0001698091-23-000007.txt : 20231030 0001698091-23-000007.hdr.sgml : 20231030 20231030114749 ACCESSION NUMBER: 0001698091-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 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: 231358529 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 09-30-2023 09-30-2023 Narus Financial Partners, LLC
299 S MAIN STREET SUITE 1300 SALT LAKE CITY UT 84111
13F HOLDINGS REPORT 028-17958 000173534 028-17958 N
Michael W. Robinson Director Operations & Technology 928-788-2333 Michael W. Robinson Salt Lake City UT 10-30-2023 0 124 194932224 false
INFORMATION TABLE 2 2023Q313F.xml AMAZON COM INCCOM0231351069489517465SHSOLE007465CISCO SYS INCCOM17275R1022970375525SHSOLE005525COSTCO WHSL CORP NEWCOM22160K105243409431SHSOLE00431ISHARES TREAFE SML CP ETF464288273235644641729SHSOLE0041729J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654251324349817SHSOLE0049817NVIDIA CORPORATIONCOM67066G10415457373554SHSOLE003554VANGUARD INDEX FDSSMALL CP ETF922908751206340310913SHSOLE0010913VANGUARD INDEX FDSTOTAL STK MKT922908769312660614720SHSOLE0014720GLOBE LIFE INCCOM37959E1022318732133SHSOLE002133SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4072034791264SHSOLE001264SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30881221011804SHSOLE0011804DIREXION SHS ETF TRAUSPCE CMD STG25460E307286042496343SHSOLE0096343SELECT SECTOR SPDR TRENERGY81369Y506171043918923SHSOLE0018923SELECT SECTOR SPDR TRFINANCIAL81369Y60576632023103SHSOLE0023103SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209128918010014SHSOLE0010014HEALTHEQUITY INCCOM42226A1073249994449SHSOLE004449INVESCO DB MULTI-SECTOR COMMOIL FD46140H4033031458171754SHSOLE00171754SPDR GOLD TRGOLD SHS78463V107371823621687SHSOLE0021687SPDR SER TRPORTFOLIO LN TSR78464A66449530718941SHSOLE0018941SPDR SER TRPORTFLI INTRMDIT78464A672260428394598SHSOLE0094598SELECT SECTOR SPDR TRTECHNOLOGY81369Y803329372720092SHSOLE0020092SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886115929919672SHSOLE0019672VANGUARD WORLD FDSCOMM SRVC ETF92204A8845668695389SHSOLE005389INVESCO QQQ TRUNIT SER 146090E1033844241073SHSOLE001073ISHARES TRCORE S&P SCP ETF4642878047003067424SHSOLE007424META PLATFORMS INCCL A30303M10210837583610SHSOLE003610VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088443565612295SHSOLE002295SELECT SECTOR SPDR TRINDL81369Y7042248612218SHSOLE002218ISHARES GOLD TRISHARES NEW46428520472863220824SHSOLE0020824SPDR SER TRPORTFOLIO S&P50078464A854118593723596SHSOLE0023596SPDR SER TRPORTFOLIO S&P60078468R85349404513389SHSOLE0013389VANGUARD INDEX FDSMCAP VL IDXVIP9229085125609704284SHSOLE004284J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q837472439894149SHSOLE0094149VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409280820537368SHSOLE0037368ISHARES TRAGENCY BOND ETF4642881665578885273SHSOLE005273ISHARES TRIBOXX HI YD ETF46428851378968910712SHSOLE0010712SPDR SER TRPORTFOLIO AGRGTE78464A64942626617513SHSOLE0017513SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X88985144227457SHSOLE0027457SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5092337316963SHSOLE006963SPDR SER TRPORTFOLIO S&P40078464A84744369610132SHSOLE0010132SPDR SER TRPRTFLO S&P500 VL78464A5082899757028SHSOLE007028SPDR SER TRPORTFOLIO SHORT78464A47443189814731SHSOLE0014731ALPHABET INCCAP STK CL A02079K30512222329340SHSOLE009340APPLE INCCOM037833100324986418982SHSOLE0018982BERKSHIRE HATHAWAY INC DELCL B NEW0846707028321382376SHSOLE002376MICROSOFT CORPCOM5949181048157782584SHSOLE002584QUALCOMM INCCOM7475251033623183262SHSOLE003262TESLA INCCOM88160R1012647331058SHSOLE001058VANGUARD INDEX FDSMID CAP ETF922908629245491811789SHSOLE0011789VANGUARD INDEX FDSS&P 500 ETF SHS9229083638513742168SHSOLE002168VANGUARD INDEX FDSSM CP VAL ETF9229086115040113160SHSOLE003160VANGUARD INDEX FDSVALUE ETF922908744302472321929SHSOLE0021929WALMART INCCOM93114210381944872512380SHSOLE00512380AKAMAI TECHNOLOGIES INCCOM00971T1014173173917SHSOLE003917EXXON MOBIL CORPCOM30231G1026129455213SHSOLE005213GENERAL DYNAMICS