Refined Wealth Management

Refined Wealth Management as of June 30, 2023

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 26 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 15.8 $19M 309k 62.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 14.6 $18M 363k 48.88
Vanguard World Esg Intl Stk Etf (VSGX) 11.2 $14M 257k 53.11
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.2 $8.7M 208k 41.87
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.5 $7.9M 77k 102.94
Chevron Corporation (CVX) 6.1 $7.4M 47k 157.35
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 6.0 $7.3M 93k 78.49
Amazon (AMZN) 5.7 $6.9M 53k 130.36
Spdr Gold Tr Gold Shs (GLD) 5.0 $6.1M 34k 178.27
Overstock (BYON) 4.7 $5.7M 175k 32.57
Wisdomtree Tr Em Ex St-owned (XSOE) 3.5 $4.2M 151k 27.95
Coinbase Global Com Cl A (COIN) 3.3 $4.0M 55k 71.55
Apple (AAPL) 2.0 $2.4M 13k 193.98
Marathon Petroleum Corp (MPC) 1.9 $2.3M 20k 116.60
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 1.8 $2.1M 70k 30.46
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.3M 5.8k 220.17
First Tr Exchange-traded First Tr Enh New (FTSM) 0.9 $1.1M 18k 59.41
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.1M 5.4k 198.90
Enovix Corp (ENVX) 0.5 $575k 32k 18.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $559k 1.4k 407.28
Union Pacific Corporation (UNP) 0.4 $474k 2.3k 204.62
NVIDIA Corporation (NVDA) 0.2 $290k 686.00 423.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $241k 706.00 341.00
Nexgen Energy (NXE) 0.0 $52k 11k 4.71
Denison Mines Corp (DNN) 0.0 $14k 11k 1.25
Ur-energy (URG) 0.0 $11k 11k 1.05