0001085146-20-000269.txt : 20200123 0001085146-20-000269.hdr.sgml : 20200123 20200123170320 ACCESSION NUMBER: 0001085146-20-000269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200123 DATE AS OF CHANGE: 20200123 EFFECTIVENESS DATE: 20200123 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: 20542864 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 12-31-2019 12-31-2019 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 01-23-2020 0 64 197582 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 1026 3495 SH SOLE 3495 0 0 AT&T INC COM 00206R102 2722 69657 SH SOLE 69657 0 0 B & G FOODS INC NEW COM 05508R106 2444 136306 SH SOLE 136306 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 2743 53967 SH SOLE 53967 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 52 13630 SH SOLE 13630 0 0 CHEVRON CORP NEW COM 166764100 2484 20611 SH SOLE 20611 0 0 CVS HEALTH CORP COM 126650100 2836 38181 SH SOLE 38181 0 0 DELUXE CORP COM 248019101 2481 49705 SH SOLE 49705 0 0 EXXON MOBIL CORP COM 30231G102 257 3685 SH SOLE 3685 0 0 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 7626 126916 SH SOLE 126916 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 7673 148135 SH SOLE 148135 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1869 51867 SH SOLE 51867 0 0 GENERAL ELECTRIC CO COM 369604103 2878 257895 SH SOLE 257895 0 0 GOLUB CAP BDC INC COM 38173M102 1271 68864 SH SOLE 68864 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1294 81599 SH SOLE 81599 0 0 HP INC COM 40434L105 1387 67493 SH SOLE 67493 0 0 INTL PAPER CO COM 460146103 2678 58147 SH SOLE 58147 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 11567 225081 SH SOLE 225081 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 224 6539 SH SOLE 6539 0 0 INVESCO EXCHNG TRADED FD TR S&P GBL WATER 46138E263 13907 338118 SH SOLE 338118 0 0 INVESCO LTD SHS G491BT108 2730 151825 SH SOLE 151825 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 26166 123072 SH SOLE 123072 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 707 16194 SH SOLE 16194 0 0 ISHARES TR CORE S&P US VLU 464287663 873 13851 SH SOLE 13851 0 0 ISHARES TR CORE S&P500 ETF 464287200 420 1300 SH SOLE 1300 0 0 ISHARES TR IBONDS DEC 26 46435U259 225 8684 SH SOLE 8684 0 0 ISHARES TR IBONDS DEC 27 46435U283 405 15549 SH SOLE 15549 0 0 ISHARES TR IBONDS SEP2020 46434V571 485 19023 SH SOLE 19023 0 0 ISHARES TR INTL SEL DIV ETF 464288448 281 8385 SH SOLE 8385 0 0 ISHARES TR MSCI CHINA ETF 46429B671 6248 97484 SH SOLE 97484 0 0 ISHARES TR MSCI EAFE ETF 464287465 18234 262583 SH SOLE 262583 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 4888 108948 SH SOLE 108948 0 0 ISHARES TR MSCI KLD400 SOC 464288570 286 2384 SH SOLE 2384 0 0 ISHARES TR NASDAQ BIOTECH 464287556 214 1772 SH SOLE 1772 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 10560 77376 SH SOLE 77376 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1931 12655 SH SOLE 12655 0 0 ISHARES TR S&P 500 VAL ETF 464287408 633 4868 SH SOLE 4868 0 0 JOHNSON & JOHNSON COM 478160104 261 1788 SH SOLE 1788 0 0 KOHLS CORP COM 500255104 2491 48886 SH SOLE 48886 0 0 MANPOWERGROUP INC COM 56418H100 2642 27204 SH SOLE 27204 0 0 MASTERCARD INC CL A 57636Q104 487 1631 SH SOLE 1631 0 0 MCDONALDS CORP COM 580135101 216 1095 SH SOLE 1095 0 0 MICROSOFT CORP COM 594918104 547 3468 SH SOLE 3468 0 0 MOLSON COORS BREWING CO CL B 60871R209 2308 42816 SH SOLE 42816 0 0 PGIM ETF TR ULTRA SHORT 69344A107 4603 91988 SH SOLE 91988 0 0 PITNEY BOWES INC COM 724479100 2237 555017 SH SOLE 555017 0 0 PROCTER & GAMBLE CO COM 742718109 250 2000 SH SOLE 2000 0 0 RYDER SYS INC COM 783549108 2582 47537 SH SOLE 47537 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3320 55229 SH SOLE 55229 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 214 1500 SH SOLE 1500 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 582 15472 SH SOLE 15472 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11229 34889 SH SOLE 34889 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 275 732 SH SOLE 732 0 0 TEGNA INC COM 87901J105 2748 164679 SH SOLE 164679 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 2969 302957 SH SOLE 302957 0 0 THL CREDIT INC COM 872438106 1150 182309 SH SOLE 182309 0 0 VANECK VECTORS ETF TRUST MORNINGSTAR WIDE 92189F643 3100 56585 SH SOLE 56585 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 782 6522 SH SOLE 6522 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 294 6621 SH SOLE 6621 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1666 28425 SH SOLE 28425 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 291 6609 SH SOLE 6609 0 0 VIACOMCBS INC CL B 92556H206 2573 61303 SH SOLE 61303 0 0 W P CAREY INC COM 92936U109 223 2791 SH SOLE 2791 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 2837 76943 SH SOLE 76943 0 0