0001085146-21-001960.txt : 20210714 0001085146-21-001960.hdr.sgml : 20210714 20210713204353 ACCESSION NUMBER: 0001085146-21-001960 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210714 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210714 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: 211089100 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 06-30-2021 06-30-2021 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 07-12-2021 0 55 287615 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 247 101 SH SOLE 101 0 0 AMAZON COM INC COM 023135106 265 77 SH SOLE 77 0 0 APPLE INC COM 037833100 767 5598 SH SOLE 5598 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 208 750 SH SOLE 750 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3630 43444 SH SOLE 43444 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11350 222982 SH SOLE 222982 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 769 16013 SH SOLE 16013 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 20573 517297 SH SOLE 517297 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 20030 490814 SH SOLE 490814 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 8697 59678 SH SOLE 59678 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 14125 263276 SH SOLE 263276 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 10967 147288 SH SOLE 147288 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 246 2642 SH SOLE 2642 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 13032 36768 SH SOLE 36768 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 294 2543 SH SOLE 2543 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1306 28187 SH SOLE 28187 0 0 ISHARES TR CORE DIV GRWTH 46434V621 20635 409744 SH SOLE 409744 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4754 63500 SH SOLE 63500 0 0 ISHARES TR CORE S&P US VLU 464287663 950 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 594 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 26 46435U259 1024 37953 SH SOLE 37953 0 0 ISHARES TR IBONDS DEC 27 46435U283 1214 44715 SH SOLE 44715 0 0 ISHARES TR IBONDS DEC2021 46435G789 347 13544 SH SOLE 13544 0 0 ISHARES TR IBONDS DEC2022 46435G755 880 33518 SH SOLE 33518 0 0 ISHARES TR ISHARES BIOTECH 464287556 246 1505 SH SOLE 1505 0 0 ISHARES TR MSCI CHINA ETF 46429B671 6885 83520 SH SOLE 83520 0 0 ISHARES TR MSCI EAFE ETF 464287465 18558 235266 SH SOLE 235266 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 18396 243527 SH SOLE 243527 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3315 60108 SH SOLE 60108 0 0 ISHARES TR MSCI KLD400 SOC 464288570 371 4485 SH SOLE 4485 0 0 ISHARES TR MSCI USA ESG SLC 464288802 471 4934 SH SOLE 4934 0 0 ISHARES TR MSCI USA MMENTM 46432F396 5687 32793 SH SOLE 32793 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 7942 59770 SH SOLE 59770 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 11894 74985 SH SOLE 74985 0 0 ISHARES TR RUS MD CP GR ETF 464287481 2378 21010 SH SOLE 21010 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1937 13119 SH SOLE 13119 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 11536 227357 SH SOLE 227357 0 0 JOHNSON & JOHNSON COM 478160104 251 1525 SH SOLE 1525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 402 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 365 1348 SH SOLE 1348 0 0 PITNEY BOWES INC COM 724479100 217 24778 SH SOLE 24778 0 0 PROCTER AND GAMBLE CO COM 742718109 240 1782 SH SOLE 1782 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 20633 227666 SH SOLE 227666 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 220 1509 SH SOLE 1509 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 15859 231956 SH SOLE 231956 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 411 6572 SH SOLE 6572 0 0 SPDR GOLD TR GOLD SHS 78463V107 248 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 10157 23728 SH SOLE 23728 0 0 VANECK VECTORS ETF TR LOW CARBN ENERGY 92189F502 210 1305 SH SOLE 1305 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 908 12260 SH SOLE 12260 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 838 2130 SH SOLE 2130 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8315 60488 SH SOLE 60488 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1345 20000 SH SOLE 20000 0 0 WP CAREY INC COM 92936U109 208 2791 SH SOLE 2791 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 268 692 SH SOLE 692 0 0