Refined Wealth Management as of Sept. 30, 2021
Portfolio Holdings for Refined Wealth Management
Refined Wealth Management holds 21 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 17.1 | $21M | 264k | 80.06 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 10.7 | $13M | 288k | 46.02 | |
| Ishares Tr Tips Bd Etf (TIP) | 10.7 | $13M | 104k | 127.69 | |
| Spdr Ser Tr Blomberg Brc Inv (FLRN) | 10.7 | $13M | 431k | 30.66 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 9.8 | $12M | 148k | 81.94 | |
| Chevron Corporation (CVX) | 6.6 | $8.2M | 81k | 101.45 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.7 | $5.7M | 35k | 164.23 | |
| Amazon (AMZN) | 4.4 | $5.4M | 1.7k | 3285.28 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.8 | $4.7M | 20k | 236.74 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 3.7 | $4.6M | 74k | 61.74 | |
| Vanguard Index Fds Small Cp Etf (VB) | 3.6 | $4.5M | 21k | 218.69 | |
| Marathon Petroleum Corp (MPC) | 3.6 | $4.4M | 72k | 61.80 | |
| Overstock (BYON) | 3.3 | $4.1M | 53k | 77.92 | |
| Coinbase Global Com Cl A (COIN) | 2.4 | $3.0M | 13k | 227.51 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 1.5 | $1.8M | 30k | 59.96 | |
| Apple (AAPL) | 1.2 | $1.5M | 11k | 141.53 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.7 | $832k | 6.2k | 133.65 | |
| Canopy Gro | 0.4 | $538k | 39k | 13.85 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $532k | 1.3k | 394.66 | |
| Union Pacific Corporation (UNP) | 0.3 | $421k | 2.2k | 195.81 | |
| Xl Fleet Corp Com Cl A | 0.2 | $257k | 42k | 6.16 |
