0001698091-23-000004.txt : 20231012 0001698091-23-000004.hdr.sgml : 20231012 20231012125508 ACCESSION NUMBER: 0001698091-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20231012 DATE AS OF CHANGE: 20231012 EFFECTIVENESS DATE: 20231012 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: 231322286 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 X0202 13F-HR LIVE false false false 0001698091 XXXXXXXX 06-30-2022 06-30-2022 Narus Financial Partners, LLC
299 S MAIN STREET SUITE 1300 SALT LAKE CITY UT 84111
13F HOLDINGS REPORT 028-17958 028-17958 N
Michael W. Robinson Owner 9287882333 Michael W. Robinson Salt Lake City UT 10-12-2023 0 112 156986435 false
INFORMATION TABLE 2 2022Q213F.xml 3M COCOM88579Y1014357233367SHSOLE003367AMAZON COM INCCOM0231351069767079196SHSOLE009196CISCO SYS INCCOM17275R1022068894852SHSOLE004852ISHARES TREAFE SML CP ETF464288273155847028549SHSOLE0028549J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q837403963680648SHSOLE0080648J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654124507824582SHSOLE0024582VANGUARD INDEX FDSSMALL CP ETF922908751277607515763SHSOLE0015763VANGUARD INDEX FDSTOTAL STK MKT922908769284805215099SHSOLE0015099SPDR SER TRPORTFOLIO S&P40078464A84751353412939SHSOLE0012939SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30897924213567SHSOLE0013567DIREXION SHS ETF TRAUSPCE CMD STG25460E307149788448326SHSOLE0048326SELECT SECTOR SPDR TRENERGY81369Y506146118320433SHSOLE0020433SELECT SECTOR SPDR TRFINANCIAL81369Y60563571620214SHSOLE0020214SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209132163310306SHSOLE0010306HEALTHEQUITY INCCOM42226A1072733084452SHSOLE004452INVESCO DB MULTI-SECTOR COMMOIL FD46140H4033256314178526SHSOLE00178526SPDR GOLD TRGOLD SHS78463V107327048219414SHSOLE0019414SPDR SER TRPORTFLI INTRMDIT78464A672254812786465SHSOLE0086465SELECT SECTOR SPDR TRTECHNOLOGY81369Y803273765821536SHSOLE0021536SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886104612714917SHSOLE0014917VANGUARD INDEX FDSREAL ESTATE ETF9229085536923457599SHSOLE007599VANGUARD INDEX FDSSM CP VAL ETF9229086118089375399SHSOLE005399VANGUARD INDEX FDSVALUE ETF922908744208502315810SHSOLE0015810ISHARES TR20 YR TR BD ETF4642874329888488608SHSOLE008608VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C70671084411623SHSOLE0011623META PLATFORMS INCCL A30303M1025279333274SHSOLE003274TESLA INCCOM88160R101261960389SHSOLE00389INTEL CORPCOM45814010046478912424SHSOLE0012424INVESCO DB COMMDY INDX TRCKUNIT46138B10329685011143SHSOLE0011143ISHARES TR7-10 YR TRSY BD4642874402400062346SHSOLE002346ISHARES TRAGENCY BOND ETF4642881665992995449SHSOLE005449ISHARES GOLD TRISHARES NEW4642852042358136873SHSOLE006873ISHARES TRTIPS BD ETF4642871762110891853SHSOLE001853ISHARES TRBLACKROCK ULTRA46434V8782027024051SHSOLE004051SPDR SER TRPORTFOLIO AGRGTE78464A64953000920114SHSOLE0020114SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X88978839927337SHSOLE0027337SPDR SER TRPORTFOLIO S&P50078464A85490726520462SHSOLE0020462SPDR SER TRPORTFOLIO S&P60078468R85364039817799SHSOLE0017799SPDR SER TRPORTFOLIO SHORT78464A47445461315291SHSOLE0015291SPDR SER TRS&P REGL BKG78464A6982233833845SHSOLE003845VANGUARD WORLD FDSCOMM SRVC ETF92204A88494843810087SHSOLE0010087VANGUARD INDEX FDSMID CAP ETF92290862918801649545SHSOLE009545VANGUARD INDEX FDSMCAP VL IDXVIP9229085126987635395SHSOLE005395ISHARES TREAFE VALUE ETF464288877168680438866SHSOLE0038866VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409150512019737SHSOLE0019737ISHARES TRIBOXX HI YD ETF4642885133311034498SHSOLE004498SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5092147406176SHSOLE006176ALPHABET INCCAP STK CL A02079K3051131036519SHSOLE00519APPLE