0001085146-22-002318.txt : 20220711 0001085146-22-002318.hdr.sgml : 20220711 20220708180327 ACCESSION NUMBER: 0001085146-22-002318 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220708 EFFECTIVENESS DATE: 20220711 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: 221075487 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 06-30-2022 06-30-2022 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 07-06-2022 0 50 263789 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 694 5075 SH SOLE 5075 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205 750 SH SOLE 750 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 8114 406535 SH SOLE 406535 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 13345 646240 SH SOLE 646240 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 45 11363 SH SOLE 11363 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3120 43334 SH SOLE 43334 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11923 246854 SH SOLE 246854 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 703 17172 SH SOLE 17172 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 21430 552173 SH SOLE 552173 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 17589 591236 SH SOLE 591236 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 8871 77005 SH SOLE 77005 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 12255 277639 SH SOLE 277639 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 2151 36660 SH SOLE 36660 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 9090 32433 SH SOLE 32433 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 286 2798 SH SOLE 2798 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1026 30255 SH SOLE 30255 0 0 ISHARES TR CORE DIV GRWTH 46434V621 20355 427267 SH SOLE 427267 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3711 63065 SH SOLE 63065 0 0 ISHARES TR CORE S&P US VLU 464287663 883 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 524 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 26 46435U259 904 35665 SH SOLE 35665 0 0 ISHARES TR IBONDS DEC 27 46435U283 1125 44715 SH SOLE 44715 0 0 ISHARES TR IBONDS DEC2022 46435G755 812 31321 SH SOLE 31321 0 0 ISHARES TR ISHARES BIOTECH 464287556 203 1727 SH SOLE 1727 0 0 ISHARES TR MSCI CHINA ETF 46429B671 6482 116149 SH SOLE 116149 0 0 ISHARES TR MSCI EAFE ETF 464287465 16850 269642 SH SOLE 269642 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 4924 77779 SH SOLE 77779 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3346 83431 SH SOLE 83431 0 0 ISHARES TR MSCI KLD400 SOC 464288570 775 10772 SH SOLE 10772 0 0 ISHARES TR MSCI USA ESG SLC 464288802 422 5231 SH SOLE 5231 0 0 ISHARES TR MSCI USA MMENTM 46432F396 548 4021 SH SOLE 4021 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 12745 114070 SH SOLE 114070 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 9695 66873 SH SOLE 66873 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1345 16974 SH SOLE 16974 0 0 ISHARES TR S&P 500 VAL ETF 464287408 669 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 12315 245851 SH SOLE 245851 0 0 JOHNSON & JOHNSON COM 478160104 271 1525 SH SOLE 1525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 347 1100 SH SOLE 1100 0 0 MICROSOFT CORP COM 594918104 231 901 SH SOLE 901 0 0 PITNEY BOWES INC COM 724479100 90 24778 SH SOLE 24778 0 0 PROCTER AND GAMBLE CO COM 742718109 256 1782 SH SOLE 1782 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 20866 244450 SH SOLE 244450 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 14679 235171 SH SOLE 235171 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 381 6832 SH SOLE 6832 0 0 SPDR GOLD TR GOLD SHS 78463V107 253 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8734 23153 SH SOLE 23153 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 6664 50529 SH SOLE 50529 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1056 20000 SH SOLE 20000 0 0 WP CAREY INC COM 92936U109 231 2791 SH SOLE 2791 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 250 2315 SH SOLE 2315 0 0