Advanced Research Investment Solutions

Advanced Research Investment Solutions as of Sept. 30, 2023

Portfolio Holdings for Advanced Research Investment Solutions

Advanced Research Investment Solutions holds 30 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr Rpar Risk Pari (RPAR) 52.5 $81M 4.6M 17.51
Tidal Etf Tr Upar Ultra Risk (UPAR) 14.3 $22M 1.8M 12.07
Schwab Strategic Tr Us Tips Etf (SCHP) 8.1 $12M 246k 50.49
Vanguard Specialized Funds Div App Etf (VIG) 6.9 $11M 69k 156.15
World Gold Tr Spdr Gld Minis (GLDM) 3.2 $5.0M 136k 36.66
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.4M 16k 212.41
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 2.0 $3.0M 57k 52.55
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $2.2M 29k 75.22
Flexshares Tr Mornstar Upstr (GUNR) 1.2 $1.8M 44k 40.44
Apple (AAPL) 1.1 $1.7M 9.7k 171.21
Vanguard World Extended Dur (EDV) 0.8 $1.2M 17k 70.03
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.2M 51k 22.57
Ishares Esg Awr Msci Em (ESGE) 0.7 $1.1M 35k 30.28
Ishares Gold Tr Ishares New (IAU) 0.6 $971k 28k 34.99
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $928k 18k 50.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $905k 23k 39.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $785k 18k 43.72
Sfl Corporation SHS (SFL) 0.4 $562k 50k 11.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $529k 2.1k 250.48
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $434k 4.6k 94.79
Alphabet Cap Stk Cl C (GOOG) 0.3 $406k 3.1k 131.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $369k 6.9k 53.52
Shopify Cl A (SHOP) 0.2 $271k 5.0k 54.57
Series Portfolios Tr Panagram Bbb B (CLOZ) 0.1 $223k 8.5k 26.14
Microsoft Corporation (MSFT) 0.1 $219k 695.00 315.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $212k 1.6k 130.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $210k 600.00 350.30
JPMorgan Chase & Co. (JPM) 0.1 $210k 1.4k 145.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $202k 4.0k 50.60
Ford Motor Company (F) 0.1 $126k 10k 12.42