0001730149-20-000001.txt : 20200110 0001730149-20-000001.hdr.sgml : 20200110 20200110132211 ACCESSION NUMBER: 0001730149-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200110 DATE AS OF CHANGE: 20200110 EFFECTIVENESS DATE: 20200110 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: 20520356 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 12-31-2019 12-31-2019 Clarus Wealth Advisors

9125 W. THUNDERBIRD ROAD SUITE100 PEORIA AZ 8585381

13F HOLDINGS REPORT 028-18261 N Michael Sherman 6235836840 Michael Alan Sherman Chandler AZ 01-10-2020 0 141 151355 false INFORMATION TABLE 2 Form13FClarus03QE2019.xml ISHARES TR S&P 500 VAL ETF 464287408 393 3299 SH SOLE 0 0 3299 ISHARES TR U.S. REAL ES ETF 464287739 264 2825 SH SOLE 0 0 2825 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 468 1328 SH SOLE 0 0 1328 SPDR S&P 500 ETF TR TR UNIT 78462F103 2014 6786 SH SOLE 0 0 6786 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 278 4287 SH SOLE 0 0 4287 AMAZON COM INC COM 023135106 1771 1020 SH SOLE 0 0 1020 BRISTOL MYERS SQUIBB CO COM 110122108 560 11052 SH SOLE 0 0 11052 BOEING CO COM 097023105 839 2204 SH SOLE 0 0 2204 HERSHEY CO COM 427866108 544 3512 SH SOLE 0 0 3512 INVESCO QQQ TR UNIT SER 1 46090E103 1080 5721 SH SOLE 0 0 5721 AMGEN INC COM 031162100 446 2304 SH SOLE 0 0 2304 ABBOTT LABS COM 002824100 1045 12492 SH SOLE 0 0 12492 EBAY INC COM 278642103 218 5605 SH SOLE 0 0 5605 GRAINGER W W INC COM 384802104 640 2154 SH SOLE 0 0 2154 ILLINOIS TOOL WKS INC COM 452308109 289 1846 SH SOLE 0 0 1846 DISNEY WALT CO COM DISNEY 254687106 1141 8756 SH SOLE 0 0 8756 JOHNSON & JOHNSON COM 478160104 306 2367 SH SOLE 0 0 2367 MEDTRONIC PLC SHS G5960L103 325 2988 SH SOLE 0 0 2988 PFIZER INC COM 717081103 230 6391 SH SOLE 0 0 6391 LOWES COS INC COM 548661107 616 5599 SH SOLE 0 0 5599 CHEVRON CORP NEW COM 166764100 1112 9373 SH SOLE 0 0 9373 MICROSOFT CORP COM 594918104 1564 11253 SH SOLE 0 0 11253 AT&T INC COM 00206R102 887 23437 SH SOLE 0 0 23437 LOCKHEED MARTIN CORP COM 539830109 5349 13713 SH SOLE 0 0 13713 STRYKER CORP COM 863667101 783 3620 SH SOLE 0 0 3620 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 4996 81554 SH SOLE 0 0 81554 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 9228 154858 SH SOLE 0 0 154858 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 9729 250156 SH SOLE 0 0 250156 SELECT SECTOR SPDR TR ENERGY 81369Y506 273 4620 SH SOLE 0 0 4620 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 575 20522 SH SOLE 0 0 20522 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1442 18577 SH SOLE 0 0 18577 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2186 27147 SH SOLE 0 0 27147 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 948 15434 SH SOLE 0 0 15434 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 563 6246 SH SOLE 0 0 6246 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1597 13230 SH SOLE 0 0 13230 DEERE & CO COM 244199105 246 1460 SH SOLE 0 0 1460 STARBUCKS CORP COM 855244109 239 2703 SH SOLE 0 0 2703 EXXON MOBIL CORP COM 30231G102 913 12936 SH SOLE 0 0 12936 WALMART INC COM 931142103 830 6994 SH SOLE 0 0 6994 COMMERCE BANCSHARES INC COM 200525103 446 7353 SH SOLE 0 0 7353 COSTCO WHSL CORP NEW COM 22160K105 936 3248 SH SOLE 0 0 3248 LILLY ELI & CO COM 532457108 214 1918 SH SOLE 0 0 1918 MERCK & CO INC COM 58933Y105 271 3225 SH SOLE 0 0 3225 