0001698091-17-000003.txt : 20170710 0001698091-17-000003.hdr.sgml : 20170710 20170710130131 ACCESSION NUMBER: 0001698091-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170710 DATE AS OF CHANGE: 20170710 EFFECTIVENESS DATE: 20170710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Narus Financial Partners, LLC CENTRAL INDEX KEY: 0001698091 IRS NUMBER: 471929138 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17958 FILM NUMBER: 17957082 BUSINESS ADDRESS: STREET 1: 299 S MAIN STREET STREET 2: SUITE 1300 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 BUSINESS PHONE: 866-534-0530 MAIL ADDRESS: STREET 1: 299 S MAIN STREET STREET 2: SUITE 1300 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001698091 XXXXXXXX 06-30-2017 06-30-2017 Narus Financial Partners, LLC

299 S MAIN STREET SUITE 1300 SALT LAKE CITY UT 84111

13F HOLDINGS REPORT 028-17958 N Michael William Robinson 928-788-2333 Michael William Robinson Topock AZ 07-10-2017 0 76 107796 false INFORMATION TABLE 2 narus13f_2017q2.xml ISHARES TR CORE S&P500 ETF 464287200 1766 7444 SH SOLE 0 0 7444 ISHARES TR RUSSELL 2000 ETF 464287655 507 3689 SH SOLE 0 0 3689 ISHARES TR CORE S&P VLU ETF 464287663 1060 21000 SH SOLE 0 0 21000 SPDR S&P 500 ETF TR TR UNIT 78462F103 302 1280 SH SOLE 0 0 1280 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 727 5493 SH SOLE 0 0 5493 INTEL CORP COM 458140100 269 7455 SH SOLE 0 0 7455 ORACLE CORP COM 68389X105 212 4750 SH SOLE 0 0 4750 QUALCOMM INC COM 747525103 245 4276 SH SOLE 0 0 4276 ISHARES TR MSCI EAFE ETF 464287465 288 4625 SH SOLE 0 0 4625 INTERNATIONAL BUSINESS MACHS COM 459200101 647 3713 SH SOLE 0 0 3713 ISHARES TR GLOBAL TECH ETF 464287291 1249 10050 SH SOLE 0 0 10050 ISHARES TR U.S. INDS ETF 464287754 302 2402 SH SOLE 0 0 2402 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 787 11255 SH SOLE 0 0 11255 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 292 12287 SH SOLE 0 0 12287 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1241 23272 SH SOLE 0 0 23272 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 289 3883 SH SOLE 0 0 3883 TIME WARNER INC COM NEW 887317303 430 4400 SH SOLE 0 0 4400 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 238 2643 SH SOLE 0 0 2643 SCHWAB CHARLES CORP NEW COM 808513105 204 5000 SH SOLE 0 0 5000 WAL-MART STORES INC COM 931142103 61820 857657 SH SOLE 0 0 857657 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 328 9994 SH SOLE 0 0 9994 TARGET CORP COM 87612E106 340 6154 SH SOLE 0 0 6154 FIFTH THIRD BANCORP COM 316773100 250 9825 SH SOLE 0 0 9825 JPMORGAN CHASE & CO COM 46625H100 540 6151 SH SOLE 0 0 6151 TJX COS INC NEW COM 872540109 266 3365 SH SOLE 0 0 3365 ISHARES TR 7-10YR TR BD ETF 464287440 1154 10930 SH SOLE 0 0 10930 ISHARES TR 20 YR TR BD ETF 464287432 907 7516 SH SOLE 0 0 7516 FORD MTR CO DEL COM PAR $0.01 345370860 144 12402 SH SOLE 0 0 12402 MARSH & MCLENNAN COS INC COM 571748102 395 5350 SH SOLE 0 0 5350 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2094 17260 SH