0001085146-21-002894.txt : 20211026 0001085146-21-002894.hdr.sgml : 20211026 20211026115525 ACCESSION NUMBER: 0001085146-21-002894 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211026 DATE AS OF CHANGE: 20211026 EFFECTIVENESS DATE: 20211026 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: 211347202 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 09-30-2021 09-30-2021 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 10-23-2021 0 52 280582 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 281 105 SH SOLE 105 0 0 AMAZON COM INC COM 023135106 266 81 SH SOLE 81 0 0 APPLE INC COM 037833100 847 5987 SH SOLE 5987 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205 750 SH SOLE 750 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3699 43444 SH SOLE 43444 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11393 225243 SH SOLE 225243 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 715 15053 SH SOLE 15053 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 20807 530797 SH SOLE 530797 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 19078 514245 SH SOLE 514245 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 9049 61513 SH SOLE 61513 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 14293 255969 SH SOLE 255969 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 10491 141728 SH SOLE 141728 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 243 3152 SH SOLE 3152 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 12537 35025 SH SOLE 35025 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 310 2694 SH SOLE 2694 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1097 28187 SH SOLE 28187 0 0 ISHARES TR CORE DIV GRWTH 46434V621 21209 422158 SH SOLE 422158 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4715 63500 SH SOLE 63500 0 0 ISHARES TR CORE S&P US VLU 464287663 936 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 595 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 26 46435U259 1020 37953 SH SOLE 37953 0 0 ISHARES TR IBONDS DEC 27 46435U283 1208 44715 SH SOLE 44715 0 0 ISHARES TR IBONDS DEC2021 46435G789 346 13544 SH SOLE 13544 0 0 ISHARES TR IBONDS DEC2022 46435G755 878 33518 SH SOLE 33518 0 0 ISHARES TR MSCI CHINA ETF 46429B671 5980 88548 SH SOLE 88548 0 0 ISHARES TR MSCI EAFE ETF 464287465 18296 234534 SH SOLE 234534 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 18934 251311 SH SOLE 251311 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3032 60183 SH SOLE 60183 0 0 ISHARES TR MSCI KLD400 SOC 464288570 362 4356 SH SOLE 4356 0 0 ISHARES TR MSCI USA ESG SLC 464288802 460 4790 SH SOLE 4790 0 0 ISHARES TR MSCI USA MMENTM 46432F396 1002 5704 SH SOLE 5704 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 11454 86954 SH SOLE 86954 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 11736 74985 SH SOLE 74985 0 0 ISHARES TR RUS MD CP GR ETF 464287481 2310 20616 SH SOLE 20616 0 0 ISHARES TR S&P 500 VAL ETF 464287408 708 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 11616 229030 SH SOLE 229030 0 0 JOHNSON & JOHNSON COM 478160104 246 1525 SH SOLE 1525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 382 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 380 1346 SH SOLE 1346 0 0 PITNEY BOWES INC COM 724479100 179 24778 SH SOLE 24778 0 0 PROCTER AND GAMBLE CO COM 742718109 249 1782 SH SOLE 1782 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 20717 234014 SH SOLE 234014 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 223 1509 SH SOLE 1509 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 15267 226249 SH SOLE 226249 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 418 6683 SH SOLE 6683 0 0 SPDR GOLD TR GOLD SHS 78463V107 246 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 10118 23577 SH SOLE 23577 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 206 2810 SH SOLE 2810 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8114 59938 SH SOLE 59938 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1312 20000 SH SOLE 20000 0 0 VISA INC COM CL A 92826C839 213 954 SH SOLE 954 0 0 WP CAREY INC COM 92936U109 204 2791 SH SOLE 2791 0 0