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