Refined Wealth Management

Refined Wealth Management as of June 30, 2024

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 28 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 14.5 $19M 231k 81.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 14.1 $18M 375k 48.67
Vanguard World Esg Intl Stk Etf (VSGX) 12.1 $16M 274k 57.27
Coinbase Global Com Cl A (COIN) 8.7 $11M 51k 222.23
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.9 $8.9M 213k 41.80
Enovix Corp (ENVX) 6.2 $8.0M 519k 15.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.0 $7.8M 85k 91.78
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 6.0 $7.7M 102k 75.86
Spdr Gold Tr Gold Shs (GLD) 4.0 $5.2M 24k 215.01
Wisdomtree Tr Em Ex St-owned (XSOE) 3.9 $5.0M 164k 30.63
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $4.8M 20k 242.10
Overstock (BYON) 3.2 $4.2M 321k 13.08
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 3.2 $4.2M 128k 32.69
Apple (AAPL) 2.1 $2.7M 13k 210.62
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.3M 6.1k 218.03
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.8 $1.1M 30k 35.71
Amazon (AMZN) 0.7 $970k 5.0k 193.25
First Tr Exchange-traded First Tr Enh New (FTSM) 0.7 $893k 15k 59.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $703k 1.4k 500.29
NVIDIA Corporation (NVDA) 0.5 $695k 5.6k 123.54
Union Pacific Corporation (UNP) 0.4 $532k 2.4k 226.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $288k 708.00 406.80
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $206k 1.8k 112.37
Eaton Corp SHS (ETN) 0.2 $201k 640.00 313.55
Sofi Technologies (SOFI) 0.1 $152k 23k 6.61
Nexgen Energy (NXE) 0.1 $77k 11k 6.98
Denison Mines Corp (DNN) 0.0 $22k 11k 1.99
Ur-energy (URG) 0.0 $15k 11k 1.40