Refined Wealth Management

Refined Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Refined Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 16.8 $19M 311k 59.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 15.7 $18M 367k 47.83
Vanguard World Esg Intl Stk Etf (VSGX) 11.9 $13M 263k 50.44
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.9 $8.8M 211k 41.93
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.1 $6.8M 77k 88.69
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 6.0 $6.6M 93k 71.62
Chevron Corporation (CVX) 5.7 $6.3M 37k 168.62
Spdr Gold Tr Gold Shs (GLD) 5.3 $5.9M 34k 171.45
Overstock (BYON) 4.0 $4.5M 282k 15.82
Wisdomtree Tr Em Ex St-owned (XSOE) 3.6 $4.1M 152k 26.67
Coinbase Global Com Cl A (COIN) 3.6 $4.0M 54k 75.08
Enovix Corp (ENVX) 2.3 $2.6M 209k 12.55
Marathon Petroleum Corp (MPC) 2.1 $2.3M 15k 151.34
Apple (AAPL) 1.9 $2.1M 13k 171.21
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 1.8 $2.0M 71k 28.67
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $1.4M 6.7k 208.25
First Tr Exchange-traded First Tr Enh New (FTSM) 1.0 $1.1M 18k 59.42
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.0M 5.4k 189.08
Amazon (AMZN) 0.6 $663k 5.2k 127.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $542k 1.4k 392.70
Union Pacific Corporation (UNP) 0.4 $471k 2.3k 203.63
NVIDIA Corporation (NVDA) 0.3 $288k 662.00 434.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $247k 706.00 350.30
Nexgen Energy (NXE) 0.1 $66k 11k 5.97
Denison Mines Corp (DNN) 0.0 $18k 11k 1.65
Ur-energy (URG) 0.0 $17k 11k 1.54