0001698091-17-000004.txt : 20170710
0001698091-17-000004.hdr.sgml : 20170710
20170710144516
ACCESSION NUMBER: 0001698091-17-000004
CONFORMED SUBMISSION TYPE: 13F-HR/A
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17958
FILM NUMBER: 17957563
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/A
1
primary_doc.xml
13F-HR/A
LIVE
false
true
false
0001698091
XXXXXXXX
06-30-2017
06-30-2017
true
1
RESTATEMENT
Narus Financial Partners, LLC
299 S MAIN STREET
SUITE 1300
SALT LAKE CITY
UT
84111
13F HOLDINGS REPORT
028-17958
N
michael william robinson
owner, director of operations
928-788-2333
michael william robinson
topock
AZ
07-10-2017
0
76
107796
false
INFORMATION TABLE
2
narus_2017q2.xml
ISHARES TR
CORE S&P500 ETF
464287200
1718
7057
SH
SOLE
0
0
7057
ISHARES TR
RUSSELL 2000 ETF
464287655
520
3689
SH
SOLE
0
0
3689
ISHARES TR
CORE S&P VLU ETF
464287663
1070
21000
SH
SOLE
0
0
21000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
306
1267
SH
SOLE
0
0
1267
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
748
5433
SH
SOLE
0
0
5433
INTEL CORP
COM
458140100
279
8265
SH
SOLE
0
0
8265
ORACLE CORP
COM
68389X105
233
4650
SH
SOLE
0
0
4650
QUALCOMM INC
COM
747525103
241
4365
SH
SOLE
0
0
4365
ISHARES TR
MSCI EAFE ETF
464287465
269
4125
SH
SOLE
0
0
4125
INTERNATIONAL BUSINESS MACHS
COM
459200101
541
3520
SH
SOLE
0
0
3520
ISHARES TR
GLOBAL TECH ETF
464287291
1316
10050
SH
SOLE
0
0
10050
ISHARES TR
U.S. INDS ETF
464287754
316
2402
SH
SOLE
0
0
2402
SELECT SECTOR SPDR TR
ENERGY
81369Y506
682
10509
SH
SOLE
0
0
10509
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
307
12427
SH
SOLE
0
0
12427
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1298
23720
SH
SOLE
0
0
23720
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
326
4117
SH
SOLE
0
0
4117
TIME WARNER INC
COM NEW
887317303
442
4400
SH
SOLE
0
0
4400
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
254
2743
SH
SOLE
0
0
2743
SCHWAB CHARLES CORP NEW
COM
808513105
215
5000
SH
SOLE
0
0
5000
WAL-MART STORES INC
COM
931142103
64702
854942
SH
SOLE
0
0
854942
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
349
9994
SH
SOLE
0
0
9994
TARGET CORP
COM
87612E106
507
9687
SH
SOLE
0
0
9687
FIFTH THIRD BANCORP
COM
316773100
255
9825
SH
SOLE
0
0
9825
JPMORGAN CHASE & CO
COM
46625H100
544
5951
SH
SOLE
0
0
5951
TJX COS INC NEW
COM
872540109
248
3435
SH
SOLE
0
0
3435
ISHARES TR
7-10YR TR BD ETF
464287440
1002
9395
SH
SOLE
0
0
9395
ISHARES TR
20 YR TR BD ETF
464287432
967
7727
SH
SOLE
0
0
7727
FORD MTR CO DEL
COM PAR $0.01
345370860
135
12055
SH
SOLE
0
0
12055
MARSH & MCLENNAN COS INC
COM
571748102
417
5350
SH
SOLE
0
0
5350
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2143
17224
SH
SOLE
0
0
17224
APPLE INC
COM
037833100
1142
7930
SH
SOLE
0
0
7930
SELECTIVE INS GROUP INC
COM
816300107
282
5627
SH
SOLE
0
0
5627
GENERAL DYNAMICS CORP
COM
369550108
306
1545
SH
SOLE
0
0
1545
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
