0001085146-18-000585.txt : 20180212 0001085146-18-000585.hdr.sgml : 20180212 20180212171459 ACCESSION NUMBER: 0001085146-18-000585 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180212 DATE AS OF CHANGE: 20180212 EFFECTIVENESS DATE: 20180212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Personal Resources Investment & Strategic Management, 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: 18597541 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001717027 XXXXXXXX 12-31-2017 12-31-2017 false Personal Resources Investment & Strategic Management, 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 02-12-2018 0 53 181360 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 235 1000 SH SOLE 1000 0 0 ADTALEM GLOBAL ED INC COM 00737L103 2842 67590 SH SOLE 67590 0 0 AMERICAN RAILCAR INDS INC COM 02916P103 2839 68168 SH SOLE 68168 0 0 ANTHEM INC COM 036752103 3027 13451 SH SOLE 13451 0 0 APPLE INC COM 037833100 945 5585 SH SOLE 5585 0 0 AT&T INC COM 00206R102 3118 80184 SH SOLE 80184 0 0 BLACKBERRY LTD COM 09228F103 141 12610 SH SOLE 12610 0 0 CHEVRON CORP NEW COM 166764100 2899 23153 SH SOLE 23153 0 0 CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 18383M530 265 12559 SH SOLE 12559 0 0 EXXON MOBIL CORP COM 30231G102 275 3285 SH SOLE 3285 0 0 FUTUREFUEL CORPORATION COM 36116M106 2486 176425 SH SOLE 176425 0 0 GOLUB CAP BDC INC COM 38173M102 1269 69710 SH SOLE 69710 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1305 90845 SH SOLE 90845 0 0 HP INC COM 40434L105 1398 66551 SH SOLE 66551 0 0 INTL PAPER CO COM 460146103 2717 46893 SH SOLE 46893 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 223 4131 SH SOLE 4131 0 0 ISHARES TR CORE S&P US VLU 464287663 767 13851 SH SOLE 13851 0 0 ISHARES TR CORE S&P500 ETF 464287200 678 2523 SH SOLE 2523 0 0 ISHARES TR CORE US AGGBD ET 464287226 12055 110263 SH SOLE 110263 0 0 ISHARES TR IBONDS SEP18 ETF 46429B580 2064 81277 SH SOLE 81277 0 0 ISHARES TR IBONDS SEP19 ETF 46429B564 949 37475 SH SOLE 37475 0 0 ISHARES TR IBONDS SEP20 ETF 46434V571 452 17836 SH SOLE 17836 0 0 ISHARES TR INTL SEL DIV ETF 464288448 592 17525 SH SOLE 17525 0 0 ISHARES TR MSCI EAFE ETF 464287465 16806 239023 SH SOLE 239023 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 17275 366623 SH SOLE 366623 0 0 ISHARES TR MSCI KLD400 SOC 464288570 281 2865 SH SOLE 2865 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 15478 124480 SH SOLE 124480 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1527 12655 SH SOLE 12655 0 0 ISHARES TR S&P 500 VAL ETF 464287408 556 4868 SH SOLE 4868 0 0 ISHARES TR TIPS BD ETF 464287176 213 1868 SH SOLE 1868 0 0 JOHNSON & JOHNSON COM 478160104 305 2182 SH SOLE 2182 0 0 KOHLS CORP COM 500255104 3312 61075 SH SOLE 61075 0 0 MASTERCARD INCORPORATED CL A 57636Q104 241 1595 SH SOLE 1595 0 0 MICROSOFT CORP COM 594918104 211 2467 SH SOLE 2467 0 0 PITNEY BOWES INC COM 724479100 2352 210357 SH SOLE 210357 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 28003 179781 SH SOLE 179781 0 0 RYDER SYS INC COM 783549108 2748 32650 SH SOLE 32650 0 0 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1413 34289 SH SOLE 34289 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 26406 98950 SH SOLE 98950 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 307 888 SH SOLE 888 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 1189 38765 SH SOLE 38765 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 316 3728 SH SOLE 3728 0 0 SPOK HLDGS INC COM 84863T106 2413 154171 SH SOLE 154171 0 0 TEGNA INC COM 87901J105 2824 200588 SH SOLE 200588 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 3345 176511 SH SOLE 176511 0 0 THL CR INC COM 872438106 1288 142303 SH SOLE 142303 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 423 3975 SH SOLE 3975 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 304 6621 SH SOLE 6621 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 370 8259 SH SOLE 8259 0 0 VIACOM INC NEW CL B 92553P201 3050 99005 SH SOLE 99005 0 0 WESTERN DIGITAL CORP COM 958102105 2358 29652 SH SOLE 29652 0 0 XEROX CORP COM NEW 984121608 2444 83837 SH SOLE 83837 0 0 ZIOPHARM ONCOLOGY INC COM 98973P101 61 14730 SH SOLE 14730 0 0