0001606587-22-002340.txt : 20221114 0001606587-22-002340.hdr.sgml : 20221114 20221114124739 ACCESSION NUMBER: 0001606587-22-002340 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221382954 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 09-30-2022 09-30-2022 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 11-14-2022 0 78 115454 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 16369 118444 SH SOLE None 118444 0 0 ABBVIE INC COM USD0.01 COM 00287Y109 694 5170 SH SOLE None 5170 0 0 AMAZON.COM INC COM 023135106 9706 85898 SH SOLE None 85898 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 223 7802 SH SOLE None 7802 0 0 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B CL B NEW 084670702 322 1207 SH SOLE None 1207 0 0 CONOCOPHILLIPS COM COM 20825C104 382 3731 SH SOLE None 3731 0 0 DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M INTL CORE EQT MK 25434V203 371 17209 SH SOLE None 17209 0 0 SPDR DOW JONES INDL AVERAGE ET UT SER 1 UT SER 1 78467X109 2933 10209 SH SOLE None 10209 0 0 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 723 6742 SH SOLE None 6742 0 0 INVESCO EXCHANGE TRADED FUND T SP EMRNG MKTS ETF S&P EMRNG MKTS 46138E297 233 11113 SH SOLE None 11113 0 0 ISHARES MSCI EAFE GROWTHETF EAFE GRWTH ETF 464288885 329 4541 SH SOLE None 4541 0 0 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 373 9687 SH SOLE None 9687 0 0 ENPHASE ENERGY INC COM 29355A107 350 1262 SH SOLE None 1262 0 0 ISHARES TRUST ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 995 12534 SH SOLE None 12534 0 0 FIRST TRUST EXCHANGETRADED FU ALT ABSLT STRG ETF ALT ABSLT STRG 33740Y101 1183 38069 SH SOLE None 38069 0 0 FIRST TRUST EXCHANGETRADED AL DEV MRK EX US ETF DEV MRK EX US 33737J174 530 12652 SH SOLE None 12652 0 0 FIRST TRUST EXCHANGETRADED AL EUROPE ALPHADEX ETF EUROPE ALPHADEX 33737J117 260 9874 SH SOLE None 9874 0 0 FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS COM SHS 33734K109 305 4219 SH SOLE None 4219 0 0 FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF TCW OPPORTUNIS 33740F805 4046 92925 SH SOLE None 92925 0 0 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 3885 77280 SH SOLE None 77280 0 0 SPDR BLOOMBERG INT GRD FLT RT ETF BLOOMBERG INVT 78468R200 670 22125 SH SOLE None 22125 0 0 FIRST TR EXCHANGETRADED FD V MNGD FUTRS STRGY ETF MNGD FUTRS STRGY 33739G103 452 8779 SH SOLE None 8779 0 0 FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF COM SHS 33735B108 206 2568 SH SOLE None 2568 0 0 FS KKR CAPITAL CORP COM COM 302635206 261 15395 SH SOLE None 15395 0 0 FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS COM SHS 33735J101 861 14929 SH SOLE None 14929 0 0 FIRST TRUST EXCHANGETRADED AL COM SHS ETF COM SHS 33735K108 460 5382 SH SOLE None 5382 0 0 FIRST TR EXCHANGETRADED FD CAP STRENGTH ETF CAP STRENGTH ETF 33733E104 805 12117 SH SOLE None 12117 0 0 FIRST TR EXCHANGETRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD FST TR GLB FD 33739H101 982 38753 SH SOLE None 38753 0 0 FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF FIRST TR ENH NEW 33739Q408 5547 93512 SH SOLE None 93512 0 0 FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETF NASDAQ BK ETF 33738R860 337 13000 SH SOLE None 13000 0 0 FIRST TR VALUE LINE DIVID INDE SHS SHS 33734H106 294 8222 SH SOLE None 8222 0 0 FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF HLTH CARE ALPH 33734X143 309 3181 SH SOLE None 3181 0 0 FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF ENERGY ALPHADX 33734X127 392 25144 SH SOLE None 25144 0 0 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF INDLS PROD DUR 33734X150 507 11025 SH SOLE None 11025 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 356 3700 SH SOLE None 