Narus Financial Partners, LLC

Name: Narus Financial Partners, LLC 13F holdings, Q4 2024
Creator: Narus Financial Partners, LLC
Published: 2025-01-23

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Narus Financial Partners, LLC reported 145 stock positions worth $295.7 million. Its top holding was Walmart (WMT) at 43.6% of the portfolio, followed by SPDR Gold Shares (GLD, 1.8%) and SS Technology Select Sector (XLK, 1.8%). Compared with Q3 2024, it opened 11 new positions, sold out of 15, added to 74 and reduced 47. The biggest buy was iShares Russell Mid-Cap ETF (IWR, shares +267%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −60%).

Most Recent 13F: Q2 2026
Location: SALT LAKE CITY, UT
CIK: 0001698091
Portfolio Value: $295.7M (Q4 2024)
SEC Filing: 0001698091-25-000001 ↗ filed Jan 23, 2025

Holdings Value

Holdings 145 stocks · $295.7M


WMT Walmart Inc.	43.62%	1,427,639	$129.0M	Reduce -3.5%
GLD SPDR Gold Shares	1.83%	22,367	$5.4M	Add +10.6%
XLK SS Technology Select Sector	1.79%	22,765	$5.3M	Add +12.1%
VEA Vanguard Ftse Developed ETF	1.79%	110,652	$5.3M	Add +23.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	1.58%	17,720	$4.7M	Add +4.5%
NVDA Nvidia Corp.	1.55%	34,103	$4.6M	Add +12.9%
AAPL Apple Inc.	1.53%	18,116	$4.5M	Add +3.3%
PSCT Invesco S&P Smallcap Informa	1.45%	89,698	$4.3M	Add +46.7%
VTI VG Morningstar TS MKT ETF-US	1.39%	14,189	$4.1M	Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd	1.37%	16,831	$4.0M	Add +11.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	1.12%	65,191	$3.3M	Add +6.7%
VCSH Vanguard S/T Corp. Bond ETF	1.05%	39,833	$3.1M	Add +13.7%
DFAS Dimensional US Small Cap ETF	1.02%	46,414	$3.0M	Add +14.9%
DBO Invesco DB Oil Fund	0.98%	202,750	$2.9M	Add +21.1%
IJR iShares Core S&P Small-Cap E	0.98%	25,115	$2.9M	Add +6.0%
BND Vanguard Total Bond Market	0.97%	39,748	$2.9M	Reduce -25.9%
SCZ iShares MSCI Eafe Small-Cap	0.95%	46,443	$2.8M	Reduce -1.1%
JPIE JPMorgan Income ETF	0.94%	61,033	$2.8M	Add +61.4%
VOX Vanguard Communication Servi	0.94%	17,911	$2.8M	Add +23.8%
XLF SS Financial Select Sector	0.93%	56,723	$2.7M	Add +31.9%
EFV iShares MSCI Eafe Value ETF	0.92%	51,613	$2.7M	Add +7.0%
SUB iShares Short-Term National	0.84%	23,513	$2.5M	Add +18.0%
GOOGL Alphabet Inc. Class A	0.82%	12,748	$2.4M	Add +32.7%
SPTI SS SPDR P Int Term TSY ETF	0.80%	84,362	$2.4M	Reduce -16.4%
VTV Vanguard Mrngstr Val ETF-Aui	0.79%	13,862	$2.3M	Add +2.0%
MUB iShares National Muni Bond E	0.79%	21,831	$2.3M	Add +33.0%
DFSD Dimensional Short Duration	0.79%	49,547	$2.3M	Add +39.9%
IWR iShares Russell Mid-Cap ETF	0.76%	25,481	$2.3M	Add +267.3%
