Refined Wealth Management
Q4 2024 13F Holdings
- Locationsalt lake city, UT
- Num holdings
27
- Value ($000)
$131,375
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001724729
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NULG NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $18.81 M | 14 % | 219,158 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $18.32 M | 14 % | 373,457 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $15.69 M | 12 % | 276,644 | ||
COIN COINBASE GLOBAL INC | COM CL A | 19260Q107 | $12.33 M | 9 % | 49,676 | ||
SRLN SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $8.96 M | 7 % | 214,675 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $7.61 M | 6 % | 101,766 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $7.50 M | 6 % | 85,837 | ||
BITB BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | $6.89 M | 5 % | 135,412 | ||
ENVX ENOVIX CORPORATION | COM | 293594107 | $6.18 M | 5 % | 568,606 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $6.08 M | 5 % | 25,129 |
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