0001698091-24-000003.txt : 20240418 0001698091-24-000003.hdr.sgml : 20240418 20240418161903 ACCESSION NUMBER: 0001698091-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Narus Financial Partners, LLC CENTRAL INDEX KEY: 0001698091 ORGANIZATION NAME: 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: 24854530 BUSINESS ADDRESS: STREET 1: 1245 E BRICKYARD ROAD STREET 2: SUITE 160 CITY: SALT LAKE CITY STATE: UT ZIP: 84106 BUSINESS PHONE: 866-534-0530 MAIL ADDRESS: STREET 1: 1245 E BRICKYARD ROAD STREET 2: SUITE 160 CITY: SALT LAKE CITY STATE: UT ZIP: 84106 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0001698091 XXXXXXXX 03-31-2024 03-31-2024 Narus Financial Partners, LLC
1245 E BRICKYARD ROAD SUITE 160 SALT LAKE CITY UT 84106
13F HOLDINGS REPORT 028-17958 000173534 028-17958 N
Michael w Robinson Owner, Director of Operations and Technology 9255303875 Michael W. Robinson Topock X1 04-18-2024 0 142 234302055 false
INFORMATION TABLE 2 2024Q113F.xml GLOBE LIFE INCCOM37959E1022136951836SHSOLE001836SELECT SECTOR SPDR TRSBI CONS DISCR81369Y40716034308720SHSOLE1508705SELECT SECTOR SPDR TRSBI CONS STPLS81369Y3085979987831SHSOLE007831DIREXION SHS ETF TRAUSPCE CMD STG25460E30752725718631SHSOLE0018631SELECT SECTOR SPDR TRENERGY81369Y506125974413343SHSOLE13013330SELECT SECTOR SPDR TRFINANCIAL81369Y605162468638573SHSOLE82038491SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y20911641067880SHSOLE1207868HEALTHEQUITY INCCOM42226A1073604784416SHSOLE004416SELECT SECTOR SPDR TRINDL81369Y7046308085008SHSOLE1804990INVESCO DB MULTI-SECTOR COMMOIL FD46140H4032641107169955SHSOLE760169879INVESCO EXCH TRADED FD TR IIS&P SMLCP INFO46138E115252133054339SHSOLE83054256SPDR GOLD TRGOLD SHS78463V107429173120862SHSOLE6020856SPDR SER TRPORTFOLIO LN TSR78464A664108686638900SHSOLE30038870SPDR SER TRPORTFLI INTRMDIT78464A672261617592838SHSOLE55092783SELECT SECTOR SPDR TRTECHNOLOGY81369Y803467911422467SHSOLE28022439SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8863858175877SHSOLE605871VANGUARD WORLD FDCOMM SRVC ETF92204A884173052913188SHSOLE24013164VANGUARD INDEX FDSSMALL CP ETF922908751316631513852SHSOLE0013852INVESCO QQQ TRUNIT SER 146090E1034675431053SHSOLE001053ISHARES TRCORE S&P SCP ETF464287804182302716495SHSOLE0016495META PLATFORMS INCCL A30303M10215621243217SHSOLE003217PAYPAL HLDGS INCCOM70450Y1033792975662SHSOLE005662VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088443146371723SHSOLE001723ISHARES GOLD TRISHARES NEW46428520479461918915SHSOLE0018915SPDR SER TRPORTFOLIO S&P50078464A854152520824788SHSOLE126024662SPDR SER TRPORTFOLIO S&P60078468R85346408210783SHSOLE0010783ISHARES TREAFE SML CP ETF464288273275216743458SHSOLE0043458J P MORGAN EXCHANGE TRADED FINCOME ETF46641Q15969217615193SHSOLE0015193J P MORGAN EXCHANGE TRADED FINTL BD OPP ETF46641Q8524061038528SHSOLE008528SIMPLIFY EXCHANGE TRADED FUNENHANCED INM ETF82889N632122865250355SHSOLE0050355VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858449876189670SHSOLE0089670VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285896028622990SHSOLE0022990VANGUARD INDEX FDSMID CAP ETF922908629348727013957SHSOLE0013957VANGUARD BD INDEX FDSTOTAL BND