INCCOM037833100300865522006SHSOLE0022006BERKSHIRE HATHAWAY INC DELCL B NEW0846707028662923173SHSOLE003173CONOCOPHILLIPSCOM20825C1044082764546SHSOLE004546MICROSOFT CORPCOM5949181045891342294SHSOLE002294NVIDIA CORPORATIONCOM67066G1045549713661SHSOLE003661QUALCOMM INCCOM7475251034230753312SHSOLE003312CIGNA CORP NEWCOM1255231004060861541SHSOLE001541VANGUARD INDEX FDSS&P 500 ETF SHS922908363215066620SHSOLE00620VISA INCCOM CL A92826C8392910031478SHSOLE001478WALMART INCCOM93114210365271181536858SHSOLE00536858ISHARES TRCORE US AGGBD ET464287226119590111761SHSOLE0011761ISHARES TRMBS ETF4642885882283222342SHSOLE002342VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088442279401589SHSOLE001589VANGUARD TAX-MANAGED INTL FDVAN FTSE DEV MKT921943858212591152106SHSOLE0052106VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858165212439667SHSOLE0039667VANGUARD WORLD FDSINF TECH ETF92204A702200257613SHSOLE00613VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8704494375617SHSOLE005617LKQ CORPCOM5018892083933588013SHSOLE008013TARGET CORPCOM87612E1066506474607SHSOLE004607TYSON FOODS INCCL A9024941033235023759SHSOLE003759SPDR SER TRPRTFLO S&P500 VL78464A5082415396560SHSOLE006560ISHARES TRFLTG RATE NT ETF46429B6553755987524SHSOLE007524WELLS FARGO CO NEWCOM9497461012171985545SHSOLE005545INDEXIQ ACTIVE ETF TRIQ MACKAY INTRME45409F827126262252024SHSOLE0052024GOLDMAN SACHS ETF TRACCES TREASURY3814305294730424738SHSOLE004738UNITEDHEALTH GROUP INCCOM91324P102387791755SHSOLE00755SCHWAB CHARLES CORPCOM8085131052150023403SHSOLE003403JPMORGAN CHASE & COCOM46625H1006499855772SHSOLE005772KOHLS CORPCOM5002551042034335700SHSOLE005700NORTHROP GRUMMAN CORPCOM6668071026216621299SHSOLE001299ORACLE CORPCOM68389X1052527903618SHSOLE003618SPDR SER TRS&P DIVID ETF78464A7632611182200SHSOLE002200ISHARES TRMSCI EAFE ETF464287465128048320491SHSOLE0020491DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V8072058707126SHSOLE007126DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V72449299215601SHSOLE0015601ISHARES TRDOW JONES US ETF4642878464780045176SHSOLE005176JOHNSON & JOHNSONCOM4781601042628231481SHSOLE001481ISHARES TRGLOBAL TECH ETF46428729184206818426SHSOLE0018426BRISTOL-MYERS SQUIBB COCOM1101221083469624506SHSOLE004506EBAY INC.COM2786421032279785471SHSOLE005471ACUITY BRANDS INCCOM00508Y1022247441459SHSOLE001459ISHARES TRCORE S&P500 ETF46428720015996564219SHSOLE004219ISHARES TRNATIONAL MUN ETF464288414361445933983SHSOLE0033983ISHARES TRRUSSELL 2000 ETF4642876557649994517SHSOLE004517SELECTIVE INS GROUP INCCOM8163001072768733185SHSOLE003185SPDR S&P 500 ETF TRTR UNIT78462F1039126912419SHSOLE002419TRAVELERS COMPANIES INCCOM89417E1092088761235SHSOLE001235VANECK ETF TRUSTHIGH YLD MUNIETF92189H4093903597249SHSOLE007249ISHARES TRSHRT NAT MUN ETF464288158158878615179SHSOLE0015179INVESCO QQQ TRUNIT SER 146090E103240761859SHSOLE00859FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042410493447SHSOLE003447NETAPP INCCOM64110D1044400866746SHSOLE006746KLA CORPCOM NEW482480100219527688SHSOLE00688SPDR DOW JONES INDL AVERAGEUT SER 178467X109286273930SHSOLE00930SPDR SER TRS&P 600 SMCP VAL78464A3002353333250SHSOLE003250AMN HEALTHCARE SVCS INCCOM0017441013217792933SHSOLE002933ISHARES TRCORE S&P US VLU46428766368552010250SHSOLE0010250VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022964785037SHSOLE005037VANGUARD BD INDEX FDSTOTAL BND MRKT9219378354455675920SHSOLE005920VANGUARD BD INDEX FDSINTERMED TERM9219378192344253019SHSOLE003019ISHARES TR1 3 YR TREAS BD4642874572351242840SHSOLE002840TOPBUILD CORPCOM89055F1033727672230SHSOLE002230SPDR SER TRS&P INS ETF78464A7892498106600SHSOLE006600MURPHY USA INCCOM626755102225884970SHSOLE00970