CORPCOM3695501083553201608SHSOLE001608GOLDMAN SACHS ETF TRACCES TREASURY381430529123506812337SHSOLE0012337ISHARES TRCORE US AGGBD ET464287226161042417125SHSOLE0017125ISHARES TREAFE VALUE ETF464288877235005948029SHSOLE0048029LOWES COS INCCOM5486611072659831280SHSOLE001280SPDR SER TRBLOOMBERG SHT TE78468R40829814312189SHSOLE0012189VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858357773981833SHSOLE0081833VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858205350952372SHSOLE0052372VANGUARD WORLD FDSHEALTH CAR ETF92204A504218691930SHSOLE00930VANGUARD INDEX FDSREAL ESTATE ETF9229085537088599369SHSOLE009369VANGUARD BD INDEX FDSSHORT TRM BOND921937827104576513912SHSOLE0013912VANGUARD BD INDEX FDSTOTAL BND MRKT921937835304705843667SHSOLE0043667ADOBE INCCOM00724F101263746517SHSOLE00517DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V5003767217177SHSOLE007177DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V20327846310665SHSOLE0010665INVESCO EXCH TRADED FD TR IIS&P SMLCP INFO46138E1152891886607SHSOLE006607ISHARES TRGLOBAL TECH ETF46428729187355815103SHSOLE0015103MARATHON PETE CORPCOM56585A1022279181506SHSOLE001506MURPHY USA INCCOM626755102226909664SHSOLE00664PAYPAL HLDGS INCCOM70450Y1032662274554SHSOLE004554SELECTIVE INS GROUP INCCOM8163001073418683314SHSOLE003314SPDR DOW JONES INDL AVERAGEUT SER 178467X1094622311380SHSOLE001380VALERO ENERGY CORPCOM91913Y1002588991827SHSOLE001827ISHARES TR7-10 YR TRSY BD464287440146660816013SHSOLE0016013ISHARES TRRUS MID CAP ETF4642874993295614759SHSOLE004759INDEXIQ ACTIVE ETF TRIQ MACKAY INTRME45409F827191905781662SHSOLE0081662VANECK ETF TRUSTHIGH YLD MUNIETF92189H4094739679659SHSOLE009659BRISTOL-MYERS SQUIBB COCOM1101221082564214418SHSOLE004418INTERNATIONAL BUSINESS MACHSCOM4592001012222981584SHSOLE001584THE CIGNA GROUPCOM1255231004025031407SHSOLE001407ABBVIE INCCOM00287Y1092502721679SHSOLE001679CONOCOPHILLIPSCOM20825C1043415502851SHSOLE002851UNITEDHEALTH GROUP INCCOM91324P102386714767SHSOLE00767SCHWAB CHARLES CORPCOM8085131052639594808SHSOLE004808ISHARES TRSHRT NAT MUN ETF4642881588503448267SHSOLE008267JPMORGAN CHASE & COCOM46625H1007478685157SHSOLE005157NORTHROP GRUMMAN CORPCOM6668071025718071299SHSOLE001299ORACLE CORPCOM68389X1053143712968SHSOLE002968SPDR SER TRS&P DIVID ETF78464A7632530222200SHSOLE002200TJX COS INC NEWCOM8725401092350882645SHSOLE002645FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042339233177SHSOLE003177SPDR SER TRBLOOMBERG 1-3 MO78468R6632157772350SHSOLE002350ISHARES TRMSCI EAFE ETF464287465142271620643SHSOLE0020643DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V8072359737234SHSOLE007234DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V72458116417083SHSOLE0017083ISHARES TRDOW JONES US ETF4642878465407885176SHSOLE005176AMGEN INCCOM031162100208558776SHSOLE00776VANGUARD WORLD FDSINF TECH ETF92204A702358118863SHSOLE00863ISHARES TRCORE S&P500 ETF46428720015793233678SHSOLE003678ISHARES TRRUSSELL 2000 ETF4642876557315274139SHSOLE004139SPDR S&P 500 ETF TRTR UNIT78462F10311697252736SHSOLE002736TARGET CORPCOM87612E1063695253342SHSOLE003342ISHARES TRNATIONAL MUN ETF464288414105103510250SHSOLE0010250ISHARES TRBROAD USD HIGH46435U85356556516294SHSOLE0016294ISHARES TRMBS ETF4642885886997447880SHSOLE007880VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703434304520SHSOLE004520ISHARES TR1 3 YR TREAS BD464287457100159912370SHSOLE0012370KLA CORPCOM NEW482480100301798658SHSOLE00658SPDR SER TRS&P 600 SMCP VAL78464A3002352033250SHSOLE003250AMN HEALTHCARE SVCS INCCOM0017441012246202637SHSOLE002637EMCOR GROUP INCCOM29084Q1002228031059SHSOLE001059LKQ CORPCOM5018892082574525200SHSOLE005200ISHARES TRCORE S&P US VLU46428766397610413081SHSOLE0013081VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1023261895663SHSOLE005663VANGUARD MUN BD FDSTAX EXEMPT BD9229077462020204200SHSOLE004200BIOGEN INCCOM09062X103231309900SHSOLE00900SPDR SER TRS&P INS ETF78464A7892807646600SHSOLE006600WELLS FARGO CO NEWCOM9497461012102255145SHSOLE005145FIDELITY MERRIMACK STR TRLTD TRM BD ETF3161882002406515035SHSOLE005035