0001717027-24-000008.txt : 20240201 0001717027-24-000008.hdr.sgml : 20240201 20240201110740 ACCESSION NUMBER: 0001717027-24-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240201 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prism Advisors, Inc. CENTRAL INDEX KEY: 0001717027 ORGANIZATION NAME: 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: 24585547 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 12-31-2023 12-31-2023 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 02-01-2024 0 65 310463811 false INFORMATION TABLE 2 prism13FHR123123.xml WISDOMTREE US VALUE FUND OF BENEF INTEREST ETF 97717W547 289334 4222 SH SOLE 4222 0 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 10124374 24723 SH SOLE 24723 0 0 GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF ETF 381430206 492727 16055 SH SOLE 16055 0 0 INVESCO WATER RESOURCES ETF ETF 46137V142 542141 8908 SH SOLE 8908 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 3542724 88106 SH SOLE 88106 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 615407 6759 SH SOLE 6759 0 0 COLUMBIA U.S. ESG EQUITY INCOME ETF ETF 19761L300 1167703 28731 SH SOLE 28731 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 10413948 21910 SH SOLE 21910 0 0 FIDELITY VALUE FACTOR ETF ETF 316092782 23342448 440441 SH SOLE 440441 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 469161 1100 SH SOLE 1100 0 0 INNOVATIVE INDL PPTYS INC COM REIT 45781V101 340872 3381 SH SOLE 3381 0 0 SPDR S&P CHINA ETF ETF 78463X400 2018600 29633 SH SOLE 29633 0 0 NUVEEN ESG LARGE-CAP GROWTH ETF ETF 67092P201 526166 7574 SH SOLE 7574 0 0 NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF ETF 67092P805 571570 22827 SH SOLE 22827 0 0 COLUMBIA EM CORE EX-CHINA ETF ETF 19762B202 20548547 678842 SH SOLE 678842 0 0 SPDR GOLD SHARES ETF 78463V107 390751 2044 SH SOLE 2044 0 0 ISHARES MSCI CHINA A ETF ETF 46434V514 5628089 217974 SH SOLE 217974 0 0 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 10897601 216954 SH SOLE 216954 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 329911 925 SH SOLE 925 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 393088 2814 SH SOLE 2814 0 0 JPMORGAN U.S. VALUE FACTOR ETF ETF 46641Q753 294365 7630 SH SOLE 7630 0 0 MICROSOFT CORP COM Stock 594918104 483759 1286 SH SOLE 1286 0 0 JPMORGAN U.S. QUALITY FACTOR ETF ETF 46641Q761 11536749 241052 SH SOLE 241052 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 1119502 17362 SH SOLE 17362 0 0 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 631688 9011 SH SOLE 9011 0 0 SCHWAB US TIPS ETF ETF 808524870 337525 6466 SH SOLE 6466 0 0 ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF ETF 46435U259 909850 35665 SH SOLE 35665 0 0 ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF ETF 46435U283 1136432 44715 SH SOLE 44715 0 0 FREEDOM 100 EMERGING MARKETS ETF ETF 02072L607 1483297 45085 SH SOLE 45085 0 0 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 1773104 16974 SH SOLE 16974 0 0 INVESCO NASDAQ 100 ETF ETF 46138G649 12928366 76708 SH SOLE 76708 0 0 VISA INC COM CL A Stock 92826C839 338976 1302 SH SOLE 1302 0 0 ISHARES MSCI EAFE MIN VOL FACTOR ETF ETF 46429B689 2150025 31007 SH SOLE 31007 0 0 VANGUARD VALUE ETF ETF 922908744 5853673 39155 SH SOLE 39155 0 0 INVESCO ESG NASDAQ 100 ETF ETF 46138G540 481348 17265 SH SOLE 17265 0 0 CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF ETF 14019W109 519458 21762 SH SOLE 21762 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 4040871 57440 SH SOLE 57440 0 0 NVIDIA CORPORATION COM Stock 67066G104 27714 561 SH SOLE 561 0 0 CALVERT ULTRA-SHORT INVESTMENT GRADE ETF ETF 61774R601 382075 7603 SH SOLE 7603 0 0 INVESCO S&P GLOBAL WATER INDEX ETF ETF 46138E263 12920978 243755 SH SOLE 243755 0 0 JPMORGAN LIMITED DURATION BOND ETF ETF 46654Q773 1372373 27122 SH SOLE 27122 0 0 MCDONALDS CORP COM Stock 580135101 266266 898 SH SOLE 898 0 0 INVESCO LARGE CAP GROWTH ETF ETF 46137V746 1937372 24934 SH SOLE 24934 0 0 ISHARES BIOTECHNOLOGY ETF ETF 464287556 210160 1547 SH SOLE 1547 0 0 SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF ETF 808524771 10639929 171778 SH SOLE 171778 0 0 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 13449332 91405 SH SOLE 91405 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 336843 2147 SH SOLE 2147 0 0 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 15042362 158008 SH SOLE 158008 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 846497 4868 SH SOLE 4868 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 659607 1381 SH SOLE 1381 0 0 PITNEY BOWES INC COM Stock 724479100 109023 24778 SH SOLE 24778 0 0 FIRST TRUST RISING DIVIDEND ACHIEVERS ETF ETF 33738R506 1247159 24137 SH SOLE 24137 0 0 ISHARES CORE S&P US VALUE ETF ETF 464287663 1113156 13200 SH SOLE 13200 0 0 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 542868 5632 SH SOLE 5632 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 22064801 409974 SH SOLE 409974 0 0 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 1129373 22426 SH SOLE 22426 0 0 WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND ETF 97717X594 22012586 524234 SH SOLE 524234 0 0 FIRST TRUST WATER ETF ETF 33733B100 3842831 40537 SH SOLE 40537 0 0 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 18101253 388189 SH SOLE 388189 0 0 FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 10318010 213535 SH SOLE 213535 0 0 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ETF 33734H106 273212 6736 SH SOLE 6736 0 0 ISHARES CHINA LARGE-CAP ETF ETF 464287184 469642 19544 SH SOLE 19544 0 0 ISHARES MSCI EAFE ETF ETF 464287465 21086086 279842 SH SOLE 279842 0 0 APPLE INC COM Stock 037833100 1049358 5450 SH SOLE 5450 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 10348795 62625 SH SOLE 62625 0 0