13F-HR filed by Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-13, with 57 holding rows worth $83,153,000.
- Accession
- 0001606587-20-000672
- Filer
- CIK 1679064
- Filed
- 2020-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 57 entries on the cover page, a total value of $83,153,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $83,153,000 with VALUE read as thousands by filing date, 13F file number 028-18143. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 44,428 | $8,471,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 28,276 | $7,368,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 3,495 | $6,815,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 21,201 | $5,393,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 28,432 | $4,703,000 | thousands by filing date | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 17,930 | $3,330,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 27,890 | $3,308,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 27,082 | $2,607,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 21,931 | $2,435,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 4,998 | $2,396,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 8,694 | $2,241,000 | thousands by filing date | |
| FIDELITY COMWLTH TR | 315912808 | COM | 6,848 | $2,065,000 | thousands by filing date | |
| iShares U.S. Technology ETF | 464287721 | SHS | 9,722 | $1,987,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 32,709 | $1,900,000 | thousands by filing date | |
| ISHARES TR | 464287812 | US CONSM STAPLES | 14,885 | $1,611,000 | thousands by filing date | |
| Proshares Short S&P | 74347B425 | COM | 58,233 | $1,611,000 | thousands by filing date | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 11,610 | $1,603,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,362 | $1,584,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 18,135 | $1,572,000 | thousands by filing date | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 22,265 | $1,549,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 9,508 | $1,505,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 5 | $1,370,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 8,250 | $1,221,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 20,813 | $1,143,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 2,143 | $803,000 | thousands by filing date | |
| IJH | 464287507 | COM | 5,083 | $739,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,550 | $646,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 10,924 | $645,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 1,210 | $626,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 11,221 | $616,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 6,158 | $602,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 10,945 | $590,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 40,632 | $535,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 9,453 | $487,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 2,974 | $487,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 22,158 | $453,000 | thousands by filing date | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 15,322 | $450,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 3,897 | $446,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 10,287 | $434,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 4,300 | $361,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 2,784 | $344,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 6,258 | $324,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 2,646 | $313,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 3,855 | $307,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 3,070 | $303,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 9,366 | $287,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 1,500 | $284,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 1,954 | $271,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 1,060 | $256,000 | thousands by filing date | |
| ZOETIS INC CL A | 98978V103 | Stock | 1,980 | $233,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 5,112 | $232,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 772 | $221,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 354 | $221,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 1,448 | $219,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 863 | $213,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 1,517 | $210,000 | thousands by filing date | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 768 | $207,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001606587-20-000672 | this filing | 2020-05-13 | acceptance time not in the bulk data set |