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Legal Name: PINNACLE FAMILY ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
First Trust S&P REIT Index Fd. (33734G108)
|
337,375 |
$8,411k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
44,998 |
$8,065k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
27,013 |
$7,962k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
108,774 |
$7,248k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
37,607 |
$7,023k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
23,175 |
$6,790k |
|
|
SPDR DOW JONES INDL (78467X109)
|
23,725 |
$6,307k |
|
|
Amazon.com Inc (023135106)
|
3,067 |
$5,808k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
36,500 |
$4,255k |
|
|
Apple Inc (037833100)
|
17,907 |
$3,544k |
|
|
Fidelity Commonwealth TR Stk E (315912808)
|
11,252 |
$3,541k |
|
|
ISHARES TR (464287788)
|
17,295 |
$2,172k |
|
|
ISHARES TR (464287580)
|
9,915 |
$2,159k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
19,902 |
$2,145k |
|
|
ISHARES TR U.S. UTILITS ETF (464287697)
|
14,025 |
$2,115k |
|
|
Netflix Inc (64110L106)
|
5,726 |
$2,103k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
27,230 |
$1,911k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
23,362 |
$1,670k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
4,358 |
$1,609k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
5 |
$1,592k |
|
|
DIREXION SHS ETF TR (25459Y207)
|
30,033 |
$1,490k |
|
|
SCHWAB STRATEGIC T (808524862)
|
28,531 |
$1,443k |
|
|
ISHARES FLT (46429B655)
|
26,112 |
$1,330k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
9,835 |
$1,310k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
15,618 |
$1,300k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
22,624 |
$1,292k |
|
|
ISHARES (464287168)
|
12,898 |
$1,284k |
|
|
ISHARES (464288638)
|
18,671 |
$1,063k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
5,398 |
$1,049k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
20,323 |
$1,045k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
6,525 |
$867k |
|
|
FIRST TR EXCHNG TRADED FD VI (33740F805)
|
16,605 |
$860k |
|
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
44,275 |
$858k |
|
|
ISHARES TR (464288679)
|
7,554 |
$836k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
36,716 |
$832k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
10,203 |
$799k |
|
|
SPDR SERIES TRUST (78464A201)
|
12,686 |
$773k |
|
|
Twitter Inc (90184L102)
|
21,735 |
$759k |
|
|
Boeing Co/The (097023105)
|
2,070 |
$753k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
13,451 |
$740k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
23,901 |
$734k |
|
|
ISHARES (464287465)
|
10,875 |
$715k |
|
|
BEYOND MEAT INC COM (08862E109)
|
4,300 |
$691k |
|
|
iShares Long-Term Corporate Bond (ETF) (464289511)
|
10,003 |
$638k |
|
|
Alphabet Inc (02079K107)
|
500 |
$540k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
33,664 |
$493k |
|
|
Facebook Inc (30303M102)
|
2,455 |
$474k |
|
|
FIRST TR (336920103)
|
5,730 |
$446k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
4,988 |
$435k |
|
|
WALMART INC COM (931142103)
|
3,900 |
$431k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
6,979 |
$429k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V233)
|
1,999 |
$419k |
|
|
ISHARES TR (46429B697)
|
6,686 |
$413k |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
6,296 |
$386k |
|
|
FIRST TRUST ISE CL (33734X192)
|
6,649 |
$384k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X176)
|
5,030 |
$335k |
|
|
FIRST TR LRG CP GRWTH ALPHAD (33735K108)
|
4,728 |
$333k |
|
|
FIRST TR NASDAQ100 TECH INDE (337345102)
|
3,887 |
$332k |
|
|
AT&T INC (00206R102)
|
9,874 |
$331k |
|
|
Tesla Inc (88160R101)
|
1,460 |
$326k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
4,355 |
$307k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
6,880 |
$306k |
|
|
MICROSOFT CORP (594918104)
|
2,260 |
$303k |
|
|
FIRST TR MID CAP CORE ALPHAD (33735B108)
|
4,316 |
$297k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
5,092 |
$286k |
|
|
Exxon Mobil Corp (30231G102)
|
3,690 |
$283k |
|
|
ISHARES TR (464287523)
|
1,403 |
$278k |
|
|
ZOOM VIDEO COMMUNICATIONS INC CL A (98980L101)
|
3,100 |
$275k |
|
|
ISHARES TR (464287176)
|
2,268 |
$262k |
|
|
LILLY ELI & CO (532457108)
|
2,278 |
$252k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,840 |
$248k |
|
|
ISHARES TR (464287663)
|
3,980 |
$225k |
|
|
HONEYWELL INTL INC (438516106)
|
1,281 |
$224k |
|
|
SPDR SERIES TRUST (78464A359)
|
4,059 |
$215k |
|
|
FIRST TR EXCH TRD ALPHA FD I (33737J133)
|
13,535 |
$214k |
|
|
First Trust Small Cap Core Alp (33734Y109)
|
3,481 |
$214k |
|
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