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Home > Institutional Investor > Pinnacle Family Advisors, Llc > Profile

Instuitional Investor - Pinnacle Family Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pinnacle Family Advisors, Llc
Portfolio Value $170,100,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,973 $20,047,565 11.78%
2.
Tidal Etf Tr Ii
 608,633 $14,789,963 8.69%
3.
Invesco Qqq Tr
 29,970 $12,273,337 7.21%
4.
Spdr S & P 500 Etf Trust
 SPY 23,128 $10,993,137 6.46%
5.
Schwab Strategic Trust
 FNDF 90,769 $7,530,170 4.42%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)