| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TIDAL ETF TR | 17 | Q4 2023 | 91.0% |
| VANGUARD SPECIALIZED FUNDS | 17 | Q4 2023 | 8.0% |
| VANGUARD WORLD FD | 17 | Q4 2023 | 9.6% |
| APPLE INC. | 17 | Q4 2023 | 1.2% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q4 2023 | 2.7% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q4 2023 | 0.2% |
| VANGUARD INTL EQUITY INDEX F | 14 | Q4 2023 | 2.1% |
| JPMORGAN CHASE & CO. | 14 | Q4 2023 | 0.2% |
| VANGUARD TOTAL STOCK MARKET ETF | 13 | Q4 2023 | 4.4% |
| UNITEDHEALTH GROUP INC. | 13 | Q2 2023 | 0.2% |
View ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.