0001504404-19-000001.txt : 20190208 0001504404-19-000001.hdr.sgml : 20190208 20190208110216 ACCESSION NUMBER: 0001504404-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190208 DATE AS OF CHANGE: 20190208 EFFECTIVENESS DATE: 20190208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinnacle Advisory Group, Inc. CENTRAL INDEX KEY: 0001504404 IRS NUMBER: 201126571 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14011 FILM NUMBER: 19578522 BUSINESS ADDRESS: STREET 1: 6345 WOODSIDE COURT STREET 2: SUITE 100 CITY: COLUMBIA STATE: MD ZIP: 21046 BUSINESS PHONE: 410-995-6630 MAIL ADDRESS: STREET 1: 6345 WOODSIDE COURT STREET 2: SUITE 100 CITY: COLUMBIA STATE: MD ZIP: 21046 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001504404 XXXXXXXX 12-31-2018 12-31-2018 Pinnacle Advisory Group, Inc.
6345 WOODSIDE COURT SUITE 100 COLUMBIA MD 21046
13F HOLDINGS REPORT 028-14011 N
Karima Escalona Client Service Rep 4109956630 Karima Escalona COLUMBIA MD 02-08-2019 0 151 1335464 false
INFORMATION TABLE 2 Final13FRunQ4-2018.xml AMAZON COM INC COM 023135106 542 361 SH SOLE 0 0 361 AMPLIFY ETF TR YIELDSHARES CW 032108409 441 16495 SH SOLE 0 0 16495 APPLE INC COM 037833100 1189 7537 SH SOLE 0 0 7537 BANK AMER CORP COM 060505104 732 29702 SH SOLE 0 0 29702 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 374 1831 SH SOLE 0 0 1831 BOEING CO COM 097023105 508 1574 SH SOLE 0 0 1574 CSX CORP COM 126408103 337 5426 SH SOLE 0 0 5426 CVS HEALTH CORP COM 126650100 436 6653 SH SOLE 0 0 6653 CHOICE HOTELS INTL INC COM 169905106 248 3466 SH SOLE 0 0 3466 CITIGROUP INC COM NEW 172967424 214 4117 SH SOLE 0 0 4117 COLGATE PALMOLIVE CO COM 194162103 254 4261 SH SOLE 0 0 4261 COMERICA INC COM 200340107 408 5933 SH SOLE 0 0 5933 DBX ETF TR XTRACK MSCI JAPN 233051507 1209 33306 SH SOLE 0 0 33306 DISNEY WALT CO COM DISNEY 254687106 317 2887 SH SOLE 0 0 2887 DOUBLELINE INCOME SOLUTIONS COM 258622109 213 12315 SH SOLE 0 0 12315 FIDELITY MSCI RL EST ETF 316092857 18578 829726 SH SOLE 0 0 829726 GENERAL ELECTRIC CO COM 369604103 91 11979 SH SOLE 0 0 11979 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 65329 652959 SH SOLE 0 0 652959 HIGHLAND FDS I HI LD IBOXX SRLN 430101774 1544 89862 SH SOLE 0 0 89862 IDACORP INC COM 451107106 253 2715 SH SOLE 0 0 2715 INTERNATIONAL BUSINESS MACHS COM 459200101 250 2203 SH SOLE 0 0 2203 ISHARES GOLD TRUST ISHARES 464285105 11756 956544 SH SOLE 0 0 956544 ISHARES INC MSCI FRNTR100ETF 464286145 1538 58805 SH SOLE 0 0 58805 ISHARES INC MSCI EURZONE ETF 464286608 37352 1065365 SH SOLE 0 0 1065365 ISHARES INC MSCI PAC JP ETF 464286665 569 13984 SH SOLE 0 0 13984 ISHARES INC MSCI SWITZERLAND 464286749 358 11347 SH SOLE 0 0 11347 ISHARES TR CORE S&P TTL STK 464287150 1617 28490 SH SOLE 0 0 28490 ISHARES TR TIPS BD ETF 464287176 2894 26428 SH SOLE 0 0 26428 ISHARES TR CORE S&P500 ETF 464287200 5174 20562 SH SOLE 0 0 20562 ISHARES TR CORE US AGGBD ET 464287226 16572 155618 SH SOLE 0 0 155618 ISHARES TR IBOXX INV CP ETF 464287242 2813 24932 SH SOLE 0 0 24932 ISHARES TR S&P 500 GRWT ETF 464287309 404 2682 SH SOLE 0 0 2682 ISHARES TR 20 YR TR BD ETF 464287432 29539 243095 SH SOLE 0 0 243095 ISHARES TR BARCLAYS 7 10 YR 464287440 183528 1761304 SH SOLE 0 0 1761304 ISHARES TR 1 3 YR TREAS BD 464287457 1646 19684 SH SOLE 0 0 19684 ISHARES TR MSCI EAFE ETF 464287465 288 4900 SH SOLE 0 0 4900 ISHARES TR CORE S&P MCP ETF 464287507 3256 19609 SH SOLE 0 0 19609 ISHARES TR PHLX SEMICND ETF 464287523 244 1553 SH SOLE 0 0 1553 ISHARES TR EXPND TEC SC ETF 464287549 251 1461 SH SOLE 0 0 1461 ISHARES TR RUS 1000 ETF 464287622 229 1650 SH SOLE 0 0 1650 ISHARES TR U.S. TECH ETF 464287721 107858 674407 SH SOLE 0 0 674407 ISHARES TR US INDUSTRIALS 464287754 3705 28824 SH SOLE 0 0 28824 ISHARES TR CORE S&P SCP ETF 464287804 2923 42160 SH SOLE 0 0 42160 ISHARES TR INTL TREA BD ETF 464288117 1511 31170 SH SOLE 0 0 31170 ISHARES TR JPMORGAN USD EMG 464288281 