Pinnacle Family Advisors

Pinnacle Family Advisors as of Dec. 31, 2018

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 60 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Growth Index (IVW) 9.3 $14M 92k 150.67
Spdr S&p 500 Etf (SPY) 8.3 $12M 49k 249.93
Invesco Qqq Trust Series 1 (QQQ) 7.4 $11M 71k 154.26
iShares S&P SmallCap 600 Growth (IJT) 6.5 $9.7M 60k 161.33
iShares Russell 2000 Index (IWM) 6.4 $9.5M 71k 133.90
First Trust S&P REIT Index Fund (FRI) 5.4 $8.0M 371k 21.62
iShares S&P 500 Index (IVV) 4.3 $6.4M 25k 251.62
iShares S&P 1500 Index Fund (ITOT) 4.2 $6.2M 109k 56.76
Vanguard Utilities ETF (VPU) 3.8 $5.7M 48k 117.84
Amazon (AMZN) 3.0 $4.4M 2.9k 1501.87
Schwab Strategic Tr us lrg cap etf (SCHX) 2.5 $3.8M 63k 59.70
iShares S&P 500 Value Index (IVE) 2.2 $3.3M 33k 101.13
Ishares Tr fltg rate nt (FLOT) 1.9 $2.9M 57k 50.36
First Trust Health Care AlphaDEX (FXH) 1.8 $2.7M 40k 68.87
Vanguard Health Care ETF (VHT) 1.8 $2.7M 17k 160.61
Apple (AAPL) 1.8 $2.6M 17k 157.76
Schwab Strategic Tr sht tm us tres (SCHO) 1.7 $2.6M 52k 49.91
First Trust Iv Enhanced Short (FTSM) 1.7 $2.5M 42k 59.86
SPDR Dow Jones Industrial Average ETF (DIA) 1.6 $2.4M 11k 233.16
iShares S&P SmallCap 600 Index (IJR) 1.6 $2.4M 34k 69.31
Fidelity Comwlth Tr ndq cp idx trk (ONEQ) 1.6 $2.3M 8.8k 259.98
iShares S&P MidCap 400 Index (IJH) 1.3 $1.9M 12k 166.06
Schwab U S Large Cap Growth ETF (SCHG) 1.3 $1.9M 27k 68.93
iShares iBoxx $ High Yid Corp Bond (HYG) 1.2 $1.8M 23k 81.09
iShares Dow Jones Select Dividend (DVY) 1.2 $1.8M 21k 89.30
Direxion Shs Etf Tr nas100 eql wgt (QQQE) 1.2 $1.7M 42k 40.57
iShares S&P 100 Index (OEF) 1.1 $1.6M 15k 111.50
SPDR DJ Wilshire Small Cap Growth (SLYG) 1.1 $1.6M 30k 53.93
Schwab U S Small Cap ETF (SCHA) 1.1 $1.6M 27k 60.68
O'reilly Automotive (ORLY) 0.9 $1.4M 3.9k 344.32
Netflix (NFLX) 0.8 $1.2M 4.6k 267.67
iShares Lehman Short Treasury Bond (SHV) 0.8 $1.2M 11k 110.31
Invesco S&p 500 Equal Weight Etf (RSP) 0.7 $997k 11k 91.40
iShares Russell 3000 Value Index (IUSV) 0.6 $896k 18k 49.09
Invesco Senior Loan Etf otr (BKLN) 0.6 $845k 39k 21.77
Ishares Inc core msci emkt (IEMG) 0.6 $831k 18k 47.16
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.5 $786k 9.5k 82.89
Spdr Ser Tr cmn (FLRN) 0.5 $776k 26k 30.38
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.5 $757k 14k 54.99
iShares S&P SmallCap 600 Value Idx (IJS) 0.5 $736k 5.6k 131.81
Twitter 0.4 $656k 23k 28.74
Fidelity momentum factr (FDMO) 0.4 $641k 22k 29.64
iShares Russell 3000 Index (IWV) 0.3 $517k 3.5k 146.88
Pgx etf (PGX) 0.3 $501k 37k 13.46
Sch Us Mid-cap Etf etf (SCHM) 0.3 $435k 9.1k 47.89
Wal-Mart Stores (WMT) 0.3 $400k 4.3k 93.22
First Trust Large Cap Core Alp Fnd (FEX) 0.2 $340k 6.5k 52.04
Ishares Tr usa min vo (USMV) 0.2 $349k 6.7k 52.40
Facebook Inc cl a (META) 0.2 $349k 2.7k 131.06
Boeing Company (BA) 0.2 $304k 941.00 323.06
At&t (T) 0.2 $277k 9.7k 28.55
Eli Lilly & Co. (LLY) 0.2 $263k 2.3k 115.86
First Trust Mid Cap Core Alpha Fnd (FNX) 0.2 $261k 4.5k 57.83
Ishares Tr core strm usbd (ISTB) 0.2 $265k 5.4k 48.97
Exxon Mobil Corporation (XOM) 0.2 $255k 3.7k 68.11
First Trust Small Cap Cr AlphaDEX (FYX) 0.2 $249k 4.6k 54.10
Schwab U S Broad Market ETF (SCHB) 0.2 $260k 4.3k 60.03
First Trust Cloud Computing Et (SKYY) 0.1 $224k 4.6k 48.57
First Trust IPOX-100 Index Fund (FPX) 0.1 $201k 3.2k 61.92
SPDR Barclays Capital Convertible SecETF (CWB) 0.1 $207k 4.4k 46.71