3700 0 0 ISHARES TRUST US TREAS BD ETF US TREAS BD ETF 46429B267 954 41923 SH SOLE None 41923 0 0 FIRST TR EXCHANGETRADED FD IV FIRST TR TA HIYL FIRST TR TA HIYL 33738D408 442 11534 SH SOLE None 11534 0 0 INTERNATIONAL BUS MACH CORP COM USD0.20 COM 459200101 814 6854 SH SOLE None 6854 0 0 ISHARES TRUST S P MID CAPITAL S&P MC 400VL ETF 464287705 1784 19824 SH SOLE None 19824 0 0 ISHARES SP SMALLCAP 600 VALUE INDEX FUND SP SMCP600VL ETF 464287879 858 10402 SH SOLE None 10402 0 0 IRON MTN INC DEL COM COM 46284V101 224 5098 SH SOLE None 5098 0 0 ISHARES CORE SP TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1385 17407 SH SOLE None 17407 0 0 ISHARES TRUST CORE TOTAL USD ETF CORE TOTAL USD 46434V613 450 10123 SH SOLE None 10123 0 0 ISHARES SP 500 VALUE ETF S&P 500 VAL ETF 464287408 4180 32528 SH SOLE None 32528 0 0 ISHARES CORE SP 500 ETF CORE S&P500 ETF 464287200 5732 15983 SH SOLE None 15983 0 0 ISHARES TRUST DJ US BAS U.S. BAS MTL ETF 464287838 747 6903 SH SOLE None 6903 0 0 FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF FST LOW OPPT EFT 33739Q200 1095 23123 SH SOLE None 23123 0 0 LOWES COMPANIES INC COM 548661107 303 1612 SH SOLE None 1612 0 0 SPDR SP MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 1111 2766 SH SOLE None 2766 0 0 SPDR SP 400 MID CAP VALUE ETF S&P 400 MDCP VAL 78464A839 2312 39982 SH SOLE None 39982 0 0 PIMCO Enhanced Short Maturity Active ETF ENHAN SHRT MA AC 72201R833 4990 50480 SH SOLE None 50480 0 0 MICROSOFT CORP COM 594918104 367 1576 SH SOLE None 1576 0 0 NVIDIA CORPORATION COM COM 67066G104 258 2129 SH SOLE None 2129 0 0 OREILLY AUTOMOTIVE INC COM COM 67103H107 1991 2831 SH SOLE None 2831 0 0 PFIZER INC COM 717081103 253 5778 SH SOLE None 5778 0 0 FIRST TRUST PORTFOLIOS SHS ETF SHS 337344105 352 4206 SH SOLE None 4206 0 0 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 524 1961 SH SOLE None 1961 0 0 FIRST TR EXCHANGETRADED FD VI RISNG DIVD ACHIV RISNG DIVD ACHIV 33738R506 503 12934 SH SOLE None 12934 0 0 SCHWAB US BROAD MARKET ETF US BRD MKT ETF 808524102 316 7536 SH SOLE None 7536 0 0 CHARLES SCHWAB US MC ETF US MID-CAP ETF 808524508 288 4752 SH SOLE None 4752 0 0 SCHWAB STRATEGIC TR US TIPS ETF US TIPS ETF 808524870 244 4709 SH SOLE None 4709 0 0 SCHWAB US AGGREGATE BONDETF US AGGREGATE B 808524839 831 18337 SH SOLE None 18337 0 0 PROSHARES SHORT SP 500 ETF SHORT S&P 500 NE 74347B425 5442 314940 SH SOLE None 314940 0 0 SPDR SP 600 SMALL CAP VALUE ETF S&P 600 SMCP VAL 78464A300 1701 25341 SH SOLE None 25341 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF PORTFOLIO AGRGTE 78464A649 999 40024 SH SOLE None 40024 0 0 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD 78463X889 365 14140 SH SOLE None 14140 0 0 SPDR SERIES TRUST PORTFOLIO SP 500 ETF PORTFOLIO S&P500 78464A854 2204 52488 SH SOLE None 52488 0 0 SPDR SP500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 2494 6982 SH SOLE None 6982 0 0 SPDR SERIES TRUST PRTFLO SP500 GW ETF PRTFLO S&P500 GW 78464A409 548 10937 SH SOLE None 10937 0 0 FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF NASD TECH DIV 33738R118 282 6457 SH SOLE None 6457 0 0 TESLA INC COM COM 88160R101 7842 29566 SH SOLE None 29566 0 0 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 598 9050 SH SOLE None 9050 0 0 VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 342 7417 SH SOLE None 7417 0 0 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 387 1730 SH SOLE None 1730 0 0 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 342 1904 SH SOLE None 1904 0 0 VANGUARD GROWTH ETF GROWTH ETF 922908736 910 4251 SH SOLE None 4251 0 0 WALMART INC COM COM 931142103 275 2123 SH SOLE None 2123 0 0 EXXON MOBIL CORP COM 30231G102 764 8745 SH SOLE None 8745 0 0