0001172661-23-002254.txt : 20230515 0001172661-23-002254.hdr.sgml : 20230515 20230515135353 ACCESSION NUMBER: 0001172661-23-002254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23920738 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 X0202 13F-HR LIVE false true false 0001717027 XXXXXXXX 03-31-2023 03-31-2023 false Prism Advisors, Inc.

4361 Tujunga Avenue Suite A Studio City CA 91604

13F HOLDINGS REPORT 028-18379 000286474 801-110196 N Stacey Snow 818-760-3333 /s/ Stacey Snow Studio City CA 05-15-2023 0 51 288211381 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 779879 4729 SH SOLE 4729 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 231578 750 SH SOLE 750 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 11255919 501154 SH SOLE 501154 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 19722724 850484 SH SOLE 850484 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 68135 12321 SH SOLE 12321 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3586389 42884 SH SOLE 42884 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1067457 23790 SH SOLE 23790 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11303677 236133 SH SOLE 236133 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 21103638 525489 SH SOLE 525489 0 0 GENERAL ELECTRIC CO COM NEW 369604301 206783 2163 SH SOLE 2163 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 19694696 661562 SH SOLE 661562 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 240204 3161 SH SOLE 3161 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 12497181 250645 SH SOLE 250645 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 12784772 96847 SH SOLE 96847 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1667621 25661 SH SOLE 25661 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 8651457 26957 SH SOLE 26957 0 0 ISHARES TR MSCI KLD400 SOC 464288570 767968 9847 SH SOLE 9847 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3558879 90190 SH SOLE 90190 0 0 ISHARES TR MSCI USA ESG SLC 464288802 697069 7942 SH SOLE 7942 0 0 ISHARES TR CORE S&P US VLU 464287663 973896 13200 SH SOLE 13200 0 0 ISHARES TR MSCI CHINA ETF 46429B671 7570039 151735 SH SOLE 151735 0 0 ISHARES TR S&P 500 VAL ETF 464287408 738768 4868 SH SOLE 4868 0 0 ISHARES TR CORE S&P500 ETF 464287200 567701 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 27 46435U283 1138444 44715 SH SOLE 44715 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3851521 57614 SH SOLE 57614 0 0 ISHARES TR MSCI USA MMENTM 46432F396 349825 2516 SH SOLE 2516 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 14929239 120334 SH SOLE 120334 0 0 ISHARES TR IBONDS DEC 26 46435U259 910527 35665 SH SOLE 35665 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 212281 8823 SH SOLE 8823 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1545483 16974 SH SOLE 16974 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2162162 31961 SH SOLE 31961 0 0 ISHARES TR MSCI EAFE ETF 464287465 20771830 290434 SH SOLE 290434 0 0 ISHARES TR CORE DIV GRWTH 46434V621 19783842 395756 SH SOLE 395756 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 313318 3161 SH SOLE 3161 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 717756 24306 SH SOLE 24306 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 9601071 63057 SH SOLE 63057 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 12891265 256186 SH SOLE 256186 0 0 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 792358 19218 SH SOLE 19218 0 0 MASTERCARD INCORPORATED CL A 57636Q104 399751 1100 SH SOLE 1100 0 0 MCDONALDS CORP COM 580135101 202158 723 SH SOLE 723 0 0 MICROSOFT CORP COM 594918104 233564 810 SH SOLE 810 0 0 PITNEY BOWES INC COM 724479100 96386 24778 SH SOLE 24778 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 24239913 265672 SH SOLE 265672 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 16195454 246957 SH SOLE 246957 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 422668 7884 SH SOLE 7884 0 0 SPDR GOLD TR GOLD SHS 78463V107 274830 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9125188 22290 SH SOLE 22290 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5824651 42174 SH SOLE 42174 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1058214 17362 SH SOLE 17362 0 0 VISA INC COM CL A 92826C839 215089 954 SH SOLE 954 0 0 WP CAREY INC COM 92936U109 216163 2791 SH SOLE 2791 0 0