Refined Wealth Management

Refined Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 14.3 $19M 219k 85.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 13.9 $18M 374k 49.05
Vanguard World Esg Intl Stk Etf (VSGX) 11.9 $16M 277k 56.70
Coinbase Global Com Cl A (COIN) 9.4 $12M 50k 248.30
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.8 $9.0M 215k 41.73
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 5.8 $7.6M 102k 74.78
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.7 $7.5M 86k 87.33
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 5.2 $6.9M 135k 50.85
Enovix Corp (ENVX) 4.7 $6.2M 569k 10.87
Spdr Gold Tr Gold Shs (GLD) 4.6 $6.1M 25k 242.13
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $5.4M 21k 264.12
Wisdomtree Tr Em Ex St-owned (XSOE) 3.9 $5.1M 166k 30.48
Apple (AAPL) 2.4 $3.2M 13k 250.42
Overstock (BBBY) 1.5 $2.0M 401k 4.93
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.5M 6.2k 240.27
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.8 $1.1M 30k 36.31
Amazon (AMZN) 0.8 $1.1M 4.8k 219.39
First Tr Exchange-traded First Tr Enh New (FTSM) 0.7 $885k 15k 59.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $778k 1.4k 538.96
NVIDIA Corporation (NVDA) 0.5 $680k 5.1k 134.29
Union Pacific Corporation (UNP) 0.4 $542k 2.4k 228.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $316k 698.00 453.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $223k 1.8k 121.59
Tesla Motors (TSLA) 0.2 $209k 517.00 403.84
Nexgen Energy (NXE) 0.1 $73k 11k 6.60
Denison Mines Corp (DNN) 0.0 $20k 11k 1.80
Ur-energy (URG) 0.0 $12k 11k 1.15