Narus Financial Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Salt Lake City, UT
CIK
0001698091
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 135 207,592 WMT, SCHWAB CHARLES FAMILY FD, VEA, JPST 13F-HR 1/25/2024 000169809124000001
Q3 2023 124 194,932 WMT, JPST, GLD, VEA 13F-HR 10/30/2023 000169809123000007
Q2 2023 120 193,515 WMT, JPST, GLD, AAPL 13F-HR 8/30/2023 000169809123000002
Q1 2023 111 184,434 WMT, JPST, VTV, GLD 13F-HR 6/27/2023 000169809123000001
Q4 2022 114 173,196 WMT, JPST, VTV, GLD 13F-HR 10/12/2023 000169809123000006
Q3 2022 110 158,159 WMT, JPST, GLD, VTI 13F-HR 10/12/2023 000169809123000005
Q2 2022 112 156,986 WMT, JPST, MUB, GLD 13F-HR 10/12/2023 000169809123000004
Q1 2022 112 178,765 WMT, MUB, VB, XLK 13F-HR 9/12/2023 000169809123000003
Q1 2021 107 167,812 WMT, MUB, VB, GLD 13F-HR 3/7/2024 000169809124000002
Q3 2017 81 113,545 WMT, MUB, VTI, IVV 13F-HR 11/15/2017 000169809117000005
Q2 2017 76 107,796 WMT, VTI, MUB, IVV RESTATEMENT 7/10/2017 000169809117000004
Q1 2017 74 103,496 WMT, VTI, MUB, IVV 13F-HR 4/20/2017 000169809117000002
Q4 2016 72 94,860 WMT, VTI, IVV, MUB 13F-HR 2/15/2017 000169809117000001
Additional filings from Narus Financial Partners, LLC that have since been restated