0001698091-23-000006.txt : 20231012 0001698091-23-000006.hdr.sgml : 20231012 20231012130642 ACCESSION NUMBER: 0001698091-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20231012 DATE AS OF CHANGE: 20231012 EFFECTIVENESS DATE: 20231012 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Narus Financial Partners, LLC CENTRAL INDEX KEY: 0001698091 IRS NUMBER: 471929138 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17958 FILM NUMBER: 231322299 BUSINESS ADDRESS: STREET 1: 299 S MAIN STREET STREET 2: SUITE 1300 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 BUSINESS PHONE: 866-534-0530 MAIL ADDRESS: STREET 1: 299 S MAIN STREET STREET 2: SUITE 1300 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001698091 XXXXXXXX 12-31-2022 12-31-2022 Narus Financial Partners, LLC
299 S MAIN STREET SUITE 1300 SALT LAKE CITY UT 84111
13F HOLDINGS REPORT 028-17958 028-17958 N
Michael W. Robinson Owner 9287882333 MIchael W. Robinson salt lake city UT 10-12-2023 0 114 173196764 false
INFORMATION TABLE 2 2022Q413F.xml 3M COCOM88579Y1013612343012SHSOLE003012AMAZON COM INCCOM0231351065794326898SHSOLE006898ISHARES TREAFE SML CP ETF464288273211552437456SHSOLE0037456J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654322668963851SHSOLE0063851VANGUARD INDEX FDSSMALL CP ETF922908751207611511312SHSOLE0011312VANGUARD INDEX FDSTOTAL STK MKT922908769276550114465SHSOLE0014465SPDR SER TRPORTFOLIO S&P40078464A84755745613117SHSOLE0013117SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30887206111698SHSOLE0011698DIREXION SHS ETF TRAUSPCE CMD STG25460E307233744879451SHSOLE0079451SELECT SECTOR SPDR TRENERGY81369Y506197069122530SHSOLE0022530SELECT SECTOR SPDR TRFINANCIAL81369Y60564673218910SHSOLE0018910SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y20913371629843SHSOLE009843HEALTHEQUITY INCCOM42226A1072743604451SHSOLE004451INVESCO DB MULTI-SECTOR COMMOIL FD46140H4032555356168005SHSOLE00168005SPDR GOLD TRGOLD SHS78463V107333478319658SHSOLE0019658SPDR SER TRPORTFLI INTRMDIT78464A672224621379540SHSOLE0079540SELECT SECTOR SPDR TRTECHNOLOGY81369Y803245299619712SHSOLE0019712SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886139207319746SHSOLE0019746VANGUARD INDEX FDSREAL ESTATE ETF92290855388278310703SHSOLE0010703VANGUARD INDEX FDSSM CP VAL ETF9229086116987824400SHSOLE004400VANGUARD INDEX FDSVALUE ETF922908744335933523932SHSOLE0023932VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C7062087153569SHSOLE003569INVESCO QQQ TRUNIT SER 146090E103246309925SHSOLE00925ISHARES TRCORE S&P SCP ETF4642878042867593030SHSOLE003030META PLATFORMS INCCL A30303M1024753433950SHSOLE003950VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088443193052103SHSOLE002103SELECT SECTOR SPDR TRSBI INT-INDS81369Y7042668372717SHSOLE002717ISHARES GOLD TRISHARES NEW46428520440598311737SHSOLE0011737ISHARES TRSHRT NAT MUN ETF464288158107992410357SHSOLE0010357J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8375166520103062SHSOLE00103062SPDR SER TRPORTFOLIO S&P50078464A85489971420003SHSOLE0020003SPDR SER TRPORTFOLIO S&P60078468R85353229414398SHSOLE0014398VANGUARD INDEX FDSMCAP VL IDXVIP9229085126099354510SHSOLE004510VANGUARD BD INDEX FDSSHORT TRM BOND9219378274942886566SHSOLE006566VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409250164633271SHSOLE0033271ISHARES TRAGENCY BOND ETF4642881665024734721SHSOLE004721ISHARES TRIBOXX HI YD ETF4642885136805919243SHSOLE009243SPDR SER TRPORTFOLIO AGRGTE78464A64947295218820SHSOLE0018820SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X88971570724106SHSOLE0024106SPDR SER TRPORTFOLIO LN TSR78464A66433091611399SHSOLE0011399SPDR SER TRPRTFLO S&P500 VL78464A50850821513068SHSOLE0013068SPDR SER TRPORTFOLIO SHORT78464A47437416612735SHSOLE0012735ALPHABET INCCAP STK CL A02079K3058343919457SHSOLE009457APPLE INCCOM037833100263202920257SHSOLE0020257BERKSHIRE HATHAWAY INC DELCL B