Advanced Research Investment Solutions, LLC 13F 持仓 · 最近申报 2023年Q4
Advanced Research Investment Solutions 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 1.60 亿美元。前几大持仓：RPAR（50.09%）、UPAR（15.42%）、SCHP（8.57%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RPAR | TIDAL ETF TR | $80.2M | 50.09% | 4.2M | 减持 |
| 2 | UPAR | TIDAL ETF TR | $24.7M | 15.42% | 1.8M | 减持 |
| 3 | SCHP | SCHWAB STRATEGIC TR | $13.7M | 8.57% | 262,657 | 增持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $11.8M | 7.37% | 69,207 | 增持 |
| 5 | GLDM | WORLD GOLD TR | $5.4M | 3.38% | 132,142 | 减持 |
| 6 | VTI | VANGUARD INDEX FDS | $3.8M | 2.39% | 16,155 | 增持 |
| 7 | LTPZ | PIMCO ETF TR | $2.7M | 1.66% | 46,969 | 减持 |
| 8 | ESGV | VANGUARD WORLD FD | $2.2M | 1.38% | 25,909 | 减持 |
| 9 | GUNR | FLEXSHARES TR | $2.0M | 1.26% | 49,330 | 增持 |
| 10 | AAPL | APPLE INC | $2.0M | 1.23% | 10,188 | 增持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.69% | 27,006 | 增持 |
| 12 | ESGE | ISHARES INC | $1.0M | 0.66% | 32,743 | 减持 |
| 13 | EDV | VANGUARD WORLD FD | $1.0M | 0.64% | 12,661 | 减持 |
| 14 | IAU | ISHARES GOLD TR | $991,557 | 0.62% | 25,405 | 减持 |
| 15 | DFAE | DIMENSIONAL ETF TRUST | $976,627 | 0.61% | 40,507 | 减持 |
| 16 | VSGX | VANGUARD WORLD FD | $915,071 | 0.57% | 16,553 | 减持 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $863,298 | 0.54% | 18,023 | 增持 |
| 18 | VXUS | VANGUARD STAR FDS | $711,227 | 0.44% | 12,271 | 增持 |
| 19 | SFL | SFL CORPORATION LTD | $565,737 | 0.35% | 50,154 | 减持 |
| 20 | GOOG | ALPHABET INC | $467,747 | 0.29% | 3,319 | 增持 |
| 21 | IJH | ISHARES TR | $400,095 | 0.25% | 1,444 | 减持 |
| 22 | SHOP | SHOPIFY INC | $386,384 | 0.24% | 4,960 | 持平 |
| 23 | MSFT | MICROSOFT CORP | $336,180 | 0.21% | 894 | 增持 |
| 24 | CLOZ | SERIES PORTFOLIOS TR | $284,953 | 0.18% | 10,741 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $290,531 | 0.18% | 1,708 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR