0001504404-20-000003.txt : 20200514 0001504404-20-000003.hdr.sgml : 20200514 20200514144826 ACCESSION NUMBER: 0001504404-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinnacle Advisory Group, Inc. CENTRAL INDEX KEY: 0001504404 IRS NUMBER: 201126571 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14011 FILM NUMBER: 20877111 BUSINESS ADDRESS: STREET 1: 6345 WOODSIDE COURT STREET 2: SUITE 100 CITY: COLUMBIA STATE: MD ZIP: 21046 BUSINESS PHONE: 410-995-6630 MAIL ADDRESS: STREET 1: 6345 WOODSIDE COURT STREET 2: SUITE 100 CITY: COLUMBIA STATE: MD ZIP: 21046 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001504404 XXXXXXXX 03-31-2020 03-31-2020 Pinnacle Advisory Group, Inc.
6345 WOODSIDE COURT SUITE 100 COLUMBIA MD 21046
13F HOLDINGS REPORT 028-14011 N
KARIMA ESCALONA OPERATIONS SPECIALIST 4109956630 KARIMA ESCALONA COLUMBIA MD 05-14-2020 0 152 1040894 false
INFORMATION TABLE 2 Final13FRunQ1-2020.xml SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 282 6264 SH SOLE 0 0 6264 SNAP INC CL A 83304A106 137 11483 SH SOLE 0 0 11483 SPDR SER TR PORTFOLIO INTRMD 78464A375 25089 737683 SH SOLE 0 0 737683 SPDR SER TR PORTFLI TIPS ETF 78464A656 259 8918 SH SOLE 0 0 8918 ISHARES TR NATIONAL MUN ETF 464288414 1837 16253 SH SOLE 0 0 16253 SPDR S&P 500 ETF TR TR UNIT 78462F103 1150 4463 SH SOLE 0 0 4463 SABINE ROYALTY TR UNIT BEN INT 785688102 376 13438 SH SOLE 0 0 13438 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 50654 1144972 SH SOLE 0 0 1144972 ADOBE INC COM 00724F101 509 1600 SH SOLE 0 0 1600 VANECK VECTORS ETF TR BIOTECH ETF 92189F726 325 2537 SH SOLE 0 0 2537 SPDR SER TR BLOOMBERG BRCLYS 78468R622 539 5688 SH SOLE 0 0 5688 APPLE INC COM 037833100 1498 5892 SH SOLE 0 0 5892 ISHARES TR MSCI UK ETF NEW 46435G334 10893 456135 SH SOLE 0 0 456135 PIMCO ETF TR INV GRD CRP BD 72201R817 800 7558 SH SOLE 0 0 7558 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 299 2708 SH SOLE 0 0 2708 SPDR SER TR PORTFOLIO SH TSR 78468R101 8281 269553 SH SOLE 0 0 269553 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 2077 35336 SH SOLE 0 0 35336 WALMART INC COM 931142103 212 1867 SH SOLE 0 0 1867 ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 2098 27938 SH SOLE 0 0 27938 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 8936 164662 SH SOLE 0 0 164662 ISHARES TR U.S. TECH ETF 464287721 65745 321665 SH SOLE 0 0 321665 SPDR SER TR S&P REGL BKG 78464A698 666 20423 SH SOLE 0 0 20423 ISHARES TR US TREAS BD ETF 46429B267 2150 76775 SH SOLE 0 0 76775 EXXON MOBIL CORP COM 30231G102 384 10109 SH SOLE 0 0 10109 VANGUARD WORLD FDS ENERGY ETF 92204A306 778 20348 SH SOLE 0 0 20348 ISHARES TR BARCLAYS 7 10 YR 464287440 54347 447372 SH SOLE 0 0 447372 ISHARES INC CORE MSCI EMKT 46434G103 847 20932 SH SOLE 0 0 20932 SPDR SER TR PORTFOLIO LN TSR 78464A664 713 15097 SH SOLE 0 0 15097 ISHARES TR IBOXX INV CP ETF 464287242 2464 19947 SH SOLE 0 0 19947 ISHARES TR 3 7 YR TREAS BD 464288661 36124 270918 SH SOLE 0 0 270918 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5653 218758 SH SOLE 0 0 218758 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 296 5427 SH SOLE 0 0 5427 ISHARES TR CORE S&P TTL STK 464287150 1453 25390 SH SOLE 0 0 25390 DBX ETF TR XTRACK USD HIGH 233051432 491 11138 SH SOLE 0 0 11138 ISHARES INC MSCI EURZONE ETF 464286608 26089 855108 SH SOLE 0 0 855108 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 14197 681908 SH SOLE 0 0 681908 AUTOMATIC DATA PROCESSING IN COM 053015103 366 2679 SH SOLE 0 0 2679 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 26829 161532 SH SOLE 0 0 161532 SPDR SER TR PORTFOLIO S&P500 78464A854 7330 242324 SH SOLE 0 0 242324 ISHARES TR CORE INTL AGGR 46435G672 546 9991 SH SOLE 0 0 9991 ISHARES GOLD TRUST ISHARES 464285105 1090 72333 SH SOLE 0 0 72333 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 729 14793 SH SOLE 0 0 14793 VANGUARD WORLD FDS MATERIALS