VOO Vanguard S&P 500 ETF	0.76%	4,165	$2.2M	No change
XLY SS Consumer Disc Select Sect	0.74%	9,692	$2.2M	Add +1.3%
EPI Wisdomtree India Earnings	0.73%	47,679	$2.2M	Add +21.0%
META Meta Platforms Inc. Class A	0.71%	3,582	$2.1M	Add +16.7%
AMZN Amazon.com Inc.	0.64%	8,629	$1.9M	Add +31.7%
AGG iShares Core U.S. Aggregate	0.63%	19,245	$1.9M	Add +14.2%
IVV iShares Core S&P 500 ETF	0.62%	3,130	$1.8M	Reduce -3.1%
SPYM Ste STR SPDR PT S&P 500 ETF	0.61%	26,378	$1.8M	Add +4.2%
MSFT Microsoft Corp.	0.57%	4,019	$1.7M	Add +58.5%
ORCL Oracle Corp.	0.54%	9,544	$1.6M	Add +10.2%
EFA iShares MSCI Eafe ETF	0.54%	21,009	$1.6M	Add +33.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.51%	2,572	$1.5M	Add +1.5%
JPST JPMorgan Ultra-Short Income	0.47%	27,368	$1.4M	Reduce -60.1%
IUSV iShares Core S&P U.S. Value	0.40%	12,863	$1.2M	Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B	0.40%	2,605	$1.2M	Add +5.5%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.39%	7,215	$1.2M	Add +92.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.38%	14,155	$1.1M	Add +16.2%
DFIS Dimensional International SM	0.36%	43,210	$1.1M	New
XLE SS Energy Select Sector	0.36%	12,305	$1.1M	Reduce -4.7%
XLV SS Health Care Select Sector	0.35%	7,583	$1.0M	Reduce -5.3%
VWO Vanguard Ftse Emerging Marke	0.35%	23,274	$1.0M	Reduce -1.2%
IXN iShares Global Tech ETF	0.35%	12,053	$1.0M	No change
GBIL Goldman Sachs Access Treasur	0.34%	10,177	$1.0M	Reduce -42.4%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E	0.34%	42,320	$1.0M	Reduce -44.8%
IWM iShares Russell 2000 ETF	0.34%	4,533	$1.0M	Reduce -15.5%
TLT iShares 20+ Year Treasury BD	0.32%	10,948	$956K	Add +135.8%
JPM JPMorgan Chase & Co.	0.32%	3,972	$952K	Reduce -5.0%
HYD Vaneck High Yield Muni ETF	0.30%	17,210	$893K	Add +1.1%
SPDW Ste STR SPDR PT DW Eu ETF	0.29%	25,409	$867K	Reduce -2.5%
AVGO Broadcom Inc.	0.29%	3,677	$852K	Add +65.6%
IAU iShares Gold Trust	0.28%	16,787	$831K	Reduce -7.5%
BSV Vanguard Short-Term Bond ETF	0.28%	10,582	$818K	Reduce -38.6%
IEF iShares 7-10 Year Treasury B	0.27%	8,638	$799K	Reduce -34.7%
IYY iShares Dow Jones U.S. ETF	0.25%	5,176	$741K	No change
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.25%	27,703	$726K	Reduce -24.3%
DFUV Dimensional US Marketwide Va	0.23%	16,837	$689K	Add +0.2%
QCOM Qualcomm Inc.	0.23%	4,456	$684K	Add +10.0%
VTEB Vanguard Tax-Exempt Bond ETF	0.22%	12,750	$639K	Add +6.7%
SPAB SS SPDR P Agg Bond ETF	0.20%	24,053	$601K	Add +7.6%
VUG Vanguard Mrngstar GR ETF-Sui	0.20%	1,432	$588K	Add +12.6%
MBB iShares MBS ETF	0.19%	6,285	$576K	Add +9.4%
