0001606587-17-000529.txt : 20170908
0001606587-17-000529.hdr.sgml : 20170908
20170908140941
ACCESSION NUMBER: 0001606587-17-000529
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170908
DATE AS OF CHANGE: 20170908
EFFECTIVENESS DATE: 20170908
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Pinnacle Family Advisors, LLC
CENTRAL INDEX KEY: 0001679064
IRS NUMBER: 261317896
STATE OF INCORPORATION: MO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18143
FILM NUMBER: 171076059
BUSINESS ADDRESS:
STREET 1: 620 W. REPUBLIC ROAD
STREET 2: SUITE 104
CITY: SPRINGFIELD
STATE: MO
ZIP: 65807
BUSINESS PHONE: 4178866590
MAIL ADDRESS:
STREET 1: 620 W. REPUBLIC ROAD
STREET 2: SUITE 104
CITY: SPRINGFIELD
STATE: MO
ZIP: 65807
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001679064
XXXXXXXX
03-31-2017
03-31-2017
false
Pinnacle Family Advisors, LLC
620 W. Republic Road
Suite 104
Springfield
MO
65807
13F HOLDINGS REPORT
028-18143
N
Paul Carroll
Chief Investment Officer
417-886-6590
Paul Carroll
Springfield
MO
09-01-2017
0
59
161659
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
APPLE INC
COM
037833100
1641
11419
SH
SOLE
NONE
11419
0
0
AMAZAON COM INC
COM
023135106
807
910
SH
SOLE
NONE
910
0
0
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
382
7938
SH
SOLE
NONE
7938
0
0
ISHARES TR
SELECT DIVID ETF
464287168
1237
13575
SH
SOLE
NONE
13575
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
220
5594
SH
SOLE
NONE
5594
0
0
ISHARES TR
MSCI EAFE ETF
464287465
870
13968
SH
SOLE
NONE
13968
0
0
FIRST TR EXCH TRD ALPHA FD I
DEV MRK EX US
33737J174
1695
32500
SH
SOLE
NONE
32500
0
0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
335
6484
SH
SOLE
NONE
6484
0
0
FIRST TR FTSE EPRA/NAREIT DE
COM
33736N101
1693
38945
SH
SOLE
NONE
38945
0
0
ISHARES TR
FLTG RATE BD ETF
46429B655
2263
44477
SH
SOLE
NONE
44477
0
0
SPDR SER TR
BLOMBERG BRC INV
78468R200
486
15824
SH
SOLE
NONE
15824
0
0
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
9057
154946
SH
SOLE
NONE
154946
0
0
FIRST TR EXCHANGE TRADED FD
FIRST TR ENH NEW
33739Q408
8252
137595
SH
SOLE
NONE
137595
0
0
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
852
13655
SH
SOLE
NONE
13655
0
0
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
851
20250
SH
SOLE
NONE
20250
0
0
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
33734X135
857
30935
SH
SOLE
NONE
30935
0
0
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
33734X168
860
22715
SH
SOLE
NONE
22715
0
0
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
8679
159474
SH
SOLE
NONE
159474
0
0
GENERAL ELECTRIC CO
COM
369604103
213
7159
SH
SOLE
NONE
7159
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
2751
31341
SH
SOLE
NONE
31341
0
0
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
364
3604
SH
SOLE
NONE
3604
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
12356
72164
SH
SOLE
NONE
72164
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
16765
112932
SH
SOLE
NONE
112932
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3065
44311
SH
SOLE
NONE
44311
0
0
ISHARES TR
SP SMCP600GR ETF
464287887
16758
109470
SH
SOLE
NONE
109470
0
0
ISHARES TR
CORE ST USDB ETF
46432F859
1205
24033
SH
SOLE
NONE
24033
0
0
ISHARES TR
CORE S&P TTL STK
464287150
5429
100476
SH
SOLE
NONE
100476
0
0
ISHARES TR
CORE S&P VLU ETF
464287663
260
5150
SH
SOLE
NONE
5150
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
1099
10565
SH
SOLE
NONE
10565
0
0
ISHARES TR
CORE S&P500 ETF
464287200
7119
30002
SH
SOLE
NONE
30002
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
8406
61140
SH
SOLE
NONE
61140
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
846
6050
SH
SOLE
NONE
6050
0
0
ISHARES TR
U.S. ENERGY ETF
464287796
855
22195
SH
SOLE
NONE
22195
0
0
ISHARES TR
U.S. FINLS ETF
464287788
852
8190
SH
SOLE
NONE
8190
0
0
ISHARES TR
U.S. BAS MTL ETF
464287838
860
9645
SH
SOLE
NONE
9645
0
0
ISHARES TR
U.S. TECH ETF
464287721
1002
7410
SH
SOLE
NONE
7410
0
0
SPDR SERIES TRUST
S&P 400 MDCP VAL
78464A839
1544
16031
SH
SOLE
NONE
16031
0
0
ALTRIA GROUP INC
COM
02209S103
226
3158
SH
SOLE
NONE
3158
0
0
ISHARES TR
GLOBAL MATER ETF
464288695
851
14380
SH
SOLE
NONE
14380
0
0
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
670
2874
SH
SOLE
NONE
2874
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
1043
3866
SH
SOLE
NONE
3866
0
0
PFIZER INC
COM
717081103
202
5918
SH
SOLE
NONE
5918
0
0
ISHARES INC
MSCI GBL ETF NEW
46434G848
453
16128
SH
SOLE
NONE
16128
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
539
4072
SH
SOLE
NONE
4072
0
0
REYNOLDS AMERICAN INC
COM
761713106
218
3465
SH
SOLE
NONE
3465
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1551
24634
SH
SOLE
NONE
24634
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
474
8305
SH
SOLE
NONE
8305
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1625
34337
SH
SOLE
NONE
34337
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
6706
194420
SH
SOLE
NONE
194420
0
0
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
1554
7305
SH
SOLE
NONE
7305
0
0
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
1527
12934
SH
SOLE
NONE
12934
0
0
ISHARES TR
TIPS BD ETF
464287176
323
2821
SH
SOLE
NONE
2821
0
0
TESLA MTRS INC
COM
88160R101
399
1435
SH
SOLE
NONE
1435
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
403
8455
SH
SOLE
NONE
8455
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
16791
136670
SH
SOLE
NONE
136670
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1647
19071
SH
SOLE
NONE
19071
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
847
6145
SH
SOLE
NONE
6145
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
460
5569
SH
SOLE
NONE
5569
0
0
EXXON MOBIL CORP
COM
30231G102
364
4437
SH
SOLE
NONE
4437
0
0