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  Name: Personal Resources Investment & Strategic Manageme
  City: Studio City
  State: CA
  Zip: 91604
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $333,037,000
  Total Value Change : $22,574,000
  Securities Held Change : -6
   
All Securities Held : 59
  New Positions : 3
  Closed Positions : 10
  Increased Positions : 23
  Unchanged Positions : 15
  Decreased Positions : 18

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Holdings Found : 22     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IHDG)1 Year Chart         IHDG Widsom Tree International H... 1 - $45.84 $26,337,000 573,287 7.91% 4,324,000 49,053 1.487    N/A
   (FVAL)1 Year Chart         FVAL Fidelity Value Factor Etf 2 - $0.00 $25,567,000 448,153 7.68% 2,225,000 7,712 0.498    N/A
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 3 - $57.22 $24,220,000 417,159 7.27% 2,155,000 7,185 0.137    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 4 - $77.83 $24,004,000 300,581 7.21% 2,918,000 20,739 0.042    Closed - End Fund - E...
   (XCEM)1 Year Chart         XCEM Columbia Em Core Ex China Etf 5 - $0.00 $23,362,000 751,186 7.01% 2,813,000 72,344 0.835    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 6 - $48.61 $19,561,000 390,449 5.87% 1,460,000 2,260 0.012    Closed - End Fund - E...
   (CGW)1 Year Chart         CGW Invesco S&P Global Water ETF 8 - $56.14 $14,957,000 269,357 4.49% 2,036,000 25,602 1.57    Packaging & Containers
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 11 - $0.00 $12,477,000 247,306 3.75% 1,579,000 30,352 0.027    N/A
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 12 - $0.00 $12,143,000 251,667 3.65% 1,825,000 38,132 0.203    N/A
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 13 - $66.45 $11,919,000 176,859 3.58% 1,279,000 5,081 0.015    N/A
   (CNYA)1 Year Chart         CNYA Ishares Msci China A Etf 18 - $0.00 $9,049,000 348,723 2.72% 3,421,000 130,749 2.545    N/A
   (FRDM)1 Year Chart         FRDM Freedom Environmental Servi... 25 - $0.00 $1,583,000 46,944 0.48% 100,000 1,859 0.045    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 26 - $53.97 $1,400,000 24,931 0.42% 153,000 794 0.002    N/A
   (ESGS)1 Year Chart         ESGS Columbia Sustainable Us Equ... 27 - $0.00 $1,318,000 29,605 0.4% 150,000 874 1.974    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 31 - $212.49 $1,053,000 6,143 0.32% 4,000 693 0    Personal Computers
   (NUDM)1 Year Chart         NUDM Nushares Esg International ... 34 - $0.00 $766,000 24,665 0.23% 194,000 1,838 0.216    N/A
   (PHO)1 Year Chart         PHO Invesco Water Resource Port 37 - $65.58 $621,000 9,336 0.19% 79,000 428 0.034    Closed - End Fund - Debt
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 38 - $94.60 $592,000 6,250 0.18% 49,000 618 0.002    Closed - End Fund - E...
   (CVSB)1 Year Chart         CVSB Calvert Ultra-short Investm... 45 - $0.00 $426,000 8,456 0.13% 44,000 853 0.094    N/A
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 52 - $52.06 $360,000 6,904 0.11% 22,000 438 0.002    N/A
   (IIPR)1 Year Chart         IIPR Innovative Industrial Prope... 53 - $106.62 $359,000 3,463 0.11% 18,000 82 0.016    N/A
   (PBW)1 Year Chart         PBW Invesco WilderHill Clean En... 55 - $21.38 $216,000 9,355 0.06% 216,000 9,355 0.062    Closed - End Fund - Debt

      22 Records Found
  1    
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