0001085146-19-002105.txt : 20190806 0001085146-19-002105.hdr.sgml : 20190806 20190806125901 ACCESSION NUMBER: 0001085146-19-002105 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190806 DATE AS OF CHANGE: 20190806 EFFECTIVENESS DATE: 20190806 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: 191001230 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 06-30-2019 06-30-2019 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 08-06-2019 0 58 175719 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 683 3450 SH SOLE 3450 0 0 AT&T INC COM 00206R102 2761 82391 SH SOLE 82391 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 58 13630 SH SOLE 13630 0 0 CHEVRON CORP NEW COM 166764100 2512 20187 SH SOLE 20187 0 0 CVS HEALTH CORP COM 126650100 2599 47691 SH SOLE 47691 0 0 DELUXE CORP COM 248019101 2325 57179 SH SOLE 57179 0 0 EXXON MOBIL CORP COM 30231G102 263 3437 SH SOLE 3437 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 7428 123697 SH SOLE 123697 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 7496 145048 SH SOLE 145048 0 0 GENERAL ELECTRIC CO COM 369604103 2726 259660 SH SOLE 259660 0 0 GOLUB CAP BDC INC COM 38173M102 1227 68929 SH SOLE 68929 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1224 81857 SH SOLE 81857 0 0 HP INC COM 40434L105 1340 64458 SH SOLE 64458 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 220 1782 SH SOLE 1782 0 0 INTL PAPER CO COM 460146103 2376 54844 SH SOLE 54844 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 11765 243220 SH SOLE 243220 0 0 INVESCO EXCHNG TRADED FD TR S&P GBL WATER 46138E263 12615 336949 SH SOLE 336949 0 0 INVESCO LTD SHS G491BT108 2628 128454 SH SOLE 128454 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 24578 131614 SH SOLE 131614 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 693 16194 SH SOLE 16194 0 0 ISHARES TR CORE S&P US VLU 464287663 785 13851 SH SOLE 13851 0 0 ISHARES TR CORE S&P500 ETF 464287200 388 1315 SH SOLE 1315 0 0 ISHARES TR IBONDS SEP19 ETF 46429B564 1279 50290 SH SOLE 50290 0 0 ISHARES TR IBONDS SEP2020 46434V571 486 19023 SH SOLE 19023 0 0 ISHARES TR INTL SEL DIV ETF 464288448 538 17525 SH SOLE 17525 0 0 ISHARES TR MSCI CHINA ETF 46429B671 5454 91744 SH SOLE 91744 0 0 ISHARES TR MSCI EAFE ETF 464287465 16384 249258 SH SOLE 249258 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 5027 117148 SH SOLE 117148 0 0 ISHARES TR MSCI KLD400 SOC 464288570 262 2396 SH SOLE 2396 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 9574 75255 SH SOLE 75255 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1804 12655 SH SOLE 12655 0 0 ISHARES TR S&P 500 VAL ETF 464287408 580 4979 SH SOLE 4979 0 0 JOHNSON & JOHNSON COM 478160104 249 1788 SH SOLE 1788 0 0 KOHLS CORP COM 500255104 1853 38970 SH SOLE 38970 0 0 MANPOWERGROUP INC COM 56418H100 2634 27270 SH SOLE 27270 0 0 MASTERCARD INC CL A 57636Q104 422 1595 SH SOLE 1595 0 0 MCDONALDS CORP COM 580135101 204 983 SH SOLE 983 0 0 MICROSOFT CORP COM 594918104 478 3568 SH SOLE 3568 0 0 MOLSON COORS BREWING CO CL B 60871R209 2301 41096 SH SOLE 41096 0 0 PITNEY BOWES INC COM 724479100 1837 429278 SH SOLE 429278 0 0 PROCTER AND GAMBLE CO COM 742718109 219 2000 SH SOLE 2000 0 0 RYDER SYS INC COM 783549108 2383 40875 SH SOLE 40875 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4419 78707 SH SOLE 78707 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 217 1632 SH SOLE 1632 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 649 18120 SH SOLE 18120 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11245 38378 SH SOLE 38378 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 260 732 SH SOLE 732 0 0 TEGNA INC COM 87901J105 2554 168563 SH SOLE 168563 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1759 190552 SH SOLE 190552 0 0 THL CREDIT INC COM 872438106 1231 185440 SH SOLE 185440 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 728 6567 SH SOLE 6567 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 282 6621 SH SOLE 6621 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1561 28425 SH SOLE 28425 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 276 6609 SH SOLE 6609 0 0 VIACOM INC NEW CL B 92553P201 2503 83810 SH SOLE 83810 0 0 W P CAREY INC COM 92936U109 227 2791 SH SOLE 2791 0 0 WESTERN DIGITAL CORP COM 958102105 2413 50755 SH SOLE 50755 0 0 XEROX CORP COM NEW 984121608 2737 77304 SH SOLE 77304 0 0