Refined Wealth Management

Refined Wealth Management as of March 31, 2024

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 13.0 $19M 376k 49.19
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 12.6 $18M 235k 76.28
Vanguard World Esg Intl Stk Etf (VSGX) 10.9 $15M 269k 57.47
Coinbase Global Com Cl A (COIN) 9.7 $14M 52k 265.12
Overstock (BYON) 7.6 $11M 301k 35.91
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.4 $9.1M 215k 42.11
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 5.6 $7.9M 101k 78.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.6 $7.9M 84k 94.62
Chevron Corporation (CVX) 4.0 $5.7M 36k 157.74
Spdr Gold Tr Gold Shs (GLD) 3.6 $5.1M 25k 205.72
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 3.4 $4.9M 126k 38.71
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $4.8M 19k 249.86
Wisdomtree Tr Em Ex St-owned (XSOE) 3.4 $4.8M 162k 29.46
Enovix Corp (ENVX) 2.6 $3.7M 459k 8.01
Marathon Petroleum Corp (MPC) 1.9 $2.7M 14k 201.49
Apple (AAPL) 1.5 $2.1M 12k 171.48
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.4M 6.1k 228.58
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.7 $1.0M 30k 34.46
First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $918k 15k 59.62
Amazon (AMZN) 0.6 $915k 5.1k 180.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $676k 1.4k 480.85
NVIDIA Corporation (NVDA) 0.4 $598k 662.00 903.56
Union Pacific Corporation (UNP) 0.4 $572k 2.3k 245.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $297k 706.00 420.52
Eaton Corp SHS (ETN) 0.1 $200k 640.00 312.68
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $200k 1.8k 109.17
Nexgen Energy (NXE) 0.1 $86k 11k 7.77
Denison Mines Corp (DNN) 0.0 $21k 11k 1.95
Ur-energy (URG) 0.0 $17k 11k 1.60