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CIK: 0001698091
Total reported value
$389.3M
$389.3M
142 檔
27.3%
As reported in its official Q1 2024 Form 13F filing, Narus Financial Partners, LLC's tracked investment portfolio stood at $389.3M with 142 total positions.
During Q1 2024, Narus Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 38.04% | -5.00% | +197.80% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 2.00% | +0.99% | +9.91% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.92% | +0.20% | +6.83% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 1.83% | -0.63% | +0.94% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.61% | +0.14% | +1.63% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.60% | -0.01% | -6.51% | |
| 7 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 1.56% | — | -27.24% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.49% | +0.17% | +10.31% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.41% | +0.16% | +11.39% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | +0.06% | +5.19% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.01% | -1.40% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | -0.04% | -4.23% | |
| 13 | HUM | Humana Inc | Stock-Healthcare | 1.25% | — | — | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.24% | -0.03% | +7.06% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.02% | -1.58% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.17% | +0.02% | +2.02% | |
| 17 | DBO | Invesco Db Oil Fund | ETF-Other | 1.13% | -0.14% | +14.86% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.12% | -0.03% | +3.81% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.12% | +0.04% | +8.40% | |
| 20 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 1.08% | +0.47% | +12.37% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.00% | +0.13% | +7.96% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | +0.11% | -6.04% | |
| 23 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.86% | +0.02% | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.11% | +13.33% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.03% | +36.34% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.06% | +9.54% | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 0.74% | +0.02% | +15.15% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.72% | -0.08% | +20.01% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | +0.02% | +6.31% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.68% | -0.01% | +29.03% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.15% | -6.65% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.02% | +34.84% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.09% | -1.52% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | — | -0.88% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | -0.02% | -1.92% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | — | -11.36% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.08% | -7.02% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.07% | -3.60% | |
| 39 | EPI | Wisdomtree India Earnings | ETF-Other | 0.53% | -0.05% | +473.67% | |
| 40 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.52% | — | +3.11% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.52% | — | +1.22% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.04% | -0.32% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | +0.06% | -2.00% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.49% | +0.01% | +0.12% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | -0.04% | +30.03% | |
| 46 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.48% | +0.12% | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.01% | -7.15% | |
| 48 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.46% | +0.03% | +1.40% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.04% | -3.74% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +0.38% |
According to official SEC Form 13F filings, Narus Financial Partners, LLC reported a total U.S. public equity portfolio value of $389.3M across 142 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including WMT, XLK, VEA) accounted for 27.3% of total reported equity market value during Q1 2024.
During Q1 2024, Narus Financial Partners, LLC's top holdings by market value included WMT (38.0%)、XLK (2.0%)、VEA (1.9%). The largest single position, WMT, represented 38.0% of total portfolio value.
In Q1 2024, Narus Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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