Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE FAMILY ADVISORS LLC | 02-14-2024 | 12-31-2023 | 93 | 170,100,848 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE TOTAL USD | 101 | $596,187 | 12,941 | 0.00 | 0.00 | -2,013 | -13.46 | 12-31-2023 |
| ISHARES TR | SHORT TREAS BD | 102 | $581,925 | 5,284 | 0.00 | 5,284 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI USA MIN VOL | 103 | $581,423 | 7,451 | 0.00 | 0.00 | -2,570 | -25.65 | 12-31-2023 |
| ISHARES TR | MSCI USA QLT FCT | 104 | $570,447 | 3,877 | 0.00 | 0.00 | -775 | -16.66 | 12-31-2023 |
