Refined Wealth Management

Refined Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 27 positions in its portfolio as reported in the September 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) 14.6 $19M 377k 50.28
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 14.5 $19M 228k 82.63
Vanguard World Esg Intl Stk Etf (VSGX) 13.2 $17M 279k 61.51
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.9 $9.0M 215k 41.76
Coinbase Global Com Cl A (COIN) 6.9 $8.9M 50k 178.17
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.5 $8.4M 86k 98.10
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 6.4 $8.3M 102k 81.23
Spdr Gold Tr Gold Shs (GLD) 4.6 $5.9M 24k 243.06
Wisdomtree Tr Em Ex St-owned (XSOE) 4.3 $5.5M 167k 33.03
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $5.4M 21k 263.82
Enovix Corp (ENVX) 3.8 $5.0M 533k 9.34
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 3.5 $4.5M 131k 34.59
Overstock (BYON) 2.7 $3.5M 349k 10.08
Apple (AAPL) 2.3 $3.0M 13k 233.00
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.5M 6.2k 237.23
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.9 $1.1M 30k 37.89
Amazon (AMZN) 0.7 $900k 4.8k 186.33
First Tr Exchange-traded First Tr Enh New (FTSM) 0.7 $897k 15k 59.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $751k 1.4k 527.73
NVIDIA Corporation (NVDA) 0.5 $615k 5.1k 121.44
Union Pacific Corporation (UNP) 0.4 $582k 2.4k 246.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $321k 698.00 460.26
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $221k 1.8k 120.37
Eaton Corp SHS (ETN) 0.2 $213k 641.00 331.44
Nexgen Energy (NXE) 0.1 $72k 11k 6.53
Denison Mines Corp (DNN) 0.0 $20k 11k 1.83
Ur-energy (URG) 0.0 $13k 11k 1.19