Personal Resources Investment & Strategic Management, Inc.

RIA/Wealth

Personal Resources Investment & Strategic Management, Inc. is a RIA/Wealth based in Studio City, CA led by Mcginnis Andrew Mccoy, reporting $462.0M in AUM as of Q3 2025 with 97% ETF concentration.

PresidentMcginnis Andrew Mccoy

Portfolio Value: $342.2M
Positions: 73
Top Holding: VTV at 6.17%
Last Reported: Q3 2025

Address4361 Tujunga Avenue, Suite A, Studio City, CA, 91604, United States

Top Holdings

Largest long holdings in Personal Resources Investment & Strategic Management, Inc.'s portfolio (49.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Value VTV	ETF ETF	$21.1M	6.17%	+$569.5K Bought	— 113.1K shares	Q4 2017 Held for 7y 11m
2 Dimensional International Value DFIV	ETF ETF	$20.1M	5.86%	-$256.2K Sold	— 435.1K shares	Q3 2024 Held for 1y 2m
3 XCEM Columbia EM Core ex-China XCEM	ETF ETF	$19.2M	5.61%	-$893.5K Sold	— 528.5K shares	Q3 2023 Held for 2y 2m
4 WisdomTree U.S. Value Fund WTV	ETF ETF	$18.9M	5.53%	+$496.6K Bought	— 208.1K shares	Q4 2023 Held for 1y 11m
5 Dimensional U.S. Targeted Value DFAT	ETF ETF	$17.3M	5.06%	+$17.3M New	— 297.6K shares	Q3 2025 Held for 2 months
6 JPMorgan Active Value JAVA	ETF ETF	$16.7M	4.89%	+$1.4M Bought	— 242.5K shares	Q1 2025 Held for 8 months
7 iShares Russell 1000 Value IWD	ETF ETF	$14.8M	4.33%	-$548.3K Sold	— 72.8K shares	Q4 2017 Held for 7y 11m
8 JPMorgan Ultra-Short Income JPST	ETF ETF	$14.1M	4.13%	+$659.7K Bought	— 278.5K shares	Q4 2020 Held for 4y 11m
9 LMBS First Trust Low Duration Opportunities LMBS	ETF ETF	$13.8M	4.02%	+$661.4K Bought	— 276.5K shares	Q2 2018 Held for 7y 5m
10 Invesco Water Resources PHO	ETF ETF	$12.0M	3.52%	+$282.9K Bought	— 166.9K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Personal Resources Investment & Strategic Management, Inc.'s latest filing

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Market Value

$342.2M

Prior: $342.8M

Q/Q Change

-0.189%

-$647.8K

Net Flows % of MV

-6.0%

Turnover Ratio

11.78%

New Purchases

1 stocks

$17.3M

Added To

20 stocks

+$12.4M

Sold Out Of

1 stocks

$206.3K

Reduced Holdings

28 stocks

-$50.0M

Increased Positions

Position	Shares Δ	Change
1 Dimensional U.S. Targeted Value DFAT	New	0 → 297.6K +$17.3M
2 SPDR S&P China ETF GXC	+269.18%	25.8K → 95.1K +$7.3M
3 Calvert Ultra-Short Investment Grade CVSB	+33.74%	11.6K → 15.5K +$198.3K
4 iShares 0-5 Year TIPS Bond STIP	+13.68%	2.3K → 2.6K +$32.2K
5 EQIN Columbia U.S. Equity Income EQIN	+10.82%	30.6K → 33.9K +$154.6K

Decreased Positions

Position	Shares Δ	Change
1 Procter & Gamble PG	Sold	1.3K → 0 −$206.3K
2 Invesco S&P MidCap 400 Revenue RWK	-90.6%	136.4K → 12.8K −$15.4M
3 WisdomTree International Hedged Quality Dividend Growth IHDG	-81.73%	474.4K → 86.7K −$17.9M
4 iShares MSCI China A ETF CNYA	-73.78%	289.7K → 76.0K −$7.3M
5 GLD SPDR Gold Trust GLD	-27.57%	2.1K → 1.5K −$203.0K