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CIK: 0001698091
Total reported value
$389.3M
$389.3M
142 檔
30.3%
In Q2 2024, Narus Financial Partners, LLC's U.S. equity holdings reached a combined market value of $389.3M, distributed across 142 disclosed stock positions.
During Q2 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 | 40.41% | -5.00% | -0.03% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 2.03% | +0.99% | -1.05% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.82% | +0.20% | +1.70% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 1.77% | -0.63% | -2.23% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.53% | -0.01% | -2.40% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.53% | +0.14% | -2.30% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.02% | +865.07% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.49% | +0.17% | +9.21% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.48% | -0.01% | -1.75% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.41% | +0.16% | +6.94% | |
| 11 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 1.30% | — | -12.13% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.24% | -0.03% | +5.88% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.23% | +0.06% | +1.42% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.16% | -0.04% | -4.40% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.09% | +0.04% | +3.62% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.08% | +0.02% | +0.11% | |
| 17 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 1.05% | +0.47% | +2.96% | |
| 18 | DBO | Invesco Db Oil Fund | ETF-Other | 1.04% | -0.14% | -4.57% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.01% | -0.03% | -2.14% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.95% | +0.13% | +4.08% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | +0.11% | +25.98% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | +0.11% | +1.52% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | -0.03% | +7.78% | |
| 24 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.75% | +0.02% | -6.64% | |
| 25 | VOX | Vanguard Communication Servi | ETF-Other | 0.73% | +0.02% | -0.52% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.73% | -0.08% | +7.61% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.72% | -0.02% | +14.71% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.02% | +1.56% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.06% | -5.47% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.15% | +0.99% | |
| 31 | EPI | Wisdomtree India Earnings | ETF-Other | 0.66% | -0.05% | +18.99% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.65% | -0.01% | +0.99% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.09% | +0.67% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | +0.02% | -0.36% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | — | +7.30% | |
| 36 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.62% | — | +25.58% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | +0.06% | +68.18% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.08% | +0.35% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.04% | +13.88% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.04% | +2.72% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.01% | +0.39% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | — | -4.95% | |
| 43 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.50% | +0.12% | — | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.07% | -3.03% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | +1.88% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.46% | +0.01% | +0.12% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.45% | — | -7.28% | |
| 48 | DFSD | Dimensional Short Duration | ETF-Other | 0.45% | — | +20.44% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.45% | +0.06% | -2.87% | |
| 50 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.44% | +0.06% | +58.59% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including WMT, XLK, VEA) accounted for 30.3% of total reported equity market value during Q2 2024.
During Q2 2024, Narus Financial Partners, LLC's top holdings by market value included WMT (40.4%)、XLK (2.0%)、VEA (1.8%). The largest single position, WMT, represented 40.4% of total portfolio value.
In Q2 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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