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| Name: |
Personal Resources Investment & Strategic Manageme |
| City: |
Studio City |
| State: |
CA |
| Zip: |
91604 |
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data |
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| Holdings
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22 |
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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 |
Widsom Tree International H... |
1 |
- |
$45.84 |
$26,337,000 |
573,287 |
7.91% |
4,324,000 |
49,053 |
1.487 |
N/A |
|
|
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 |
iShares Core Dividend Growth |
3 |
- |
$57.22 |
$24,220,000 |
417,159 |
7.27% |
2,155,000 |
7,185 |
0.137 |
N/A |
|
|
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 |
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 |
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 |
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 |
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 |
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 |
Schwab Fundamental US Large... |
13 |
- |
$66.45 |
$11,919,000 |
176,859 |
3.58% |
1,279,000 |
5,081 |
0.015 |
N/A |
|
|
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 |
Freedom Environmental Servi... |
25 |
- |
$0.00 |
$1,583,000 |
46,944 |
0.48% |
100,000 |
1,859 |
0.045 |
N/A |
|
|
RDVY |
First Trust Nasdaq Rising D... |
26 |
- |
$53.97 |
$1,400,000 |
24,931 |
0.42% |
153,000 |
794 |
0.002 |
N/A |
|
|
ESGS |
Columbia Sustainable Us Equ... |
27 |
- |
$0.00 |
$1,318,000 |
29,605 |
0.4% |
150,000 |
874 |
1.974 |
N/A |
|
|
AAPL |
Apple Inc |
31 |
- |
$212.49 |
$1,053,000 |
6,143 |
0.32% |
4,000 |
693 |
0 |
Personal Computers |
|
|
NUDM |
Nushares Esg International ... |
34 |
- |
$0.00 |
$766,000 |
24,665 |
0.23% |
194,000 |
1,838 |
0.216 |
N/A |
|
|
PHO |
Invesco Water Resource Port |
37 |
- |
$65.58 |
$621,000 |
9,336 |
0.19% |
79,000 |
428 |
0.034 |
Closed - End Fund - Debt |
|
|
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 |
Calvert Ultra-short Investm... |
45 |
- |
$0.00 |
$426,000 |
8,456 |
0.13% |
44,000 |
853 |
0.094 |
N/A |
|
|
SCHP |
Schwab U.S. Tips Etf |
52 |
- |
$52.06 |
$360,000 |
6,904 |
0.11% |
22,000 |
438 |
0.002 |
N/A |
|
|
IIPR |
Innovative Industrial Prope... |
53 |
- |
$106.62 |
$359,000 |
3,463 |
0.11% |
18,000 |
82 |
0.016 |
N/A |
|
|
PBW |
Invesco WilderHill Clean En... |
55 |
- |
$21.38 |
$216,000 |
9,355 |
0.06% |
216,000 |
9,355 |
0.062 |
Closed - End Fund - Debt |
|
