0001085146-20-001110.txt : 20200414 0001085146-20-001110.hdr.sgml : 20200414 20200414162656 ACCESSION NUMBER: 0001085146-20-001110 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200414 DATE AS OF CHANGE: 20200414 EFFECTIVENESS DATE: 20200414 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: 20791594 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 03-31-2020 03-31-2020 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 04-14-2020 0 58 155055 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 462 1818 SH SOLE 1818 0 0 AT&T INC COM 00206R102 2285 78383 SH SOLE 78383 0 0 B & G FOODS INC NEW COM 05508R106 2798 154666 SH SOLE 154666 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 1953 148290 SH SOLE 148290 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 37 17669 SH SOLE 17669 0 0 CHEVRON CORP NEW COM 166764100 2263 31229 SH SOLE 31229 0 0 CVS HEALTH CORP COM 126650100 2449 41279 SH SOLE 41279 0 0 DELUXE CORP COM 248019101 2292 88403 SH SOLE 88403 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3441 72075 SH SOLE 72075 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 448 9017 SH SOLE 9017 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7021 137658 SH SOLE 137658 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 6991 118424 SH SOLE 118424 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2462 88952 SH SOLE 88952 0 0 GENERAL ELECTRIC CO COM 369604103 2491 313667 SH SOLE 313667 0 0 GOLUB CAP BDC INC COM 38173M102 2208 175797 SH SOLE 175797 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1219 125491 SH SOLE 125491 0 0 HP INC COM 40434L105 1321 76112 SH SOLE 76112 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 232 3060 SH SOLE 3060 0 0 INTL PAPER CO COM 460146103 2331 74886 SH SOLE 74886 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 5906 134991 SH SOLE 134991 0 0 INVESCO EXCHANGE-TRADED FD T S&P GBL WATER 46138E263 7843 236516 SH SOLE 236516 0 0 INVESCO LTD SHS G491BT108 2086 229715 SH SOLE 229715 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 17803 93503 SH SOLE 93503 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 1537 40951 SH SOLE 40951 0 0 ISHARES TR CORE S&P500 ETF 464287200 357 1381 SH SOLE 1381 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3382 99092 SH SOLE 99092 0 0 ISHARES TR S&P 500 VAL ETF 464287408 469 4868 SH SOLE 4868 0 0 ISHARES TR MSCI EAFE ETF 464287465 11017 206084 SH SOLE 206084 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1851 15223 SH SOLE 15223 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 7586 76486 SH SOLE 76486 0 0 ISHARES TR CORE S&P US VLU 464287663 640 13851 SH SOLE 13851 0 0 ISHARES TR MSCI KLD400 SOC 464288570 291 2993 SH SOLE 2993 0 0 ISHARES TR MSCI CHINA ETF 46429B671 4545 79383 SH SOLE 79383 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4862 97445 SH SOLE 97445 0 0 ISHARES TR IBONDS SEP2020 46434V571 483 19023 SH SOLE 19023 0 0 ISHARES TR IBONDS DEC2022 46435G755 596 22929 SH SOLE 22929 0 0 ISHARES TR IBONDS DEC2021 46435G789 346 13544 SH SOLE 13544 0 0 ISHARES TR IBONDS DEC 26 46435U259 615 23850 SH SOLE 23850 0 0 ISHARES TR IBONDS DEC 27 46435U283 847 32536 SH SOLE 32536 0 0 JOHNSON & JOHNSON COM 478160104 234 1788 SH SOLE 1788 0 0 KOHLS CORP COM 500255104 1635 112051 SH SOLE 112051 0 0 MANPOWERGROUP INC COM 56418H100 1849 34886 SH SOLE 34886 0 0 MASTERCARD INC CL A 57636Q104 394 1631 SH SOLE 1631 0 0 MICROSOFT CORP COM 594918104 347 2203 SH SOLE 2203 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 2149 55083 SH SOLE 55083 0 0 PITNEY BOWES INC COM 724479100 1745 855559 SH SOLE 855559 0 0 PROCTER & GAMBLE CO COM 742718109 220 2000 SH SOLE 2000 0 0 RYDER SYS INC COM 783549108 2028 76692 SH SOLE 76692 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4039 91241 SH SOLE 91241 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 222 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9675 37536 SH SOLE 37536 0 0 TEGNA INC COM 87901J105 1825 168062 SH SOLE 168062 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 2787 310353 SH SOLE 310353 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 1676 38306 SH SOLE 38306 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1210 13586 SH SOLE 13586 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1063 24552 SH SOLE 24552 0 0 VIACOMCBS INC CL B 92556H206 2123 151558 SH SOLE 151558 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 2068 109175 SH SOLE 109175 0 0