$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 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EDV | Sell | VANGUARD EXTENDED DURATION TREASURY ETFetf | $1,060,416,000 | -13.6% | 6,325 | -33.0% | 3.35% | -64.9% |
| IAU | Sell | ISHARES GOLD TRUST ETFetf | $848,531,000 | +3.3% | 56,306 | -0.6% | 2.68% | -58.1% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $565,665,000 | -32.2% | 5,471 | -18.2% | 1.79% | -72.5% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $228,044,000 | -35.2% | 6,840 | -14.3% | 0.72% | -73.7% |
| GLDM | Sell | SPDR GOLD MINISHARES ETFetf | $132,425,000 | -24.5% | 8,424 | -27.3% | 0.42% | -69.3% |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | -4,929 | -100.0% | -1.71% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET ETFetf | $0 | – | -3,435 | -100.0% | -4.38% | – |
| GUNR | Exit | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RES ETFetf | $0 | – | -18,098 | -100.0% | -4.73% | – |
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.