0001085146-22-003330.txt : 20221012 0001085146-22-003330.hdr.sgml : 20221012 20221011195411 ACCESSION NUMBER: 0001085146-22-003330 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221011 EFFECTIVENESS DATE: 20221012 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: 221305189 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 09-30-2022 09-30-2022 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 10-11-2022 0 53 248037 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 812 5876 SH SOLE 5876 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 200 750 SH SOLE 750 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 8581 439731 SH SOLE 439731 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 17007 908989 SH SOLE 908989 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 39 11363 SH SOLE 11363 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3111 43334 SH SOLE 43334 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11393 240619 SH SOLE 240619 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 675 17352 SH SOLE 17352 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 19791 552980 SH SOLE 552980 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 13878 537274 SH SOLE 537274 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 5815 52887 SH SOLE 52887 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 11241 273763 SH SOLE 273763 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 2046 35929 SH SOLE 35929 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 203 4217 SH SOLE 4217 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 8502 31812 SH SOLE 31812 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 260 2713 SH SOLE 2713 0 0 ISHARES TR CORE DIV GRWTH 46434V621 19093 429349 SH SOLE 429349 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3319 63014 SH SOLE 63014 0 0 ISHARES TR CORE S&P US VLU 464287663 826 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 495 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 26 46435U259 878 35665 SH SOLE 35665 0 0 ISHARES TR IBONDS DEC 27 46435U283 1091 44715 SH SOLE 44715 0 0 ISHARES TR IBONDS DEC2022 46435G755 811 31321 SH SOLE 31321 0 0 ISHARES TR ISHARES BIOTECH 464287556 202 1727 SH SOLE 1727 0 0 ISHARES TR MSCI CHINA ETF 46429B671 3369 79152 SH SOLE 79152 0 0 ISHARES TR MSCI EAFE ETF 464287465 12628 225452 SH SOLE 225452 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 478 8393 SH SOLE 8393 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2102 60255 SH SOLE 60255 0 0 ISHARES TR MSCI KLD400 SOC 464288570 725 10827 SH SOLE 10827 0 0 ISHARES TR MSCI USA ESG SLC 464288802 401 5282 SH SOLE 5282 0 0 ISHARES TR MSCI USA MMENTM 46432F396 513 3908 SH SOLE 3908 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 7231 69565 SH SOLE 69565 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 9138 67193 SH SOLE 67193 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1331 16974 SH SOLE 16974 0 0 ISHARES TR S&P 500 VAL ETF 464287408 626 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 12024 239711 SH SOLE 239711 0 0 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 5274 150527 SH SOLE 150527 0 0 JOHNSON & JOHNSON COM 478160104 249 1525 SH SOLE 1525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 313 1100 SH SOLE 1100 0 0 PITNEY BOWES INC COM 724479100 69 29778 SH SOLE 29778 0 0 PROCTER AND GAMBLE CO COM 742718109 225 1782 SH SOLE 1782 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 18281 228631 SH SOLE 228631 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 13831 236390 SH SOLE 236390 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 384 7407 SH SOLE 7407 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3033 25534 SH SOLE 25534 0 0 SPDR GOLD TR GOLD SHS 78463V107 232 1500 SH SOLE 1500 0 0 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 2436 34418 SH SOLE 34418 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8244 23080 SH SOLE 23080 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 6235 50496 SH SOLE 50496 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3026 82919 SH SOLE 82919 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 923 20000 SH SOLE 20000 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1359 10055 SH SOLE 10055 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3088 84926 SH SOLE 84926 0 0