MRKT921937835330946845566SHSOLE0045566ISHARES TRAGENCY BOND ETF4642881664716384365SHSOLE3504330ISHARES TRIBOXX HI YD ETF46428851381779710521SHSOLE20010501SPDR SER TRPORTFOLIO AGRGTE78464A64947518818797SHSOLE254018543SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X88992492325807SHSOLE536025271SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5092534937005SHSOLE10306902SPDR SER TRPORTFOLIO S&P40078464A8473655506853SHSOLE006853SPDR SER TRPRTFLO S&P500 VL78464A5083531557049SHSOLE6506984SPDR SER TRPORTFOLIO SHORT78464A47442224314184SHSOLE231013953WISDOMTREE TRINDIA ERNGS FD97717W422123945628454SHSOLE35028419ALPHABET INCCAP STK CL A02079K30514244779438SHSOLE109437AMAZON COM INCCOM02313510611731926504SHSOLE106503APPLE INCCOM037833100316589818462SHSOLE2018460BERKSHIRE HATHAWAY INC DELCL B NEW08467070210460442488SHSOLE102487ISHARES TR7-10 YR TRSY BD464287440122158712905SHSOLE0012905ISHARES TRCORE US AGGBD ET464287226147252815035SHSOLE0015035J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q837374454974223SHSOLE0074223MICROSOFT CORPCOM59491810410728942550SHSOLE102549NVIDIA CORPORATIONCOM67066G10428141393115SHSOLE003115QUALCOMM INCCOM7475251035950733515SHSOLE203513VANGUARD INDEX FDSMCAP VL IDXVIP9229085126916174436SHSOLE004436VANGUARD INDEX FDSS&P 500 ETF SHS92290836317800323703SHSOLE003703VANGUARD INDEX FDSSM CP VAL ETF9229086115137382677SHSOLE002677VANGUARD INDEX FDSVALUE ETF922908744202883712458SHSOLE0012458WALMART INCCOM931142103891184571481111SHSOLE501481106ABBVIE INCCOM00287Y1093640181999SHSOLE101998ADOBE INCCOM00724F101355869705SHSOLE00705AKAMAI TECHNOLOGIES INCCOM00971T1013814763508SHSOLE003508AMERICAN EXPRESS COCOM025816109212662934SHSOLE00934BROADCOM INCCOM11135F101261106197SHSOLE00197CISCO SYS INCCOM17275R1022890165791SHSOLE005791DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V20344480814719SHSOLE0014719EXTREME NETWORKSCOM30226D10612982511250SHSOLE0011250EXXON MOBIL CORPCOM30231G1023314002851SHSOLE002851GENERAL DYNAMICS CORPCOM3695501084703461665SHSOLE101664GOLDMAN SACHS ETF TRACCES TREASURY381430529168766616728SHSOLE0016728HUMANA INCCOM44485910229318648456SHSOLE008456ISHARES TREAFE VALUE ETF464288877262567048266SHSOLE0048266LOWES COS INCCOM548661107250400983SHSOLE00983MURPHY USA INCCOM6267551024275841020SHSOLE001020SPDR SER TRBLOOMBERG SHT TE78468R40834122713530SHSOLE0013530THE CIGNA GROUPCOM1255231005019311382SHSOLE101381VANGUARD BD INDEX FDSSHORT TRM BOND921937827114629314951SHSOLE0014951VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409301014238936SHSOLE0038936VISA INCCOM CL A92826C839213636766SHSOLE10765SELECT SECTOR SPDR TRCOMMUNICATION81369Y8522389372926SHSOLE002926COSTCO WHSL CORP NEWCOM22160K105308322421SHSOLE00421DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500234585437630SHSOLE149037481DIMENSIONAL ETF TRUSTUS SMALL CAP VAL25434V8152576268559SHSOLE008559INVESCO EXCH TRADED FD TR IIS&P SMLCP DISC46138E1802573342360SHSOLE1502345ISHARES TRGLOBAL TECH ETF464287291112985515103SHSOLE0015103ISHARES TRINTERNATIONAL SL46434V2662742358315SHSOLE008315MARATHON PETE CORPCOM56585A1022625551303SHSOLE001303SELECTIVE INS GROUP INCCOM8163001074074923733SHSOLE003733SPDR DOW JONES INDL AVERAGEUT SER 