Personal Resources Investment & Strategic Management

Personal Resources Investment & Strategic Management as of June 30, 2020

Portfolio Holdings for Personal Resources Investment & Strategic Management

Personal Resources Investment & Strategic Management holds 48 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.7 $19M 78k 247.60
Proshares Tr S&p 500 Dv Arist (NOBL) 6.8 $15M 227k 67.35
First Tr Value Line Divid In SHS (FVD) 6.8 $15M 501k 30.32
Ishares Tr Min Vol Eafe Etf (EFAV) 6.8 $15M 229k 66.06
Ishares Tr Core Div Grwth (DGRO) 6.7 $15M 400k 37.60
Goldman Sachs Etf Tr Activebeta Eme (GEM) 6.7 $15M 494k 30.29
Ishares Tr Msci Eafe Etf (EFA) 5.7 $13M 208k 60.87
Ishares Tr Usa Momentum Fct (MTUM) 5.3 $12M 91k 131.00
Vanguard Index Fds Value Etf (VTV) 5.2 $12M 117k 99.59
Ishares Tr Rus 1000 Val Etf (IWD) 4.2 $9.3M 83k 112.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $9.2M 30k 308.35
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 3.9 $8.8M 236k 37.38
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 3.5 $7.9M 144k 54.77
First Tr Exchange-traded First Tr Enh New (FTSM) 3.3 $7.4M 123k 59.99
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.3 $7.4M 143k 51.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.9 $6.5M 129k 50.11
Ishares Tr Core Msci Eafe (IEFA) 2.6 $5.7M 100k 57.16
Ishares Tr Msci China Etf (MCHI) 2.4 $5.3M 82k 65.45
First Tr Exchange Traded Wtr Etf (FIW) 1.8 $4.1M 73k 55.71
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $3.5M 87k 39.99
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 1.2 $2.7M 52k 52.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.4M 15k 158.12
Ishares Tr China Lg-cap Etf (FXI) 0.7 $1.6M 39k 39.71
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $1.2M 23k 50.31
Ishares Tr Ibonds Dec 27 (IBMP) 0.4 $946k 35k 26.82
Ishares Tr Ibonds Dec 26 (IBMO) 0.3 $710k 27k 26.67
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $689k 13k 52.20
Ishares Tr Ibonds Dec2022 0.3 $677k 26k 26.44
Apple (AAPL) 0.3 $671k 1.8k 364.87
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $564k 4.2k 133.81
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $527k 4.9k 108.26
Ishares Tr Ibonds Sep2020 0.2 $485k 19k 25.50
Mastercard Incorporated Cl A (MA) 0.2 $448k 1.5k 295.71
First Tr Nasdaq-100 Tech Ind Cap Strength Etf (FTCS) 0.2 $446k 7.6k 58.39
Microsoft Corporation (MSFT) 0.2 $440k 2.2k 203.70
Ishares Tr Core S&p500 Etf (IVV) 0.2 $428k 1.4k 309.92
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $367k 3.1k 118.08
Ishares Tr Ibonds Dec2021 0.2 $351k 14k 25.92
Johnson & Johnson (JNJ) 0.1 $251k 1.8k 140.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $251k 1.5k 167.33
Procter & Gamble Company (PG) 0.1 $239k 2.0k 119.50
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $236k 5.8k 40.65
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $223k 3.7k 59.99
Ishares Tr Nasdaq Biotech (IBB) 0.1 $206k 1.5k 136.88
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $128k 10k 12.37
Tegna (TGNA) 0.1 $123k 11k 11.12
Pitney Bowes (PBI) 0.0 $64k 25k 2.58
Cemex Sab De Cv Spon Adr New (CX) 0.0 $63k 22k 2.89