0001725547-23-000188.txt : 20230807 0001725547-23-000188.hdr.sgml : 20230807 20230807171623 ACCESSION NUMBER: 0001725547-23-000188 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 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: 231148519 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 06-30-2023 06-30-2023 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 (509) 853-1597 Armand Doucette Yakima WA 08-07-2023 0 26 69858111 false INFORMATION TABLE 2 Form13fInfoTable.xml ADVANCED MICRO DEVICES INC COM 007903107 1663542 14604 SH SOLE 0 0 14604 AMAZON COM INC COM 023135106 229434 1760 SH SOLE 0 0 1760 APPLE INC COM 037833100 202874 1046 SH SOLE 0 0 1045 BOSTON SCIENTIFIC CORP COM 101137107 2671505 49390 SH SOLE 0 0 49390 ENTERPRISE PRODS PARTNERS L COM 293792107 2617978 99354 SH SOLE 0 0 99354 META PLATFORMS INC CL A 30303M102 2650260 9235 SH SOLE 0 0 9235 FEDEX CORP COM 31428X106 2885060 11638 SH SOLE 0 0 11638 INVESCO QQQ TR UNIT SER 1 46090E103 412642 1117 SH SOLE 0 0 1117 ISHARES TR IBOXX INV CP ETF 464287242 360539 3334 SH SOLE 0 0 3334 ISHARES TR RUS 1000 GRW ETF 464287614 305175 1109 SH SOLE 0 0 1109 ISHARES TR RUSSELL 2000 ETF 464287655 637654 3405 SH SOLE 0 0 3405 ISHARES TR 3 7 YR TREAS BD 464288661 346011 3002 SH SOLE 0 0 3002 ISHARES TR SHORT TREAS BD 464288679 5118695 46344 SH SOLE 0 0 46344 ISHARES TR US HOME CONS ETF 464288752 13387764 156692 SH SOLE 0 0 156692 ISHARES TR RUS TP200 GR ETF 464289438 13551648 85467 SH SOLE 0 0 85467 JPMORGAN CHASE & CO COM 46625H100 2679441 18423 SH SOLE 0 0 18423 MICROSOFT CORP COM 594918104 1036033 3042 SH SOLE 0 0 3042 MONDELEZ INTL INC CL A 609207105 2510011 34412 SH SOLE 0 0 34412 NVIDIA CORPORATION COM 67066G104 1838868 4347 SH SOLE 0 0 4347 SPDR S&P 500 ETF TR TR UNIT 78462F103 610840 1378 SH SOLE 0 0 1378 SPDR SER TR BLOOMBERG SHT TE 78468R408 5163436 209046 SH SOLE 0 0 209046 SHOPIFY INC CL A 82509L107 2862878 44317 SH SOLE 0 0 44317 SOUTHERN COPPER CORP COM 84265V105 2683506 37406 SH SOLE 0 0 37406 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 492172 10379 SH SOLE 0 0 10379 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 295065 5423 SH SOLE 0 0 5423 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2645080 38967 SH SOLE 0 0 38967