Refined Wealth Management

Refined Wealth Management as of March 31, 2025

Portfolio Holdings for Refined Wealth Management

Refined Wealth Management holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 13.3 $16M 334k 48.82
Vanguard World Esg Intl Stk Etf (VSGX) 11.7 $14M 242k 58.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.4 $12M 25k 468.92
Vanguard Index Fds Value Etf (VTV) 9.1 $11M 64k 172.74
Coinbase Global Com Cl A (COIN) 8.1 $10M 58k 172.23
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.1 $8.6M 210k 41.13
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 6.5 $8.0M 178k 44.88
Vanguard Bd Index Fds Intermed Term (BIV) 6.1 $7.4M 97k 76.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.2 $5.2M 57k 91.03
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 4.1 $5.0M 66k 75.91
Enovix Corp (ENVX) 4.1 $5.0M 675k 7.34
Spdr Gold Tr Gold Shs (GLD) 4.0 $4.8M 17k 288.14
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $3.4M 13k 258.61
Vanguard Index Fds Small Cp Etf (VB) 2.5 $3.0M 14k 221.76
Overstock (BBBY) 2.0 $2.4M 418k 5.80
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.9 $1.1M 13k 78.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.0M 2.0k 513.94
First Tr Exchange-traded First Tr Enh New (FTSM) 0.7 $886k 15k 59.84
Amazon (AMZN) 0.7 $863k 4.5k 190.26
Apple (AAPL) 0.5 $660k 3.0k 222.13
Union Pacific Corporation (UNP) 0.5 $564k 2.4k 236.26
NVIDIA Corporation (NVDA) 0.4 $535k 4.9k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $372k 698.00 532.58
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $211k 1.8k 114.87
Nexgen Energy (NXE) 0.0 $49k 11k 4.49
Denison Mines Corp (DNN) 0.0 $14k 11k 1.30
Ur-energy (URG) 0.0 $7.3k 11k 0.67