JPIB JPMorgan Intl BND ETF	0.19%	12,084	$571K	Reduce -0.6%
AGZ iShares Agency Bond ETF	0.19%	5,281	$570K	Add +33.0%
HQY Healthequity Inc.	0.19%	5,870	$563K	Reduce -10.2%
VGT Vanguard Info Tech ETF	0.19%	889	$553K	Reduce -0.8%
XLP SS Consumer Staples Sel Sect	0.19%	7,008	$551K	Reduce -12.3%
TSLA Tesla Inc.	0.18%	1,315	$531K	Add +6.7%
V Visa Inc. Class A	0.18%	1,643	$519K	Add +53.5%
IBIT iShares Bitcoin Trust ETF	0.17%	9,755	$518K	Add +1.3%
NOC Northrop Grumman Corp.	0.17%	1,099	$516K	No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.17%	1,200	$511K	Reduce -8.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.17%	2,238	$492K	Add +8.5%
SFM Sprouts Farmers Market Inc.	0.16%	3,791	$482K	Add +28.4%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.16%	6,343	$480K	Reduce -7.3%
EME Emcor Group Inc.	0.16%	1,036	$470K	Reduce -4.3%
SPSM SS SPDR P S&P 600 Small Cap	0.16%	10,372	$466K	Add +1.0%
SPSB SS SPDR P St C Corp. ETF	0.15%	15,343	$458K	Add +4.9%
XLI SS Industrial Select Sector	0.15%	3,327	$438K	Reduce -31.4%
PSCD Invesco S&P Smallcap Consume	0.15%	4,016	$437K	Add +57.9%
QQQ Invesco QQQ Trust Series 1	0.15%	853	$436K	Reduce -0.3%
MUSA Murphy USA Inc.	0.15%	866	$435K	Reduce -7.4%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.15%	2,167	$430K	Reduce -8.7%
SJNK SS SPDR BB St Hi Yield ETF	0.14%	16,868	$426K	Add +0.6%
ISCF iShares International Small	0.14%	13,074	$422K	Add +4.7%
SPMD SS SPDR P S&P 400 Midcap ETF	0.14%	7,615	$416K	Add +1.5%
KLAC KLA Corp.	0.14%	658	$415K	No change
KRE SS SPDR S&P Regional Bank	0.14%	6,775	$409K	New
COST Costco Wholesale Corp.	0.14%	443	$406K	Add +4.2%
USHY iShares Broad Usd High Yield	0.13%	10,680	$393K	Add +8.5%
VCIT Vanguard Int-Term Corporate	0.13%	4,889	$392K	Add +5.8%
EMXC iShares MSCI Emr MRK Ex Chna	0.13%	7,071	$392K	Add +76.8%
UNH Unitedhealth Group Inc.	0.13%	770	$390K	Add +6.7%
AMP Ameriprise Financial Inc.	0.13%	723	$385K	Add +21.9%
SPYV SS SPDR P S&P 500 Value ETF	0.13%	7,443	$381K	Add +7.6%
UUP Invesco DB US Dollar Index B	0.12%	12,333	$363K	New
GD General Dynamics Corp.	0.12%	1,375	$362K	Reduce -3.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.12%	6,400	$361K	Add +42.2%
TGT Target Corp.	0.12%	2,648	$358K	Add +2.4%
XMHQ Invesco S&P Midcap Qual ETF	0.12%	3,630	$357K	Add +41.0%
PYPL PayPal Holdings Inc.	0.12%	4,098	$350K	Add +6.4%
NTAP Netapp Inc.	0.12%	2,965	$344K	Add +11.8%
WFC Wells Fargo & Co.	0.11%	4,773	$335K	Add +19.3%
DFIV Dimensional International Va	0.11%	9,434	$335K	Reduce -3.4%
DFAI Dimensional International Co.	0.11%	11,225	$328K	Reduce -32.4%
