0001172661-23-002861.txt : 20230810 0001172661-23-002861.hdr.sgml : 20230810 20230810102138 ACCESSION NUMBER: 0001172661-23-002861 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 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: 231157709 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 true false 0001717027 XXXXXXXX 06-30-2023 06-30-2023 false Prism Advisors, Inc.

4361 Tujunga Avenue Suite A Studio City CA 91604

13F HOLDINGS REPORT 028-18379 000286474 801-110196 N Stacey Snow 818-760-3333 /s/ Stacey Snow Studio City CA 08-10-2023 0 52 297423603 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 240118 2006 SH SOLE 2006 0 0 APPLE INC COM 037833100 884427 4560 SH SOLE 4560 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 255750 750 SH SOLE 750 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 12336789 488973 SH SOLE 488973 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 19523858 830096 SH SOLE 830096 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3798236 42884 SH SOLE 42884 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11220537 235379 SH SOLE 235379 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1202086 25522 SH SOLE 25522 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 21527969 536991 SH SOLE 536991 0 0 GENERAL ELECTRIC CO COM NEW 369604301 237606 2163 SH SOLE 2163 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 20551335 687336 SH SOLE 687336 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 252834 3463 SH SOLE 3463 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 12737620 247765 SH SOLE 247765 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 14120006 92907 SH SOLE 92907 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 207942 5183 SH SOLE 5183 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1804079 25548 SH SOLE 25548 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 9591531 25964 SH SOLE 25964 0 0 ISHARES TR IBONDS DEC 27 46435U283 1120781 44715 SH SOLE 44715 0 0 ISHARES TR S&P 500 VAL ETF 464287408 784673 4868 SH SOLE 4868 0 0 ISHARES TR MSCI KLD400 SOC 464288570 836061 9933 SH SOLE 9933 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 223104 9331 SH SOLE 9331 0 0 ISHARES TR IBONDS DEC 26 46435U259 898045 35665 SH SOLE 35665 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3503732 88568 SH SOLE 88568 0 0 ISHARES TR ISHARES BIOTECH 464287556 204152 1608 SH SOLE 1608 0 0 ISHARES TR CORE S&P500 ETF 464287200 615526 1381 SH SOLE 1381 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 2089260 30952 SH SOLE 30952 0 0 ISHARES TR MSCI USA MMENTM 46432F396 360192 2497 SH SOLE 2497 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3900521 57786 SH SOLE 57786 0 0 ISHARES TR MSCI USA ESG SLC 464288802 762136 8139 SH SOLE 8139 0 0 ISHARES TR MSCI CHINA ETF 46429B671 7081027 158271 SH SOLE 158271 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 15802448 117168 SH SOLE 117168 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1640198 16974 SH SOLE 16974 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 327377 3389 SH SOLE 3389 0 0 ISHARES TR CORE DIV GRWTH 46434V621 20843833 404499 SH SOLE 404499 0 0 ISHARES TR CORE S&P US VLU 464287663 1033032 13200 SH SOLE 13200 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 587522 21608 SH SOLE 21608 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 9952299 63057 SH SOLE 63057 0 0 ISHARES TR MSCI EAFE ETF 464287465 20209656 278754 SH SOLE 278754 0 0 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 850973 19218 SH SOLE 19218 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 11852900 236396 SH SOLE 236396 0 0 MASTERCARD INCORPORATED CL A 57636Q104 432630 1100 SH SOLE 1100 0 0 MCDONALDS CORP COM 580135101 215750 723 SH SOLE 723 0 0 MICROSOFT CORP COM 594918104 342327 1005 SH SOLE 1005 0 0 PITNEY BOWES INC COM 724479100 87714 24778 SH SOLE 24778 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 25333790 268708 SH SOLE 268708 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 408311 7788 SH SOLE 7788 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 17387395 259165 SH SOLE 259165 0 0 SPDR GOLD TR GOLD SHS 78463V107 364384 2044 SH SOLE 2044 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9916492 22371 SH SOLE 22371 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5653449 39785 SH SOLE 39785 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1071235 17362 SH SOLE 17362 0 0 VISA INC COM CL A 92826C839 237955 1002 SH SOLE 1002 0 0