0001085146-20-001823.txt : 20200720 0001085146-20-001823.hdr.sgml : 20200720 20200717201433 ACCESSION NUMBER: 0001085146-20-001823 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200720 DATE AS OF CHANGE: 20200717 EFFECTIVENESS DATE: 20200720 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: 201034834 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 06-30-2020 06-30-2020 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 07-17-2020 0 48 223580 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR IBONDS DEC 26 46435U259 710 26625 SH SOLE 26625 0 0 TEGNA INC COM 87901J105 123 11061 SH SOLE 11061 0 0 FIRST TR NASDAQ-100 TECH IND CAP STRENGTH ETF 33733E104 446 7638 SH SOLE 7638 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 11881 90697 SH SOLE 90697 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 236 5805 SH SOLE 5805 0 0 ISHARES TR MSCI KLD400 SOC 464288570 367 3108 SH SOLE 3108 0 0 ISHARES TR CORE MSCI EAFE 46432F842 5711 99916 SH SOLE 99916 0 0 ISHARES TR NASDAQ BIOTECH 464287556 206 1505 SH SOLE 1505 0 0 SPDR GOLD TR GOLD SHS 78463V107 251 1500 SH SOLE 1500 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 8823 236033 SH SOLE 236033 0 0 PITNEY BOWES INC COM 724479100 64 24778 SH SOLE 24778 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1557 39211 SH SOLE 39211 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 15186 500856 SH SOLE 500856 0 0 PROCTER AND GAMBLE CO COM 742718109 239 2000 SH SOLE 2000 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 14965 494059 SH SOLE 494059 0 0 APPLE INC COM 037833100 671 1839 SH SOLE 1839 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1153 22918 SH SOLE 22918 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 11654 117022 SH SOLE 117022 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 7861 143531 SH SOLE 143531 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 63 21785 SH SOLE 21785 0 0 JOHNSON & JOHNSON COM 478160104 251 1788 SH SOLE 1788 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9248 29992 SH SOLE 29992 0 0 ISHARES TR MSCI USA ESG SLC 464288802 564 4215 SH SOLE 4215 0 0 MASTERCARD INCORPORATED CL A 57636Q104 448 1515 SH SOLE 1515 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 4066 72988 SH SOLE 72988 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 7398 123325 SH SOLE 123325 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 223 3717 SH SOLE 3717 0 0 ISHARES TR IBONDS DEC2022 46435G755 677 25609 SH SOLE 25609 0 0 ISHARES TR CORE S&P US VLU 464287663 689 13200 SH SOLE 13200 0 0 MICROSOFT CORP COM 594918104 440 2160 SH SOLE 2160 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 9334 82876 SH SOLE 82876 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7395 143095 SH SOLE 143095 0 0 ISHARES TR S&P 500 VAL ETF 464287408 527 4868 SH SOLE 4868 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 2698 51648 SH SOLE 51648 0 0 ISHARES TR IBONDS DEC2021 46435G789 351 13544 SH SOLE 13544 0 0 ISHARES TR MSCI EAFE ETF 464287465 12635 207576 SH SOLE 207576 0 0 ISHARES TR CORE S&P500 ETF 464287200 428 1381 SH SOLE 1381 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3491 87307 SH SOLE 87307 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 15109 228723 SH SOLE 228723 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 19341 78113 SH SOLE 78113 0 0 ISHARES TR IBONDS SEP2020 46434V571 485 19023 SH SOLE 19023 0 0 ISHARES TR MSCI CHINA ETF 46429B671 5332 81467 SH SOLE 81467 0 0 ISHARES TR CORE DIV GRWTH 46434V621 15052 400317 SH SOLE 400317 0 0 ISHARES TR IBONDS DEC 27 46435U283 946 35277 SH SOLE 35277 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 128 10345 SH SOLE 10345 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6451 128731 SH SOLE 128731 0 0 ISHARES TR RUS MD CP GR ETF 464287481 2407 15223 SH SOLE 15223 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 15299 227158 SH SOLE 227158 0 0