Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NARUS FINANCIAL PARTNERS LLC | 04-18-2024 | 03-31-2024 | 142 | 234,302,055 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 1 | $89,118,457 | 1,481,111 | 0.04 | 0.04 | 983,762 | 197.80 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2 | $4,679,114 | 22,467 | 0.00 | 0.00 | 2,025 | 9.91 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | Liquidated | $4,498,761 | 89,670 | 0.00 | 0.00 | 89,670 | +Inf | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 4 | $4,291,731 | 20,862 | 0.00 | 0.00 | 194 | 0.94 | 03-31-2024 |
