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| Name: |
ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC |
| City: |
Los Angeles |
| State: |
CA |
| Zip: |
90025 |
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data |
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| Holdings
Found :
31 |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
29 |
Closed |
$413.72 |
$0 |
0 |
0% |
-336,000 |
-894 |
0 |
Application Software |
|
|
IJH |
iShares S&P MidCap 400 Index |
16 |
Closed |
$59.78 |
$0 |
0 |
0% |
-400,000 |
-1,444 |
0 |
Closed - End Fund - E... |
|
|
CLOZ |
Panagram Bbb-b Clo Etf |
3 |
Closed |
$0.00 |
$0 |
0 |
0% |
-285,000 |
-10,741 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
22 |
Closed |
$170.90 |
$0 |
0 |
0% |
-468,000 |
-3,319 |
0 |
Search Engines & Info... |
|
|
VTV |
Vanguard Value VIPERS |
9 |
Closed |
$161.26 |
$0 |
0 |
0% |
-201,000 |
-1,346 |
0 |
Closed - End Fund - E... |
|
|
LTPZ |
Pimco ETF Trust |
28 |
Closed |
$53.61 |
$0 |
0 |
0% |
-2,662,000 |
-46,969 |
0 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
15 |
Closed |
$43.80 |
$0 |
0 |
0% |
-1,110,000 |
-27,006 |
0 |
Closed - End Fund - E... |
|
|
SCHP |
Schwab U.S. Tips Etf |
2 |
Closed |
$51.60 |
$0 |
0 |
0% |
-13,711,000 |
-262,657 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
21 |
Closed |
$169.14 |
$0 |
0 |
0% |
-226,000 |
-1,620 |
0 |
Search Engines & Info... |
|
|
DFIV |
Dimensional International V... |
8 |
Closed |
$37.47 |
$0 |
0 |
0% |
-203,000 |
-5,897 |
0 |
N/A |
|
|
VXUS |
Vanguard Total Internationa... |
27 |
Closed |
$61.15 |
$0 |
0 |
0% |
-711,000 |
-12,271 |
0 |
Closed - End Fund - E... |
|
|
GLDM |
Spdr Gold Minishares Trust |
14 |
Closed |
$46.35 |
$0 |
0 |
0% |
-5,406,000 |
-132,142 |
0 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
1 |
Closed |
$49.56 |
$0 |
0 |
0% |
-863,000 |
-18,023 |
0 |
Closed - End Fund - F... |
|
|
AAPL |
Apple Inc |
20 |
Closed |
$186.28 |
$0 |
0 |
0% |
-1,961,000 |
-10,188 |
0 |
Personal Computers |
|
|
SHOP |
Shopify Inc |
7 |
Closed |
$58.78 |
$0 |
0 |
0% |
-386,000 |
-4,960 |
0 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
26 |
Closed |
$61.77 |
$0 |
0 |
0% |
-226,000 |
-4,000 |
0 |
Closed - End Fund - Debt |
|
|
SFL |
SFL Corp Ltd |
13 |
Closed |
$14.34 |
$0 |
0 |
0% |
-566,000 |
-50,154 |
0 |
Water Transportation |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
19 |
Closed |
$0.00 |
$0 |
0 |
0% |
-977,000 |
-40,507 |
0 |
N/A |
|
|
RPAR |
Rpar Risk Parity Etf |
6 |
Closed |
$0.00 |
$0 |
0 |
0% |
-80,155,000 |
-4,190,006 |
0 |
N/A |
|
|
IAU |
iShares COMEX Gold Trust |
25 |
Closed |
$44.20 |
$0 |
0 |
0% |
-992,000 |
-25,405 |
0 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
12 |
Closed |
$258.19 |
$0 |
0 |
0% |
-3,832,000 |
-16,155 |
0 |
Closed - End Fund - E... |
|
|
VSGX |
Vanguard Esg International ... |
31 |
Closed |
$0.00 |
$0 |
0 |
0% |
-915,000 |
-16,553 |
0 |
N/A |
|
|
ESGE |
IShares MSCI EM ESG ETF |
18 |
Closed |
$33.66 |
$0 |
0 |
0% |
-1,050,000 |
-32,743 |
0 |
N/A |
|
|
UPAR |
Upar Ultra Risk Parity Etf |
5 |
Closed |
$0.00 |
$0 |
0 |
0% |
-24,681,000 |
-1,808,167 |
0 |
N/A |
|
|
F |
Ford Motor Co |
24 |
Closed |
$12.50 |
$0 |
0 |
0% |
-123,000 |
-10,109 |
0 |
Auto Manufacturers |
|
|
GUNR |
FlexShares Global Upstream ... |
11 |
Closed |
$42.64 |
$0 |
0 |
0% |
-2,020,000 |
-49,330 |
0 |
N/A |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
30 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,204,000 |
-25,909 |
0 |
N/A |
|
|
EDV |
Vanguard Extended Dur Tre I... |
17 |
Closed |
$71.50 |
$0 |
0 |
0% |
-1,026,000 |
-12,661 |
0 |
Closed - End Fund - Debt |
|
|
VIG |
Vanguard Dividend Appreciat... |
4 |
Closed |
$180.96 |
$0 |
0 |
0% |
-11,793,000 |
-69,207 |
0 |
Closed - End Fund - Debt |
|
|
JPM |
JP Morgan Chase & Co |
23 |
Closed |
$198.73 |
$0 |
0 |
0% |
-291,000 |
-1,708 |
0 |
Domestic Money Center... |
|
|
BRK.B |
Berkshire Hathaway B |
10 |
Closed |
$411.22 |
$0 |
0 |
0% |
-251,000 |
-703 |
0 |
Property & Casualty I... |
|
