0001085146-20-002533.txt : 20201016 0001085146-20-002533.hdr.sgml : 20201016 20201015175931 ACCESSION NUMBER: 0001085146-20-002533 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201016 DATE AS OF CHANGE: 20201015 EFFECTIVENESS DATE: 20201016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Personal Resources Investment & Strategic Management, Inc. CENTRAL INDEX KEY: 0001717027 IRS NUMBER: 200077521 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18379 FILM NUMBER: 201242273 BUSINESS ADDRESS: STREET 1: 4361 TUJUNGA AVENUE STREET 2: SUITE A CITY: STUDIO CITY STATE: CA ZIP: 91604 BUSINESS PHONE: 818-760-3333 MAIL ADDRESS: STREET 1: 4361 TUJUNGA AVENUE STREET 2: SUITE A CITY: STUDIO CITY STATE: CA ZIP: 91604 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001717027 XXXXXXXX 09-30-2020 09-30-2020 false Personal Resources Investment & Strategic Management, Inc.

4361 TUJUNGA AVENUE SUITE A STUDIO CITY CA 91604

13F HOLDINGS REPORT 028-18379 N Stacey Snow 818-760-3333 /s/ Stacey Snow Studio City CA 10-15-2020 0 47 237240 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 800 6905 SH SOLE 6905 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 83 21785 SH SOLE 21785 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 2674 44240 SH SOLE 44240 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 8630 166995 SH SOLE 166995 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 571 17434 SH SOLE 17434 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 8622 143653 SH SOLE 143653 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 16860 535912 SH SOLE 535912 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 16887 514999 SH SOLE 514999 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 11518 278557 SH SOLE 278557 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 9226 149041 SH SOLE 149041 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 353 5805 SH SOLE 5805 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 18874 67930 SH SOLE 67930 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 8913 75450 SH SOLE 75450 0 0 ISHARES TR IBONDS DEC 26 46435U259 717 26625 SH SOLE 26625 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 15664 229909 SH SOLE 229909 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1182 28144 SH SOLE 28144 0 0 ISHARES TR S&P 500 VAL ETF 464287408 547 4868 SH SOLE 4868 0 0 ISHARES TR IBONDS DEC 27 46435U283 955 35277 SH SOLE 35277 0 0 ISHARES TR MSCI KLD400 SOC 464288570 231 1809 SH SOLE 1809 0 0 ISHARES TR MSCI USA MMENTM 46432F396 11796 80025 SH SOLE 80025 0 0 ISHARES TR CORE S&P500 ETF 464287200 464 1381 SH SOLE 1381 0 0 ISHARES TR MSCI USA ESG SLC 464288802 350 2380 SH SOLE 2380 0 0 ISHARES TR CORE DIV GRWTH 46434V621 17266 433924 SH SOLE 433924 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2712 61512 SH SOLE 61512 0 0 ISHARES TR MSCI CHINA ETF 46429B671 6155 82980 SH SOLE 82980 0 0 ISHARES TR RUS MD CP GR ETF 464287481 2603 15056 SH SOLE 15056 0 0 ISHARES TR NASDAQ BIOTECH 464287556 204 1505 SH SOLE 1505 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 232 1902 SH SOLE 1902 0 0 ISHARES TR IBONDS DEC2022 46435G755 679 25609 SH SOLE 25609 0 0 ISHARES TR CORE S&P US VLU 464287663 717 13200 SH SOLE 13200 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3719 61702 SH SOLE 61702 0 0 ISHARES TR IBONDS DEC2021 46435G789 351 13544 SH SOLE 13544 0 0 ISHARES TR MSCI EAFE ETF 464287465 15073 236807 SH SOLE 236807 0 0 JOHNSON & JOHNSON COM 478160104 266 1788 SH SOLE 1788 0 0 MASTERCARD INCORPORATED CL A 57636Q104 372 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 428 2035 SH SOLE 2035 0 0 PITNEY BOWES INC COM 724479100 132 24778 SH SOLE 24778 0 0 PROCTER AND GAMBLE CO COM 742718109 278 2000 SH SOLE 2000 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 17489 242396 SH SOLE 242396 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 11948 228931 SH SOLE 228931 0 0 SPDR GOLD TR GOLD SHS 78463V107 266 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8292 24760 SH SOLE 24760 0 0 TEGNA INC COM 87901J105 130 11061 SH SOLE 11061 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 93 10345 SH SOLE 10345 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 3202 58648 SH SOLE 58648 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 7667 73361 SH SOLE 73361 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1049 20000 SH SOLE 20000 0 0