0001085146-22-001525.txt : 20220425 0001085146-22-001525.hdr.sgml : 20220425 20220422200140 ACCESSION NUMBER: 0001085146-22-001525 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220425 DATE AS OF CHANGE: 20220422 EFFECTIVENESS DATE: 20220425 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: 22847090 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 03-31-2022 03-31-2022 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 04-21-2022 0 54 298560 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 256 92 SH SOLE 92 0 0 AMAZON COM INC COM 023135106 238 73 SH SOLE 73 0 0 APPLE INC COM 037833100 897 5139 SH SOLE 5139 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 265 750 SH SOLE 750 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3640 43183 SH SOLE 43183 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12509 255547 SH SOLE 255547 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 881 17981 SH SOLE 17981 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 24047 568488 SH SOLE 568488 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 19628 579347 SH SOLE 579347 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 235 1142 SH SOLE 1142 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 10112 67881 SH SOLE 67881 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 14091 268834 SH SOLE 268834 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 11504 159229 SH SOLE 159229 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 205 3152 SH SOLE 3152 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 11642 32113 SH SOLE 32113 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 331 3078 SH SOLE 3078 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 930 29075 SH SOLE 29075 0 0 ISHARES TR CORE DIV GRWTH 46434V621 23831 446183 SH SOLE 446183 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4386 63102 SH SOLE 63102 0 0 ISHARES TR CORE S&P US VLU 464287663 1001 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 627 1381 SH SOLE 1381 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 206 8349 SH SOLE 8349 0 0 ISHARES TR IBONDS DEC 26 46435U259 956 37496 SH SOLE 37496 0 0 ISHARES TR IBONDS DEC 27 46435U283 1137 44715 SH SOLE 44715 0 0 ISHARES TR IBONDS DEC2022 46435G755 869 33518 SH SOLE 33518 0 0 ISHARES TR MSCI CHINA ETF 46429B671 5923 111986 SH SOLE 111986 0 0 ISHARES TR MSCI EAFE ETF 464287465 19039 258683 SH SOLE 258683 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 20700 286940 SH SOLE 286940 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2746 60824 SH SOLE 60824 0 0 ISHARES TR MSCI KLD400 SOC 464288570 895 10334 SH SOLE 10334 0 0 ISHARES TR MSCI USA ESG SLC 464288802 503 5192 SH SOLE 5192 0 0 ISHARES TR MSCI USA MMENTM 46432F396 686 4078 SH SOLE 4078 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 13986 103885 SH SOLE 103885 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 11100 66873 SH SOLE 66873 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1706 16974 SH SOLE 16974 0 0 ISHARES TR S&P 500 VAL ETF 464287408 758 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12935 257310 SH SOLE 257310 0 0 JOHNSON & JOHNSON COM 478160104 270 1525 SH SOLE 1525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 393 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 268 870 SH SOLE 870 0 0 PITNEY BOWES INC COM 724479100 129 24778 SH SOLE 24778 0 0 PROCTER AND GAMBLE CO COM 742718109 272 1782 SH SOLE 1782 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 23749 250231 SH SOLE 250231 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 226 3018 SH SOLE 3018 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 17002 238160 SH SOLE 238160 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 428 7045 SH SOLE 7045 0 0 SPDR GOLD TR GOLD SHS 78463V107 271 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 10355 22928 SH SOLE 22928 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 7602 51442 SH SOLE 51442 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1246 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 212 954 SH SOLE 954 0 0 WP CAREY INC COM 92936U109 226 2791 SH SOLE 2791 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 271 2315 SH SOLE 2315 0 0