News + Filings Holdings
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Pinnacle Family Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IVV | Common | 71,889 | 25,481 | 32,041,485,000 | 12,963,983,000 | 17.29 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHG | Common | 76,760 | 45,440 | 5,753,157,000 | 3,712,033,000 | 3.10 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 28,633 | 453 | 7,495,260,000 | 1,649,037,000 | 4.04 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 25,799 | 132 | 9,530,759,000 | 1,293,432,000 | 5.14 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 9,906 | 1,913 | 4,391,275,000 | 1,118,895,000 | 2.37 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| CLY | Debt | 72,612 | 17,484 | 3,743,137,000 | 854,997,000 | 2.02 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 4,794 | 2,643 | 1,356,510,000 | 819,965,000 | 0.73 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 23,707 | 9,895 | 1,225,652,000 | 564,748,000 | 0.66 | |
Hist
| 06/30/2023 |
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SCHWAB US LC ETF
| SCHX | Equities | 20,474 | 9,908 | 1,072,206,000 | 561,112,000 | 0.58 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 14,298 | 7,735 | 704,745,000 | 384,541,000 | 0.38 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVE | Common | 34,294 | 370 | 5,527,790,000 | 379,503,000 | 2.98 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| GOVT | Common | 23,406 | 14,248 | 536,007,000 | 321,894,000 | 0.29 | |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 85,189 | 3,156 | 6,176,235,000 | 309,201,000 | 3.33 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ONEK | Common | 52,054 | 1,731 | 2,712,537,000 | 289,507,000 | 1.46 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| TDIV | Common | 11,185 | 4,127 | 656,140,000 | 274,381,000 | 0.35 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| FTCS | Common | 13,952 | 2,149 | 1,047,523,000 | 186,634,000 | 0.57 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFG | MSCI GRW IDX | 6,051 | 1,527 | 577,301,000 | 153,485,000 | 0.31 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 6,558 | 2,127 | 362,836,000 | 120,882,000 | 0.20 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYG | Common | 13,689 | 757 | 835,188,000 | 119,281,000 | 0.45 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHZ | Common | 22,867 | 2,850 | 1,055,534,000 | 116,544,000 | 0.57 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IUSB | Common | 14,954 | 1,060 | 679,965,000 | 38,776,000 | 0.37 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 11,373 | 245 | 763,015,000 | 33,241,000 | 0.41 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 2,007 | 85 | 315,486,000 | 32,139,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
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SPDR INDEX SHS FDS
| SPEM | Common | 7,195 | 765 | 247,379,000 | 27,936,000 | 0.13 | |
Hist
| 06/30/2023 |
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PFIZER INC
| PFE | Common | 7,194 | 1,370 | 263,887,000 | 26,283,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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IRON MOUNTAIN INC
| IRM | COM | 5,190 | 28 | 294,921,000 | 21,817,000 | 0.16 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| USMV | Common | 10,021 | 44 | 744,844,000 | 19,111,000 | 0.40 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MBB | Common | 6,265 | 64 | 584,269,000 | -3,183,000 | 0.32 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| CIU | Common | 29,886 | 164 | 1,511,330,000 | -12,791,000 | 0.82 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| DVY | DJ SEL DIV INX | 4,760 | 32 | 539,297,000 | -14,764,000 | 0.29 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 8,685 | 25 | 934,675,000 | -20,037,000 | 0.50 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| PICK | Common | 19,965 | 225 | 807,798,000 | -35,481,000 | 0.44 | |
Hist
| 06/30/2023 |
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