NEW0846707029755063158SHSOLE003158CONOCOPHILLIPSCOM20825C1044745964022SHSOLE004022DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V80734792811445SHSOLE0011445GOLDMAN SACHS ETF TRACCES TREASURY381430529110857611118SHSOLE0011118MICROSOFT CORPCOM5949181045983912495SHSOLE002495NVIDIA CORPORATIONCOM67066G1045168973537SHSOLE003537QUALCOMM INCCOM7475251033235532943SHSOLE002943CIGNA CORP NEWCOM1255231005258391587SHSOLE001587VANGUARD INDEX FDSMID CAP ETF92290862919274089457SHSOLE009457VANGUARD INDEX FDSS&P 500 ETF SHS9229083633949061124SHSOLE001124VISA INCCOM CL A92826C8392495201201SHSOLE001201WALMART INCCOM93114210373083952515438SHSOLE00515438BIOGEN INCCOM09062X103253382915SHSOLE00915ISHARES TRBROAD USD HIGH46435U85354488315780SHSOLE0015780ISHARES TRCORE US AGGBD ET464287226139660014399SHSOLE0014399ISHARES TRMBS ETF4642885886480446987SHSOLE006987ISHARES TREAFE VALUE ETF464288877215553446982SHSOLE0046982SPDR SER TRS&P REGL BKG78464A6982046503484SHSOLE003484VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858220800052609SHSOLE0052609VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858191835549214SHSOLE0049214VANGUARD WORLD FDSHEALTH CAR ETF92204A504228753922SHSOLE00922VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8702746183543SHSOLE003543DIMENSIONAL ETF TRUSTUS SMALL CAP VAL25434V8152109668517SHSOLE008517EXXON MOBIL CORPCOM30231G1025630825105SHSOLE005105GENERAL DYNAMICS CORPCOM3695501082659741072SHSOLE001072ISHARES TRGLOBAL TECH ETF46428729167706715103SHSOLE0015103LKQ CORPCOM5018892083606386752SHSOLE006752SPDR DOW JONES INDL AVERAGEUT SER 178467X1094655191405SHSOLE001405ISHARES TR7-10 YR TRSY BD464287440166568617391SHSOLE0017391ISHARES TRFLTG RATE NT ETF46429B6552933235828SHSOLE005828INDEXIQ ACTIVE ETF TRIQ MACKAY INTRME45409F827184804476587SHSOLE0076587VANECK ETF TRUSTHIGH YLD MUNIETF92189H4094730979359SHSOLE009359NETAPP INCCOM64110D1043832226381SHSOLE006381SELECTIVE INS GROUP INCCOM8163001072823683187SHSOLE003187HOME DEPOT INCCOM437076102241633765SHSOLE00765UNITEDHEALTH GROUP INCCOM91324P102403997762SHSOLE00762SCHWAB CHARLES CORPCOM8085131052833343403SHSOLE003403JPMORGAN CHASE & COCOM46625H1008310186197SHSOLE006197NORTHROP GRUMMAN CORPCOM6668071027087471299SHSOLE001299ORACLE CORPCOM68389X1052957353618SHSOLE003618SPDR SER TRS&P DIVID ETF78464A7632752422200SHSOLE002200TJX COS INC NEWCOM8725401092105422645SHSOLE002645ISHARES TRTIPS BD ETF4642871762800562631SHSOLE002631ISHARES TRMSCI EAFE ETF464287465137975321020SHSOLE0021020DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V72459306517714SHSOLE0017714ISHARES TRDOW JONES US ETF4642878464836975176SHSOLE005176JOHNSON & JOHNSONCOM4781601042438851381SHSOLE001381AMGEN INCCOM031162100208274793SHSOLE00793BRISTOL-MYERS SQUIBB COCOM1101221083206094456SHSOLE004456DAVITA INCCOM23918K1084050855425SHSOLE005425VANGUARD BD INDEX FDSTOTAL BND MRKT921937835172311923986SHSOLE0023986TARGET CORPCOM87612E1066505604365SHSOLE004365ACUITY BRANDS INCCOM00508Y1022416251459SHSOLE001459ISHARES TRCORE S&P500 ETF46428720013907333620SHSOLE003620ISHARES TRRUSSELL 2000 ETF4642876557115634081SHSOLE004081MASTEC INCCOM5763231092047922400SHSOLE002400SPDR S&P 500 ETF TRTR UNIT78462F1039615542514SHSOLE002514ABBVIE INCCOM00287Y1092490411541SHSOLE001541ISHARES TRNATIONAL MUN ETF46428841410499249950SHSOLE009950FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042396153197SHSOLE003197KLA CORPCOM NEW482480100248086658SHSOLE00658SPDR SER TRS&P 600 SMCP VAL78464A3002412153250SHSOLE003250AMN HEALTHCARE SVCS INCCOM0017441012810072733SHSOLE002733BLOCK INCCL A8522341032849174534SHSOLE004534ISHARES TRCORE S&P US VLU46428766392391113081SHSOLE0013081VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1024615777983SHSOLE007983WELLS FARGO CO NEWCOM9497461012186315295SHSOLE005295ISHARES TR1 3 YR TREAS BD46428745799701112283SHSOLE0012283SPDR SER TRS&P INS ETF78464A7892702706600SHSOLE006600FIDELITY MERRIMACK STR TRLTD TRM BD ETF3161882002463265135SHSOLE005135