0001172661-24-000745.txt : 20240213 0001172661-24-000745.hdr.sgml : 20240213 20240213090117 ACCESSION NUMBER: 0001172661-24-000745 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC CENTRAL INDEX KEY: 0001802867 ORGANIZATION NAME: 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: 24622831 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 12-31-2023 12-31-2023 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 02-12-2024 0 31 160030381 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 467747 3319 SH SOLE 0 0 3319 ALPHABET INC CAP STK CL A 02079K305 226298 1620 SH SOLE 0 0 1620 APPLE INC COM 037833100 1961496 10188 SH SOLE 0 0 10188 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 250732 703 SH SOLE 0 0 703 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 976627 40507 SH SOLE 0 0 40507 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 202622 5897 SH SOLE 0 0 5897 FLEXSHARES TR MORNSTAR UPSTR 33939L407 2020066 49330 SH SOLE 0 0 49330 FORD MTR CO DEL COM 345370860 123229 10109 SH SOLE 0 0 10109 ISHARES GOLD TR ISHARES NEW 464285204 991557 25405 SH SOLE 0 0 25405 ISHARES INC ESG AWR MSCI EM 46434G863 1049750 32743 SH SOLE 0 0 32743 ISHARES TR CORE S&P MCP ETF 464287507 400095 1444 SH SOLE 0 0 1444 JPMORGAN CHASE & CO COM 46625H100 290531 1708 SH SOLE 0 0 1708 MICROSOFT CORP COM 594918104 336180 894 SH SOLE 0 0 894 PIMCO ETF TR 15+ YR US TIPS 72201R304 2662205 46969 SH SOLE 0 0 46969 SCHWAB STRATEGIC TR US TIPS ETF 808524870 13710680 262657 SH SOLE 0 0 262657 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 225600 4000 SH SOLE 0 0 4000 SERIES PORTFOLIOS TR PANAGRAM BBB B 81752T528 284953 10741 SH SOLE 0 0 10741 SFL CORPORATION LTD SHS G7738W106 565737 50154 SH SOLE 0 0 50154 SHOPIFY INC CL A 82509L107 386384 4960 SH SOLE 0 0 4960 TIDAL ETF TR RPAR RISK PARI 886364603 80154823 4190006 SH SOLE 0 0 4190006 TIDAL ETF TR UPAR ULTRA RISK 886364595 24681477 1808167 SH SOLE 0 0 1808167 VANGUARD INDEX FDS VALUE ETF 922908744 201196 1346 SH SOLE 0 0 1346 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3832271 16155 SH SOLE 0 0 16155 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1109931 27006 SH SOLE 0 0 27006 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 11792883 69207 SH SOLE 0 0 69207 VANGUARD STAR FDS VG TL INTL STK F 921909768 711227 12271 SH SOLE 0 0 12271 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 863298 18023 SH SOLE 0 0 18023 VANGUARD WORLD FD ESG INTL STK ETF 921910725 915071 16553 SH SOLE 0 0 16553 VANGUARD WORLD FD ESG US STK ETF 921910733 2203849 25909 SH SOLE 0 0 25909 VANGUARD WORLD FD EXTENDED DUR 921910709 1025952 12661 SH SOLE 0 0 12661 WORLD GOLD TR SPDR GLD MINIS 98149E303 5405914 132142 SH SOLE 0 0 132142