0001606587-22-001212.txt : 20220516 0001606587-22-001212.hdr.sgml : 20220516 20220516161544 ACCESSION NUMBER: 0001606587-22-001212 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22929242 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 03-31-2022 03-31-2022 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 05-16-2022 0 114 187732 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM USD0.01 COM 00287Y109 526 3246 SH SOLE None 3246 0 0 Alcoa Corporation COM 013872106 658 7310 SH SOLE None 7310 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 944 338 SH SOLE None 338 0 0 AMAZON.COM INC COM 023135106 13193 4047 SH SOLE None 4047 0 0 APPLE INC COM 037833100 18463 105737 SH SOLE None 105737 0 0 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B CL B NEW 084670702 244 690 SH SOLE None 690 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 229 7802 SH SOLE None 7802 0 0 Cerner Corporation COM 156782104 357 3820 SH SOLE None 3820 0 0 Charles Schwab Corporation The COM 808513105 339 4020 SH SOLE None 4020 0 0 CHEVRON CORP NEW COM COM 166764100 1148 7050 SH SOLE None 7050 0 0 CONOCOPHILLIPS COM COM 20825C104 670 6704 SH SOLE None 6704 0 0 CUBESMART COM 229663109 822 15806 SH SOLE None 15806 0 0 CVS Health Corporation COM 126650100 355 3509 SH SOLE None 3509 0 0 DEVON ENERGY CORP NEW COM 25179M103 2061 34858 SH SOLE None 34858 0 0 Diamondback Energy Inc. COM 25278X109 658 4800 SH SOLE None 4800 0 0 DIMENSIONAL ETF TR EMERGING CORE EQUITY MRKT EMGR CRE EQT MNG 25434V302 245 9354 SH SOLE None 9354 0 0 DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M INTL CORE EQT MK 25434V203 340 12073 SH SOLE None 12073 0 0 DISNEY WALT CO COM COM 254687106 239 1742 SH SOLE None 1742 0 0 EOG Resources Inc. COM 26875P101 650 5450 SH SOLE None 5450 0 0 Exelon Corporation COM 30161N101 392 8240 SH SOLE None 8240 0 0 EXXON MOBIL CORP COM 30231G102 1084 13129 SH SOLE None 13129 0 0 FIDELITY NASDAQ COMPOSITE INDEX ETF NASDAQ COMPSIT 315912808 1568 28221 SH SOLE None 28221 0 0 FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF FIRST TR ENH NEW 33739Q408 545 9157 SH SOLE None 9157 0 0 FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF FST LOW OPPT EFT 33739Q200 720 14706 SH SOLE None 14706 0 0 FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF SENIOR LN FD 33738D309 511 10858 SH SOLE None 10858 0 0 FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETF NASDAQ BK ETF 33738R860 363 11437 SH SOLE None 11437 0 0 FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF TCW OPPORTUNIS 33740F805 4681 94412 SH SOLE None 94412 0 0 FIRST TR EXCHANGETRADED FD CAP STRENGTH ETF CAP STRENGTH ETF 33733E104 797 10186 SH SOLE None 10186 0 0 FIRST TR EXCHANGETRADED FD V MNGD FUTRS STRGY ETF MNGD FUTRS STRGY 33739G103 479 9817 SH SOLE None 9817 0 0 FIRST TR EXCHANGETRADED FD VI RISNG DIVD ACHIV RISNG DIVD ACHIV 33738R506 607 12385 SH SOLE None 12385 0 0 FIRST TR EXCHANGETRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD FST TR GLB FD 33739H101 1169 41136 SH SOLE None 41136 0 0 FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS COM SHS 33734K109 377 4269 SH SOLE None 4269 0 0 FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS COM SHS 33735J101 1018 14440 SH SOLE None 14440 0 0 FIRST TR VALUE LINE DIVID INDE SHS SHS 33734H106 339 8025 SH SOLE None 8025 0 0 FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF CONSUMR DISCRE 33734X101 276 5065 