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