Refined Wealth Management

Refined Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 25 positions in its portfolio as reported in the September 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) 14.8 $16M 343k 47.73
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 11.9 $13M 286k 46.10
Vanguard World Esg Intl Stk Etf (VSGX) 9.3 $10M 236k 43.44
Chevron Corporation (CVX) 7.8 $8.7M 61k 143.66
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.1 $7.9M 193k 40.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.0 $7.8M 104k 74.82
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 7.0 $7.7M 150k 51.48
Ishares Tr Tips Bd Etf (TIP) 6.9 $7.7M 73k 104.90
Amazon (AMZN) 4.9 $5.4M 48k 113.00
Spdr Gold Tr Gold Shs (GLD) 4.5 $5.0M 32k 154.66
Overstock (BYON) 3.4 $3.7M 154k 24.35
Wisdomtree Tr Em Ex St-owned (XSOE) 3.1 $3.4M 139k 24.62
Coinbase Global Com Cl A (COIN) 2.8 $3.1M 48k 64.50
Marathon Petroleum Corp (MPC) 2.7 $3.0M 30k 99.34
Apple (AAPL) 1.4 $1.5M 11k 138.17
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 1.4 $1.5M 63k 24.28
First Tr Exchange-traded First Tr Enh New (FTSM) 1.2 $1.3M 23k 59.32
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.1M 5.7k 188.01
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.0M 6.1k 170.87
Union Pacific Corporation (UNP) 0.4 $443k 2.3k 194.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $414k 1.3k 328.57
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $212k 3.4k 62.91
Nexgen Energy (NXE) 0.0 $40k 11k 3.64
Denison Mines Corp (DNN) 0.0 $13k 11k 1.20
Ur-energy (URG) 0.0 $12k 11k 1.11