$31.6 Billion is the total value of ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's 20 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RPAR | Buy | RPAR RISK PARITY ETFetf | $28,483,365,000 | +264.4% | 1,480,509 | +280.7% | 90.08% | +47.9% |
| VPL | New | VANGUARD FTSE PACIFIC ETFetf | $85,626,000 | – | 1,552 | +100.0% | 0.27% | – |
| UAL | New | UNITED AIRLS HLDGS INCstock | $22,937,000 | – | 727 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TIDAL ETF TR | 16 | Q3 2023 | 91.0% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 8.0% |
| VANGUARD WORLD FD | 16 | Q3 2023 | 9.6% |
| APPLE INC. | 16 | Q3 2023 | 1.2% |
| VANGUARD TAX-MANAGED INTL FD | 14 | Q3 2023 | 2.7% |
| BERKSHIRE HATHAWAY INC DEL | 14 | Q3 2023 | 0.1% |
| VANGUARD INTL EQUITY INDEX F | 13 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC. | 13 | Q2 2023 | 0.2% |
| JPMORGAN CHASE & CO. | 13 | Q3 2023 | 0.1% |
| VANGUARD TOTAL STOCK MARKET ETF | 12 | Q3 2023 | 4.4% |
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.