SH SOLE None 5065 0 0 FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF ENERGY ALPHADX 33734X127 292 18356 SH SOLE None 18356 0 0 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF INDLS PROD DUR 33734X150 701 12398 SH SOLE None 12398 0 0 FIRST TRUST EXCHANGETRADED AL COM SHS ETF COM SHS 33735K108 524 4907 SH SOLE None 4907 0 0 FIRST TRUST EXCHANGETRADED AL DEV MRK EX US ETF DEV MRK EX US 33737J174 495 8561 SH SOLE None 8561 0 0 FIRST TRUST EXCHANGETRADED AL EMERG MKT ALPH ETF EMERG MKT ALPH 33737J182 205 8146 SH SOLE None 8146 0 0 FIRST TRUST EXCHANGETRADED AL EUROPE ALPHADEX ETF EUROPE ALPHADEX 33737J117 624 16142 SH SOLE None 16142 0 0 FIRST TRUST EXCHANGETRADED FU ALT ABSLT STRG ETF ALT ABSLT STRG 33740Y101 1508 44539 SH SOLE None 44539 0 0 FIRST TRUST EXCHANGETRADED FU DJ INTERNT IDX ETF DJ INTERNT IDX 33733E302 546 2906 SH SOLE None 2906 0 0 FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF COM SHS 33735B108 234 2387 SH SOLE None 2387 0 0 FIRST TRUST PORTFOLIOS SHS ETF SHS 337344105 261 2437 SH SOLE None 2437 0 0 FIRST TRUST PORTFOLIOS SHS ETF SHS 337345102 445 2917 SH SOLE None 2917 0 0 FS KKR CAPITAL CORP COM COM 302635206 376 16497 SH SOLE None 16497 0 0 Halliburton Company COM 406216101 377 9955 SH SOLE None 9955 0 0 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 565 1559 SH SOLE None 1559 0 0 INVSC 1 30 LADDERED TRSURY ETF 1 30 LADER TRE 46138E107 360 10652 SH SOLE None 10652 0 0 IRON MOUNTAIN INC COM USD0.01 COM 46284V101 1236 22313 SH SOLE None 22313 0 0 ISHARES CORE SP SMALLCAP E CORE S&P SCP ETF 464287804 747 6920 SH SOLE None 6920 0 0 ISHARES CORE SP TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 2367 23453 SH SOLE None 23453 0 0 ISHARES CORE SP US VALUE ETF CORE S&P US VLU 464287663 231 3044 SH SOLE None 3044 0 0 ISHARES INC MSCI GBL ETF NEW MSCI GBL ETF NEW 46434G848 561 10954 SH SOLE None 10954 0 0 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 748 5838 SH SOLE None 5838 0 0 ISHARES SP 500 CORE S&P500 ETF 464287200 16560 36500 SH SOLE None 36500 0 0 ISHARES SP 500 GROWTH ETF IV S&P 500 GRWT ETF 464287309 396 5186 SH SOLE None 5186 0 0 ISHARES SP 500 VALUE ETF S&P 500 VAL ETF 464287408 13017 83592 SH SOLE None 83592 0 0 ISHARES SP MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 3845 14328 SH SOLE None 14328 0 0 iShares SP SmallCap 600 Value ETF SP SMCP600VL ETF 464287879 6036 58950 SH SOLE None 58950 0 0 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 801 6426 SH SOLE None 6426 0 0 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 6279 124281 SH SOLE None 124281 0 0 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 1161 14109 SH SOLE None 14109 0 0 ISHARES TR ISHS 510YR INVT ISHS 5-10YR INVT 464288638 212 3856 SH SOLE None 3856 0 0 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 647 8347 SH SOLE None 8347 0 0 ISHARES TR SP MIDCAP 400 VALUE ETF S&P MC 400VL ETF 464287705 7205 65717 SH SOLE None 65717 0 0 ISHARES TRUST CORE TOTAL USD ETF CORE TOTAL USD 46434V613 491 9894 SH SOLE None 9894 0 0 ISHARES TRUST EAFE GRWTH ETF EAFE GRWTH ETF 464288885 416 4323 SH SOLE None 4323 0 0 ISHARES TRUST EAFE VALUE ETF EAFE VALUE ETF 464288877 579 11521 SH SOLE None 11521 0 0 ISHARES TRUST ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1198 11822 SH SOLE None 11822 0 0 ISHARES TRUST FALN ANGLS USD ETF FALN ANGLS USD 46435G474 270 9741 SH SOLE None 9741 0 0 ISHARES TRUST U.S. TECH