Refined Wealth Management
Latest statistics and disclosures from Refined Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BNDX, NULG, VSGX, SRLN, COIN, and represent 56.19% of Refined Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VSGX, BYON, VO, TLT, ENVX, XSOE, BNDX, SRLN, BITB, GLD.
- Reduced shares in these 6 stocks: NULG, SOFI, COIN, NVDA, AMZN, BRK.B.
- Sold out of its position in SOFI.
- Refined Wealth Management was a net buyer of stock by $895k.
- Refined Wealth Management has $130M in assets under management (AUM), dropping by 0.00%.
- Central Index Key (CIK): 0001724729
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Portfolio Holdings for Refined Wealth Management
Refined Wealth Management holds 27 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 14.6 | $19M | 377k | 50.28 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 14.5 | $19M | 228k | 82.63 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 13.2 | $17M | 279k | 61.51 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 6.9 | $9.0M | 215k | 41.76 |
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| Coinbase Global Com Cl A (COIN) | 6.9 | $8.9M | 50k | 178.17 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 6.5 | $8.4M | 86k | 98.10 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 6.4 | $8.3M | 102k | 81.23 |
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| Spdr Gold Tr Gold Shs (GLD) | 4.6 | $5.9M | 24k | 243.06 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 4.3 | $5.5M | 167k | 33.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.2 | $5.4M | +3% | 21k | 263.82 |
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| Enovix Corp (ENVX) | 3.8 | $5.0M | +2% | 533k | 9.34 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 3.5 | $4.5M | 131k | 34.59 |
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| Overstock (BYON) | 2.7 | $3.5M | +8% | 349k | 10.08 |
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| Apple (AAPL) | 2.3 | $3.0M | 13k | 233.00 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $1.5M | 6.2k | 237.23 |
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| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.9 | $1.1M | 30k | 37.89 |
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| Amazon (AMZN) | 0.7 | $900k | -3% | 4.8k | 186.33 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.7 | $897k | 15k | 59.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $751k | 1.4k | 527.73 |
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| NVIDIA Corporation (NVDA) | 0.5 | $615k | -9% | 5.1k | 121.44 |
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| Union Pacific Corporation (UNP) | 0.4 | $582k | 2.4k | 246.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $321k | 698.00 | 460.26 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.2 | $221k | 1.8k | 120.37 |
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| Eaton Corp SHS (ETN) | 0.2 | $213k | 641.00 | 331.44 |
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| Nexgen Energy (NXE) | 0.1 | $72k | 11k | 6.53 |
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| Denison Mines Corp (DNN) | 0.0 | $20k | 11k | 1.83 |
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| Ur-energy (URG) | 0.0 | $13k | 11k | 1.19 |
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Past Filings by Refined Wealth Management
SEC 13F filings are viewable for Refined Wealth Management going back to 2021
- Refined Wealth Management 2024 Q3 filed Oct. 18, 2024
- Refined Wealth Management 2024 Q2 filed July 18, 2024
- Refined Wealth Management 2024 Q1 filed April 18, 2024
- Refined Wealth Management 2023 Q4 filed Jan. 22, 2024
- Refined Wealth Management 2023 Q3 filed Oct. 16, 2023
- Refined Wealth Management 2023 Q2 filed July 17, 2023
- Refined Wealth Management 2023 Q1 filed April 17, 2023
- Refined Wealth Management 2022 Q4 filed Jan. 17, 2023
- Refined Wealth Management 2022 Q3 filed Oct. 20, 2022
- Refined Wealth Management 2022 Q2 filed July 19, 2022
- Refined Wealth Management 2022 Q1 filed April 20, 2022
- Refined Wealth Management 2021 Q4 filed Feb. 2, 2022
- Refined Wealth Management 2021 Q3 filed Oct. 18, 2021
- Refined Wealth Management 2021 Q2 filed July 13, 2021