0001085146-23-000468.txt : 20230131 0001085146-23-000468.hdr.sgml : 20230131 20230130201418 ACCESSION NUMBER: 0001085146-23-000468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prism Advisors, 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: 23569839 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 FORMER COMPANY: FORMER CONFORMED NAME: Personal Resources Investment & Strategic Management, Inc. DATE OF NAME CHANGE: 20170914 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001717027 XXXXXXXX 12-31-2022 12-31-2022 false Prism Advisors, Inc.

4361 TUJUNGA AVENUE SUITE A STUDIO CITY CA 91604

13F HOLDINGS REPORT 028-18379 000286474 N Stacey Snow 818-760-3333 /s/ Stacey Snow Studio City CA 01-30-2023 0 48 272903354 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 621864 4786 SH SOLE 4786 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 231675 750 SH SOLE 750 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 BBG015DMY5P8 9843740 493668 SH SOLE 493668 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 BBG015DN0WJ1 18089189 868420 SH SOLE 868420 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 BBG001SD8F15 49900 12321 SH SOLE 12321 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 BBG001SS8248 3403274 42884 SH SOLE 42884 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 BBG007GFNV45 10771138 227191 SH SOLE 227191 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 754019 17168 SH SOLE 17168 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 20790755 520941 SH SOLE 520941 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 BBG00MVW9603 98461 618860 SH Call SOLE 618800 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 BBG00MVL3G29 100005 254012 SH Call SOLE 254000 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 BBG00B3QTT09 18528731 654494 SH SOLE 654494 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 10499984 95864 SH SOLE 95864 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 BBG00KJR22S8 11953294 256398 SH SOLE 256398 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 BBG001S9FH85 1580698 26460 SH SOLE 26460 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 7519737 28240 SH SOLE 28240 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 255828 2671 SH SOLE 2671 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 708009 25018 SH SOLE 25018 0 0 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 19831400 396628 SH SOLE 396628 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 3637770 59016 SH SOLE 59016 0 0 ISHARES TR CORE S&P US VLU 464287663 BBG001SFQL80 932316 13200 SH SOLE 13200 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 530594 1381 SH SOLE 1381 0 0 ISHARES TR IBONDS DEC 26 46435U259 BBG00NSLFHR9 899115 35665 SH SOLE 35665 0 0 ISHARES TR IBONDS DEC 27 46435U283 BBG00NVC3ZF1 1121229 44715 SH SOLE 44715 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 202580 1543 SH SOLE 1543 0 0 ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 7164311 150828 SH SOLE 150828 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 19555197 297916 SH SOLE 297916 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 2086478 32814 SH SOLE 32814 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 3421102 90267 SH SOLE 90267 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 784521 10928 SH SOLE 10928 0 0 ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 549157 6671 SH SOLE 6671 0 0 ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 342790 2349 SH SOLE 2349 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 13560214 118991 SH SOLE 118991 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 9899573 65279 SH SOLE 65279 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 1419026 16974 SH SOLE 16974 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 706201 4868 SH SOLE 4868 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 12419863 247753 SH SOLE 247753 0 0 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 BBG00J5DPW97 744698 19218 SH SOLE 19218 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 382503 1100 SH SOLE 1100 0 0 PITNEY BOWES INC COM 724479100 BBG001S5V171 94156 24778 SH SOLE 24778 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 23898824 265572 SH SOLE 265572 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 15956388 241690 SH SOLE 241690 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 457882 8841 SH SOLE 8841 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 254460 1500 SH SOLE 1500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 8822170 23069 SH SOLE 23069 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 6247869 44510 SH SOLE 44510 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 962549 17362 SH SOLE 17362 0 0 WP CAREY INC COM 92936U109 BBG001S67MM3 218117 2791 SH SOLE 2791 0 0