0001717027-23-000004.txt : 20231109 0001717027-23-000004.hdr.sgml : 20231109 20231109104345 ACCESSION NUMBER: 0001717027-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 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: 231390634 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 09-30-2023 09-30-2023 Prism Advisors, Inc.

4361 TUJUNGA AVENUE SUITE A STUDIO CITY CA 91604

13F HOLDINGS REPORT 028-18379 000286474 028-18379 N Stacey Snow 8187603333 Stacey Snow Studio City CA 11-09-2023 0 58 285531364 false INFORMATION TABLE 2 prism13FHR93023.xml ISHARES MSCI USA ESG SELECT ETF ETF 464288802 215388 2394 SH SOLE 0 2394 0 INVESCO WILDERHILL CLEAN ENERGY ETF ETF 46137V134 225762 7183 SH SOLE 0 7183 0 VISA INC COM CL A Stock 92826C839 240470 1002 SH SOLE 0 1002 0 INNOVATIVE INDL PPTYS INC COM REIT 45781V101 255806 3381 SH SOLE 0 3381 0 CALVERT ULTRA-SHORT INVESTMENT GRADE ETF ETF 61774R601 262302 5245 SH SOLE 0 5245 0 ALPHABET INC CAP STK CL A Stock 02079K305 262505 2006 SH SOLE 0 2006 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 262725 750 SH SOLE 0 750 0 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ETF 33734H106 263487 7047 SH SOLE 0 7047 0 INVESCO WATER RESOURCES ETF ETF 46137V142 295415 5555 SH SOLE 0 5555 0 MICROSOFT CORP COM Stock 594918104 312388 989 SH SOLE 0 989 0 SCHWAB US TIPS ETF ETF 808524870 321066 6359 SH SOLE 0 6359 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 348831 2497 SH SOLE 0 2497 0 SPDR GOLD SHARES ETF 78463V107 350444 2044 SH SOLE 0 2044 0 INVESCO ESG NASDAQ 100 ETF ETF 46138G540 359210 14758 SH SOLE 0 14758 0 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 373687 4080 SH SOLE 0 4080 0 NUVEEN ESG LARGE-CAP GROWTH ETF ETF 67092P201 389085 6488 SH SOLE 0 6488 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 435501 1100 SH SOLE 0 1100 0 NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF ETF 67092P805 470587 17225 SH SOLE 0 17225 0 GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF ETF 381430206 485527 16938 SH SOLE 0 16938 0 CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF ETF 14019W109 501390 23063 SH SOLE 0 23063 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 555053 6818 SH SOLE 0 6818 0 ISHARES CHINA LARGE-CAP ETF ETF 464288570 573260 21608 SH SOLE 0 21608 0 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 592854 9197 SH SOLE 0 9197 0 ISHARES CORE S&P 500 ETF ETF 464287200 593043 1381 SH SOLE 0 1381 0 ISHARES S&P 500 VALUE ETF ETF 464287408 748893 4868 SH SOLE 0 4868 0 APPLE INC COM Stock 037833100 798666 4665 SH SOLE 0 4665 0 COLUMBIA U.S. ESG EQUITY INCOME ETF ETF 19761L300 845729 22578 SH SOLE 0 22578 0 FIRST TRUST RISING DIVIDEND ACHIEVERS ETF ETF 33738R506 883573 19229 SH SOLE 0 19229 0 ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF ETF 46435U259 884849 35665 SH SOLE 0 35665 0 ISHARES CORE S&P US VALUE ETF ETF 464287663 984984 13200 SH SOLE 0 13200 0 VANGUARD FTSE EUROPE ETF ETF 922042874 1005781 17362 SH SOLE 0 17362 0 ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF ETF 46435U283 1094623 44715 SH SOLE 0 44715 0 FREEDOM 100 EMERGING MARKETS ETF ETF 02072L607 1107204 39110 SH SOLE 0 39110 0 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 1550575 16974 SH SOLE 0 16974 0 INVESCO LARGE CAP GROWTH ETF ETF 46137V746 1699631 25072 SH SOLE 0 25072 0 ISHARES MSCI EAFE MIN VOL FACTOR ETF ETF 46429B689 1989210 30500 SH SOLE 0 30500 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 3331120 87777 SH SOLE 0 87777 0 FIRST TRUST WATER ETF ETF 33733B100 3347734 40456 SH SOLE 0 40456 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 3710132 57656 SH SOLE 0 57656 0 VANGUARD VALUE ETF ETF 922908744 5414718 39257 SH SOLE 0 39257 0 ISHARES MSCI CHINA A ETF ETF 46434V514 7531207 266733 SH SOLE 0 266733 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 8947576 24974 SH SOLE 0 24974 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 9507740 62625 SH SOLE 0 62625 0 SPDR S&P 500 ETF TRUST ETF 78462F103 9548963 22338 SH SOLE 0 22338 0 SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF ETF 808524771 10159506 181517 SH SOLE 0 181517 0 INVESCO S&P GLOBAL WATER INDEX ETF ETF 46138E263 11002930 236520 SH SOLE 0 236520 0 JPMORGAN U.S. QUALITY FACTOR ETF ETF 46641Q761 11548287 266889 SH SOLE 0 266889 0 FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 11601669 245590 SH SOLE 0 245590 0 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 12233385 243790 SH SOLE 0 243790 0 INVESCO NASDAQ 100 ETF ETF 46138G649 12251393 83111 SH SOLE 0 83111 0 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 13906613 105521 SH SOLE 0 105521 0 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 14090607 159126 SH SOLE 0 159126 0 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 16447598 398633 SH SOLE 0 398633 0 COLUMBIA EM CORE EX-CHINA ETF ETF 19762B202 18824433 686522 SH SOLE 0 686522 0 WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND ETF 97717X594 18878699 487318 SH SOLE 0 487318 0 ISHARES MSCI EAFE ETF ETF 464287465 19288908 279874 SH SOLE 0 279874 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 19972081 403232 SH SOLE 0 403232 0 FIDELITY VALUE FACTOR ETF ETF 316092782 21446561 448204 SH SOLE 0 448204 0