0001085146-22-000888.txt : 20220211 0001085146-22-000888.hdr.sgml : 20220211 20220211164950 ACCESSION NUMBER: 0001085146-22-000888 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22622107 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 12-31-2021 12-31-2021 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 02-11-2022 0 55 305862 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 272 94 SH SOLE 94 0 0 AMAZON COM INC COM 023135106 240 72 SH SOLE 72 0 0 APPLE INC COM 037833100 925 5208 SH SOLE 5208 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 224 750 SH SOLE 750 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 4094 43183 SH SOLE 43183 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11832 236684 SH SOLE 236684 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 941 18166 SH SOLE 18166 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 23876 554738 SH SOLE 554738 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 20273 547774 SH SOLE 547774 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 10110 61818 SH SOLE 61818 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 15744 259668 SH SOLE 259668 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 11697 144824 SH SOLE 144824 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 225 3152 SH SOLE 3152 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 12684 31881 SH SOLE 31881 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 410 3562 SH SOLE 3562 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1031 28187 SH SOLE 28187 0 0 ISHARES TR CORE DIV GRWTH 46434V621 24318 437532 SH SOLE 437532 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4699 62953 SH SOLE 62953 0 0 ISHARES TR CORE S&P US VLU 464287663 1008 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 659 1381 SH SOLE 1381 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 248 9683 SH SOLE 9683 0 0 ISHARES TR IBONDS DEC 26 46435U259 1020 37953 SH SOLE 37953 0 0 ISHARES TR IBONDS DEC 27 46435U283 1209 44715 SH SOLE 44715 0 0 ISHARES TR IBONDS DEC2022 46435G755 873 33518 SH SOLE 33518 0 0 ISHARES TR MSCI CHINA ETF 46429B671 6432 102469 SH SOLE 102469 0 0 ISHARES TR MSCI EAFE ETF 464287465 19216 244232 SH SOLE 244232 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 20732 270054 SH SOLE 270054 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2934 60053 SH SOLE 60053 0 0 ISHARES TR MSCI KLD400 SOC 464288570 685 7376 SH SOLE 7376 0 0 ISHARES TR MSCI USA ESG SLC 464288802 564 5309 SH SOLE 5309 0 0 ISHARES TR MSCI USA MMENTM 46432F396 838 4610 SH SOLE 4610 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 13805 94838 SH SOLE 94838 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 11335 67498 SH SOLE 67498 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1956 16974 SH SOLE 16974 0 0 ISHARES TR S&P 500 VAL ETF 464287408 762 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12144 240571 SH SOLE 240571 0 0 JOHNSON & JOHNSON COM 478160104 261 1525 SH SOLE 1525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 395 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 266 791 SH SOLE 791 0 0 PITNEY BOWES INC COM 724479100 164 24778 SH SOLE 24778 0 0 PROCTER AND GAMBLE CO COM 742718109 291 1782 SH SOLE 1782 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 24039 244849 SH SOLE 244849 0 0 ROKU INC COM CL A 77543R102 228 1000 SH SOLE 1000 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 247 1509 SH SOLE 1509 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 16906 230887 SH SOLE 230887 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 427 6790 SH SOLE 6790 0 0 SPDR GOLD TR GOLD SHS 78463V107 256 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11118 23407 SH SOLE 23407 0 0 VANECK ETF TRUST LOW CARBN ENERGY 92189F502 209 1305 SH SOLE 1305 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8574 58281 SH SOLE 58281 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1365 20000 SH SOLE 20000 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 239 4659 SH SOLE 4659 0 0 VISA INC COM CL A 92826C839 207 954 SH SOLE 954 0 0 WP CAREY INC COM 92936U109 229 2791 SH SOLE 2791 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 426 2315 SH SOLE 2315 0 0