Narus Financial Partners

Latest statistics and disclosures from Narus Financial Partners's latest quarterly 13F-HR filing:

Narus Financial Partners portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Wal-Mart Stores (WMT) 59.73 857657 +5.00% 72.08 75.43
Vanguard Total Stock Market ETF (VTI) 2.02 17260 121.32 122.90
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.82 17276 +34.00% 108.94 109.31
iShares S&P; 500 Index (IVV) 1.71 7444 -2.00% 237.24 239.95
Ishares Tr fltg rate nt 1.46 29778 +47.00% 50.88 0.00
iShares Lehman Aggregate Bond (AGG) 1.25 11933 +7.00% 108.52 108.96
iShares S&P; Global Technology Sect. (IXN) 1.21 10050 -2.00% 124.28 126.31
Technology SPDR (XLK) 1.20 23272 53.33 54.02
Apple (AAPL) 1.15 8301 +23.00% 143.72 143.68
iShares Lehman 7-10 Yr Treas. Bond (IEF) 1.12 10930 +4.00% 105.58 106.42
Vanguard Europe Pacific ETF (VEA) 1.10 28997 -4.00% 39.31 40.14
SPDR Gold Trust (GLD) 1.03 9003 +18.00% 118.74 120.86
iShares Russell 3000 Value Index (IWW) 1.02 21000 50.48 131.04
Vanguard Small-Cap ETF (VB) 0.99 7654 133.26 135.70
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.89 10692 -25.00% 86.42 87.03
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.88 7516 +2.00% 120.68 122.12
Vanguard Telecommunication Services ETF (VOX) 0.84 9123 +5.00% 94.92 98.71
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.81 7956 105.20 105.24
ISHARES TR MSCI Small Cap msci small cap 0.79 15063 -5.00% 54.17 0.00
Vanguard Mid-Cap ETF (VO) 0.77 5712 139.18 141.47
Energy Select Sector SPDR (XLE) 0.76 11255 69.92 68.54
PowerShares QQQ Trust, Series 1 (QQQQ) 0.70 5493 -2.00% 132.35 0.00
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.67 6556 105.55 105.79
International Business Machines (IBM) 0.63 3713 174.25 160.06
Vaneck Vectors Etf Tr High Yld Mun Etf 0.58 19660 +31.00% 30.57 0.00
Vanguard Emerging Markets ETF (VWO) 0.54 14037 -4.00% 39.75 40.30
JPMorgan Chase & Co. (JPM) 0.52 6151 87.79 88.43
Masimo Corporation (MASI) 0.52 5766 -9.00% 93.31 100.99
Vanguard Short Term Corporate Bond ETF (VCSH) 0.52 6750 -24.00% 79.70 79.87
iShares Russell 2000 Index (IWM) 0.49 3689 137.44 140.99
Vanguard REIT ETF (VNQ) 0.48 6005 -2.00% 82.60 83.88
Valero Energy Corporation (VLO) 0.46 7168 +21.00% 66.27 64.90
Powershares Etf Tr Ii s^p smcp it po 0.44 6245 -3.00% 73.02 0.00
Time Warner (TWX) 0.42 4400 97.73 100.20
Vanguard Total Bond Market ETF (BND) 0.41 5203 -2.00% 81.11 81.40
Marsh & McLennan Companies (MMC) 0.38 5350 73.83 73.42
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.37 9896 -5.00% 38.70 38.97
Royal Dutch Shell (RDS.A) 0.34 6706 52.79 0.00
Northrop Grumman Corporation (NOC) 0.33 1449 238.10 248.06
Travelers Companies (TRV) 0.33 2811 120.60 122.01
Target Corporation (TGT) 0.33 6154 +119.00% 55.25 55.98
Taiwan Semiconductor Mfg (TSM) 0.32 9994 -6.00% 32.82 33.00
PowerShares Emerging Markets Sovere (PCY) 0.32 11246 +18.00% 29.08 29.35
Biogen Idec (BIIB) 0.31 1170 273.50 279.98
iShares iBoxx $ High Yid Corp Bond (HYG) 0.30 3500 -14.00% 87.71 88.09
SPDR S&P; 500 ETF (SPY) 0.29 1280 -26.00% 235.94 238.40
iShares Dow Jones US Industrial (IYJ) 0.29 2402 125.73 128.85
Health Care SPDR (XLV) 0.28 3883 +14.00% 74.43 75.14
iShares MSCI EAFE Index Fund (EFA) 0.28 4625 62.27 63.81
General Dynamics Corporation (GD) 0.28 1545 187.06 194.85
Financial Select Sector SPDR (XLF) 0.28 12287 23.76 23.87
Vanguard Charlotte Fds intl bd idx etf 0.28 5376 54.13 0.00
Tyson Foods (TSN) 0.27 4502 -6.00% 61.75 64.53
Intel Corporation (INTC) 0.26 7455 -8.00% 36.08 36.93
TJX Companies (TJX) 0.26 3365 79.05 78.92
Selective Insurance (SIGI) 0.26 5627 +17.00% 47.09 48.90
Berkshire Hathaway (BRK.A) 0.24 1 250000.00 0.00
QUALCOMM (QCOM) 0.24 4276 NEW 57.30 53.04
Fifth Third Ban (FITB) 0.24 9825 25.45 24.97
ORIX Corporation (IX) 0.24 3400 74.41 77.89
Vanguard Small-Cap Value ETF (VBR) 0.24 2058 -7.00% 122.93 125.10
WellCare Health Plans (WCG) 0.23 1735 +6.00% 140.06 153.56
SPDR KBW Insurance (KIE) 0.23 2829 85.90 86.86
Vanguard Dividend Appreciation ETF (VIG) 0.23 2643 NEW 90.05 91.54
Vanguard Mid-Cap Value ETF (VOE) 0.23 2365 -5.00% 101.90 102.89
Owens & Minor (OMI) 0.22 6524 +3.00% 34.64 34.60
Cardtronics Plc Shs Cl A 0.22 4882 +26.00% 46.70 0.00
Charles Schwab Corporation (SCHW) 0.20 5000 NEW 40.80 40.06
Oracle Corporation (ORCL) 0.20 4750 NEW 44.63 44.69
AMN Healthcare Services (AHS) 0.20 5000 NEW 40.60 33.02
SPDR S&P; Dividend (SDY) 0.20 2300 NEW 88.26 89.34
iShares Gold Trust (IAU) 0.15 12603 11.98 12.20
Ford Motor Company (F) 0.14 12402 11.61 11.60
Siliconware Precision Industries (SPIL) 0.08 10306 8.05 8.10

Past 13F-HR SEC Filings for Narus Financial Partners