Refined Wealth Management

Refined Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 23 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Us Stk Etf (ESGV) 18.3 $24M 268k 87.89
Ishares Tr Tips Bd Etf (TIP) 10.5 $14M 105k 129.20
Spdr Ser Tr Bloomberg Invt (FLRN) 10.3 $13M 434k 30.59
Ssga Active Etf Tr Blackstone Senr (SRLN) 10.3 $13M 290k 45.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 9.3 $12M 148k 80.83
Chevron Corporation (CVX) 7.1 $9.1M 78k 117.35
Spdr Gold Tr Gold Shs (GLD) 4.7 $6.1M 36k 170.95
Amazon (AMZN) 4.4 $5.7M 1.7k 3334.51
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $5.2M 20k 254.78
Vanguard World Esg Intl Stk Etf (VSGX) 3.7 $4.8M 77k 62.02
Vanguard Index Fds Small Cp Etf (VB) 3.6 $4.7M 21k 226.01
Marathon Petroleum Corp (MPC) 3.2 $4.1M 64k 63.99
Coinbase Global Com Cl A (COIN) 2.7 $3.5M 14k 252.37
Overstock (BYON) 2.6 $3.4M 57k 59.01
Apple (AAPL) 1.5 $2.0M 11k 177.59
First Tr Exchange-traded First Tr Enh New (FTSM) 1.4 $1.8M 30k 59.78
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $871k 6.5k 133.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $746k 1.7k 436.77
Union Pacific Corporation (UNP) 0.4 $544k 2.2k 251.85
Canopy Gro 0.3 $369k 42k 8.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $211k 706.00 298.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $200k 3.9k 51.02
Xl Fleet Corp Com Cl A 0.1 $159k 48k 3.31