0001606587-20-000296.txt : 20200214 0001606587-20-000296.hdr.sgml : 20200214 20200213173314 ACCESSION NUMBER: 0001606587-20-000296 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200214 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: 20612277 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 12-31-2019 12-31-2019 false Pinnacle Family Advisors, LLC

620 W. Republic Road Suite 104 Springfield MO 65807

13F HOLDINGS REPORT 028-18143 N Paul Carroll 417-886-6590 Paul Carroll Springfield MO 02-12-2020 0 75 111019 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 431 9397 SH SOLE NONE 9397 0 0 ALPHABET INC CAP STK CL C 02079K107 685 512 SH SOLE NONE 512 0 0 AMAZAON COM INC COM 023135106 6656 3602 SH SOLE NONE 3602 0 0 APPLE INC COM 037833100 5806 19770 SH SOLE NONE 19770 0 0 AT&T INC COM 00206R102 483 12351 SH SOLE NONE 12351 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1698 5 SH SOLE NONE 5 0 0 BOEING CO COM 097023105 301 923 SH SOLE NONE 923 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 370 6743 SH SOLE NONE 6743 0 0 EXXON MOBIL CORP COM 30231G102 212 3042 SH SOLE NONE 3042 0 0 FACEBOOK INC CL A 30303M102 299 1455 SH SOLE NONE 1455 0 0 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 3291 9414 SH SOLE NONE 9414 0 0 FIRST TR EXCH TRD ALPHA FD I BRAZIL ALPHADEX 33737J133 392 22685 SH SOLE NONE 22685 0 0 FIRST TR EXCH TRD ALPHA FD I LATIN AMER ALP 33737J125 349 15340 SH SOLE NONE 15340 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 392 2817 SH SOLE NONE 2817 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 350 5824 SH SOLE NONE 5824 0 0 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 1779 21125 SH SOLE NONE 21125 0 0 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 1770 39210 SH SOLE NONE 39210 0 0 FIRST TR EXCHANGE TRADED FD NASDQ SEMCNDTR 33738R811 368 8935 SH SOLE NONE 8935 0 0 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 429 2887 SH SOLE NONE 2887 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 351 4836 SH SOLE NONE 4836 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 793 15295 SH SOLE NONE 15295 0 0 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 261 4005 SH SOLE NONE 4005 0 0 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 223 3078 SH SOLE NONE 3078 0 0 FIRST TR NASDAQ100 TECH INDE SHS 337345102 843 8414 SH SOLE NONE 8414 0 0 FIRST TR S&P REIT INDEX FD COM 33734G108 4553 174300 SH SOLE NONE 174300 0 0 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 226 3481 SH SOLE NONE 3481 0 0 HONEYWELL INTL INC COM 438516106 207 1169 SH SOLE NONE 1169 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 525 2251 SH SOLE NONE 2251 0 0 INVESCO EXCHNG TRADED FD TR 1 30 LADER TRE 46138E107 772 22355 SH SOLE NONE 22355 0 0 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 1194 40361 SH SOLE NONE 40361 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 377 25114 SH SOLE NONE 25114 0 0 INVESCO EXCHNG TRADED FD TR S&P500 EQL WGT 46137V357 3219 27820 SH SOLE NONE 27820 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 248 4258 SH SOLE NONE 4258 0 0 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 677 29652 SH SOLE NONE 29652 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5682 26724 SH SOLE NONE 26724 0 0 ISHARES INC CORE MSCI EMKT 46434G103 826 15355 SH SOLE NONE 15355 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1869 9080 SH SOLE NONE 9080 0 0 ISHARES TR CORE S&P TTL STK 464287150 5351 73616 SH SOLE NONE 73616 0 0 ISHARES TR CORE S&P US VLU 464287663 251 3983 SH SOLE NONE 3983 0 0 ISHARES TR CORE S&P500 ETF 464287200 13546 41907 SH SOLE NONE 41907 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 1365 26807 SH SOLE NONE 26807 0 0 ISHARES TR IBOXX HI YD ETF 464288513 462 5257 SH SOLE NONE 5257 0 0 ISHARES TR INTRM TR CRP ETF 464288638 1156 19933 SH SOLE NONE 19933 0 0 ISHARES TR LNG TR CRPRT BD 464289511 710 10653 SH SOLE NONE 10653 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 447 6813 SH SOLE NONE 6813 0 0 ISHARES TR MSCI EAFE ETF 464287465 1732 24943 SH SOLE NONE 24943 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 5938 30668 SH SOLE NONE 30668 0 0 ISHARES TR S&P 500 VAL ETF 464287408 5154 39616 SH SOLE NONE 39616 0 0 ISHARES TR SELECT DIVID ETF 464287168 1383 13085 SH SOLE NONE 13085 0 0 ISHARES TR SHORT TREAS BD 464288679 851 7708 SH SOLE NONE 7708 0 0 ISHARES TR TIPS BD ETF 464287176 276 2367 SH SOLE NONE 2367 0 0 ISHARES TR U.S. FINLS ETF 464287788 1799 13055 SH SOLE NONE 13055 0 0 ISHARES TR U.S. TECH ETF 464287721 1953 8397 SH SOLE NONE 8397 0 0 LILLY ELI & CO COM 532457108 302 2300 SH SOLE NONE 2300 0 0 MASTERCARD INC CL A 57636Q104 353 1182 SH SOLE NONE 1182 0 0 MICROSOFT CORP COM 594918104 422 2675 SH SOLE NONE 2675 0 0 NETFLIX INC COM 64110L106 856 2646 SH SOLE NONE 2646 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 1708 3898 SH SOLE NONE 3898 0 0 PIMCO ETF TR INV GRD CRP BD 72201R817 258 2346 SH SOLE NONE 2346 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 702 13902 SH SOLE NONE 13902 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 341 4433 SH SOLE NONE 4433 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1034 11129 SH SOLE NONE 11129 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1678 21845 SH SOLE NONE 21845 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1465 24358 SH SOLE NONE 24358 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 369 8036 SH SOLE NONE 8036 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1367 18073 SH SOLE NONE 18073 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 4961 17400 SH SOLE NONE 17400 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1208 8450 SH SOLE NONE 8450 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 845 27491 SH SOLE NONE 27491 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 213 3844 SH SOLE NONE 3844 0 0 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 308 4767 SH SOLE NONE 4767 0 0 TESLA INC COM 88160R101 298 712 SH SOLE NONE 712 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 281 3033 SH SOLE NONE 3033 0 0 VISA INC COM CL A 92826C839 310 1649 SH SOLE NONE 1649 0 0 WALMART INC COM 931142103 459 3860 SH SOLE NONE 3860 0 0