0001606587-18-000447.txt : 20180515
0001606587-18-000447.hdr.sgml : 20180515
20180515114617
ACCESSION NUMBER: 0001606587-18-000447
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180515
DATE AS OF CHANGE: 20180515
EFFECTIVENESS DATE: 20180515
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: 18834409
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
03-31-2018
03-31-2018
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
05-15-2018
0
64
175253
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
APPLE INC
COM
037833100
1969
11735
SH
SOLE
NONE
11735
0
0
ABBVIE INC
COM
00287Y109
205
2161
SH
SOLE
NONE
2161
0
0
AMAZAON COM INC
COM
023135106
1560
1078
SH
SOLE
NONE
1078
0
0
BOEING CO
COM
097023105
775
2364
SH
SOLE
NONE
2364
0
0
SPDR SERIES TRUST
BLOMBERG INTL TR
78464A516
3234
109576
SH
SOLE
NONE
109576
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
14030
58120
SH
SOLE
NONE
58120
0
0
ISHARES TR
SELECT DIVID ETF
464287168
1522
15997
SH
SOLE
NONE
15997
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
266
5502
SH
SOLE
NONE
5502
0
0
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
238
1975
SH
SOLE
NONE
1975
0
0
FIRST TR EXCH TRD ALPHA FD I
DEV MRK EX US
33737J174
498
7930
SH
SOLE
NONE
7930
0
0
FIRST TR EXCH TRD ALPHA FD I
EMERG MKT ALPH
33737J182
507
17315
SH
SOLE
NONE
17315
0
0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
7856
134459
SH
SOLE
NONE
134459
0
0
FIDELITY
MSCI MATLS INDEX
316092881
840
25483
SH
SOLE
NONE
25483
0
0
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
7274
111121
SH
SOLE
NONE
111121
0
0
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
33734X168
6971
165270
SH
SOLE
NONE
165270
0
0
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
277
4596
SH
SOLE
NONE
4596
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
7721
61380
SH
SOLE
NONE
61380
0
0
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189F361
2622
84610
SH
SOLE
NONE
84610
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
427
4982
SH
SOLE
NONE
4982
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
1379
20936
SH
SOLE
NONE
20936
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
1512
25895
SH
SOLE
NONE
25895
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
10324
55043
SH
SOLE
NONE
55043
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
13947
63881
SH
SOLE
NONE
63881
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3616
46952
SH
SOLE
NONE
46952
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
849
5625
SH
SOLE
NONE
5625
0
0
ISHARES TR
CORE 1 5 YR USD
46432F859
469
9499
SH
SOLE
NONE
9499
0
0
ISHARES TR
CORE S&P TTL STK
464287150
5540
91630
SH
SOLE
NONE
91630
0
0
ISHARES TR
CORE S&P US VLU
464287663
927
17451
SH
SOLE
NONE
17451
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
957
8753
SH
SOLE
NONE
8753
0
0
ISHARES TR
CORE S&P500 ETF
464287200
17522
66028
SH
SOLE
NONE
66028
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
1028
6628
SH
SOLE
NONE
6628
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
983
6285
SH
SOLE
NONE
6285
0
0
ISHARES TR
U.S. ENERGY ETF
464287796
988
26730
SH
SOLE
NONE
26730
0
0
ISHARES TR
U.S. BAS MTL ETF
464287838
6924
72070
SH
SOLE
NONE
72070
0
0
JOHNSON & JOHNSON
COM
478160104
211
1645
SH
SOLE
NONE
1645
0
0
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
1435
9114
SH
SOLE
NONE
9114
0
0
ALTRIA GROUP INC
COM
02209S103
238
3819
SH
SOLE
NONE
3819
0
0
ISHARES TR
GLOBAL MATER ETF
464288695
982
14520
SH
SOLE
NONE
14520
0
0
NETFLIX INC
COM
64110L106
220
745
SH
SOLE
NONE
745
0
0
NVIDIA CORP
COM
67066G104
232
1000
SH
SOLE
NONE
1000
0
0
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
945
3414
SH
SOLE
NONE
3414
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
1344
5434
SH
SOLE
NONE
5434
0
0
POWERSHARES ETF TR II
SOVEREIGN DEBT
73936T573
3254
115443
SH
SOLE
NONE
115443
0
0
POWERSHARES ETF TR II
PFD PORTFOLIO
73936T565
782
53566
SH
SOLE
NONE
53566
0
0
ISHARES INC
MSCI GBL ETF NEW
46434G848
569
16976
SH
SOLE
NONE
16976
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
712
4445
SH
SOLE
NONE
4445
0
0
DIREXION SHS ETF TR
NAS100 EQL WGT
25459Y207
672
15270
SH
SOLE
NONE
15270
0
0
RYDEX ETF TRUST
GUG S&P500EQWTMA
78355W825
1310
12327
SH
SOLE
NONE
12327
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
665
10424
SH
SOLE
NONE
10424
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
686
23898
SH
SOLE
NONE
23898
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
759
10583
SH
SOLE
NONE
10583
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1810
34235
SH
SOLE
NONE
34235
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
369
7408
SH
SOLE
NONE
7408
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
5282
83742
SH
SOLE
NONE
83742
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
7671
253160
SH
SOLE
NONE
253160
0
0
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
1437
11637
SH
SOLE
NONE
11637
0
0
AT&T INC
COM
00206R102
360
10087
SH
SOLE
NONE
10087
0
0
ISHARES TR
TIPS BD ETF
464287176
388
3429
SH
SOLE
NONE
3429
0
0
TESLA MTRS INC
COM
88160R101
298
1120
SH
SOLE
NONE
1120
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
363
6981
SH
SOLE
NONE
6981
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
13968
107930
SH
SOLE
NONE
107930
0
0
WALMART INC
COM
931142103
233
2614
SH
SOLE
NONE
2614
0
0
RYDEX ETF TRUST
GUGGENHM S&P 500
78355W205
2069
11080
SH
SOLE
NONE
11080
0
0
EXXON MOBIL CORP
COM
30231G102
232
3108
SH
SOLE
NONE
3108
0
0