0001606587-22-001796.txt : 20220815 0001606587-22-001796.hdr.sgml : 20220815 20220815141136 ACCESSION NUMBER: 0001606587-22-001796 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221164786 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 06-30-2022 06-30-2022 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 08-15-2022 0 85 122448 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM USD0.01 COM 00287Y109 757 4942 SH SOLE NONE 4942 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 702 321 SH SOLE NONE 321 0 0 AMAZON.COM INC COM 023135106 8443 79492 SH SOLE NONE 79492 0 0 APPLE INC COM 037833100 15531 113594 SH SOLE NONE 113594 0 0 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B CL B NEW 084670702 326 1194 SH SOLE NONE 1194 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 221 7802 SH SOLE NONE 7802 0 0 CHARLES SCHWAB US MC ETF US MID-CAP ETF 808524508 299 4760 SH SOLE NONE 4760 0 0 CHEVRON CORP NEW COM COM 166764100 486 3355 SH SOLE NONE 3355 0 0 CONOCOPHILLIPS COM COM 20825C104 287 3200 SH SOLE NONE 3200 0 0 DIMENSIONAL ETF TR EMERGING CORE EQUITY MRKT EMGR CRE EQT MNG 25434V302 220 9506 SH SOLE NONE 9506 0 0 DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M INTL CORE EQT MK 25434V203 414 17139 SH SOLE NONE 17139 0 0 ENPHASE ENERGY INC COM 29355A107 254 1301 SH SOLE NONE 1301 0 0 EXXON MOBIL CORP COM 30231G102 708 8271 SH SOLE NONE 8271 0 0 FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF FIRST TR ENH NEW 33739Q408 543 9147 SH SOLE NONE 9147 0 0 FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF FST LOW OPPT EFT 33739Q200 1127 23328 SH SOLE NONE 23328 0 0 FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETF NASDAQ BK ETF 33738R860 326 12532 SH SOLE NONE 12532 0 0 FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF TCW OPPORTUNIS 33740F805 4291 92535 SH SOLE NONE 92535 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF CAP STRENGTH ETF 33733E104 839 11994 SH SOLE NONE 11994 0 0 FIRST TR EXCHANGE-TRADED FD IV FIRST TR TA HIYL FIRST TR TA HIYL 33738D408 442 11281 SH SOLE NONE 11281 0 0 FIRST TR EXCHANGE-TRADED FD V MNGD FUTRS STRGY ETF MNGD FUTRS STRGY 33739G103 493 9563 SH SOLE NONE 9563 0 0 FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV RISNG DIVD ACHIV 33738R506 524 12814 SH SOLE NONE 12814 0 0 FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD FST TR GLB FD 33739H101 1105 41300 SH SOLE NONE 41300 0 0 FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS COM SHS 33734K109 325 4269 SH SOLE NONE 4269 0 0 FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS COM SHS 33735J101 919 14791 SH SOLE NONE 14791 0 0 FIRST TR VALUE LINE DIVID INDE SHS SHS 33734H106 315 8127 SH SOLE NONE 8127 0 0 FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF ENERGY ALPHADX 33734X127 368 24957 SH SOLE NONE 24957 0 0 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF INDLS PROD DUR 33734X150 634 13164 SH SOLE NONE 13164 0 0 FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF COM SHS 33735K108 461 5232 SH SOLE NONE 5232 0 0 FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF DEV MRK EX US 33737J174 573 11961 SH SOLE NONE 11961 0 0 FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF EUROPE ALPHADEX 33737J117 287 9149 SH SOLE NONE 9149 0 0 FIRST TRUST EXCHANGE-TRADED FU ALT ABSLT STRG ETF ALT ABSLT STRG 33740Y101 1301 38998 SH SOLE NONE 38998 0 0 FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF DJ INTERNT IDX 33733E302 416 3272 SH SOLE NONE 3272 0 0 FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF COM SHS 33735B108 212 2533 SH SOLE NONE 2533 0 0 FIRST TRUST PORTFOLIOS SHS ETF SHS 337344105 362 4150 SH SOLE NONE 4150 0 0 FS KKR CAPITAL CORP COM COM 302635206 316 16252 SH SOLE NONE 16252 0 0 INTERNATIONAL BUS MACH CORP COM USD0.20 COM 459200101 795 5634 SH SOLE NONE 5634 0 0 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 542 1933 SH SOLE NONE 1933 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF S&P500 EQL WGT 46137V357 446 3324 SH SOLE NONE 