Pinnacle Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Roseville, CA
CIK
0001911464
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 32 87,482 SCHZ, SCHA, VGLT, ANET 13F-HR 1/23/2024 000108514624000429
Q3 2023 39 82,408 SCHZ, VGLT, VGK, FNDE 13F-HR 10/19/2023 000108514623003792
Q2 2023 45 99,105 JEPI, DBND, JPST, VGLT 13F-HR 8/10/2023 000108514623003239
Q4 2022 47 83,008 JEPI, JPST, VGLT, META 13F-HR 1/30/2023 000108514623000438
Q3 2022 48 82,377 JEPI, BOND, JPST, BLV 13F-HR 10/24/2022 000108514622003591
Q2 2022 40 71,141 TLT, JPST, BOND, MNST 13F-HR 7/28/2022 000108514622002632
Q1 2022 41 85,588 JPST, BOND, PYPL, CF 13F-HR 4/29/2022 000108514622001617
Q4 2021 43 116,881 BOND, KAPR, EAPR, JPST 13F-HR 2/22/2022 000108514622001196