SOLE 0 0 17260 APPLE INC COM 037833100 1193 8301 SH SOLE 0 0 8301 SELECTIVE INS GROUP INC COM 816300107 265 5627 SH SOLE 0 0 5627 GENERAL DYNAMICS CORP COM 369550108 289 1545 SH SOLE 0 0 1545 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 558 14037 SH SOLE 0 0 14037 NORTHROP GRUMMAN CORP COM 666807102 345 1449 SH SOLE 0 0 1449 BERKSHIRE HATHAWAY INC DEL CL A 084670108 250 1 SH SOLE 0 0 1 VALERO ENERGY CORP NEW COM 91913Y100 475 7168 SH SOLE 0 0 7168 ISHARES TR CORE US AGGBD ET 464287226 1295 11933 SH SOLE 0 0 11933 BIOGEN INC COM 09062X103 320 1170 SH SOLE 0 0 1170 TRAVELERS COMPANIES INC COM 89417E109 339 2811 SH SOLE 0 0 2811 OWENS & MINOR INC NEW COM 690732102 226 6524 SH SOLE 0 0 6524 TYSON FOODS INC CL A 902494103 278 4502 SH SOLE 0 0 4502 AMN HEALTHCARE SERVICES INC COM 001744101 203 5000 SH SOLE 0 0 5000 WELLCARE HEALTH PLANS INC COM 94946T106 243 1735 SH SOLE 0 0 1735 SPDR GOLD TRUST GOLD SHS 78463V107 1069 9003 SH SOLE 0 0 9003 VANGUARD INDEX FDS MID CAP ETF 922908629 795 5712 SH SOLE 0 0 5712 VANGUARD INDEX FDS SM CP VAL ETF 922908611 253 2058 SH SOLE 0 0 2058 VANGUARD INDEX FDS REIT ETF 922908553 496 6005 SH SOLE 0 0 6005 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 354 6706 SH SOLE 0 0 6706 VANGUARD INDEX FDS SMALL CP ETF 922908751 1020 7654 SH SOLE 0 0 7654 SPDR SERIES TRUST S&P DIVID ETF 78464A763 203 2300 SH SOLE 0 0 2300 ISHARES GOLD TRUST ISHARES 464285105 151 12603 SH SOLE 0 0 12603 SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 83 10306 SH SOLE 0 0 10306 VANGUARD WORLD FDS TELCOMM ETF 92204A884 866 9123 SH SOLE 0 0 9123 ORIX CORP SPONSORED ADR 686330101 253 3400 SH SOLE 0 0 3400 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189F361 601 19660 SH SOLE 0 0 19660 SPDR SERIES TRUST S&P INS ETF 78464A789 243 2829 SH SOLE 0 0 2829 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 241 2365 SH SOLE 0 0 2365 ISHARES TR IBOXX HI YD ETF 464288513 307 3500 SH SOLE 0 0 3500 ISHARES TR 1-3 YR CR BD ETF 464288646 837 7956 SH SOLE 0 0 7956 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 422 5203 SH SOLE 0 0 5203 ISHARES TR U.S. PFD STK ETF 464288687 383 9896 SH SOLE 0 0 9896 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1140 28997 SH SOLE 0 0 28997 ISHARES TR NATIONAL MUN ETF 464288414 1882 17276 SH SOLE 0 0 17276 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 327 11246 SH SOLE 0 0 11246 MASIMO CORP COM 574795100 538 5766 SH SOLE 0 0 5766 ISHARES TR EAFE SML CP ETF 464288273 816 15063 SH SOLE 0 0 15063 CARDTRONICS PLC SHS CL A G1991C105 228 4882 SH SOLE 0 0 4882 ISHARES TR SHRT NAT MUN ETF 464288158 692 6556 SH SOLE 0 0 6556 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 924 10692 SH SOLE 0 0 10692 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 538 6750 SH SOLE 0 0 6750 POWERSHARES ETF TR II S&P SMCP IT PO 73937B860 456 6245 SH SOLE 0 0 6245 ISHARES TR FLTG RATE BD ETF 46429B655 1515 29778 SH SOLE 0 0 29778 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 291 5376 SH SOLE 0 0 5376