBE Adobe Inc.
357.24
+0.67% 1.45K -4.61% 554.97K 337.17 0.18% Share
106 EEM iShares MSCI Em...
50.22
+0.56% 12.63K +0.92% 552.06K 39.36 0.18% Share
107 SCHB Schwab U.S. Bro...
24.81
0.00% 25.43K +73.89% 547.55K 16.19 0.18% Share
108 RTX RTX Corporation
155.51
+0.92% 4.04K +6.09% 535.67K 92.6 0.17% Share
109 ICE Intercontinenta...
178.11
-1.71% 3.09K -5.01% 533.54K 126.15 0.17% Share
110 IWS iShares Russell...
135.88
-0.15% 4.21K -0.89% 530.96K 93.01 0.17% Share
111 IBM International B...
239.50
-0.09% 2.12K 0.00% 526.91K 114.18 0.17% Share
112 CMI Cummins Inc.
401.98
+0.64% 1.65K -4.86% 515.61K 200.11 0.17% Share
113 BIV Vanguard Interm...
77.17
-0.08% 6.71K +177.17% 514.03K 77.19 0.17% Share
114 MMM 3M Company
152.89
+0.33% 3.44K -0.58% 505.79K 154.81 0.16% Share
115 RPV Invesco S&P 500...
95.01
-0.16% 5.44K 0.00% 502.66K 77.49 0.16% Share
116 VB Vanguard Small ...
246.59
+0.22% 2.25K -3.73% 498.05K 180.25 0.16% Share
117 IEF iShares 7-10 Ye...
95.14
-0.1% 5.14K +48.34% 490.49K 95.92 0.16% Share
118 PFE Pfizer Inc.
25.06
-0.32% 19.26K -2.21% 488.05K 39.25 0.16% Share
119 QCOM QUALCOMM Incorp...
158.93
+0.68% 3.14K +3.29% 481.72K 80.31 0.16% Share
120 AVUV Avantis U.S. Sm...
95.60
+0.39% 5.37K +8.20% 467.93K 94.11 0.15% Share
121 XLK Technology Sele...
266.27
+0.21% 2.23K 0.00% 460.45K 83.89 0.15% Share
122 MA Mastercard Inco...
584.15
+0.42% 832 0.00% 456.04K 240.16 0.15% Share
123 EFV iShares MSCI EA...
67.07
-0.56% 7.73K +3.45% 455.55K 48.11 0.15% Share
124 TXN Texas Instrumen...
194.33
-0.12% 2.53K -9.74% 454.64K 148.02 0.15% Share
125 ED Consolidated Ed...
99.81
-0.95% 4K -2.44% 442.58K 78.09 0.14% Share
126 EFAV iShares MSCI EA...
85.23
-0.13% 5.67K 0.00% 441.42K 70.87 0.14% Share
127 RSP Invesco S&P 500...
185.79
-0.04% 2.5K +17.94% 432.73K 148.38 0.14% Share
128 CRM Salesforce, Inc...
244.30
+0.77% 1.61K -7.26% 431.79K 141.05 0.14% Share
129 SBUX Starbucks Corpo...
92.54
+2.14% 4.39K -24.42% 430.22K 79.98 0.14% Share
130 XLE Energy Select S...
85.06
-0.59% 4.6K -0.43% 429.78K 35.86 0.14% Share
131 MO Altria Group, I...
66.00
+0.28% 7.02K 0.00% 421.28K 47.73 0.14% Share
132 PM Philip Morris I...
166.51
+0.19% 2.65K -1.23% 421.27K 72.02 0.14% Share
133 MGC Vanguard Mega C...
234.99
-0.04% 2.07K 0.00% 416.45K 201.03 0.14% Share
134 VT Vanguard Total ...
133.44
+0.04% 3.56K +0.20% 412.2K 73.27 0.13% Share
135 CCEP Coca-Cola Europ...
89.77
-1.03% 4.71K 0.00% 408.96K 47.4 0.13% Share
136 NVS Novartis AG
123.97
-0.19% 3.62K -2.61% 403K 75.45 0.13% Share
137 VBK Vanguard Small ...
287.64
+0.47% 1.58K +4.49% 398.15K 198.83 0.13% Share
138 TPL Texas Pacific L...
894.01
+1.34% 300 -7.69% 397.5K 844.43 0.13% Share
139 WM Waste Managemen...
224.23
-1.14% 1.71K -1.15% 396.35K 101.94 0.13% Share
140 SCHH Schwab U.S. REI...
20.82
-0.95% 18.33K -0.25% 394.19K 19.7 0.13% Share
141 TMO Thermo Fisher S...
487.52
-0.3% 792 -8.54% 394.1K 382.19 0.13% Share
142 TLT iShares 20+ Yea...
86.17
-0.27% 4.32K +23.42% 393.43K 91.09 0.13% Share
143 IWF iShares Russell...
449.11
+0.02% 1.09K +0.46% 393.23K 160.71 0.13% Share
144 SDOG ALPS Sector Div...
58.73
-0.19% 6.7K 0.00% 389.27K 42.3 0.13% Share
145 VBR Vanguard Small ...
203.04
+0.01% 2.09K -1.93% 388.6K 140.37 0.13% Share
146 PANW Palo Alto Netwo...
176.35
-0.42% 2.25K +13.07% 383.94K 130.81 0.13% Share
147 SCHM Schwab U.S. Mid...
28.93
+0.16% 14.64K 0.00% 383.49K 25.55 0.13% Share
148 SO The Southern Co...
92.86
-1.28% 4.03K +0.80% 370.65K 48.76 0.12% Share
149 J Jacobs Engineer...
146.84
-0.75% 3K -0.13% 363.27K 105.28 0.12% Share
150 VMBS Vanguard Mortga...
46.22
-0.13% 7.83K +0.98% 362.7K 46.08 0.12% Share