StockScan > Holders > Advanced Research Investment Solutions

Advanced Research Investment Solutions's Portfolio and 13F Filing

Value: $9.5M
CIK: 0001802867
Phone: 424-283-3802
Address: 10635 Santa Monica Boulevard, Los Angeles, CA (90025)
Latest 13F Filing:
Advanced Research Investment Solutions's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
21 D.R. Horton, Inc. DHI $151.50 298

298

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$45,147 0.48%
22 Vanguard FTSE Emerging Markets VWO $44.89 N/A 963 $43,229 0.46%
23 Vanguard Mid-Cap ETF VO $248.71 N/A 160 $39,794 0.42%
24 iShares MSCI EAFE ETF EFA $81.64 N/A 460 $37,554 0.40%
25 iShares Russell 1000 Growth ETF IWF $342.87 N/A 95 $32,573 0.34%
26 iShares Core U.S. Aggregate Bon AGG $96.77 N/A 317 $30,676 0.32%
27 Microsoft Corporation MSFT $420.21 N/A 63 $26,473 0.28%
28 UnitedHealth Group Incorporated UNH $524.63 44

49

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$25,707 0.27%
29 Vanguard Small-Cap ETF VB $225.56 N/A 105 $23,684 0.25%
30 JP Morgan Chase & Co. JPM $204.79 73

107

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$21,913 0.23%
31 Ulta Beauty, Inc. ULTA $399.56 50

50

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$19,978 0.21%
32 Invesco FTSE RAFI US 1500 Small PRFZ $39.53 500

500

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$19,765 0.21%
33 CBRE Group Inc Class A CBRE $91.27 N/A 206 $18,802 0.20%
34 ConocoPhillips COP $121.71 N/A 147 $17,891 0.19%
35 Walt Disney Company (The) DIS $103.25 108

163

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$16,830 0.18%
36 Texas Instruments Incorporated TXN $195.02 N/A 77 $15,017 0.16%
37 Bloom Energy Corporation Class BE $12.33 N/A 1,200 $14,796 0.16%
38 Steven Madden, Ltd. SHOO $41.66 N/A 341 $14,206 0.15%
39 Vanguard Small-Cap Growth ETF VBK $255.38 N/A 40 $10,215 0.11%
40 Intel Corporation INTC $31.83 203

303

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$9,644 0.10%