0001172661-23-003706.txt : 20231109 0001172661-23-003706.hdr.sgml : 20231109 20231109153133 ACCESSION NUMBER: 0001172661-23-003706 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 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: 231392002 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 09-30-2023 09-30-2023 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 11-09-2023 0 30 154238402 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 405966 3079 SH SOLE 0 0 3079 ALPHABET INC CAP STK CL A 02079K305 211993 1620 SH SOLE 0 0 1620 APPLE INC COM 037833100 1656970 9678 SH SOLE 0 0 9678 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 210180 600 SH SOLE 0 0 600 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1154718 51162 SH SOLE 0 0 51162 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1776840 43938 SH SOLE 0 0 43938 FORD MTR CO DEL COM 345370860 125554 10109 SH SOLE 0 0 10109 ISHARES GOLD TR ISHARES NEW 464285204 970973 27750 SH SOLE 0 0 27750 ISHARES INC ESG AWR MSCI EM 46434G863 1057343 34919 SH SOLE 0 0 34919 ISHARES TR CORE S&P SCP ETF 464287804 433779 4576 SH SOLE 0 0 4576 ISHARES TR CORE S&P MCP ETF 464287507 529015 2112 SH SOLE 0 0 2112 JPMORGAN CHASE & CO COM 46625H100 209699 1446 SH SOLE 0 0 1446 MICROSOFT CORP COM 594918104 219446 695 SH SOLE 0 0 695 PIMCO ETF TR 15+ YR US TIPS 72201R304 3011067 57299 SH SOLE 0 0 57299 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 202400 4000 SH SOLE 0 0 4000 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12427441 246137 SH SOLE 0 0 246137 SERIES PORTFOLIOS TR PANAGRAM BBB B 81752T528 222809 8524 SH SOLE 0 0 8524 SFL CORPORATION LTD SHS G7738W106 562038 50407 SH SOLE 0 0 50407 SHOPIFY INC CL A 82509L107 270667 4960 SH SOLE 0 0 4960 TIDAL ETF TR RPAR RISK PARI 886364603 81038162 4628107 SH SOLE 0 0 4628107 TIDAL ETF TR UPAR ULTRA RISK 886364595 22101607 1830634 SH SOLE 0 0 1830634 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3431333 16154 SH SOLE 0 0 16154 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 904576 23070 SH SOLE 0 0 23070 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10696478 68501 SH SOLE 0 0 68501 VANGUARD STAR FDS VG TL INTL STK F 921909768 368646 6888 SH SOLE 0 0 6888 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 785127 17958 SH SOLE 0 0 17958 VANGUARD WORLD FD EXTENDED DUR 921910709 1163845 16619 SH SOLE 0 0 16619 VANGUARD WORLD FD ESG INTL STK ETF 921910725 928160 18401 SH SOLE 0 0 18401 VANGUARD WORLD FD ESG US STK ETF 921910733 2161270 28733 SH SOLE 0 0 28733 WORLD GOLD TR SPDR GLD MINIS 98149E303 5000300 136397 SH SOLE 0 0 136397