0001085146-21-000610.txt : 20210211 0001085146-21-000610.hdr.sgml : 20210211 20210210210250 ACCESSION NUMBER: 0001085146-21-000610 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210210 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prism Advisors, 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: 21616253 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 FORMER COMPANY: FORMER CONFORMED NAME: Personal Resources Investment & Strategic Management, Inc. DATE OF NAME CHANGE: 20170914 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001717027 XXXXXXXX 12-31-2020 12-31-2020 false Prism Advisors, Inc.
4361 TUJUNGA AVENUE SUITE A STUDIO CITY CA 91604
13F HOLDINGS REPORT 028-18379 N
Stacey Snow Chief Compliance Officer 818-760-3333 /s/ Stacey Snow Studio City CA 02-10-2021 0 53 264542 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 835 6291 SH SOLE 6291 0 0 AT&T INC COM 00206R102 200 6951 SH SOLE 6951 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 56 10845 SH SOLE 10845 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3133 43444 SH SOLE 43444 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 10099 168206 SH SOLE 168206 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 10068 195616 SH SOLE 195616 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 713 17859 SH SOLE 17859 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 18534 528499 SH SOLE 528499 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 19635 514405 SH SOLE 514405 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 3151 24442 SH SOLE 24442 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 12812 273768 SH SOLE 273768 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 9570 141612 SH SOLE 141612 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 459 4438 SH SOLE 4438 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 16914 53911 SH SOLE 53911 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 251 2093 SH SOLE 2093 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1307 28144 SH SOLE 28144 0 0 ISHARES TR CORE DIV GRWTH 46434V621 19078 425657 SH SOLE 425657 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4267 61767 SH SOLE 61767 0 0 ISHARES TR CORE S&P US VLU 464287663 821 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 518 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 26 46435U259 998 36840 SH SOLE 36840 0 0 ISHARES TR IBONDS DEC 27 46435U283 1191 43608 SH SOLE 43608 0 0 ISHARES TR IBONDS DEC2021 46435G789 349 13544 SH SOLE 13544 0 0 ISHARES TR IBONDS DEC2022 46435G755 884 33518 SH SOLE 33518 0 0 ISHARES TR MSCI CHINA ETF 46429B671 6727 83075 SH SOLE 83075 0 0 ISHARES TR MSCI EAFE ETF 464287465 17123 234691 SH SOLE 234691 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 17007 231677 SH SOLE 231677 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3153 61016 SH SOLE 61016 0 0 ISHARES TR MSCI KLD400 SOC 464288570 271 3786 SH SOLE 3786 0 0 ISHARES TR MSCI USA ESG SLC 464288802 402 4880 SH SOLE 4880 0 0 ISHARES TR MSCI USA MMENTM 46432F396 12178 75505 SH SOLE 75505 0 0 ISHARES TR NASDAQ BIOTECH 464287556 228 1505 SH SOLE 1505 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 10253 74985 SH SOLE 74985 0 0 ISHARES TR RUS MD CP GR ETF 464287481 3091 30112 SH SOLE 30112 0 0 ISHARES TR S&P 500 VAL ETF 464287408 623 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 277 5450 SH SOLE 5450 0 0 JOHNSON & JOHNSON COM 478160104 281 1788 SH SOLE 1788 0 0 MASTERCARD INCORPORATED CL A 57636Q104 393 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 366 1646 SH SOLE 1646 0 0 PITNEY BOWES INC COM 724479100 153 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 18777 235060 SH SOLE 235060 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 13976 234770 SH SOLE 234770 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 270 4350 SH SOLE 4350 0 0 SPDR GOLD TR GOLD SHS 78463V107 268 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8921 23862 SH SOLE 23862 0 0 SPDR SER TR S&P KENSHO CLEAN 78468R655 204 1881 SH SOLE 1881 0 0 TEGNA INC COM 87901J105 154 11061 SH SOLE 11061 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 100 10345 SH SOLE 10345 0 0 VANECK VECTORS ETF TR LOW CARBN ENERGY 92189F502 295 1784 SH SOLE 1784 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 3573 57624 SH SOLE 57624 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8152 68528 SH SOLE 68528 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1205 20000 SH SOLE 20000 0 0