ETF 92204A801 427 4441 SH SOLE 0 0 4441 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 9699 586764 SH SOLE 0 0 586764 ISHARES TR IBOXX HI YD ETF 464288513 892 11578 SH SOLE 0 0 11578 ISHARES TR S&P 500 GRWT ETF 464287309 406 2462 SH SOLE 0 0 2462 FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 35473P678 2140 120658 SH SOLE 0 0 120658 MCCORMICK & CO INC COM VTG 579780107 606 4256 SH SOLE 0 0 4256 VERIZON COMMUNICATIONS INC COM 92343V104 379 7060 SH SOLE 0 0 7060 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 283 6782 SH SOLE 0 0 6782 HIGHLAND FDS I HI LD IBOXX SRLN 430101774 1304 84261 SH SOLE 0 0 84261 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 567 11070 SH SOLE 0 0 11070 FIDELITY COVINGTON TR MSCI RL EST ETF 316092857 897 43117 SH SOLE 0 0 43117 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 18070 326117 SH SOLE 0 0 326117 ISHARES INC MSCI SWITZERLAND 464286749 25512 721501 SH SOLE 0 0 721501 INVESCO EXCHANGE-TRADED FD T EMRNG MKT SVRG 46138E784 1250 52267 SH SOLE 0 0 52267 ISHARES TR CORE MSCI EAFE 46432F842 1522 30517 SH SOLE 0 0 30517 ISHARES TR CORE S&P MCP ETF 464287507 2659 18483 SH SOLE 0 0 18483 ISHARES TR RUS 1000 ETF 464287622 224 1584 SH SOLE 0 0 1584 SPDR SER TR PORTFOLIO AGRGTE 78464A649 755 24993 SH SOLE 0 0 24993 MICROSOFT CORP COM 594918104 938 5950 SH SOLE 0 0 5950 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15698 256288 SH SOLE 0 0 256288 MCDONALDS CORP COM 580135101 330 1995 SH SOLE 0 0 1995 ALPHABET INC CAP STK CL A 02079K305 2183 1879 SH SOLE 0 0 1879 SPDR SER TR PORTFOLIO S&P600 78468R853 2025 92714 SH SOLE 0 0 92714 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 501 17613 SH SOLE 0 0 17613 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 2310 46855 SH SOLE 0 0 46855 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 78009 880660 SH SOLE 0 0 880660 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 53485 1033928 SH SOLE 0 0 1033928 WISDOMTREE TR BLMBG US BULL 97717W471 654 23132 SH SOLE 0 0 23132 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 883 26314 SH SOLE 0 0 26314 ISHARES TR U.S. PHARMA ETF 464288836 446 3315 SH SOLE 0 0 3315 ISHARES INC MSCI JPN ETF NEW 46434G822 26881 544258 SH SOLE 0 0 544258 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 35713 364118 SH SOLE 0 0 364118 ISHARES TR CRE U S REIT ETF 464288521 344 8780 SH SOLE 0 0 8780 DBX ETF TR XTRACK MSCI JAPN 233051507 1147 32352 SH SOLE 0 0 32352 ISHARES INC MSCI PAC JP ETF 464286665 474 13984 SH SOLE 0 0 13984 JOHNSON & JOHNSON COM 478160104 741 5650 SH SOLE 0 0 5650 ISHARES TR INTL TREA BD ETF 464288117 1327 26912 SH SOLE 0 0 26912 SCHWAB STRATEGIC TR US REIT ETF 808524847 1374 41954 SH SOLE 0 0 41954 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1073 51840 SH SOLE 0 0 51840 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 22653 418957 SH SOLE 0 0 418957 CHOICE HOTELS INTL INC COM 169905106 212 3466 SH SOLE 0 0 3466 DISNEY WALT CO COM DISNEY 254687106 201 2086 SH SOLE 0 0 2086 ISHARES TR TIPS BD ETF 464287176 7093 60149 SH SOLE 0 0 60149 PEPSICO INC COM 713448108 339 2824 SH SOLE 0 0 2824 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2796 83862 SH SOLE 0 0 83862 CVS HEALTH CORP COM 126650100 280 4712 SH SOLE 0 0 4712 BK OF AMERICA CORP COM 060505104 487 22951 SH SOLE 0 0 22951 SPDR SER TR PORTFOLIO CRPORT 78464A144 545 16693 SH SOLE 0 0 16693 NEXTERA ENERGY INC COM 65339F101 266 1105 SH SOLE 0 0 1105 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 39253 720630 SH SOLE 0 0 720630 AMAZON COM INC COM 023135106 318 163 SH SOLE 0 0 163 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 1026 50153 SH SOLE 0 0 50153 AT&T INC COM 00206R102 585 20064 SH SOLE 0 0 20064 MERCK & CO. INC COM 58933Y105 337 4382 SH SOLE 0 0 4382 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 213 4154 SH SOLE 0 0 4154 COLGATE PALMOLIVE