0001730149-19-000001.txt : 20190107
0001730149-19-000001.hdr.sgml : 20190107
20190107143206
ACCESSION NUMBER: 0001730149-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190107
DATE AS OF CHANGE: 20190107
EFFECTIVENESS DATE: 20190107
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Clarus Wealth Advisors
CENTRAL INDEX KEY: 0001730149
IRS NUMBER: 474638787
STATE OF INCORPORATION: AZ
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18261
FILM NUMBER: 19513072
BUSINESS ADDRESS:
STREET 1: 9125 W. THUNDERBIRD ROAD
STREET 2: SUITE100
CITY: PEORIA
STATE: AZ
ZIP: 8585381
BUSINESS PHONE: 623-583-6840
MAIL ADDRESS:
STREET 1: 9125 W. THUNDERBIRD ROAD
STREET 2: SUITE100
CITY: PEORIA
STATE: AZ
ZIP: 8585381
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001730149
XXXXXXXX
12-31-2018
12-31-2018
Clarus Wealth Advisors
9125 W. THUNDERBIRD ROAD
SUITE100
PEORIA
AZ
8585381
13F HOLDINGS REPORT
028-18261
N
Michael Alan Sherman
CCO
6235836840
Michael Alan Sherman Chandler Arizona
Chandler
AZ
01-07-2019
0
93
38226
false
INFORMATION TABLE
2
Form13F_Clarus04QE2018.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2021
8088
SH
SOLE
0
0
8088
ADOBE SYS INC
COM
00724F101
268
1183
SH
SOLE
0
0
1183
AMAZON COM INC
COM
023135106
731
487
SH
SOLE
0
0
487
BOEING CO
COM
097023105
281
871
SH
SOLE
0
0
871
INVESCO QQQ TR
UNIT SER 1
46090E103
673
4360
SH
SOLE
0
0
4360
ABBOTT LABS
COM
002824100
630
8714
SH
SOLE
0
0
8714
CONAGRA BRANDS INC
COM
205887102
515
24088
SH
SOLE
0
0
24088
HORMEL FOODS CORP
COM
440452100
231
5406
SH
SOLE
0
0
5406
GRAINGER W W INC
COM
384802104
308
1090
SH
SOLE
0
0
1090
INTEL CORP
COM
458140100
242
5153
SH
SOLE
0
0
5153
DISNEY WALT CO
COM DISNEY
254687106
457
4171
SH
SOLE
0
0
4171
JOHNSON & JOHNSON
COM
478160104
386
2994
SH
SOLE
0
0
2994
LOWES COS INC
COM
548661107
209
2264
SH
SOLE
0
0
2264
CHEVRON CORP NEW
COM
166764100
1410
12962
SH
SOLE
0
0
12962
MOTOROLA SOLUTIONS INC
COM NEW
620076307
224
1944
SH
SOLE
0
0
1944
MICROSOFT CORP
COM
594918104
956
9414
SH
SOLE
0
0
9414
AT&T INC
COM
00206R102
576
20187
SH
SOLE
0
0
20187
LOCKHEED MARTIN CORP
COM
539830109
2949
11261
SH
SOLE
0
0
11261
STRYKER CORP
COM
863667101
245
1565
SH
SOLE
0
0
1565
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
331
13899
SH
SOLE
0
0
13899
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
378
6105
SH
SOLE
0
0
6105
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
251
4952
SH
SOLE
0
0
4952
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
359
4145
SH
SOLE
0
0
4145
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
265
2680
SH
SOLE
0
0
2680
EXXON MOBIL CORP
COM
30231G102
363
5326
SH
SOLE
0
0
5326
WALMART INC
COM
931142103
258
2770
SH
SOLE
0
0
2770
KOHLS CORP
COM
500255104
295
4450
SH
SOLE
0
0
4450
COSTCO WHSL CORP NEW
COM
22160K105
385
1890
SH
SOLE
0
0
1890
LILLY ELI & CO
COM
532457108
254
2195
SH
SOLE
0
0
2195
PROCTER AND GAMBLE CO
COM
742718109
315
3426
SH
SOLE
0
0
3426
MCDONALDS CORP
COM
580135101
826
4654
SH
SOLE
0
0
4654
ISHARES TR
1 3 YR TREAS BD
464287457
1000
11953
SH
SOLE
0
0
11953
ROLLINS INC
COM
775711104
228
6312
SH
SOLE
0
0
6312
XCEL ENERGY INC
COM
98389B100
296
6006
SH
SOLE
0
0
6006
FISERV INC
COM
337738108
228
3098
SH
SOLE
0
0
3098
UNITEDHEALTH GROUP INC
COM
91324P102
388
1559
SH
SOLE
0
0
1559
AMERICAN TOWER CORP NEW
COM
03027X100
375
2371
SH
SOLE
0
0
2371
UNITED TECHNOLOGIES CORP
COM
913017109
361
3388
SH
SOLE
0
0
3388
3M CO
COM
88579Y101
436
2287
SH
SOLE
0
0
2287
COMCAST CORP NEW
CL A
