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  Name: Narus Financial Partners LLC
  City: SALT LAKE CITY
  State: UT
  Zip: 84111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $234,301,000
  Total Value Change : $26,709,000
  Securities Held Change : 7
   
All Securities Held : 142
  New Positions : 11
  Closed Positions : 4
  Increased Positions : 63
  Unchanged Positions : 18
  Decreased Positions : 50

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MMIT)1 Year Chart         MMIT Iq Mackay Municipal Interme... 22 - $0.00 $2,004,000 82,162 0.86% -14,000 0 0.091    N/A
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 45 - $75.90 $1,130,000 15,103 0.48% 100,000 0 0.017    Closed - End Fund - E...
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 55 - $0.00 $890,000 17,030 0.38% 11,000 0 0.035    Closed - End Fund - Debt
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 56 - $208.08 $879,000 4,180 0.38% 40,000 0 0    Closed - End Fund - E...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 59 - $40.49 $697,000 17,036 0.3% 63,000 0 0.002    N/A
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 62 - $129.21 $663,000 5,176 0.28% 60,000 0 0.068    Closed - End Fund - E...
   (DIA)1 Year Chart         DIA Diamonds Trust 67 - $399.95 $539,000 1,355 0.23% 28,000 0 0.002    Closed - End Fund - E...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 69 - $470.22 $526,000 1,099 0.22% 12,000 0 0.001    Aerospace/Defense - M...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 79 - $451.76 $468,000 1,053 0.2% 37,000 0 0    Closed - End Fund - Debt
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 81 - $747.68 $460,000 658 0.2% 78,000 0 0    Semiconductor Equipme...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 98 - $524.63 $360,000 727 0.15% -23,000 0 0.005    Health Care Plans
   (KIE)1 Year Chart         KIE streetTRACKS Series Trust -... 102 - $51.83 $344,000 6,600 0.15% 46,000 0 0.007    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 112 - $132.46 $289,000 2,200 0.12% 14,000 0 0.002    Closed - End Fund - E...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 117 - $82.25 $270,000 3,250 0.12% -1,000 0 0.008    Closed - End Fund - E...
   (TJX)1 Year Chart         TJX TJX Companies Inc 118 - $100.29 $268,000 2,645 0.11% 20,000 0 0    Discount, Variety Stores
   (HD)1 Year Chart         HD Home Depot Inc 125 - $344.21 $251,000 655 0.11% 24,000 0 0    Home Improvement Stores
   (AMGN)1 Year Chart         AMGN Amgen Inc 137 - $312.47 $204,000 716 0.09% -2,000 0 0    Biotechnology

      17 Records Found
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