NOVARTIS A G SPONSORED ADR 66987V109 511 5881 SH SOLE 0 0 5881 RAYTHEON CO COM NEW 755111507 373 1901 SH SOLE 0 0 1901 PROCTER & GAMBLE CO COM 742718109 681 5475 SH SOLE 0 0 5475 GILEAD SCIENCES INC COM 375558103 569 8973 SH SOLE 0 0 8973 MCDONALDS CORP COM 580135101 811 3776 SH SOLE 0 0 3776 TJX COS INC NEW COM 872540109 350 6276 SH SOLE 0 0 6276 ISHARES TR 1 3 YR TREAS BD 464287457 974 11488 SH SOLE 0 0 11488 ISHARES TR IBOXX INV CP ETF 464287242 215 1685 SH SOLE 0 0 1685 CORNING INC COM 219350105 254 8915 SH SOLE 0 0 8915 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 649 3373 SH SOLE 0 0 3373 AMERICAN TOWER CORP NEW COM 03027X100 702 3173 SH SOLE 0 0 3173 UNITED TECHNOLOGIES CORP COM 913017109 478 3500 SH SOLE 0 0 3500 3M CO COM 88579Y101 343 2086 SH SOLE 0 0 2086 COMCAST CORP NEW CL A 20030N101 621 13778 SH SOLE 0 0 13778 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3772 24982 SH SOLE 0 0 24982 NORFOLK SOUTHERN CORP COM 655844108 836 4656 SH SOLE 0 0 4656 NEXTERA ENERGY INC COM 65339F101 757 3247 SH SOLE 0 0 3247 APPLE INC COM 037833100 4295 19178 SH SOLE 0 0 19178 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 5132 160570 SH SOLE 0 0 160570 CATERPILLAR INC DEL COM 149123101 355 2807 SH SOLE 0 0 2807 CELGENE CORP COM 151020104 203 2044 SH SOLE 0 0 2044 CHUBB LIMITED COM H1467J104 360 2231 SH SOLE 0 0 2231 ECOLAB INC COM 278865100 468 2361 SH SOLE 0 0 2361 NEWMONT GOLDCORP CORPORATION COM 651639106 282 7435 SH SOLE 0 0 7435 OCCIDENTAL PETE CORP COM 674599105 211 4737 SH SOLE 0 0 4737 ALLERGAN PLC SHS G0177J108 234 1392 SH SOLE 0 0 1392 BERKLEY W R CORP COM 084423102 471 6523 SH SOLE 0 0 6523 NETFLIX INC COM 64110L106 950 3550 SH SOLE 0 0 3550 BNY MELLON HIGH YIELD STRATE SH BEN INT 09660L105 32 10570 SH SOLE 0 0 10570 ISHARES TR CORE US AGGBD ET 464287226 2056 18167 SH SOLE 0 0 18167 AUTOZONE INC COM 053332102 218 201 SH SOLE 0 0 201 BIOGEN INC COM 09062X103 591 2540 SH SOLE 0 0 2540 ISHARES TR SELECT DIVID ETF 464287168 455 4460 SH SOLE 0 0 4460 ISHARES TR TIPS BD ETF 464287176 287 2465 SH SOLE 0 0 2465 ILLUMINA INC COM 452327109 304 1000 SH SOLE 0 0 1000 AIR PRODS & CHEMS INC COM 009158106 334 1508 SH SOLE 0 0 1508 BIO TECHNE CORP COM 09073M104 273 1393 SH SOLE 0 0 1393 CHECK POINT SOFTWARE TECH LT ORD M22465104 219 2000 SH SOLE 0 0 2000 VERTEX PHARMACEUTICALS INC COM 92532F100 678 4000 SH SOLE 0 0 4000 KANSAS CITY SOUTHERN COM NEW 485170302 437 3287 SH SOLE 0 0 3287 INFOSYS LTD SPONSORED ADR 456788108 115 10131 SH SOLE 0 0 10131 ALPHABET INC CAP STK CL A 02079K305 468 383 SH SOLE 0 0 383 GERON CORP COM 374163103 25 19000 SH SOLE 0 0 19000 CHENIERE ENERGY INC COM NEW 16411R208 252 4000 SH SOLE 0 0 4000 BLACKROCK INC COM 09247X101 438 983 SH SOLE 0 0 983 EXPONENT INC COM 30214U102 266 3805 SH SOLE 0 0 3805 VANGUARD INDEX FDS GROWTH ETF 922908736 236 1421 SH SOLE 0 0 1421 F M C CORP COM NEW 302491303 290 3312 SH SOLE 0 0 3312 LINEAGE CELL THERAPEUTICS IN COM 53566P109 10 10147 SH SOLE 0 0 10147 THERMO FISHER SCIENTIFIC INC COM 883556102 825 2833 SH SOLE 0 0 2833 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 218 5949 SH SOLE 0 0 5949 FIRST TR VALUE LINE DIVID IN SHS 33734H106 758 21747 SH SOLE 0 0 21747 SAREPTA THERAPEUTICS INC COM 803607100 291 3866 SH SOLE 0 0 3866 SALESFORCE COM INC COM 79466L302 445 2997 SH SOLE 0 0 2997 EATON VANCE TXMGD GL BUYWR O COM 27829C105 178 