20030N101
354
10391
SH
SOLE
0
0
10391
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
907
7109
SH
SOLE
0
0
7109
NORFOLK SOUTHERN CORP
COM
655844108
479
3203
SH
SOLE
0
0
3203
NEXTERA ENERGY INC
COM
65339F101
506
2913
SH
SOLE
0
0
2913
APPLE INC
COM
037833100
2777
17607
SH
SOLE
0
0
17607
CITRIX SYS INC
COM
177376100
227
2217
SH
SOLE
0
0
2217
ECOLAB INC
COM
278865100
264
1791
SH
SOLE
0
0
1791
FLAHERTY&CRMN PFD SEC INCOM
COM
338478100
219
13078
SH
SOLE
0
0
13078
CIGNA CORPORATION
COM
125509109
229
1204
SH
SOLE
0
0
1204
TRACTOR SUPPLY CO
COM
892356106
312
3734
SH
SOLE
0
0
3734
NETFLIX INC
COM
64110L106
217
811
SH
SOLE
0
0
811
DREYFUS HIGH YIELD STRATEGIE
SH BEN INT
26200S101
28
10177
SH
SOLE
0
0
10177
ISHARES TR
CORE US AGGBD ET
464287226
1466
13768
SH
SOLE
0
0
13768
AUTOZONE INC
COM
053332102
217
259
SH
SOLE
0
0
259
GALLAGHER ARTHUR J & CO
COM
363576109
228
3092
SH
SOLE
0
0
3092
HANCOCK JOHN PREMUIM DIV FD
COM SH BEN INT
41013T105
145
10494
SH
SOLE
0
0
10494
ALPHABET INC
CAP STK CL A
02079K305
549
525
SH
SOLE
0
0
525
NUVEEN CR STRATEGIES INCM FD
COM SHS
67073D102
88
11839
SH
SOLE
0
0
11839
GERON CORP
COM
374163103
19
19000
SH
SOLE
0
0
19000
NRG ENERGY INC
COM NEW
629377508
237
5974
SH
SOLE
0
0
5974
EATON VANCE TXMGD GL BUYWR O
COM
27829C105
170
17890
SH
SOLE
0
0
17890
VANGUARD WORLD FDS
INF TECH ETF
92204A702
238
1425
SH
SOLE
0
0
1425
EXTRA SPACE STORAGE INC
COM
30225T102
373
4121
SH
SOLE
0
0
4121
NUVEEN PFD & INCM SECURTIES
COM
67072C105
156
18795
SH
SOLE
0
0
18795
GARTNER INC
COM
366651107
214
1673
SH
SOLE
0
0
1673
MUELLER WTR PRODS INC
COM SER A
624758108
93
10222
SH
SOLE
0
0
10222
SUNPOWER CORP
COM
867652406
63
12600
SH
SOLE
0
0
12600
VOYA RISK MANAGED NAT RES FD
COM
92913C106
49
11500
SH
SOLE
0
0
11500
TASEKO MINES LTD
COM
876511106
5
10000
SH
SOLE
0
0
10000
ISHARES TR
S&P US PFD STK
464288687
231
6759
SH
SOLE
0
0
6759
OHA INVT CORP
COM
67091U102
10
10370
SH
SOLE
0
0
10370
CVR ENERGY INC
COM
12662P108
247
7150
SH
SOLE
0
0
7150
FIRST TR LRG CP GRWTH ALPHAD
COM SHS
33735K108
302
5267
SH
SOLE
0
0
5267
VISA INC
COM CL A
92826C839
322
2439
SH
SOLE
0
0
2439
FS INVT CORP
COM
302635107
179
34608
SH
SOLE
0
0
34608
GREEN DOT CORP
CL A
39304D102
243
3052
SH
SOLE
0
0
3052
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
642
2793
SH
SOLE
0
0
2793
FIRST TR EXCNGE TRD ALPHADEX
SML CP GRW ALP
33737M300
251
6245
SH
SOLE
0
0
6245
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
237
5076
SH
SOLE
0
0
5076
ISHARES INC
MIN VOL EMRG MKT
464286533
205
3661
SH
SOLE
0
0
3661
FACEBOOK INC
CL A
30303M102
204
1557
SH
SOLE
0
0
1557
PREFERRED APT CMNTYS INC
COM
74039L103
653
46443
SH
SOLE
0
0
46443
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
254
6161
SH
SOLE
0
0
6161
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
299
6245
SH
SOLE
0
0
6245
ZOETIS INC
CL A
98978V103
231
2696
SH
SOLE
0
0
2696
FIRST TR EXCHANGE TRADED FD
S&P INTL DIVID
33738R688
204
12886
SH
SOLE
0
0
12886
FIRST TR EXCHAN TRADED FD VI
FST TR GLB FD
33739H101
314
17500
SH
SOLE
0
0
17500
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
222
8800
SH
SOLE
0
0
8800
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
33738R886
313
17995
SH
SOLE
0
0
17995
VISTAGEN THERAPEUTICS INC
COM NEW
92840H202
23
15000
SH
SOLE
0
0
15000
LAMB WESTON HLDGS INC
COM
513272104
664
9029
SH
SOLE
0
0
9029
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
241
4800
SH
SOLE
0
0
4800
INVESCO QQQ TR
UNIT SER 1
46090E103
2
1000
SH
Call
SOLE
0
0
1000