Refined Wealth Management

Refined Wealth Management as of March 31, 2022

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 26 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 14.0 $17M 317k 52.44
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 12.0 $14M 235k 60.73
Vanguard World Esg Intl Stk Etf (VSGX) 9.6 $11M 198k 57.20
Chevron Corporation (CVX) 8.2 $9.7M 60k 162.84
Ishares Tr Tips Bd Etf (TIP) 7.0 $8.3M 67k 124.57
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 6.9 $8.2M 168k 48.84
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.8 $8.1M 180k 44.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.8 $8.0M 103k 77.90
Spdr Gold Tr Gold Shs (GLD) 5.1 $6.0M 33k 180.64
Amazon (AMZN) 5.0 $6.0M 1.8k 3259.99
Overstock (BYON) 3.8 $4.5M 101k 44.01
Marathon Petroleum Corp (MPC) 3.4 $4.1M 48k 85.50
Wisdomtree Tr Em Ex St-owned (XSOE) 3.2 $3.8M 116k 32.66
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 1.6 $1.9M 58k 33.62
Apple (AAPL) 1.5 $1.7M 9.8k 174.58
First Tr Exchange-traded First Tr Enh New (FTSM) 1.2 $1.4M 23k 59.52
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.3M 5.3k 237.90
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.2M 5.8k 212.50
Union Pacific Corporation (UNP) 0.5 $613k 2.2k 273.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $478k 1.2k 414.93
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $439k 5.4k 81.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $249k 706.00 352.69
NVIDIA Corporation (NVDA) 0.2 $225k 824.00 273.06
Nexgen Energy (NXE) 0.1 $62k 11k 5.64
Ur-energy (URG) 0.0 $17k 11k 1.57
Denison Mines Corp (DNN) 0.0 $17k 11k 1.57