178467X1095389651355SHSOLE001355VALERO ENERGY CORPCOM91913Y1002841931665SHSOLE001665WISDOMTREE TREMER MKT HIGH FD97717W3152946797043SHSOLE007043GRAYSCALE BITCOIN TR BTCSHS REP COM UT3896371092020813199SHSOLE1203187ISHARES TRRUS MID CAP ETF4642874994946175882SHSOLE9405788INTERNATIONAL BUSINESS MACHSCOM4592001013778731979SHSOLE001979ISHARES TRBROAD USD HIGH46435U85356941415562SHSOLE0015562ISHARES TRMBS ETF4642885884969425377SHSOLE005377VANGUARD WORLD FDINF TECH ETF92204A702448385855SHSOLE00855VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703642274524SHSOLE004524VANGUARD INDEX FDSTOTAL STK MKT922908769376742514496SHSOLE0014496INDEXIQ ACTIVE ETF TRIQ MACKAY INTRME45409F827200393182162SHSOLE0082162J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654290798657312SHSOLE0057312ORACLE CORPCOM68389X10511254668960SHSOLE008960SPROUTS FMRS MKT INCCOM85208M1022306453577SHSOLE003577CONOCOPHILLIPSCOM20825C1043378012654SHSOLE102653UNITEDHEALTH GROUP INCCOM91324P102359647727SHSOLE00727SCHWAB CHARLES CORPCOM8085131052730113774SHSOLE003774ISHARES TRSHRT NAT MUN ETF464288158156037214899SHSOLE0014899JPMORGAN CHASE & COCOM46625H10010619915302SHSOLE005302NORTHROP GRUMMAN CORPCOM6668071025260471099SHSOLE001099SPDR SER TRS&P DIVID ETF78464A7632887282200SHSOLE002200HOME DEPOT INCCOM437076102251258655SHSOLE00655TJX COS INC NEWCOM8725401092682562645SHSOLE002645VANECK ETF TRUSTHIGH YLD MUNIETF92189H40988998817030SHSOLE0017030ISHARES TRMSCI EAFE ETF464287465135155116924SHSOLE0016924DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V8073671339990SHSOLE009990DIMENSIONAL ETF TRUSTSHORT DURATION F25434V86492946319759SHSOLE0019759DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V72469677217036SHSOLE0017036ISHARES TRDOW JONES US ETF4642878466629945176SHSOLE005176SPDR SER TRBLOOMBERG 1-3 MO78468R6635094905550SHSOLE005550VANGUARD MUN BD FDSTAX EXEMPT BD92290774651865010250SHSOLE0010250ISHARES TRCORE S&P500 ETF46428720017678833363SHSOLE003363AMGEN INCCOM031162100203573716SHSOLE00716ISHARES TRFLTG RATE NT ETF46429B6552947695773SHSOLE005773ISHARES TRRUSSELL 2000 ETF4642876558790544180SHSOLE004180SPDR S&P 500 ETF TRTR UNIT78462F10313502972581SHSOLE002581TARGET CORPCOM87612E1064548982567SHSOLE002567TRAVELERS COMPANIES INCCOM89417E109209427910SHSOLE00910ISHARES TRNATIONAL MUN ETF4642884149082098441SHSOLE008441FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042361372757SHSOLE002757KLA CORPCOM NEW482480100459659658SHSOLE00658SPDR SER TRS&P 600 SMCP VAL78464A3002696533250SHSOLE003250ISHARES TRCORE S&P US VLU464287663115863512811SHSOLE0012811NOVO-NORDISK A SADR6701002052632202050SHSOLE002050LKQ CORPCOM5018892082491584665SHSOLE004665AMERIPRISE FINL INCCOM03076C106210013479SHSOLE00479ISHARES TR1 3 YR TREAS BD4642874572003612450SHSOLE002450TOPBUILD CORPCOM89055F103220365500SHSOLE00500VANGUARD INDEX FDSMCAP GR IDXVIP922908538200893852SHSOLE00852SPDR SER TRS&P INS ETF78464A7893436626600SHSOLE006600VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1023156105435SHSOLE005435SCHWAB CHARLES FAMILY FDAMT TAX FREE MNY80851553036643603664360SHSOLE003664360EMCOR GROUP INCCOM29084Q1003701611057SHSOLE001057WELLS FARGO CO NEWCOM9497461012998175173SHSOLE005173