Personal Resources Investment & Strategic Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Personal Resources Investment & Strategic Management, Inc. 13F Holdings
CIK 02818379 · Studio City, CA
As of Sep 30, 2022, Personal Resources Investment & Strategic Management, Inc. reported
53 positions worth $248.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 552,980 |
|
9.8K7.98% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 429,349 |
9.1K | 7.70% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 228,631 |
8.3K | 7.37% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 908,989 |
7.0K | 6.86% |
| GOLDMAN SACHS ACTIVEBETA(R) EMERGING MARKETS EQUITY ETF | GEM | — | 537,274 |
3.9K | 5.60% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 236,390 |
3.8K | 5.58% |
| ISHARES MSCI EAFE ETF | EFA | — | 225,452 |
2.6K | 5.09% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 239,711 |
2.0K | 4.85% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 240,619 |
1.4K | 4.59% |
| INVESCO S&P GLOBAL WATER INDEX ETF | CGW | — | 273,763 |
1.2K | 4.53% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 67,193 | $9.1K | 3.68% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 439,731 | $8.6K | 3.46% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 31,812 | $8.5K | 3.43% |
| SPDR S&P 500 ETF TRUST | SPY | — | 23,080 | $8.2K | 3.32% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 69,565 | $7.2K | 2.92% |
| VANGUARD VALUE INDEX FUND | VTV | — | 50,496 | $6.2K | 2.51% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 52,887 | $5.8K | 2.34% |
| JPMORGAN US QUALITY FACTOR ETF | JQUA | — | 150,527 | $5.3K | 2.13% |
| ISHARES MSCI CHINA ETF | MCHI | — | 79,152 | $3.4K | 1.36% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 63,014 | $3.3K | 1.34% |
| FIRST TRUST WATER ETF | FIW | — | 43,334 | $3.1K | 1.25% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 84,926 | $3.1K | 1.24% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 25,534 | $3.0K | 1.22% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 82,919 | $3.0K | 1.22% |
| SPDR(R) S&P(R) CHINA ETF | GXC | — | 34,418 | $2.4K | 0.98% |