Advanced Research Investment Solutions, LLC

Long-term holder

Total reported value

—

Reporting period: 2024-03-31 · Number of holdings: 1

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2024-03-31, with total reported value of — and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2024-03-31	1	—	0
2023-12-31	31	$160.0M	0	1RPAR 2UPAR 3SCHP Top holdings2023-12-31 1.RPAR 2.UPAR 3.SCHP 4.VIG 5.GLDM 6.VTI 7.LTPZ 8.ESGV 9.GUNR 10.AAPL
2023-09-30	30	$154.2M	0	1RPAR 2UPAR 3SCHP Top holdings2023-09-30 1.RPAR 2.UPAR 3.SCHP 4.VIG 5.GLDM 6.VTI 7.LTPZ 8.ESGV 9.GUNR 10.AAPL
2023-06-30	33	$173.5M	0	1RPAR 2UPAR 3SCHP Top holdings2023-06-30 1.RPAR 2.UPAR 3.SCHP 4.VIG 5.GLDM 6.VTI 7.LTPZ 8.ESGV 9.AAPL 10.GUNR
2023-03-31	22	$174.5M	0	1RPAR 2UPAR 3SCHP Top holdings2023-03-31 1.RPAR 2.UPAR 3.SCHP 4.VIG 5.GLDM 6.VTI 7.LTPZ 8.GUNR 9.ESGV 10.VWO
2022-12-31	23	$159.0M	0	1RPAR 2UPAR 3VIG Top holdings2022-12-31 1.RPAR 2.UPAR 3.VIG 4.SCHP 5.GLDM 6.VTI 7.LTPZ 8.GUNR 9.VWO 10.ESGV
2022-09-30	164	$161.9M	0	1RPAR 2UPAR 3SCHP Top holdings2022-09-30 1.RPAR 2.UPAR 3.SCHP 4.VIG 5.USD 6.VTI 7.GLDM 8.DFAE 9.GUNR 10.AAPL
2022-06-30	133	$180.0M	0	1RPAR 2UPAR 3VTI Top holdings2022-06-30 1.RPAR 2.UPAR 3.VTI 4.VIG 5.SCHP 6.USD 7.GLDM 8.VEA 9.VWO 10.DFAE
2022-03-31	188	$239.3M	0	1RPAR 2USD 3UPAR Top holdings2022-03-31 1.RPAR 2.USD 3.UPAR 4.VTI 5.VIG 6.SCHP 7.VEA 8.VWO 9.GLDM 10.COIN
2021-12-31	193	$274.8M	0	1RPAR 2USD 3MUB Top holdings2021-12-31 1.RPAR 2.USD 3.MUB 4.VTI 5.VIG 6.GLDM1USD 7.VEA 8.SCHP 9.COIN 10.VWO
2021-09-30	139	$195.3M	0	1RPAR 2USD 3VTI Top holdings2021-09-30 1.RPAR 2.USD 3.VTI 4.VIG 5.VWO 6.VEA 7.COIN 8.SCHP 9.GLDM1USD 10.AAPL
2021-06-30	77	$111.1M	87	1RPAR 2VIG 3VTI Top holdings2021-06-30 1.RPAR 2.VIG 3.VTI 4.VWO 5.VEA 6.SCHP 7.GLDM1USD 8.AAPL 9.IAU 10.ABX
2021-03-31	71	$86.4M	26	1RPAR 2VIG 3IAUUSD Top holdings2021-03-31 1.RPAR 2.VIG 3.IAUUSD 4.ABX 5.AAPL 6.EDV 7.COMT 8.NEM 9.GLDM1USD 10.VWO
2020-12-31	66	$66.8M	23	1RPAR 2VIG 3ABX Top holdings2020-12-31 1.RPAR 2.VIG 3.ABX 4.IAUUSD 5.EDV 6.AAPL 7.NEM 8.VEA 9.GLDM1USD 10.SCHX
2020-09-30	26	$54.4M	34	1RPAR 2ABX 3IAUUSD Top holdings2020-09-30 1.RPAR 2.ABX 3.IAUUSD 4.EDV 5.NEM 6.VIG 7.SCHX 8.VPL 9.AVDV 10.GLD
2020-06-30	23	$38.7M	25	1RPAR 2ABX 3EDV Top holdings2020-06-30 1.RPAR 2.ABX 3.EDV 4.IAUUSD 5.NEM 6.VIG 7.VPL 8.GLD 9.AMD 10.AAPL
2020-03-31	20	$31.6M	100	1RPAR 2EDV 3IAUUSD Top holdings2020-03-31 1.RPAR 2.EDV 3.IAUUSD 4.VIG 5.VEA 6.GLDM1USD 7.VPL 8.GLD 9.DBEF 10.UAL
2019-12-31	21	$12.8M	0	1RPAR 2EDV 3VIG Top holdings2019-12-31 1.RPAR 2.EDV 3.VIG 4.IAUUSD 5.GUNR 6.VTI 7.VEA 8.VWO 9.GLDM1USD 10.GLD

Holding changes this quarter

Position changes disclosed by Advanced Research Investment Solutions, LLC for the quarter ending 2024-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

FAQ

What is Advanced Research Investment Solutions, LLC and what type of investor is it?

Advanced Research Investment Solutions, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-03-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Advanced Research Investment Solutions, LLC's largest equity positions?

Based on the latest 13F filing, Advanced Research Investment Solutions, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Advanced Research Investment Solutions, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Advanced Research Investment Solutions, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Advanced Research Investment Solutions, LLC focus on?

Sector breakdown data is not yet available for Advanced Research Investment Solutions, LLC. Check back after the next 13F processing cycle.