0001606587-19-001038.txt : 20191114 0001606587-19-001038.hdr.sgml : 20191114 20191114135936 ACCESSION NUMBER: 0001606587-19-001038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191218756 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 09-30-2019 09-30-2019 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 11-14-2019 0 75 113322 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 624 512 SH SOLE NONE 512 0 0 AMAZAON COM INC COM 023135106 5380 3099 SH SOLE NONE 3099 0 0 APPLE INC COM 037833100 3991 17819 SH SOLE NONE 17819 0 0 AT&T INC COM 00206R102 464 12264 SH SOLE NONE 12264 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1559 5 SH SOLE NONE 5 0 0 BEYOND MEAT INC COM 08862E109 862 5800 SH SOLE NONE 5800 0 0 BOEING CO COM 097023105 759 1996 SH SOLE NONE 1996 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 363 7355 SH SOLE NONE 7355 0 0 EXXON MOBIL CORP COM 30231G102 213 3014 SH SOLE NONE 3014 0 0 FACEBOOK INC CL A 30303M102 398 2235 SH SOLE NONE 2235 0 0 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 3599 11461 SH SOLE NONE 11461 0 0 FIRST TR EXCHANGE TRADED FD CHINDIA ETF 33733A102 264 7680 SH SOLE NONE 7680 0 0 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 247 3255 SH SOLE NONE 3255 0 0 FIRST TR NASDAQ100 TECH INDE SHS 337345102 408 4665 SH SOLE NONE 4665 0 0 FIRST TR S&P REIT INDEX FD COM 33734G108 8716 327405 SH SOLE NONE 327405 0 0 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 384 6306 SH SOLE NONE 6306 0 0 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 394 6051 SH SOLE NONE 6051 0 0 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 372 12558 SH SOLE NONE 12558 0 0 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 209 3481 SH SOLE NONE 3481 0 0 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 292 4322 SH SOLE NONE 4322 0 0 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 392 5606 SH SOLE NONE 5606 0 0 FIRST TR EXCNGE TRD ALPHADEX MID CP GR ALPH 33737M102 266 5930 SH SOLE NONE 5930 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 613 10200 SH SOLE NONE 10200 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 852 16180 SH SOLE NONE 16180 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6564 34764 SH SOLE NONE 34764 0 0 INVESCO EXCHNG TRADED FD TR 1 30 LADER TRE 46138E107 845 23755 SH SOLE NONE 23755 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 481 2264 SH SOLE NONE 2264 0 0 INVESCO EXCHNG TRADED FD TR S&P500 EQL WGT 46137V357 1992 18428 SH SOLE NONE 18428 0 0 INVESCO EXCHNG TRADED FD TR S&P 500 HB ETF 46138E370 259 6257 SH SOLE NONE 6257 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 400 26630 SH SOLE NONE 26630 0 0 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 1191 40871 SH SOLE NONE 40871 0 0 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 694 30726 SH SOLE NONE 30726 0 0 ISHARES TR CORE S&P TTL STK 464287150 6929 103310 SH SOLE NONE 103310 0 0 ISHARES TR SELECT DIVID ETF 464287168 1229 12056 SH SOLE NONE 12056 0 0 ISHARES TR TIPS BD ETF 464287176 274 2360 SH SOLE NONE 2360 0 0 ISHARES TR CORE S&P500 ETF 464287200 14382 48178 SH SOLE NONE 48178 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 7548 41924 SH SOLE NONE 41924 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1440 12088 SH SOLE NONE 12088 0 0 ISHARES TR MSCI EAFE ETF 464287465 775 11878 SH SOLE NONE 11878 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1753 9072 SH SOLE NONE 9072 0 0 ISHARES TR PHLX SEMICND ETF 464287523 238 1125 SH SOLE NONE 1125 0 0 ISHARES TR U.S. CNSM SV ETF 464287580 1941 8930 SH SOLE NONE 8930 0 0 ISHARES TR CORE S&P US VLU 464287663 230 3982 SH SOLE NONE 3982 0 0 ISHARES TR U.S. UTILITS ETF 464287697 2050 12590 SH SOLE NONE 12590 0 0 ISHARES TR U.S. TECH ETF 464287721 1981 9700 SH SOLE NONE 9700 0 0 ISHARES TR IBOXX HI YD ETF 464288513 407 4671 SH SOLE NONE 4671 0 0 ISHARES TR INTRM TR CRP ETF 464288638 1043 18016 SH SOLE NONE 18016 0 0 ISHARES TR SHORT TREAS BD 464288679 869 7860 SH SOLE NONE 7860 0 0 ISHARES TR LNG TR CRPRT BD 464289511 703 10544 SH SOLE NONE 10544 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 1396 27395 SH SOLE NONE 27395 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 436 6797 SH SOLE NONE 6797 0 0 ISHARES TR CORE MSCI EAFE 46432F842 426 6973 SH SOLE NONE 6973 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1056 21536 SH SOLE NONE 21536 0 0 LILLY ELI & CO COM 532457108 256 2289 SH SOLE NONE 2289 0 0 MICROSOFT CORP COM 594918104 252 1815 SH SOLE NONE 1815 0 0 NETFLIX INC COM 64110L106 1562 5835 SH SOLE NONE 5835 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 1494 3748 SH SOLE NONE 3748 0 0 PIMCO ETF TR INV GRD CRP BD 72201R817 222 2025 SH SOLE NONE 2025 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 279 3925 SH SOLE NONE 3925 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1545 21782 SH SOLE NONE 21782 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 956 11375 SH SOLE NONE 11375 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1417 25066 SH SOLE NONE 25066 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1919 18917 SH SOLE NONE 18917 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 388 8225 SH SOLE NONE 8225 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 745 14727 SH SOLE NONE 14727 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1259 9065 SH SOLE NONE 9065 0 0 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 309 5181 SH SOLE NONE 5181 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 202 3843 SH SOLE NONE 3843 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 6307 23430 SH SOLE NONE 23430 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 835 27154 SH SOLE NONE 27154 0 0 TESLA INC COM 88160R101 352 1460 SH SOLE NONE 1460 0 0 TWITTER INC COM 90184L102 895 21735 SH SOLE NONE 21735 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 280 3006 SH SOLE NONE 3006 0 0 WALMART INC COM 931142103 459 3866 SH SOLE NONE 3866 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 236 3100 SH SOLE NONE 3100 0 0