1148 11044 SH SOLE 0 0 11044 ISHARES TR NATIONAL MUN ETF 464288414 1885 17291 SH SOLE 0 0 17291 ISHARES TR IBOXX HI YD ETF 464288513 1133 13974 SH SOLE 0 0 13974 ISHARES TR CRE U S REIT ETF 464288521 277 6187 SH SOLE 0 0 6187 ISHARES TR MBS ETF 464288588 4518 43171 SH SOLE 0 0 43171 ISHARES TR 3 7 YR TREAS BD 464288661 730 6013 SH SOLE 0 0 6013 ISHARES TR SHORT TREAS BD 464288679 747 6774 SH SOLE 0 0 6774 ISHARES TR US HOME CONS ETF 464288752 1018 33895 SH SOLE 0 0 33895 ISHARES TR US AER DEF ETF 464288760 243 1405 SH SOLE 0 0 1405 ISHARES TR U.S. PHARMA ETF 464288836 467 3315 SH SOLE 0 0 3315 JOHNSON & JOHNSON COM 478160104 1027 7959 SH SOLE 0 0 7959 MCCORMICK & CO INC COM VTG 579780107 591 4256 SH SOLE 0 0 4256 MCCORMICK & CO INC COM NON VTG 579780206 883 6338 SH SOLE 0 0 6338 MCDONALDS CORP COM 580135101 285 1606 SH SOLE 0 0 1606 MICROSOFT CORP COM 594918104 716 7052 SH SOLE 0 0 7052 PNC FINL SVCS GROUP INC COM 693475105 302 2583 SH SOLE 0 0 2583 PFIZER INC COM 717081103 541 12383 SH SOLE 0 0 12383 PROCTER AND GAMBLE CO COM 742718109 456 4957 SH SOLE 0 0 4957 PUTNAM PREMIER INCOME TR SH BEN INT 746853100 71 15175 SH SOLE 0 0 15175 SABINE ROYALTY TR UNIT BEN INT 785688102 528 14238 SH SOLE 0 0 14238 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15400 257954 SH SOLE 0 0 257954 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2865 59778 SH SOLE 0 0 59778 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3443 56744 SH SOLE 0 0 56744 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1165 49502 SH SOLE 0 0 49502 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5340 188348 SH SOLE 0 0 188348 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 16011 316476 SH SOLE 0 0 316476 SCHWAB STRATEGIC TR US REIT ETF 808524847 1300 33757 SH SOLE 0 0 33757 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 5378 101574 SH SOLE 0 0 101574 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 33299 667185 SH SOLE 0 0 667185 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1898 35643 SH SOLE 0 0 35643 SOUTHERN CO COM 842587107 332 7564 SH SOLE 0 0 7564 UBS AG JERSEY BRH DJ COMMD ETN39 902641679 1790 126624 SH SOLE 0 0 126624 US BANCORP DEL COM NEW 902973304 387 8470 SH SOLE 0 0 8470 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 209 2657 SH SOLE 0 0 2657 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2903 78240 SH SOLE 0 0 78240 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 339 4553 SH SOLE 0 0 4553 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 226 4969 SH SOLE 0 0 4969 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 873 22905 SH SOLE 0 0 22905 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 470 2045 SH SOLE 0 0 2045 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1127 15113 SH SOLE 0 0 15113 VANGUARD INDEX FDS TOTAL STK MKT 922908769 885 6935 SH SOLE 0 0 6935 INVESCO QQQ TR UNIT SER 1 46090E103 232 1506 SH SOLE 0 0 1506 GLOBAL X FDS GLB X MLP ENRG I 37950E226 16492 1508908 SH SOLE 0 0 1508908 AT&T INC COM 00206R102 637 22312 SH SOLE 0 0 22312 ABERDEEN STD GOLD ETF TR PHYSCL SWISS GLD 00326A104 32079 259370 SH SOLE 0 0 259370 ALPHABET INC CAP STK CL C 02079K107 2060 1989 SH SOLE 0 0 1989 ALPHABET INC CAP STK CL A 02079K305 1962 1878 SH SOLE 0 0 1878 BLACKROCK CORPOR HI YLD FD I COM 09255P107 120 12891 SH SOLE 0 0 12891 EATON VANCE SR INCOME TR SH BEN INT 27826S103 66 11060 SH SOLE 0 0 11060 EXXON MOBIL CORP COM 30231G102 1019 14947 SH SOLE 0 0 14947 FIRST TR EXCH TRD ALPHA FD I UNIT KING ALPH 33737J224 335 10471 SH SOLE 0 0 10471 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1543 30232 SH SOLE 0 0 30232 FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 35473P678 6003 278738 SH SOLE 0 0 278738 FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 35473P744 10079 447950 SH SOLE 0 0 447950 GLOBAL X FDS GLBL X MLP ETF 37950E473 3988 519934 SH SOLE 0 0 519934 GLOBAL