18413 SH SOLE 0 0 18413 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 545 36217 SH SOLE 0 0 36217 VANGUARD WORLD FDS INF TECH ETF 92204A702 297 1379 SH SOLE 0 0 1379 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 5189 101114 SH SOLE 0 0 101114 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 747 16947 SH SOLE 0 0 16947 VANDA PHARMACEUTICALS INC COM 921659108 133 10000 SH SOLE 0 0 10000 EXTRA SPACE STORAGE INC COM 30225T102 583 4988 SH SOLE 0 0 4988 MUELLER WTR PRODS INC COM SER A 624758108 127 11307 SH SOLE 0 0 11307 MELCO RESORTS AND ENTMT LTD ADR 585464100 238 12250 SH SOLE 0 0 12250 TASEKO MINES LTD COM 876511106 6 15000 SH SOLE 0 0 15000 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 5892 109685 SH SOLE 0 0 109685 EXACT SCIENCES CORP COM 30063P105 271 3000 SH SOLE 0 0 3000 PICO HLDGS INC COM NEW 693366205 102 10082 SH SOLE 0 0 10082 ISHARES TR PFD AND INCM SEC 464288687 574 15284 SH SOLE 0 0 15284 ISHARES TR INTL SEL DIV ETF 464288448 313 10190 SH SOLE 0 0 10190 ISHARES TR JPMORGAN USD EMG 464288281 220 1944 SH SOLE 0 0 1944 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 368 11567 SH SOLE 0 0 11567 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 404 6725 SH SOLE 0 0 6725 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 386 5928 SH SOLE 0 0 5928 ISHARES TR GLB INFRASTR ETF 464288372 210 4511 SH SOLE 0 0 4511 VISA INC COM CL A 92826C839 950 5522 SH SOLE 0 0 5522 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 7824 190690 SH SOLE 0 0 190690 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 525 6928 SH SOLE 0 0 6928 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 399 7703 SH SOLE 0 0 7703 FS KKR CAPITAL CORP COM 302635107 162 27842 SH SOLE 0 0 27842 ISHARES TR RUS TP200 GR ETF 464289438 473 5433 SH SOLE 0 0 5433 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 259 8091 SH SOLE 0 0 8091 ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 506 6970 SH SOLE 0 0 6970 FIRST TR EXCH TRD ALPHA FD I EMERG MKT ALPH 33737J182 375 15923 SH SOLE 0 0 15923 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 5467 94424 SH SOLE 0 0 94424 ISHARES TR FLTG RATE NT ETF 46429B655 592 11611 SH SOLE 0 0 11611 SPDR SERIES TRUST AEROSPACE DEF 78464A631 1163 10891 SH SOLE 0 0 10891 FACEBOOK INC CL A 30303M102 475 2670 SH SOLE 0 0 2670 PALO ALTO NETWORKS INC COM 697435105 204 1000 SH SOLE 0 0 1000 PREFERRED APT CMNTYS INC COM 74039L103 319 22086 SH SOLE 0 0 22086 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 500 10195 SH SOLE 0 0 10195 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 282 14316 SH SOLE 0 0 14316 ISHARES TR USA MOMENTUM FCT 46432F396 925 7758 SH SOLE 0 0 7758 PROSHARES TR S&P 500 DV ARIST 74348A467 274 3831 SH SOLE 0 0 3831 VISTAGEN THERAPEUTICS INC COM NEW 92840H202 16 15000 SH SOLE 0 0 15000 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 201 1204 SH SOLE 0 0 1204 ISHARES TR CORE INTL AGGR 46435G672 446 7997 SH SOLE 0 0 7997 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 228 8061 SH SOLE 0 0 8061 ISHARES TR CORE MSCI INTL 46435G326 712 13035 SH SOLE 0 0 13035 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 237 4700 SH SOLE 0 0 4700 DOCUSIGN INC COM 256163106 283 4563 SH SOLE 0 0 4563 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 653 13187 SH SOLE 0 0 13187 LINDE PLC SHS G5494J103 413 2130 SH SOLE 0 0 2130