Advanced Research Investment Solutions

Advanced Research Investment Solutions as of June 30, 2023

Portfolio Holdings for Advanced Research Investment Solutions

Advanced Research Investment Solutions holds 33 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr Rpar Risk Pari (RPAR) 59.4 $103M 5.4M 19.23
Tidal Etf Tr Upar Ultra Risk (UPAR) 8.3 $15M 1.0M 13.84
Schwab Strategic Tr Us Tips Etf (SCHP) 7.2 $12M 237k 52.43
Vanguard Specialized Funds Div App Etf (VIG) 6.4 $11M 68k 163.20
World Gold Tr Spdr Gld Minis (GLDM) 2.8 $4.9M 129k 38.09
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $3.5M 16k 220.29
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.9 $3.4M 56k 60.04
Vanguard World Esg Us Stk Etf (ESGV) 1.3 $2.3M 30k 78.35
Apple (AAPL) 1.2 $2.1M 11k 193.97
Flexshares Tr Mornstar Upstr (GUNR) 1.1 $2.0M 49k 40.07
Vanguard World Extended Dur (EDV) 0.9 $1.6M 18k 87.07
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.4M 60k 23.46
Ishares Esg Awr Msci Em (ESGE) 0.7 $1.1M 36k 31.63
Ishares Gold Tr Ishares New (IAU) 0.6 $1.0M 28k 36.39
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.0M 19k 53.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $969k 24k 40.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $825k 18k 46.18
Microsoft Corporation (MSFT) 0.4 $745k 2.2k 340.54
Ishares Core Msci Emkt (IEMG) 0.4 $736k 15k 49.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $630k 2.4k 261.48
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $609k 6.1k 99.65
Amazon (AMZN) 0.3 $447k 3.4k 130.36
Alphabet Cap Stk Cl A (GOOGL) 0.2 $402k 3.4k 119.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $386k 6.9k 56.08
Sfl Corporation SHS (SFL) 0.2 $349k 37k 9.33
Alphabet Cap Stk Cl C (GOOG) 0.2 $343k 2.8k 120.97
Shopify Cl A (SHOP) 0.2 $320k 5.0k 64.60
Visa Com Cl A (V) 0.2 $298k 1.3k 237.48
UnitedHealth (UNH) 0.1 $251k 523.00 480.64
NVIDIA Corporation (NVDA) 0.1 $228k 540.00 423.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $210k 4.0k 52.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $205k 602.00 341.00
Ford Motor Company (F) 0.1 $153k 10k 15.13