Top 50 Narus Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 43.9% | 1.35M | $167.5M | -2.53%(-35.05K) | $49.18(+167.30%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.66% | 32.4K | $14.0M | -0.44%(-143) | $215.48(+99.79%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.4% | 68.8K | $9.1M | +5.35%(+3.50K) | $93.89(+88.35%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2% | 119.3K | $7.6M | +1.85%(+2.17K) | $48.33(+46.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.95% | 42.7K | $7.5M | +1.45%(+612) | $60.00(+276.41%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.46% | 19.4K | $5.6M | +1.69%(+322) | $58.02(+32.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.34% | 20.2K | $5.1M | +1.45%(+288) | $142.63(+109.54%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.21% | 14.4K | $4.6M | +0.88%(+126) | $207.07(+76.13%) | 2026-03-31 | |
| EFV | ISHARES TR | 1.2% | 61.4K | $4.6M | +0.39%(+240) | $50.27(+56.23%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 0.99% | 13.2K | $3.8M | -0.14%(-19) | $133.32(+201.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.43% | +102.11% |
| Top 20 Holdings Unweighted | +11.93% | +40.24% |
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