Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NARUS FINANCIAL PARTNERS LLC | 05-14-2024 | 12-31-2019 | 79 | 142,763,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE SML CP ETF | 51 | $2,752,167 | 43,458 | 0.00 | 0.00 | 862 | 2.02 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 15,193 | +Inf | 09-30-2019 |
| ISHARES TR | FLTG RATE NT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,815 | 45.86 | 12-31-2019 |
| JPMORGAN CHASE & CO | COM | 54 | $1,061,991 | 5,302 | 0.00 | 0.00 | 20 | 0.38 | 03-31-2024 |
