0001725547-22-000197.txt : 20221110 0001725547-22-000197.hdr.sgml : 20221110 20221110101415 ACCESSION NUMBER: 0001725547-22-000197 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SURIENCE PRIVATE WEALTH LLC CENTRAL INDEX KEY: 0001900195 IRS NUMBER: 831077153 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21483 FILM NUMBER: 221375473 BUSINESS ADDRESS: STREET 1: 402 E YAKIMA AVE STREET 2: SUITE 120 CITY: YAKIMA STATE: WA ZIP: 98901 BUSINESS PHONE: (509) 853-1597 MAIL ADDRESS: STREET 1: 402 E YAKIMA AVE STREET 2: SUITE 120 CITY: YAKIMA STATE: WA ZIP: 98901 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001900195 XXXXXXXX 09-30-2022 09-30-2022 false SURIENCE PRIVATE WEALTH LLC
402 E YAKIMA AVE SUITE 120 YAKIMA WA 98901
13F HOLDINGS REPORT 028-21483 N
Armand Doucette PRESIDENT, CHIEF INVESTMENT OFFICER (509) 853-1597 Armand Doucette Yakima WA 11-10-2022 0 17 38928 false
INFORMATION TABLE 2 Form13fInfoTable.xml CVS HEALTH CORP COM 126650100 3363 35264 SH SOLE 0 0 35264 CAPITAL ONE FINL CORP COM 14040H105 1501 16286 SH SOLE 0 0 16286 EXXON MOBIL CORP COM 30231G102 3307 37880 SH SOLE 0 0 37880 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1695 46832 SH SOLE 0 0 46832 INTERNATIONAL BUSINESS MACHS COM 459200101 3295 27736 SH SOLE 0 0 27736 INVESCO QQQ TR UNIT SER 1 46090E103 205 767 SH SOLE 0 0 767 ISHARES TR IBOXX INV CP ETF 464287242 310 3028 SH SOLE 0 0 3028 ISHARES TR RUS 1000 GRW ETF 464287614 233 1109 SH SOLE 0 0 1109 ISHARES TR RUSSELL 2000 ETF 464287655 425 2580 SH SOLE 0 0 2580 ISHARES TR 3 7 YR TREAS BD 464288661 494 4324 SH SOLE 0 0 4324 ISHARES TR SHORT TREAS BD 464288679 4281 38917 SH SOLE 0 0 38917 MICROSOFT CORP COM 594918104 385 1652 SH SOLE 0 0 1652 PROSHARES TR SHORT S&P 500 NE 74347B425 8603 497871 SH SOLE 0 0 497871 RIO TINTO PLC SPONSORED ADR 767204100 1758 31926 SH SOLE 0 0 31926 SPDR S&P 500 ETF TR TR UNIT 78462F103 308 861 SH SOLE 0 0 861 SPDR SER TR PORTFOLIO SHORT 78464A474 4154 142160 SH SOLE 0 0 142160 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4611 95853 SH SOLE 0 0 95853