PATH Uipath Inc. Class A	0.11%	25,400	$323K	Reduce -34.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.11%	2,645	$320K	No change
VIG Vanguard Dividend Apprec ETF	0.11%	1,594	$312K	Reduce -3.6%
CI The Cigna Group	0.10%	1,107	$306K	Reduce -22.2%
GBTC Grayscale Bitcoin Trust ETF	0.10%	3,950	$292K	New
SDY SS SPDR S&P Dividend ETF	0.10%	2,200	$291K	No change
DFSV Dimensional US Small Cap Val	0.10%	9,306	$286K	Reduce -4.4%
SLYV SS SPDR S&P 600 SC Val ETF	0.10%	3,250	$284K	No change
ABBV Abbvie Inc.	0.10%	1,587	$282K	Reduce -34.1%
SIGI Selective Insurance Group	0.09%	2,996	$280K	Reduce -3.0%
EVR Evercore Inc. Class A	0.09%	999	$277K	No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.09%	953	$276K	Reduce -38.9%
PDBC Invesco Optimum Yield Divers	0.09%	20,921	$272K	Reduce -4.9%
ADBE Adobe Inc.	0.09%	589	$262K	Reduce -13.0%
BKNG Booking Holdings Inc.	0.08%	50	$248K	New
KIE SS SPDR S&P Insurance ETF	0.08%	4,350	$246K	Reduce -34.6%
HD Home Depot Inc.	0.08%	630	$245K	No change
AXP American Express Co.	0.08%	805	$239K	Reduce -3.4%
ALSN Allison Transmission Holding	0.08%	2,203	$238K	New
XLC SS Comm Select Sector SPDR	0.08%	2,446	$237K	Reduce -0.2%
VGSH Vanguard Short-Term Treasury	0.08%	4,000	$233K	No change
SHY iShares 1-3 Year Treasury Bo	0.08%	2,789	$229K	New
NVS Novartis AG-Sponsored ADR	0.08%	2,329	$227K	Add +1.4%
FTCS First Trust Capital Strength	0.08%	2,564	$225K	No change
DEM Wisdomtree Emerging Markets	0.08%	5,536	$224K	Reduce -6.8%
TRV The Travelers Cos Inc.	0.07%	910	$219K	No change
TSM Taiwan Semiconductor-SP ADR	0.07%	1,100	$217K	New
MCK McKesson Corp.	0.07%	377	$215K	New
GOOG Alphabet Inc. Class C	0.07%	1,120	$213K	Reduce -6.7%
SPEM State Street SP PTF Em ETF	0.07%	5,527	$212K	Reduce -21.1%
GE General Electric filed as GE AEROSPACE	0.07%	1,256	$209K	Add +0.4%
DBC Invesco DB Commodity Index T	0.07%	9,757	$209K	New
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.07%	750	$202K	New

Portfolio Sells Q3 2024 → Q4 2024


JPST JPMorgan Ultra-Short Income	Reduce -60.1%	0.47%	−0.78
SCTXX Schwab Amt Tax FR MNY-Ultra	Sold out	0.00%	−0.71
BND Vanguard Total Bond Market	Reduce -25.9%	0.97%	−0.48
HIGH Simplify Enhanced Income ETF	Sold out	0.00%	−0.35
MMIT Nylim Mackay Muni Intermedia	Reduce -44.8%	0.34%	−0.33
GBIL Goldman Sachs Access Treasur	Reduce -42.4%	0.34%	−0.29
SPTI SS SPDR P Int Term TSY ETF	Reduce -16.4%	0.80%	−0.26
BSV Vanguard Short-Term Bond ETF	Reduce -38.6%	0.28%	−0.21
IEF iShares 7-10 Year Treasury B	Reduce -34.7%	0.27%	−0.20
SCZ iShares MSCI Eafe Small-Cap	Reduce -1.1%	0.95%	−0.19
BIL SS SPDR BB 1-3M T-Bill ETF	Sold out	0.00%	−0.15
