0001085146-21-001198.txt : 20210415 0001085146-21-001198.hdr.sgml : 20210415 20210414211905 ACCESSION NUMBER: 0001085146-21-001198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210415 DATE AS OF CHANGE: 20210414 EFFECTIVENESS DATE: 20210415 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: 21827104 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 03-31-2021 03-31-2021 false Prism Advisors, 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 04-13-2021 0 51 276765 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 208 101 SH SOLE 101 0 0 AMAZON COM INC COM 023135106 210 68 SH SOLE 68 0 0 APPLE INC COM 037833100 710 5814 SH SOLE 5814 0 0 AT&T INC COM 00206R102 212 6993 SH SOLE 6993 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3397 43444 SH SOLE 43444 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11198 219309 SH SOLE 219309 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 748 16441 SH SOLE 16441 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 20599 542359 SH SOLE 542359 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 19631 497124 SH SOLE 497124 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 7863 59920 SH SOLE 59920 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 13156 267730 SH SOLE 267730 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 9640 141625 SH SOLE 141625 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 260 2642 SH SOLE 2642 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 11715 36708 SH SOLE 36708 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 276 2442 SH SOLE 2442 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1313 28144 SH SOLE 28144 0 0 ISHARES TR CORE DIV GRWTH 46434V621 20948 433973 SH SOLE 433973 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4588 63672 SH SOLE 63672 0 0 ISHARES TR CORE S&P US VLU 464287663 909 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 549 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 26 46435U259 988 36840 SH SOLE 36840 0 0 ISHARES TR IBONDS DEC 27 46435U283 1175 43608 SH SOLE 43608 0 0 ISHARES TR IBONDS DEC2021 46435G789 348 13544 SH SOLE 13544 0 0 ISHARES TR IBONDS DEC2022 46435G755 883 33518 SH SOLE 33518 0 0 ISHARES TR MSCI CHINA ETF 46429B671 6837 83682 SH SOLE 83682 0 0 ISHARES TR MSCI EAFE ETF 464287465 17300 228018 SH SOLE 228018 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 16956 232299 SH SOLE 232299 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3206 60097 SH SOLE 60097 0 0 ISHARES TR MSCI KLD400 SOC 464288570 299 3913 SH SOLE 3913 0 0 ISHARES TR MSCI USA ESG SLC 464288802 433 4934 SH SOLE 4934 0 0 ISHARES TR MSCI USA MMENTM 46432F396 11629 72292 SH SOLE 72292 0 0 ISHARES TR NASDAQ BIOTECH 464287556 227 1505 SH SOLE 1505 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 11364 74985 SH SOLE 74985 0 0 ISHARES TR RUS MD CP GR ETF 464287481 2144 21010 SH SOLE 21010 0 0 ISHARES TR S&P 500 VAL ETF 464287408 688 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 11553 227627 SH SOLE 227627 0 0 JOHNSON & JOHNSON COM 478160104 251 1525 SH SOLE 1525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 392 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 349 1482 SH SOLE 1482 0 0 PITNEY BOWES INC COM 724479100 204 24778 SH SOLE 24778 0 0 PROCTER AND GAMBLE CO COM 742718109 241 1782 SH SOLE 1782 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 20805 241189 SH SOLE 241189 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 15939 244168 SH SOLE 244168 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 390 6383 SH SOLE 6383 0 0 SPDR GOLD TR GOLD SHS 78463V107 240 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9428 23789 SH SOLE 23789 0 0 VANECK VECTORS ETF TR LOW CARBN ENERGY 92189F502 205 1305 SH SOLE 1305 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 3995 57662 SH SOLE 57662 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8684 66059 SH SOLE 66059 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1260 20000 SH SOLE 20000 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 222 692 SH SOLE 692 0 0