0001085146-18-001688.txt : 20180713 0001085146-18-001688.hdr.sgml : 20180713 20180713140757 ACCESSION NUMBER: 0001085146-18-001688 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180713 DATE AS OF CHANGE: 20180713 EFFECTIVENESS DATE: 20180713 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: 18952256 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 true false 0001717027 XXXXXXXX 06-30-2018 06-30-2018 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 07-13-2018 0 56 187973 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADTALEM GLOBAL ED INC COM 00737L103 2694 53198 SH SOLE 53198 0 0 AMERICAN RAILCAR INDS INC COM 02916P103 2724 67116 SH SOLE 67116 0 0 ANTHEM INC COM 036752103 212 877 SH SOLE 877 0 0 APPLE INC COM 037833100 1050 5585 SH SOLE 5585 0 0 AT&T INC COM 00206R102 2617 80083 SH SOLE 80083 0 0 BLACKBERRY LTD COM 09228F103 125 12610 SH SOLE 12610 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 70 10042 SH SOLE 10042 0 0 CHEVRON CORP NEW COM 166764100 2627 21162 SH SOLE 21162 0 0 CVS HEALTH CORP COM 126650100 2575 38739 SH SOLE 38739 0 0 EXXON MOBIL CORP COM 30231G102 435 5285 SH SOLE 5285 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 6344 123837 SH SOLE 123837 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 6352 105859 SH SOLE 105859 0 0 FUTUREFUEL CORPORATION COM 36116M106 2968 205674 SH SOLE 205674 0 0 GENERAL ELECTRIC CO COM 369604103 2625 189510 SH SOLE 189510 0 0 GOLUB CAP BDC INC COM 38173M102 1329 71270 SH SOLE 71270 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1140 76073 SH SOLE 76073 0 0 HP INC COM 40434L105 1380 59967 SH SOLE 59967 0 0 INTL PAPER CO COM 460146103 2510 47945 SH SOLE 47945 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS2018 COR 46138J106 265 12559 SH SOLE 12559 0 0 INVESCO EXCHNG TRADED FD TR S&P GBL WATER 46138E263 10896 318960 SH SOLE 318960 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 26640 151698 SH SOLE 151698 0 0 ISHARES TR CORE S&P500 ETF 464287200 352 1268 SH SOLE 1268 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 16099 370865 SH SOLE 370865 0 0 ISHARES TR S&P 500 VAL ETF 464287408 542 4868 SH SOLE 4868 0 0 ISHARES TR MSCI EAFE ETF 464287465 16741 247720 SH SOLE 247720 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1634 12655 SH SOLE 12655 0 0 ISHARES TR NASDAQ BIOTECH 464287556 205 1762 SH SOLE 1762 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 11602 95013 SH SOLE 95013 0 0 ISHARES TR CORE S&P US VLU 464287663 752 13851 SH SOLE 13851 0 0 ISHARES TR INTL SEL DIV ETF 464288448 575 17525 SH SOLE 17525 0 0 ISHARES TR MSCI KLD400 SOC 464288570 244 2375 SH SOLE 2375 0 0 ISHARES TR IBONDS SEP19 ETF 46429B564 1002 39450 SH SOLE 39450 0 0 ISHARES TR IBONDS SEP18 ETF 46429B580 2064 81277 SH SOLE 81277 0 0 ISHARES TR IBONDS SEP20 ETF 46434V571 483 19023 SH SOLE 19023 0 0 JOHNSON & JOHNSON COM 478160104 274 2182 SH SOLE 2182 0 0 KOHLS CORP COM 500255104 2818 39479 SH SOLE 39479 0 0 MASTERCARD INCORPORATED CL A 57636Q104 318 1595 SH SOLE 1595 0 0 MICROSOFT CORP COM 594918104 250 2467 SH SOLE 2467 0 0 PITNEY BOWES INC COM 724479100 2204 241923 SH SOLE 241923 0 0 RYDER SYS INC COM 783549108 2675 36526 SH SOLE 36526 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4156 77244 SH SOLE 77244 0 0 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 5724 55204 SH SOLE 55204 0 0 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 1339 34289 SH SOLE 34289 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 22391 81298 SH SOLE 81298 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 321 888 SH SOLE 888 0 0 SPDR SERIES TRUST S&P BIOTECH 78464A870 374 3728 SH SOLE 3728 0 0 TEGNA INC COM 87901J105 2732 234492 SH SOLE 234492 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 3189 132151 SH SOLE 132151 0 0 THL CR INC COM 872438106 1313 161360 SH SOLE 161360 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 393 3738 SH SOLE 3738 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 280 6621 SH SOLE 6621 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 356 8259 SH SOLE 8259 0 0 VIACOM INC NEW CL B 92553P201 2552 85074 SH SOLE 85074 0 0 WESTERN DIGITAL CORP COM 958102105 2220 28484 SH SOLE 28484 0 0 XEROX CORP COM NEW 984121608 2166 88787 SH SOLE 88787 0 0 ZIOPHARM ONCOLOGY INC COM 98973P101 55 17331 SH SOLE 17331 0 0