SPTL SS SPDR PF LNG TRM TSY E-Usd	Reduce -24.3%	0.25%	−0.14
FLOT iShares Floating Rate Bond E	Sold out	0.00%	−0.13
CRWD CrowdStrike Holdings Inc. Class A	Sold out	0.00%	−0.10
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.09
PVH PVH Corp.	Sold out	0.00%	−0.09
XLV SS Health Care Select Sector	Reduce -5.3%	0.35%	−0.09
XLI SS Industrial Select Sector	Reduce -31.4%	0.15%	−0.09
IWM iShares Russell 2000 ETF	Reduce -15.5%	0.34%	−0.09
AMAT Applied Materials Inc.	Sold out	0.00%	−0.09
AMGN Amgen Inc.	Sold out	0.00%	−0.08
COP Conocophillips	Sold out	0.00%	−0.08
DFAI Dimensional International Co.	Reduce -32.4%	0.11%	−0.08
LOW Lowe's Cos Inc.	Sold out	0.00%	−0.08
ABBV Abbvie Inc.	Reduce -34.1%	0.10%	−0.08
VHT Vanguard Health Care ETF	Sold out	0.00%	−0.07
VOT Vngrd Mrngstr MC GRW ETF-Usd	Sold out	0.00%	−0.07
CI The Cigna Group	Reduce -22.2%	0.10%	−0.07
BLD Topbuild Corp.	Sold out	0.00%	−0.07
PGR Progressive Corp.	Sold out	0.00%	−0.07
PATH Uipath Inc. Class A	Reduce -34.9%	0.11%	−0.07
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -2.5%	0.29%	−0.06
VWO Vanguard Ftse Emerging Marke	Reduce -1.2%	0.35%	−0.06
KIE SS SPDR S&P Insurance ETF	Reduce -34.6%	0.08%	−0.05
XLP SS Consumer Staples Sel Sect	Reduce -12.3%	0.19%	−0.05
XLE SS Energy Select Sector	Reduce -4.7%	0.36%	−0.05
IVV iShares Core S&P 500 ETF	Reduce -3.1%	0.62%	−0.04
IAU iShares Gold Trust	Reduce -7.5%	0.28%	−0.04
ADBE Adobe Inc.	Reduce -13.0%	0.09%	−0.04
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -7.3%	0.16%	−0.04
SPEM State Street SP PTF Em ETF	Reduce -21.1%	0.07%	−0.03
GD General Dynamics Corp.	Reduce -3.4%	0.12%	−0.03
DIA SS SPDR Dow Jones Indus Avg	Reduce -8.8%	0.17%	−0.03
VBR Vngrd Mrngst SL-CP Val ETF-U	Reduce -8.7%	0.15%	−0.03
DFIV Dimensional International Va	Reduce -3.4%	0.11%	−0.02
JPIB JPMorgan Intl BND ETF	Reduce -0.6%	0.19%	−0.02
MUSA Murphy USA Inc.	Reduce -7.4%	0.15%	−0.02
DEM Wisdomtree Emerging Markets	Reduce -6.8%	0.08%	−0.02
PDBC Invesco Optimum Yield Divers	Reduce -4.9%	0.09%	−0.01
VIG Vanguard Dividend Apprec ETF	Reduce -3.6%	0.11%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


IWR iShares Russell Mid-Cap ETF	Add +267.3%	0.76%	+0.54
PSCT Invesco S&P Smallcap Informa	Add +46.7%	1.45%	+0.40
DFIS Dimensional International SM	New	0.36%	+0.36
JPIE JPMorgan Income ETF	Add +61.4%	0.94%	+0.31
GOOGL Alphabet Inc. Class A	Add +32.7%	0.82%	+0.25
NVDA Nvidia Corp.	Add +12.9%	1.55%	+0.23
XLF SS Financial Select Sector	Add +31.9%	0.93%	+0.23
AMZN Amazon.com Inc.	Add +31.7%	0.64%	+0.20
VOX Vanguard Communication Servi	Add +23.8%	0.94%	+0.18