CO COM 194162103 251 3779 SH SOLE 0 0 3779 INVESCO EXCHANGE-TRADED FD T TREAS COLATERL 46138G888 1310 12341 SH SOLE 0 0 12341 UBS AG JERSEY BRH DJ COMMD ETN39 902641679 1610 143354 SH SOLE 0 0 143354 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 235 2865 SH SOLE 0 0 2865 PRICE T ROWE GROUP INC COM 74144T108 232 2378 SH SOLE 0 0 2378 SPDR SER TR BLOMBRG BRC INTL 78464A151 320 10289 SH SOLE 0 0 10289 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 794 9262 SH SOLE 0 0 9262 BOEING CO COM 097023105 287 1926 SH SOLE 0 0 1926 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4005 77727 SH SOLE 0 0 77727 WORLD GOLD TR SPDR GLD MINIS 98149E204 21308 1355474 SH SOLE 0 0 1355474 ISHARES TR US HLTHCARE ETF 464287762 1065 5671 SH SOLE 0 0 5671 ISHARES TR JPMORGAN USD EMG 464288281 862 8916 SH SOLE 0 0 8916 JANUS DETROIT STR TR HENDERSON MTG 47103U852 47858 919467 SH SOLE 0 0 919467 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 13855 234785 SH SOLE 0 0 234785 ISHARES TR CORE S&P SCP ETF 464287804 2420 43138 SH SOLE 0 0 43138 ISHARES TR 1 3 YR TREAS BD 464287457 1886 21759 SH SOLE 0 0 21759 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 8527 370111 SH SOLE 0 0 370111 ISHARES TR US HOME CONS ETF 464288752 1053 36387 SH SOLE 0 0 36387 ISHARES INC MSCI FRNTR100ETF 464286145 1476 69150 SH SOLE 0 0 69150 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 446 2442 SH SOLE 0 0 2442 PROCTER & GAMBLE CO COM 742718109 635 5769 SH SOLE 0 0 5769 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1178 23235 SH SOLE 0 0 23235 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 454 11349 SH SOLE 0 0 11349 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 806 11542 SH SOLE 0 0 11542 GLOBAL X FDS US INFR DEV ETF 37954Y673 145 11754 SH SOLE 0 0 11754 VISA INC COM CL A 92826C839 243 1510 SH SOLE 0 0 1510 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 67984 845892 SH SOLE 0 0 845892 ISHARES TR CORE US AGGBD ET 464287226 7046 61071 SH SOLE 0 0 61071 PNC FINL SVCS GROUP INC COM 693475105 247 2583 SH SOLE 0 0 2583 VANGUARD INDEX FDS TOTAL STK MKT 922908769 617 4783 SH SOLE 0 0 4783 SOUTHERN CO COM 842587107 358 6616 SH SOLE 0 0 6616 INTERNATIONAL BUSINESS MACHS COM 459200101 240 2165 SH SOLE 0 0 2165 SPDR SER TR PORTFLI MORTGAGE 78464A383 982 36791 SH SOLE 0 0 36791 ABERDEEN STD INVTS ETFS BBRG ALL COMD K1 003261104 1430 81934 SH SOLE 0 0 81934 SCHWAB STRATEGIC TR US TIPS ETF 808524870 17730 308303 SH SOLE 0 0 308303 GLOBAL X FDS GLB X MLP ENRG I 37954Y673 559 91054 SH SOLE 0 0 91054 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2032 8579 SH SOLE 0 0 8579 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 10601 341964 SH SOLE 0 0 341964 SPDR SER TR PORTFOLIO S&P400 78464A847 1967 77646 SH SOLE 0 0 77646 FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 35473P744 8211 377699 SH SOLE 0 0 377699 ISHARES TR RUS 1000 GRW ETF 464287614 251 1665 SH SOLE 0 0 1665 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 835 11858 SH SOLE 0 0 11858 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 378 4964 SH SOLE 0 0 4964 SPDR SER TR BLOMBERG INTL TR 78464A516 1322 47565 SH SOLE 0 0 47565 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 536 10503 SH SOLE 0 0 10503 MCCORMICK & CO INC COM NON VTG 579780206 847 6000 SH SOLE 0 0 6000 ISHARES TR MBS ETF 464288588 3501 31699 SH SOLE 0 0 31699 ISHARES TR 20 YR TR BD ETF 464287432 37269 225913 SH SOLE 0 0 225913 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2211 92357 SH SOLE 0 0 92357 ALPHABET INC CAP STK CL C 02079K107 2276 1957 SH SOLE 0 0 1957 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1948 19677 SH SOLE 0 0 19677 ISHARES TR BROAD USD HIGH 46435U853 294 8289 SH SOLE 0 0 8289 ISHARES TR CORE S&P500 ETF 464287200 16405 63486 SH SOLE 0 0 63486 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3286 77931 SH SOLE 0 0 77931