X FDS US INFR DEV ETF 37954Y673 16437 1221159 SH SOLE 0 0 1221159 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 104365 2084391 SH SOLE 0 0 2084391 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 1396 52822 SH SOLE 0 0 52822 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 1070 49127 SH SOLE 0 0 49127 ISHARES TR US TREAS BD ETF 46429B267 988 40073 SH SOLE 0 0 40073 ISHARES TR FLTG RATE NT ETF 46429B655 688 13659 SH SOLE 0 0 13659 ISHARES TR CORE MSCI EAFE 46432F842 1898 34511 SH SOLE 0 0 34511 ISHARES INC CORE MSCI EMKT 46434G103 895 18977 SH SOLE 0 0 18977 ISHARES INC MSCI JPN ETF NEW 46434G822 26679 526313 SH SOLE 0 0 526313 ISHARES TR MSCI UK ETF NEW 46435G334 16684 568459 SH SOLE 0 0 568459 JPMORGAN CHASE & CO COM 46625H100 253 2597 SH SOLE 0 0 2597 MERCK & CO INC COM 58933Y105 299 3915 SH SOLE 0 0 3915 NEXTERA ENERGY INC COM 65339F101 706 4064 SH SOLE 0 0 4064 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 883 9278 SH SOLE 0 0 9278 PIMCO ETF TR INV GRD CRP BD 72201R817 772 7798 SH SOLE 0 0 7798 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 14219 140853 SH SOLE 0 0 140853 PRICE T ROWE GROUP INC COM 74144T108 249 2702 SH SOLE 0 0 2702 SPDR S&P 500 ETF TR TR UNIT 78462F103 1383 5533 SH SOLE 0 0 5533 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 6566 197356 SH SOLE 0 0 197356 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 588 22225 SH SOLE 0 0 22225 SPDR SERIES TRUST BLOMBRG BRC MRTG 78464A383 523 20584 SH SOLE 0 0 20584 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 683 20324 SH SOLE 0 0 20324 SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 1446 52363 SH SOLE 0 0 52363 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 669 24006 SH SOLE 0 0 24006 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 980 27962 SH SOLE 0 0 27962 SPDR SERIES TRUST S&P REGL BKG 78464A698 1002 21423 SH SOLE 0 0 21423 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 10011 377334 SH SOLE 0 0 377334 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 1315 44683 SH SOLE 0 0 44683 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 4972 170213 SH SOLE 0 0 170213 SPDR SERIES TRUST S&P BIOTECH 78464A870 1127 15713 SH SOLE 0 0 15713 SPDR SER TR PORTFOLIO SH TSR 78468R101 5886 198969 SH SOLE 0 0 198969 SPDR SER TR BLOMBERG BRC INV 78468R200 41604 1369909 SH SOLE 0 0 1369909 SPDR SER TR NUVEEN BRC MUNIC 78468R721 212 4416 SH SOLE 0 0 4416 SPDR SER TR PORTFOLIO SM ETF 78468R853 1317 49968 SH SOLE 0 0 49968 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 53913 623194 SH SOLE 0 0 623194 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 70260 1383611 SH SOLE 0 0 1383611 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 27393 276665 SH SOLE 0 0 276665 SELECT SECTOR SPDR TR ENERGY 81369Y506 3171 55292 SH SOLE 0 0 55292 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 79248 3326963 SH SOLE 0 0 3326963 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 25763 399982 SH SOLE 0 0 399982 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1095 17662 SH SOLE 0 0 17662 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 544 17545 SH SOLE 0 0 17545 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 46343 875718 SH SOLE 0 0 875718 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 993 47076 SH SOLE 0 0 47076 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 468 3107 SH SOLE 0 0 3107 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 40211 250382 SH SOLE 0 0 250382 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 334 6488 SH SOLE 0 0 6488 VERIZON COMMUNICATIONS INC COM 92343V104 348 6195 SH SOLE 0 0 6195 WISDOMTREE TR BLMBG US BULL 97717W471 626 23132 SH SOLE 0 0 23132 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 632 11193 SH SOLE 0 0 11193 ALLERGAN PLC SHS G0177J108 275 2054 SH SOLE 0 0 2054 ARCH CAP GROUP LTD ORD G0450A105 15769 590154 SH SOLE 0 0 590154