Refined Wealth Management

Refined Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 26 positions in its portfolio as reported in the December 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) 14.6 $17M 351k 47.43
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 12.7 $15M 298k 48.89
Vanguard World Esg Intl Stk Etf (VSGX) 10.6 $12M 246k 49.19
Chevron Corporation (CVX) 8.6 $9.8M 55k 179.49
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.2 $8.2M 200k 40.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.1 $8.1M 108k 75.28
Ishares Tr Tips Bd Etf (TIP) 7.0 $8.0M 75k 106.44
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 6.1 $7.0M 146k 47.60
Spdr Gold Tr Gold Shs (GLD) 5.0 $5.7M 34k 169.64
Amazon (AMZN) 3.7 $4.3M 51k 84.00
Wisdomtree Tr Em Ex St-owned (XSOE) 3.4 $3.9M 147k 26.68
Overstock (BYON) 2.7 $3.1M 158k 19.36
Marathon Petroleum Corp (MPC) 2.3 $2.7M 23k 116.39
Coinbase Global Com Cl A (COIN) 1.7 $1.9M 55k 35.39
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 1.6 $1.8M 67k 27.46
Apple (AAPL) 1.4 $1.6M 12k 129.93
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.2M 5.8k 203.81
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.1M 6.2k 183.54
First Tr Exchange-traded First Tr Enh New (FTSM) 1.0 $1.1M 18k 59.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $504k 1.4k 351.34
Union Pacific Corporation (UNP) 0.4 $473k 2.3k 207.11
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $222k 3.4k 65.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $218k 706.00 308.90
Nexgen Energy (NXE) 0.0 $49k 11k 4.43
Denison Mines Corp (DNN) 0.0 $13k 11k 1.15
Ur-energy (URG) 0.0 $12k 11k 1.15