0001172661-23-002728.txt : 20230803 0001172661-23-002728.hdr.sgml : 20230803 20230803104812 ACCESSION NUMBER: 0001172661-23-002728 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC CENTRAL INDEX KEY: 0001802867 IRS NUMBER: 472330987 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19860 FILM NUMBER: 231138577 BUSINESS ADDRESS: STREET 1: 10635 SANTA MONICA BOULEVARD STREET 2: SUITE 240 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 4242833802 MAIL ADDRESS: STREET 1: 10635 SANTA MONICA BOULEVARD STREET 2: SUITE 240 CITY: LOS ANGELES STATE: CA ZIP: 90025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001802867 XXXXXXXX 06-30-2023 06-30-2023 false ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

10635 Santa Monica Boulevard Suite 240 Los Angeles CA 90025

13F HOLDINGS REPORT 028-19860 000169582 801-78934 N Dan Kelso 424-372-1775 /s/ Dan Kelso Los Angeles CA 08-03-2023 0 33 173530395 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 343313 2838 SH SOLE 0 0 2838 ALPHABET INC CAP STK CL A 02079K305 402431 3362 SH SOLE 0 0 3362 AMAZON COM INC COM 023135106 446613 3426 SH SOLE 0 0 3426 APPLE INC COM 037833100 2124941 10955 SH SOLE 0 0 10955 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205282 602 SH SOLE 0 0 602 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1407305 59987 SH SOLE 0 0 59987 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1976162 49318 SH SOLE 0 0 49318 FORD MTR CO DEL COM 345370860 152949 10109 SH SOLE 0 0 10109 ISHARES GOLD TR ISHARES NEW 464285204 1009823 27750 SH SOLE 0 0 27750 ISHARES INC CORE MSCI EMKT 46434G103 735703 14926 SH SOLE 0 0 14926 ISHARES INC ESG AWR MSCI EM 46434G863 1137315 35957 SH SOLE 0 0 35957 ISHARES TR CORE S&P MCP ETF 464287507 630428 2411 SH SOLE 0 0 2411 ISHARES TR CORE S&P SCP ETF 464287804 609360 6115 SH SOLE 0 0 6115 MICROSOFT CORP COM 594918104 745442 2189 SH SOLE 0 0 2189 NVIDIA CORPORATION COM 67066G104 228431 540 SH SOLE 0 0 540 PIMCO ETF TR 15+ YR US TIPS 72201R304 3371649 56157 SH SOLE 0 0 56157 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 209480 4000 SH SOLE 0 0 4000 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12430668 237091 SH SOLE 0 0 237091 SFL CORPORATION LTD SHS G7738W106 349007 37407 SH SOLE 0 0 37407 SHOPIFY INC CL A 82509L107 320416 4960 SH SOLE 0 0 4960 TIDAL ETF TR RPAR RISK PARI 886364603 103051010 5358867 SH SOLE 0 0 5358867 TIDAL ETF TR UPAR ULTRA RISK 886364595 14452883 1043914 SH SOLE 0 0 1043914 UNITEDHEALTH GROUP INC COM 91324P102 251375 523 SH SOLE 0 0 523 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3547703 16105 SH SOLE 0 0 16105 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 968829 23816 SH SOLE 0 0 23816 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 11131799 68208 SH SOLE 0 0 68208 VANGUARD STAR FDS VG TL INTL STK F 921909768 386279 6888 SH SOLE 0 0 6888 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 824581 17856 SH SOLE 0 0 17856 VANGUARD WORLD FD ESG US STK ETF 921910733 2320983 29623 SH SOLE 0 0 29623 VANGUARD WORLD FD EXTENDED DUR 921910709 1554281 17851 SH SOLE 0 0 17851 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1008143 18982 SH SOLE 0 0 18982 VISA INC COM CL A 92826C839 298275 1256 SH SOLE 0 0 1256 WORLD GOLD TR SPDR GLD MINIS 98149E303 4897536 128578 SH SOLE 0 0 128578