0001606587-17-000678.txt : 20171113
0001606587-17-000678.hdr.sgml : 20171110
20171113133804
ACCESSION NUMBER: 0001606587-17-000678
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171113
DATE AS OF CHANGE: 20171113
EFFECTIVENESS DATE: 20171113
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: 171194990
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
09-30-2017
09-30-2017
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
11-13-2017
0
69
212697
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
APPLE INC
COM
037833100
2125
13789
SH
SOLE
NONE
13789
0
0
AMAZAON COM INC
COM
023135106
761
792
SH
SOLE
NONE
792
0
0
AUTOZONE INC
COM
053332102
452
760
SH
SOLE
NONE
760
0
0
SPDR SERIES TRUST
BLOMBERG INTL TR
78464A516
3151
112192
SH
SOLE
NONE
112192
0
0
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
3212
62886
SH
SOLE
NONE
62886
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
13881
62020
SH
SOLE
NONE
62020
0
0
ISHARES TR
SELECT DIVID ETF
464287168
1299
13872
SH
SOLE
NONE
13872
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
252
5614
SH
SOLE
NONE
5614
0
0
ISHARES TR
MSCI EAFE ETF
464287465
990
14460
SH
SOLE
NONE
14460
0
0
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
356
3475
SH
SOLE
NONE
3475
0
0
FIRST TR EXCH TRD ALPHA FD I
DEV MRK EX US
33737J174
8925
151100
SH
SOLE
NONE
151100
0
0
FIRST TR EXCH TRD ALPHA FD I
EMERG MKT ALPH
33737J182
6521
238315
SH
SOLE
NONE
238315
0
0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
7539
137292
SH
SOLE
NONE
137292
0
0
FIRST TR FTSE EPRA/NAREIT DE
COM
33736N101
1033
22895
SH
SOLE
NONE
22895
0
0
FIDELITY
MSCI MATLS INDEX
316092881
801
24263
SH
SOLE
NONE
24263
0
0
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
278
4496
SH
SOLE
NONE
4496
0
0
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33739E108
2768
137859
SH
SOLE
NONE
137859
0
0
FIRST TR S&P REIT INDEX FD
COM
33734G108
9887
424792
SH
SOLE
NONE
424792
0
0
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
2817
41790
SH
SOLE
NONE
41790
0
0
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
2906
60580
SH
SOLE
NONE
60580
0
0
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
33734X168
1457
36120
SH
SOLE
NONE
36120
0
0
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
271
4592
SH
SOLE
NONE
4592
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
7959
65460
SH
SOLE
NONE
65460
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
514
5788
SH
SOLE
NONE
5788
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
7685
119764
SH
SOLE
NONE
119764
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
7327
135626
SH
SOLE
NONE
135626
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3207
17926
SH
SOLE
NONE
17926
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
10597
52366
SH
SOLE
NONE
52366
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3414
45997
SH
SOLE
NONE
45997
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
829
5592
SH
SOLE
NONE
5592
0
0
ISHARES TR
CORE 1 5 YR USD
46432F859
1234
24547
SH
SOLE
NONE
24547
0
0
ISHARES TR
CORE S&P TTL STK
464287150
5504
95505
SH
SOLE
NONE
95505
0
0
ISHARES TR
CORE S&P US VLU
464287663
881
16838
SH
SOLE
NONE
16838
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
971
8997
SH
SOLE
NONE
8997
0
0
ISHARES TR
CORE S&P500 ETF
464287200
8261
32659
SH
SOLE
NONE
32659
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
14548
101435
SH
SOLE
NONE
101435
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
528
3535
SH
SOLE
NONE
3535
0
0
ISHARES TR
U.S. BAS MTL ETF
464287838
1454
15175
SH
SOLE
NONE
15175
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
9688
121276
SH
SOLE
NONE
121276
0
0
ISHARES TR
U.S. TECH ETF
464287721
3007
20058
SH
SOLE
NONE
20058
0
0
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
912
6182
SH
SOLE
NONE
6182
0
0
ALTRIA GROUP INC
COM
02209S103
249
3933
SH
SOLE
NONE
3933
0
0
VANECK VECTORS ETF TR
AGRIBUSINESS ETF
92189F700
1063
18020
SH
SOLE
NONE
18020
0
0
ISHARES TR
GLOBAL MATER ETF
464288695
1036
15850
SH
SOLE
NONE
15850
0
0
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
690
2705
SH
SOLE
NONE
2705
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
1250
5806
SH
SOLE
NONE
5806
0
0
PFIZER INC
COM
717081103
225
6295
SH
SOLE
NONE
6295
0
0
POWERSHARES ETF TR II
PFD PORTFOLIO
73936T565
444
29540
SH
SOLE
NONE
29540
0
0
ISHARES INC
MSCI GBL ETF NEW
46434G848
511
16502
SH
SOLE
NONE
16502
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
15184
104394
SH
SOLE
NONE
104394
0
0
DIREXION SHS ETF TR
NAS100 EQL WGT
25459Y207
1824
44067
SH
SOLE
NONE
44067
0
0
RYDEX ETF TRUST
GUG S&P500EQWTMA
78355W825
781
7519
SH
SOLE
NONE
7519
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
511
8391
SH
SOLE
NONE
8391
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
1605
59645
SH
SOLE
NONE
59645
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1617
48300
SH
SOLE
NONE
48300
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1805
27325
SH
SOLE
NONE
27325
0
0
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1590
38659
SH
SOLE
NONE
38659
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1678
27953
SH
SOLE
NONE
27953
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
6635
26409
SH
SOLE
NONE
26409
0
0
ISHARES TR
TIPS BD ETF
464287176
331
2918
SH
SOLE
NONE
2918
0
0
TESLA MTRS INC
COM
88160R101
288
845
SH
SOLE
NONE
845
0
0
TWITTER INC
COM
90184L102
176
10450
SH
SOLE
NONE
10450
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
427
8480
SH
SOLE
NONE
8480
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1737
19741
SH
SOLE
NONE
19741
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
2803
18405
SH
SOLE
NONE
18405
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
481
5792
SH
SOLE
NONE
5792
0
0
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
5416
46380
SH
SOLE
NONE
46380
0
0
RYDEX ETF TRUST
GUGGENHM S&P 500
78355W205
1850
10396
SH
SOLE
NONE
10396
0
0
EXXON MOBIL CORP
COM
30231G102
288
3513
SH
SOLE
NONE
3513
0
0