595
14580
SH
SOLE
0
0
14580
NORTHROP GRUMMAN CORP
COM
666807102
372
1449
SH
SOLE
0
0
1449
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
255
1
SH
SOLE
0
0
1
VALERO ENERGY CORP NEW
COM
91913Y100
451
6682
SH
SOLE
0
0
6682
ISHARES TR
CORE US AGGBD ET
464287226
1228
11213
SH
SOLE
0
0
11213
BIOGEN INC
COM
09062X103
317
1170
SH
SOLE
0
0
1170
NVIDIA CORP
COM
67066G104
249
1725
SH
SOLE
0
0
1725
TRAVELERS COMPANIES INC
COM
89417E109
356
2812
SH
SOLE
0
0
2812
OWENS & MINOR INC NEW
COM
690732102
204
6322
SH
SOLE
0
0
6322
AETNA INC NEW
COM
00817Y108
229
1510
SH
SOLE
0
0
1510
TYSON FOODS INC
CL A
902494103
273
4354
SH
SOLE
0
0
4354
WELLCARE HEALTH PLANS INC
COM
94946T106
307
1709
SH
SOLE
0
0
1709
SPDR GOLD TRUST
GOLD SHS
78463V107
1092
9252
SH
SOLE
0
0
9252
VANGUARD INDEX FDS
MID CAP ETF
922908629
759
5325
SH
SOLE
0
0
5325
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
257
2088
SH
SOLE
0
0
2088
VANGUARD INDEX FDS
REIT ETF
922908553
499
5990
SH
SOLE
0
0
5990
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
325
6106
SH
SOLE
0
0
6106
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1104
8145
SH
SOLE
0
0
8145
ISHARES GOLD TRUST
ISHARES
464285105
153
12840
SH
SOLE
0
0
12840
SILICONWARE PRECISION INDS L
SPONSD ADR SPL
827084864
82
10306
SH
SOLE
0
0
10306
VANGUARD WORLD FDS
TELCOMM ETF
92204A884
863
9396
SH
SOLE
0
0
9396
ORIX CORP
SPONSORED ADR
686330101
265
3400
SH
SOLE
0
0
3400
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189F361
636
20569
SH
SOLE
0
0
20569
SPDR SERIES TRUST
S&P INS ETF
78464A789
249
2829
SH
SOLE
0
0
2829
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
244
2374
SH
SOLE
0
0
2374
ISHARES TR
IBOXX HI YD ETF
464288513
309
3500
SH
SOLE
0
0
3500
ISHARES TR
1-3 YR CR BD ETF
464288646
838
7956
SH
SOLE
0
0
7956
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
440
5375
SH
SOLE
0
0
5375
ISHARES TR
U.S. PFD STK ETF
464288687
387
9886
SH
SOLE
0
0
9886
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1189
28765
SH
SOLE
0
0
28765
ISHARES TR
NATIONAL MUN ETF
464288414
1989
18063
SH
SOLE
0
0
18063
POWERSHARES ETF TR II
SOVEREIGN DEBT
73936T573
345
11794
SH
SOLE
0
0
11794
MASIMO CORP
COM
574795100
495
5424
SH
SOLE
0
0
5424
ISHARES TR
EAFE SML CP ETF
464288273
884
15291
SH
SOLE
0
0
15291
ISHARES TR
SHRT NAT MUN ETF
464288158
693
6556
SH
SOLE
0
0
6556
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
858
9799
SH
SOLE
0
0
9799
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
635
7933
SH
SOLE
0
0
7933
VANGUARD SCOTTSDALE FDS
INT-TERM GOV
92206C706
380
5882
SH
SOLE
0
0
5882
POWERSHARES ETF TR II
S&P SMCP IT PO
73937B860
468
6328
SH
SOLE
0
0
6328
ISHARES TR
FLTG RATE BD ETF
46429B655
1573
30893
SH
SOLE
0
0
30893
PHILLIPS 66
COM
718546104
338
4089
SH
SOLE
0
0
4089
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
309
5677
SH
SOLE
0
0
5677
HEALTHEQUITY INC
COM
42226A107
222
4452
SH
SOLE
0
0
4452