ETF U.S. TECH ETF 464287721 345 3349 SH SOLE None 3349 0 0 ISHARES TRUST US TREAS BD ETF US TREAS BD ETF 46429B267 841 33749 SH SOLE None 33749 0 0 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 5962 55089 SH SOLE None 55089 0 0 iShares U.S. Basic Materials ETF U.S. BAS MTL ETF 464287838 3192 21345 SH SOLE None 21345 0 0 Marathon Oil Corporation COM 565849106 673 26810 SH SOLE None 26810 0 0 MARATHON PETROLEUM CORP COM USD0.01 COM 56585A102 463 5420 SH SOLE None 5420 0 0 MICROSOFT CORP COM 594918104 891 2889 SH SOLE None 2889 0 0 NVIDIA CORP COM 67066G104 821 3010 SH SOLE None 3010 0 0 OCCIDENTAL PETE CORP COM COM 674599105 334 5890 SH SOLE None 5890 0 0 ON Semiconductor Corporation COM 682189105 667 10660 SH SOLE None 10660 0 0 OREILLY AUTOMOTIVE INC COM COM 67103H107 1988 2902 SH SOLE None 2902 0 0 PFIZER INC COM 717081103 235 4542 SH SOLE None 4542 0 0 PIONEER NATURAL RESOURCES CO COM USD0.01 COM 723787107 383 1530 SH SOLE None 1530 0 0 QUALCOMM INC COM 747525103 379 2480 SH SOLE None 2480 0 0 REALTY INCOME CORP COM COM 756109104 824 11890 SH SOLE None 11890 0 0 Schlumberger N.V. COM STK 806857108 359 8680 SH SOLE None 8680 0 0 SCHWAB STRATEGIC TR US AGGREGATE B ETF US AGGREGATE B 808524839 840 16606 SH SOLE None 16606 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF US LRG CAP ETF 808524201 706 13113 SH SOLE None 13113 0 0 SCHWAB STRATEGIC TR US MIDCAP ETF US MID-CAP ETF 808524508 355 4682 SH SOLE None 4682 0 0 SCHWAB STRATEGIC TR US SML CAP ETF US SML CAP ETF 808524607 214 4525 SH SOLE None 4525 0 0 SCHWAB STRATEGIC TR US TIPS ETF US TIPS ETF 808524870 240 3946 SH SOLE None 3946 0 0 SCHWAB US BROAD MARKET ETF US BRD MKT ETF 808524102 842 15763 SH SOLE None 15763 0 0 SPDR DOW JONES INDL AVERAGE ET UT SER 1 UT SER 1 78467X109 6991 20158 SH SOLE None 20158 0 0 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD 78463X889 984 28719 SH SOLE None 28719 0 0 SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF PORTFOLIO EMG MK 78463X509 501 12958 SH SOLE None 12958 0 0 SPDR PORTFOLIO SP 600 SM CAP ETF PORTFOLIO S&P600 78468R853 232 5508 SH SOLE None 5508 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF PORTFOLIO AGRGTE 78464A649 1260 45328 SH SOLE None 45328 0 0 SPDR SERIES TRUST PORTFOLIO SP 400 MID CAP ETF PORTFOLIO S&P400 78464A847 253 5371 SH SOLE None 5371 0 0 SPDR SERIES TRUST PORTFOLIO SP 500 ETF PORTFOLIO S&P500 78464A854 3497 65810 SH SOLE None 65810 0 0 SPDR SERIES TRUST PRTFLO SP500 GW ETF PRTFLO S&P500 GW 78464A409 707 10680 SH SOLE None 10680 0 0 SPDR SP 400 MID CAP VALUE ETF S&P 400 MDCP VAL 78464A839 480 6824 SH SOLE None 6824 0 0 SPDR SP500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 5111 11316 SH SOLE None 11316 0 0 SPDR SPDR BLMBERG INVST GRADE BLOOMBERG INVT 78468R200 316 10378 SH SOLE None 10378 0 0 TESLA INC COM COM 88160R101 10545 9786 SH SOLE None 9786 0 0 TYSON FOODS INC CL A 902494103 669 7460 SH SOLE None 7460 0 0 UNITED PARCEL SERVICE INC CL B 911312106 368 1714 SH SOLE None 1714 0 0 US BANCORP COM NEW 902973304 1838 34575 SH SOLE None 34575 0 0 VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 844 13551 SH SOLE None 13551 0 0 VANGUARD GROWTH ETF GROWTH ETF 922908736 252 876 SH SOLE None 876 0 0 VANGUARD IDX FUND TOTAL STK MKT 922908769 1201 5276 SH SOLE None 5276 0 0 WALMART INC COM COM 931142103 332 2229 SH SOLE None 2229 0 0 WILLIAMS COS INC COM COM 969457100 214 6408 SH SOLE None 6408 0 0