Refined Wealth Management
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsalt lake city, UT
- CIK0001724729
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
27 | $122.25 M | BNDX, VSGX, NDQ, VTV | 13F-HR | Apr 22, 2025 | 000172472925000003 | ||
27 | $131.38 M | NULG, BNDX, VSGX, COIN | 13F-HR | Jan 22, 2025 | 000172472925000001 | ||
27 | $129.68 M | BNDX, NULG, VSGX, SRLN | 13F-HR | Oct 18, 2024 | 000172472924000006 | ||
28 | $129.68 M | NULG, BNDX, VSGX, COIN | 13F-HR | Jul 18, 2024 | 000172472924000004 | ||
29 | $141.96 M | BNDX, NULG, VSGX, COIN | 13F-HR | Apr 18, 2024 | 000172472924000003 | ||
26 | $128.23 M | BNDX, NULG, VSGX, COIN | 13F-HR | Jan 22, 2024 | 000172472924000001 | ||
26 | $111.42 M | NULG, BNDX, VSGX, SRLN | 13F-HR | Oct 16, 2023 | 000172472923000006 | ||
26 | $121.31 M | NULG, BNDX, VSGX, SRLN | 13F-HR | Jul 17, 2023 | 000172472923000004 | ||
25 | $113.24 M | BNDX, NULG, VSGX, SRLN | 13F-HR | Apr 17, 2023 | 000172472923000003 | ||
26 | $114.28 M | BNDX, NULG, VSGX, CHV | 13F-HR | Jan 17, 2023 | 000172472923000002 | ||
25 | $110.82 M | BNDX, NULG, VSGX, CHV | 13F-HR | Oct 20, 2022 | 000172472922000007 | ||
25 | $111.83 M | BNDX, NULG, VSGX, CHV | 13F-HR | Jul 19, 2022 | 000172472922000006 | ||
26 | $118.35 M | BNDX, NULG, VSGX, CHV | 13F-HR | Apr 20, 2022 | 000172472922000002 | ||
23 | $128.95 M | ESGV, TIP, KRE, SRLN | 13F-HR | Feb 2, 2022 | 000172472922000001 | ||
21 | $123.46 M | ESGV, SRLN, TIP, KRE | 13F-HR | Oct 18, 2021 | 000172472921000005 | ||
20 | $119.10 M | ESGV, TIP, SRLN, KRE | 13F-HR | Jul 13, 2021 | 000172472921000004 |