Refined Wealth Management

Refined Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Refined Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 14.2 $18M 369k 49.36
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 12.7 $16M 235k 69.47
Vanguard World Esg Intl Stk Etf (VSGX) 11.8 $15M 273k 55.28
Coinbase Global Com Cl A (COIN) 7.3 $9.3M 54k 173.92
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.9 $8.9M 212k 41.93
Overstock (BYON) 6.4 $8.2M 297k 27.69
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.1 $7.8M 79k 98.88
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 6.0 $7.7M 96k 80.15
Spdr Gold Tr Gold Shs (GLD) 5.1 $6.6M 34k 191.17
Chevron Corporation (CVX) 4.2 $5.3M 36k 149.16
Wisdomtree Tr Em Ex St-owned (XSOE) 3.6 $4.6M 159k 28.88
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $4.4M 19k 232.64
Enovix Corp (ENVX) 3.1 $4.0M 322k 12.52
Apple (AAPL) 1.9 $2.4M 13k 192.52
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 1.9 $2.4M 76k 31.76
Marathon Petroleum Corp (MPC) 1.6 $2.1M 14k 148.36
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.3M 6.0k 213.34
First Tr Exchange-traded First Tr Enh New (FTSM) 0.7 $919k 15k 59.66
Amazon (AMZN) 0.6 $811k 5.3k 151.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $595k 1.4k 436.74
Union Pacific Corporation (UNP) 0.4 $571k 2.3k 245.60
NVIDIA Corporation (NVDA) 0.3 $328k 662.00 495.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $252k 706.00 356.66
Nexgen Energy (NXE) 0.1 $77k 11k 7.00
Denison Mines Corp (DNN) 0.0 $19k 11k 1.77
Ur-energy (URG) 0.0 $17k 11k 1.54