Narus Financial Partners

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

Companies in the Narus Financial Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Wal-Mart Stores (WMT) 57.69 838246 78.14
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 2.01 20574 +13% 110.87
Vanguard Total Stock Market ETF (VTI) 1.96 17228 129.50
iShares S&P; 500 Index (IVV) 1.57 7058 252.90
Ishares Tr fltg rate nt 1.53 34155 +10% 50.94
iShares S&P; Global Technology Sect. (IXN) 1.25 9950 142.41
Vanguard Small-Cap ETF (VB) 1.22 9792 +20% 141.34
iShares Lehman Aggregate Bond (AGG) 1.17 12102 +7% 109.57
Vanguard Europe Pacific ETF (VEA) 1.15 30161 +4% 43.40
SPDR Gold Trust (GLD) 1.12 10457 +13% 121.55
Apple (AAPL) 1.08 7934 154.15
Technology SPDR (XLK) 0.97 18638 -21% 59.13
iShares Russell 3000 Value Index (IWW) 0.97 21000 52.33
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.95 8621 +11% 124.81
Vanguard Telecommunication Services ETF (VOX) 0.91 11204 +19% 92.29
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.87 9247 106.52
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.85 10940 +11% 88.03
ISHARES TR MSCI Small Cap msci small cap 0.84 15302 62.02
Vanguard Mid-Cap ETF (VO) 0.78 6005 +12% 147.04
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.74 7956 105.33
Energy Select Sector SPDR (XLE) 0.69 11454 +8% 68.45
Vanguard Short Term Corporate Bond ETF (VCSH) 0.63 8873 +11% 80.13
PowerShares QQQ Trust, Series 1 (QQQQ) 0.62 4864 -10% 145.56
Financial Select Sector SPDR (XLF) 0.61 26823 +115% 25.87
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.61 6556 106.01
Vanguard Emerging Markets ETF (VWO) 0.57 14781 43.57
Vaneck Vectors Etf Tr High Yld Mun Etf 0.57 20569 31.31
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.54 9546 +62% 64.63
JPMorgan Chase & Co. (JPM) 0.50 5951 95.45
Valero Energy Corporation (VLO) 0.48 7114 +6% 76.89
iShares Russell 2000 Index (IWM) 0.48 3689 148.28
Target Corporation (TGT) 0.47 8989 -7% 58.96
International Business Machines (IBM) 0.46 3598 +2% 145.08
Powershares Etf Tr Ii s^p smcp it po 0.44 6328 79.01
Vanguard REIT ETF (VNQ) 0.43 5933 83.09
Time Warner (TWX) 0.42 4655 +5% 102.47
Marsh & McLennan Companies (MMC) 0.41 5550 +3% 83.78
Masimo Corporation (MASI) 0.41 5424 86.65
Vanguard Total Bond Market ETF (BND) 0.39 5381 81.96
Northrop Grumman Corporation (NOC) 0.38 1499 +3% 287.53
Health Care SPDR (XLV) 0.36 5036 +22% 81.81
Biogen Idec (BIIB) 0.36 1310 +11% 312.98
Selective Insurance (SIGI) 0.36 7557 +34% 53.86
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.34 9895 38.81
Taiwan Semiconductor Mfg (TSM) 0.33 9994 37.52
Royal Dutch Shell (RDS.A) 0.33 6181 60.51
Vanguard Dividend Appreciation ETF (VIG) 0.33 3960 +44% 94.70
Phillips 66 0.33 4090 91.69
PowerShares Emerging Markets Sovere (PCY) 0.32 12070 +2% 29.74
Travelers Companies (TRV) 0.31 2902 +3% 122.67
WellCare Health Plans (WCG) 0.31 2051 +20% 171.62
Intel Corporation (INTC) 0.29 8569 +3% 38.04
iShares Dow Jones US Industrial (IYJ) 0.29 2402 138.63
SPDR S&P; 500 ETF (SPY) 0.28 1268 251.58
General Dynamics Corporation (GD) 0.28 1545 205.83
Vanguard Charlotte Fds intl bd idx etf 0.28 5825 +2% 54.59
NVIDIA Corporation (NVDA) 0.27 1725 178.55
Vanguard Small-Cap Value ETF (VBR) 0.27 2389 +14% 127.67
iShares iBoxx $ High Yid Corp Bond (HYG) 0.27 3500 88.86
Tyson Foods (TSN) 0.25 3955 -9% 70.54
iShares MSCI EAFE Index Fund (EFA) 0.25 4125 68.36
Berkshire Hathaway (BRK.A) 0.24 1 275000.00
Fifth Third Ban (FITB) 0.24 9825 27.99
ORIX Corporation (IX) 0.24 3400 80.88
Vanguard Mid-Cap Value ETF (VOE) 0.24 2573 +8% 105.71
TJX Companies (TJX) 0.22 3435 73.65
SPDR KBW Insurance (KIE) 0.22 2829 90.14
Aetna (AET) 0.21 1510 158.94
AMN Healthcare Services (AHS) 0.20 5000 NEW 45.80
Abbvie 0.20 2512 NEW 88.77
Healthequity 0.20 4410 50.57
Charles Schwab Corporation (SCHW) 0.19 5000 43.80
Oracle Corporation (ORCL) 0.19 4500 -3% 48.44
Andeavor 0.19 2111 NEW 103.27
Berkshire Hathaway (BRK.B) 0.18 1130 NEW 183.19
Old Republic International Corporation (ORI) 0.18 10470 NEW 19.68
Cathay General Ban (CATY) 0.18 5151 NEW 40.19
SPDR S&P; Dividend (SDY) 0.18 2200 NEW 91.36
iShares Gold Trust (IAU) 0.14 12840 12.31
Ford Motor Company (F) 0.13 12289 11.96
Siliconware Precision Industries (SPIL) 0.07 10306 7.86

Past 13F-HR SEC Filings by Narus Financial Partners

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