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ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC13F | |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
ADVANCED RESEARCH INVESTMENT S... Top Holdings of 2024-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDV |
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
| 0 | 0 | Sold Out | 0.000 | -0.64% | - | -1.71% | -3.13% | 3,401.5 | ||
GUNR |
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
| 0 | 0 | Sold Out | 0.000 | -1.26% | - | +13.57% | +14.88% | 4,869.2 | ||
IAU | iShares Gold Trust | 0 | 0 | Sold Out | 0.000 | -0.62% | - | +3.84% | +27.85% | 47,689.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.25% | - | +17.05% | +2.42% | 96,994.3 | ||
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
| 0 | 0 | Sold Out | 0.000 | -1.66% | - | +1.92% | +0.73% | 659.6 | ||
SCHP | Schwab U.S. Tips ETF | 0 | 0 | Sold Out | 0.000 | -8.57% | - | +2.49% | +4.32% | 13,427.5 | ||
SCHX | Schwab U.S. Large-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.14% | - | +17.52% | +7.19% | 56,482.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | - | +16.01% | +20.43% | 157,306.4 | ||
VIG | Vanguard Dividend Appreciation FTF | 0 | 0 | Sold Out | 0.000 | -7.37% | - | +11.94% | +6.12% | 88,455.6 | ||
VTI | Vanguard Total Stock Market ETF | 0 | 0 | Sold Out | 0.000 | -2.39% | - | +17.65% | +6.63% | 471,718.0 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Historical Top Holdings Breakdowns
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RPAR | RPAR Risk Parity ETF | 2024-03-31 | Sold Out Sold Out | -50.09% | 18.27 ($18.75) 19.26 | $19.83 | 5.77% | Sold Out | 0 | -4,190,006 | |
UPAR | UPAR Ultra Risk Parity ETF | 2024-03-31 | Sold Out Sold Out | -15.42% | 12.78 ($13.28) 13.77 | $13.92 | 4.82% | Sold Out | 0 | -1,808,167 | |
SCHP | Schwab U.S. Tips ETF | 2024-03-31 | Sold Out Sold Out | -8.57% | 51.32 ($51.88) 52.45 | $26.50 | -48.92% | Sold Out | 0 | -262,657 | |
VIG | Vanguard Dividend Appreciation FTF | 2024-03-31 | Sold Out Sold Out | -7.37% | 168.47 ($175.68) 182.98 | $205.93 | 17.22% | Sold Out | 0 | -69,207 | |
GLDM | SPDR Gold MiniShares Trust | 2024-03-31 | Sold Out Sold Out | -3.38% | 39.49 ($41.09) 44.05 | $66.48 | 61.79% | Sold Out | 0 | -132,142 | |
VTI | Vanguard Total Stock Market ETF | 2024-03-31 | Sold Out Sold Out | -2.39% | 232.77 ($247.4) 260.14 | $307.02 | 24.10% | Sold Out | 0 | -16,155 | |
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
| 2024-03-31 | Sold Out Sold Out | -1.66% | 54.01 ($55.32) 57.17 | $51.25 | -7.36% | Sold Out | 0 | -46,969 | |
ESGV | Vanguard ESG U.S. Stock ETF | 2024-03-31 | Sold Out Sold Out | -1.38% | 83.14 ($88.92) 93.19 | $110.42 | 24.18% | Sold Out | 0 | -25,909 | |
GUNR |
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
| 2024-03-31 | Sold Out Sold Out | -1.26% | 37.61 ($39.14) 41.07 | $41.13 | 5.08% | Sold Out | 0 | -49,330 | |
AAPL | Apple Inc | 2024-03-31 | Sold Out Sold Out | -1.23% | 169 ($181.83) 195.18 | $211.16 | 16.13% | Sold Out | 0 | -10,188 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC Total Holding History ($B)
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Asset Allocation
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Hypothetical Growth since 2024-03-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC News
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