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Home > Institutional Investor > Narus Financial Partners, Llc > Profile

Instuitional Investor - Narus Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Narus Financial Partners, Llc
Portfolio Value $207,592,592
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 1,492,047 $78,407,010 37.76%
2.
Schwab Charles Family Fd
 5,036,362 $5,036,362 2.42%
3.
Vanguard Tax-Managed Fds
 83,935 $4,020,487 1.93%
4.
J P Morgan Exchange Traded F
 79,388 $3,987,652 1.92%
5.
Spdr Gold Trust
 GLD 20,668 $3,951,102 1.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)