3324 0 0 INVSC ACTVLY MNG OPTM YDDVRS ETF OPTIMUM YIELD 46090F100 785 43534 SH SOLE NONE 43534 0 0 IRON MOUNTAIN INC COM USD0.01 COM 46284V101 1060 21772 SH SOLE NONE 21772 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 6030 15904 SH SOLE NONE 15904 0 0 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1943 23189 SH SOLE NONE 23189 0 0 ISHARES MSCI EAFE GROWTHETF EAFE GRWTH ETF 464288885 287 3572 SH SOLE NONE 3572 0 0 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 494 11379 SH SOLE NONE 11379 0 0 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 8344 60702 SH SOLE NONE 60702 0 0 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 1607 7102 SH SOLE NONE 7102 0 0 ISHARES S&P SMALLCAP 600 VALUE INDEX FUND SP SMCP600VL ETF 464287879 4730 53123 SH SOLE NONE 53123 0 0 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 679 5771 SH SOLE NONE 5771 0 0 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 6669 133595 SH SOLE NONE 133595 0 0 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 591 8424 SH SOLE NONE 8424 0 0 ISHARES TRUST CORE TOTAL USD ETF CORE TOTAL USD 46434V613 482 10292 SH SOLE NONE 10292 0 0 ISHARES TRUST DJ US BAS U.S. BAS MTL ETF 464287838 1548 13145 SH SOLE NONE 13145 0 0 ISHARES TRUST ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 1053 12552 SH SOLE NONE 12552 0 0 ISHARES TRUST FALN ANGLS USD ETF FALN ANGLS USD 46435G474 232 9406 SH SOLE NONE 9406 0 0 ISHARES TRUST S & P MID CAPITAL S&P MC 400VL ETF 464287705 5650 59849 SH SOLE NONE 59849 0 0 ISHARES TRUST US TREAS BD ETF US TREAS BD ETF 46429B267 810 33884 SH SOLE NONE 33884 0 0 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 1022 11116 SH SOLE NONE 11116 0 0 LOWES COMPANIES INC COM 548661107 282 1612 SH SOLE NONE 1612 0 0 MICROSOFT CORP COM 594918104 724 2821 SH SOLE NONE 2821 0 0 NVIDIA CORP COM 67066G104 361 2381 SH SOLE NONE 2381 0 0 OREILLY AUTOMOTIVE INC COM COM 67103H107 1791 2835 SH SOLE NONE 2835 0 0 PFIZER INC COM 717081103 290 5534 SH SOLE NONE 5534 0 0 PHILLIPS 66 COM COM 718546104 203 2472 SH SOLE NONE 2472 0 0 PROSHARES SHORT S&P 500 ETF SHORT S&P 500 NE 74347B425 2089 126630 SH SOLE NONE 126630 0 0 SCHWAB STRATEGIC TR US TIPS ETF US TIPS ETF 808524870 262 4691 SH SOLE NONE 4691 0 0 SCHWAB US AGGREGATE BONDETF US AGGREGATE B 808524839 892 18626 SH SOLE NONE 18626 0 0 SCHWAB US BROAD MARKET ETF US BRD MKT ETF 808524102 637 14421 SH SOLE NONE 14421 0 0 SCHWAB US LARGE CAP ETF US LRG CAP ETF 808524201 498 11145 SH SOLE NONE 11145 0 0 SPDR BLOOMBERG INT GRD FLT RT ETF BLOOMBERG INVT 78468R200 727 24130 SH SOLE NONE 24130 0 0 SPDR DOW JONES INDL AVERAGE ET UT SER 1 UT SER 1 78467X109 3403 11056 SH SOLE NONE 11056 0 0 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF PORTFOLIO DEVLPD 78463X889 420 14559 SH SOLE NONE 14559 0 0 SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF PORTFOLIO EMG MK 78463X509 220 6339 SH SOLE NONE 6339 0 0 SPDR S&P 400 MID CAP VALUE ETF S&P 400 MDCP VAL 78464A839 2308 38154 SH SOLE NONE 38154 0 0 SPDR S&P 600 SMALL CAP VALUE ETF S&P 600 SMCP VAL 78464A300 1957 27023 SH SOLE NONE 27023 0 0 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 868 2300 SH SOLE NONE 2300 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF PORTFOLIO AGRGTE 78464A649 826 31364 SH SOLE NONE 31364 0 0 SPDR SERIES TRUST PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 2267 51128 SH SOLE NONE 51128 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW ETF PRTFLO S&P500 GW 78464A409 565 10810 SH SOLE NONE 10810 0 0 TESLA INC COM COM 88160R101 6119 9087 SH SOLE NONE 9087 0 0 TYSON FOODS INC CL A 902494103 659 7660 SH SOLE NONE 7660 0 0 US BANCORP COM NEW 902973304 1591 34575 SH SOLE NONE 34575 0 0 VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 393 7435 SH SOLE NONE 7435 0 0 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 207 877 SH SOLE NONE 877 0 0 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 995 5276 SH SOLE NONE 5276 0 0 WALMART INC COM COM 931142103 268 2204 SH SOLE NONE 2204 0 0