0001725547-23-000075.txt : 20230214 0001725547-23-000075.hdr.sgml : 20230214 20230214125343 ACCESSION NUMBER: 0001725547-23-000075 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23625959 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 X0202 13F-HR LIVE false false 0001900195 XXXXXXXX 12-31-2022 12-31-2022 false SURIENCE PRIVATE WEALTH LLC
402 E YAKIMA AVE SUITE 120 YAKIMA WA 98901
13F HOLDINGS REPORT 028-21483 000313055 801-120656 N
Armand Doucette PRESIDENT, CHIEF INVESTMENT OFFICER (509) 853-1597 Armand Doucette Yakima WA 02-14-2023 0 21 75360663 false
INFORMATION TABLE 2 Form13fInfoTable.xml ALTRIA GROUP INC COM 02209S103 3462944 75759 SH SOLE 0 0 75759 COSTCO WHSL CORP NEW COM 22160K105 2429493 5322 SH SOLE 0 0 5322 EXXON MOBIL CORP COM 30231G102 3232342 29305 SH SOLE 0 0 29305 INTERNATIONAL BUSINESS MACHS COM 459200101 2863448 20324 SH SOLE 0 0 20324 INVESCO QQQ TR UNIT SER 1 46090E103 8138049 30562 SH SOLE 0 0 30562 ISHARES TR MSCI EMG MKT ETF 464287234 4486337 118373 SH SOLE 0 0 118373 ISHARES TR IBOXX INV CP ETF 464287242 319242 3028 SH SOLE 0 0 3028 ISHARES TR RUS 1000 GRW ETF 464287614 237592 1109 SH SOLE 0 0 1109 ISHARES TR RUSSELL 2000 ETF 464287655 7741061 44397 SH SOLE 0 0 44397 ISHARES TR 3 7 YR TREAS BD 464288661 444395 3868 SH SOLE 0 0 3868 MICROSOFT CORP COM 594918104 396186 1652 SH SOLE 0 0 1652 NEWMONT CORP COM 651639106 2498674 52938 SH SOLE 0 0 52938 PIONEER NAT RES CO COM 723787107 3488657 15275 SH SOLE 0 0 15275 RIO TINTO PLC SPONSORED ADR 767204100 3168756 44505 SH SOLE 0 0 44505 SPDR S&P 500 ETF TR TR UNIT 78462F103 12136416 31735 SH SOLE 0 0 31735 SPDR SER TR PORTFOLIO SHORT 78464A474 4445076 151296 SH SOLE 0 0 151296 SPDR SER TR BLOOMBERG SHT TE 78468R408 3098139 127811 SH SOLE 0 0 127811 SELECT SECTOR SPDR TR ENERGY 81369Y506 2624013 29999 SH SOLE 0 0 29999 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2688602 190681 SH SOLE 0 0 190681 VANECK ETF TRUST GOLD MINERS ETF 92189F106 2510215 87586 SH SOLE 0 0 87586 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4951026 105995 SH SOLE 0 0 105995