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Name: |
Personal Resources Investment & Strategic Manageme |
City: |
Studio City |
State: |
CA |
Zip: |
91604 |
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Holdings
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18 |
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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 |
|
NOBL |
ProShares S&P 500 Dividend ... |
7 |
- |
$0.00 |
$15,574,000 |
153,579 |
4.68% |
532,000 |
-4,429 |
0.179 |
N/A |
|
QQQM |
Invesco Nasdaq 100 Etf |
10 |
- |
$0.00 |
$12,713,000 |
69,589 |
3.82% |
-215,000 |
-7,119 |
0.077 |
N/A |
|
JQUA |
Jpmorgan Us Quality Factor Etf |
14 |
- |
$0.00 |
$11,871,000 |
224,535 |
3.56% |
334,000 |
-16,517 |
0.249 |
N/A |
|
IWD |
iShares Russell 1000 Value |
15 |
- |
$172.79 |
$11,209,000 |
62,579 |
3.37% |
860,000 |
-46 |
0.02 |
Closed - End Fund - E... |
|
SPY |
Standard & Poors Depository... |
16 |
- |
$542.78 |
$10,791,000 |
20,630 |
3.24% |
377,000 |
-1,280 |
0 |
Closed - End Fund - E... |
|
QQQ |
Invesco QQQ Trust Series I |
17 |
- |
$479.19 |
$9,638,000 |
21,707 |
2.89% |
-486,000 |
-3,016 |
0.005 |
Closed - End Fund - Debt |
|
VTV |
Vanguard Value VIPERS |
19 |
- |
$160.19 |
$6,213,000 |
38,149 |
1.87% |
359,000 |
-1,006 |
0.007 |
Closed - End Fund - E... |
|
FIW |
First Trust ISE Water |
21 |
- |
$100.67 |
$4,088,000 |
40,039 |
1.23% |
245,000 |
-498 |
0.445 |
Closed - End Fund - Debt |
|
PWB |
Invesco Dynamic Large Cap G... |
23 |
- |
$93.20 |
$2,219,000 |
24,848 |
0.67% |
282,000 |
-86 |
0.209 |
Closed - End Fund - Debt |
|
IVE |
iShares S&P 500/BARRA Value |
33 |
- |
$180.50 |
$802,000 |
4,295 |
0.24% |
-44,000 |
-573 |
0.003 |
Closed - End Fund - E... |
|
DSI |
iShares KLD 400 Social Index |
36 |
- |
$103.62 |
$669,000 |
6,636 |
0.2% |
54,000 |
-123 |
0.004 |
Closed - End Fund - E... |
|
NULG |
Nushares Esg Large Cap Grow... |
39 |
- |
$0.00 |
$561,000 |
7,356 |
0.17% |
35,000 |
-218 |
0.007 |
N/A |
|
QQMG |
Invesco Esg Nasdaq 100 Etf |
42 |
- |
$0.00 |
$509,000 |
16,695 |
0.15% |
28,000 |
-570 |
0.186 |
N/A |
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SCHV |
Schwab Strategic Trust |
43 |
- |
$73.89 |
$497,000 |
6,542 |
0.15% |
-135,000 |
-2,469 |
0.005 |
Closed - End Fund - Debt |
|
FXI |
iShares FTSE/Xinhua China 25 |
44 |
- |
$26.17 |
$452,000 |
18,764 |
0.14% |
-18,000 |
-780 |
0.001 |
Closed - End Fund - E... |
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GOOGL |
Alphabet Inc |
46 |
- |
$176.79 |
$424,000 |
2,806 |
0.13% |
31,000 |
-8 |
0 |
Search Engines & Info... |
|
NVDA |
NVIDIA Corporation |
48 |
- |
$131.88 |
$415,000 |
459 |
0.12% |
387,000 |
-102 |
0 |
Semiconductor - Speci... |
|
IBB |
iShares Tr Nasdaq Biotech |
56 |
- |
$136.45 |
$208,000 |
1,517 |
0.06% |
-2,000 |
-30 |
0.002 |
Closed - End Fund - E... |
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