MSFT Microsoft Corp.	Add +58.5%	0.57%	+0.18
DFSD Dimensional Short Duration	Add +39.9%	0.79%	+0.18
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +92.0%	0.39%	+0.17
TLT iShares 20+ Year Treasury BD	Add +135.8%	0.32%	+0.16
AVGO Broadcom Inc.	Add +65.6%	0.29%	+0.15
MUB iShares National Muni Bond E	Add +33.0%	0.79%	+0.15
XLK SS Technology Select Sector	Add +12.1%	1.79%	+0.15
DBO Invesco DB Oil Fund	Add +21.1%	0.98%	+0.14
KRE SS SPDR S&P Regional Bank	New	0.14%	+0.14
UUP Invesco DB US Dollar Index B	New	0.12%	+0.12
GBTC Grayscale Bitcoin Trust ETF	New	0.10%	+0.10
VEA Vanguard Ftse Developed ETF	Add +23.1%	1.79%	+0.09
BKNG Booking Holdings Inc.	New	0.08%	+0.08
DFAS Dimensional US Small Cap ETF	Add +14.9%	1.02%	+0.08
ALSN Allison Transmission Holding	New	0.08%	+0.08
SUB iShares Short-Term National	Add +18.0%	0.84%	+0.08
META Meta Platforms Inc. Class A	Add +16.7%	0.71%	+0.08
VB Vanguard Most SM-Cap ETF-Usd	Add +11.1%	1.37%	+0.08
SHY iShares 1-3 Year Treasury Bo	New	0.08%	+0.08
TSM Taiwan Semiconductor-SP ADR	New	0.07%	+0.07
MCK McKesson Corp.	New	0.07%	+0.07
DBC Invesco DB Commodity Index T	New	0.07%	+0.07
V Visa Inc. Class A	Add +53.5%	0.18%	+0.07
AAPL Apple Inc.	Add +3.3%	1.53%	+0.07
GLD SPDR Gold Shares	Add +10.6%	1.83%	+0.07
VV Vngrd Mrgstr LRG-Cap ETF-Usd	New	0.07%	+0.07
EFA iShares MSCI Eafe ETF	Add +33.3%	0.54%	+0.06
TSLA Tesla Inc.	Add +6.7%	0.18%	+0.06
VCSH Vanguard S/T Corp. Bond ETF	Add +13.7%	1.05%	+0.05
IBIT iShares Bitcoin Trust ETF	Add +1.3%	0.17%	+0.05
XLY SS Consumer Disc Select Sect	Add +1.3%	0.74%	+0.05
PSCD Invesco S&P Smallcap Consume	Add +57.9%	0.15%	+0.05
SFM Sprouts Farmers Market Inc.	Add +28.4%	0.16%	+0.05
EMXC iShares MSCI Emr MRK Ex Chna	Add +76.8%	0.13%	+0.04
AGZ iShares Agency Bond ETF	Add +33.0%	0.19%	+0.04
JEPQ JPM Nasdaq Equity Premium	Add +42.2%	0.12%	+0.03
WFC Wells Fargo & Co.	Add +19.3%	0.11%	+0.03
AMP Ameriprise Financial Inc.	Add +21.9%	0.13%	+0.03
XMHQ Invesco S&P Midcap Qual ETF	Add +41.0%	0.12%	+0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +16.2%	0.38%	+0.03
VUG Vanguard Mrngstar GR ETF-Sui	Add +12.6%	0.20%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	177	$389.3M	WMT, XLK, GLD, VEA, NVDA
Q1 2026	162	$381.6M	WMT, GLD, XLK, VEA, NVDA
Q4 2025	160	$363.0M	WMT, GLD, XLK, NVDA, VEA
Q3 2025Amended	168	$365.5M	WMT, GLD, XLK, NVDA, VEA
Q2 2025	157	$320.4M	WMT, GLD, XLK, NVDA, VEA
Q1 2025	149	$294.0M	WMT, GLD, VEA, XLK, DECK
Q4 2024	145	$295.7M	WMT, GLD, XLK, VEA, VO
Q3 2024	149	$278.9M	WMT, GLD, VEA, XLK, VO
Q2 2024	142	$248.1M	WMT, XLK, VEA, GLD, AAPL
Q1 2024	142	$234.3M	WMT, XLK, VEA, GLD, VTI