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Size ($ in 1000's)
At 12/31/2023: $160,031
At 09/30/2023: $154,238
Advanced Research Investment Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Advanced Research Investment Solutions LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Advanced Research Investment Solutions LLC top holdings by largest position size, as per the latest 13f filing made by Advanced Research Investment Solutions LLC.
In the Advanced Research Investment Solutions LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Advanced Research Investment Solutions LLC in that top holding, then the share count change between reporting periods, and finally the Advanced Research Investment Solutions LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| TIDAL ETF TR (RPAR) |
4,190,006 |
-438,101 |
$80,155 | | RPAR | 4,190,006 | -438,101 | $80,155 | | TIDAL ETF TR (UPAR) |
1,808,167 |
-22,467 |
$24,681 | | UPAR | 1,808,167 | -22,467 | $24,681 | | SCHWAB STRATEGIC TR |
262,657 |
+16,520 |
$13,711 | | SCHP | 262,657 | +16,520 | $13,711 | | VANGUARD SPECIALIZED FUNDS (VIG) |
69,207 |
+706 |
$11,793 | | VIG | 69,207 | +706 | $11,793 | | WORLD GOLD TR |
132,142 |
-4,255 |
$5,406 | | GLDM | 132,142 | -4,255 | $5,406 | | VANGUARD INDEX FDS (VTI) |
16,155 |
+1 |
$3,832 | | VTI | 16,155 | +1 | $3,832 | | PIMCO ETF TR (LTPZ) |
46,969 |
-10,330 |
$2,662 | | LTPZ | 46,969 | -10,330 | $2,662 | | VANGUARD WORLD FD (ESGV) |
25,909 |
-2,824 |
$2,204 | | ESGV | 25,909 | -2,824 | $2,204 | | FLEXSHARES TR (GUNR) |
49,330 |
+5,392 |
$2,020 | | GUNR | 49,330 | +5,392 | $2,020 | | APPLE INC |
10,188 |
+510 |
$1,961 | | AAPL | 10,188 | +510 | $1,961 | | VANGUARD INTL EQUITY INDEX F (VWO) |
27,006 |
+3,936 |
$1,110 | | VWO | 27,006 | +3,936 | $1,110 | | ISHARES INC (ESGE) |
32,743 |
-2,176 |
$1,050 | | ESGE | 32,743 | -2,176 | $1,050 | | VANGUARD WORLD FD (EDV) |
12,661 |
-3,958 |
$1,026 | | EDV | 12,661 | -3,958 | $1,026 | | ISHARES GOLD TR (IAU) |
25,405 |
-2,345 |
$992 | | IAU | 25,405 | -2,345 | $992 | | DIMENSIONAL ETF TRUST (DFAE) |
40,507 |
-10,655 |
$977 | | DFAE | 40,507 | -10,655 | $977 | | VANGUARD WORLD FD (VSGX) |
16,553 |
-1,848 |
$915 | | VSGX | 16,553 | -1,848 | $915 | | VANGUARD TAX MANAGED FDS (VEA) |
18,023 |
+65 |
$863 | | VEA | 18,023 | +65 | $863 | | VANGUARD STAR FDS (VXUS) |
12,271 |
+5,383 |
$711 | | VXUS | 12,271 | +5,383 | $711 | | SFL CORPORATION LTD |
50,154 |
-253 |
$566 | | SFL | 50,154 | -253 | $566 | | ALPHABET INC |
3,319 |
+240 |
$468 | | GOOG | 3,319 | +240 | $468 | | ISHARES TR (IJH) |
1,444 |
-668 |
$400 | | IJH | 1,444 | -668 | $400 | | SHOPIFY INC |
4,960 |
UNCH |
$386 | | SHOP | 4,960 | UNCH | $386 | | MICROSOFT CORP |
894 |
+199 |
$336 | | MSFT | 894 | +199 | $336 | | JPMORGAN CHASE & CO |
1,708 |
+262 |
$291 | | JPM | 1,708 | +262 | $291 | | SERIES PORTFOLIOS TR |
10,741 |
+2,217 |
$285 | | CLOZ | 10,741 | +2,217 | $285 |  BERKSHIRE HATHAWAY INC DEL |
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$251 | | BRK.B | 703 | +103 | $251 | | ALPHABET INC |
1,620 |
UNCH |
$226 | | GOOGL | 1,620 | UNCH | $226 | | SCHWAB STRATEGIC TR |
4,000 |
UNCH |
$226 | | SCHX | 4,000 | UNCH | $226 | | DIMENSIONAL ETF TRUST (DFIV) |
5,897 |
+5,897 |
$203 | | DFIV | 5,897 | +5,897 | $203 | | VANGUARD INDEX FDS (VTV) |
1,346 |
+1,346 |
$201 | | VTV | 1,346 | +1,346 | $201 |
See Full List: All Stocks Held By Advanced Research Investment Solutions LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Advanced Research Investment Solutions LLC
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