Refined Wealth Management

Refined Wealth Management as of June 30, 2022

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 25 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.0 $17M 340k 49.54
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 11.4 $13M 265k 48.20
Vanguard World Esg Intl Stk Etf (VSGX) 9.6 $11M 218k 49.04
Chevron Corporation (CVX) 7.8 $8.8M 61k 144.78
Ishares Tr Tips Bd Etf (TIP) 7.3 $8.2M 72k 113.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.2 $8.0M 104k 76.79
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.1 $8.0M 191k 41.64
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 7.0 $7.8M 152k 51.53
Spdr Gold Tr Gold Shs (GLD) 4.8 $5.3M 32k 168.45
Amazon (AMZN) 4.5 $5.0M 47k 106.20
Wisdomtree Tr Em Ex St-owned (XSOE) 3.5 $3.9M 135k 28.68
Overstock (BYON) 3.0 $3.4M 136k 25.01
Marathon Petroleum Corp (MPC) 2.6 $2.9M 36k 82.22
Coinbase Global Com Cl A (COIN) 2.0 $2.2M 47k 47.02
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 1.6 $1.7M 63k 27.63
Apple (AAPL) 1.4 $1.5M 11k 136.71
First Tr Exchange-traded First Tr Enh New (FTSM) 1.2 $1.4M 23k 59.40
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.1M 5.6k 196.88
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.1M 6.1k 176.16
Union Pacific Corporation (UNP) 0.4 $481k 2.3k 213.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $437k 1.3k 346.83
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $228k 3.4k 66.51
Nexgen Energy (NXE) 0.0 $39k 11k 3.55
Ur-energy (URG) 0.0 $11k 11k 1.02
Denison Mines Corp (DNN) 0.0 $11k 11k 1.01