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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 : 15     View All Holdings Currently Viewing:  Unchanged 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
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 20 - $0.00 $4,263,000 57,440 1.28% 222,000 0 0    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 22 - $42.23 $3,619,000 88,106 1.09% 76,000 0 0.002    Closed - End Fund - E...
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 24 - $0.00 $2,198,000 31,007 0.66% 48,000 0 0.021    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 28 - $87.24 $1,194,000 13,200 0.36% 81,000 0 0.001    Closed - End Fund - E...
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 29 - $67.59 $1,169,000 17,362 0.35% 49,000 0 0.007    Closed - End Fund - E...
   (IBMP)1 Year Chart         IBMP Ishares Ibonds Dec 2027 Ter... 30 - $0.00 $1,125,000 44,715 0.34% -11,000 0 0.05    N/A
   (IBMO)1 Year Chart         IBMO Ishares Ibonds Dec 2026 Ter... 32 - $0.00 $904,000 35,665 0.27% -6,000 0 0.04    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 35 - $543.86 $726,000 1,381 0.22% 66,000 0 0    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 41 - $444.63 $530,000 1,100 0.16% 61,000 0 0    Business Services
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 47 - $215.73 $420,000 2,044 0.13% 29,000 0 0    Closed - End Fund - E...
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 49 - $0.00 $402,000 2,147 0.12% 65,000 0 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 50 - $405.54 $389,000 925 0.12% 59,000 0 0    Property & Casualty I...
   (V)1 Year Chart         V Visa Inc 51 - $270.66 $363,000 1,302 0.11% 24,000 0 0    Business Services
   (MCD)1 Year Chart         MCD McDonalds Corp 54 - $253.58 $253,000 898 0.08% -13,000 0 0    Restaurants
   (PBI)1 Year Chart         PBI Pitney Bowes Inc 59 - $4.12 $107,000 24,778 0.03% -2,000 0 0.014    Business Equipment
      15 Records Found
  1    
Page 1 of 1
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