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Size ($ in 1000's)
At 03/31/2024: $136,206 At 12/31/2023: $124,996
Refined Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Refined Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Refined Wealth Management top holdings by largest position size, as per the latest 13f filing made by Refined Wealth Management.
In the Refined Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Refined Wealth Management in that top holding, then the share count change between reporting periods, and finally the Refined Wealth Management top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD CHARLOTTE FDS (BNDX) |
376,011 |
+7,383 |
$18,496 | BNDX | 376,011 | +7,383 | $18,496 | NUSHARES ETF TR (NULG) |
235,139 |
+689 |
$17,936 | NULG | 235,139 | +689 | $17,936 | VANGUARD WORLD FD (VSGX) |
268,592 |
-4,358 |
$15,436 | VSGX | 268,592 | -4,358 | $15,436 | COINBASE GLOBAL INC |
51,848 |
-1,726 |
$13,746 | COIN | 51,848 | -1,726 | $13,746 | SSGA ACTIVE ETF TR (SRLN) |
215,143 |
+3,312 |
$9,060 | SRLN | 215,143 | +3,312 | $9,060 | VANGUARD SCOTTSDALE FDS (VCLT) |
101,232 |
+5,215 |
$7,919 | VCLT | 101,232 | +5,215 | $7,919 | ISHARES TR (TLT) |
83,645 |
+4,616 |
$7,914 | TLT | 83,645 | +4,616 | $7,914 | CHEVRON CORP NEW |
36,086 |
+275 |
$5,692 | CVX | 36,086 | +275 | $5,692 | SPDR GOLD TR (GLD) |
24,685 |
-9,610 |
$5,078 | GLD | 24,685 | -9,610 | $5,078 | BEYOND INC |
300,522 |
+3,844 |
$5,043 | OSTK | 300,522 | +3,844 | $5,043 | BITWISE BITCOIN ETF TR (BITB) |
126,322 |
+126,322 |
$4,890 | BITB | 126,322 | +126,322 | $4,890 | VANGUARD INDEX FDS (VO) |
19,198 |
+182 |
$4,797 | VO | 19,198 | +182 | $4,797 | WISDOMTREE TR |
161,547 |
+2,145 |
$4,759 | XSOE | 161,547 | +2,145 | $4,759 | ENOVIX CORPORATION |
458,792 |
+136,758 |
$3,675 | ENVX | 458,792 | +136,758 | $3,675 | MARATHON PETE CORP |
13,544 |
-649 |
$2,729 | MPC | 13,544 | -649 | $2,729 | APPLE INC |
12,255 |
-259 |
$2,101 | AAPL | 12,255 | -259 | $2,101 | VANGUARD INDEX FDS (VB) |
6,090 |
+111 |
$1,392 | VB | 6,090 | +111 | $1,392 | INVESCO EXCH TRADED FD TR II (PIZ) |
30,306 |
-45,157 |
$1,044 | PIZ | 30,306 | -45,157 | $1,044 | FIRST TR EXCHANGE TRADED FD (FTSM) |
15,390 |
-6 |
$918 | FTSM | 15,390 | -6 | $918 | AMAZON COM INC |
5,075 |
-260 |
$915 | AMZN | 5,075 | -260 | $915 | VANGUARD INDEX FDS (VOO) |
1,406 |
+44 |
$676 | VOO | 1,406 | +44 | $676 | NVIDIA CORPORATION |
662 |
UNCH |
$598 | NVDA | 662 | UNCH | $598 | UNION PAC CORP |
2,326 |
UNCH |
$572 | UNP | 2,326 | UNCH | $572 | BERKSHIRE HATHAWAY INC DEL |
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$297 | BRK.B | 706 | UNCH | $297 | EATON CORP PLC |
640 |
+640 |
$200 | ETN | 640 | +640 | $200 | ISHARES TR (SUSA) |
1,833 |
+1,833 |
$200 | SUSA | 1,833 | +1,833 | $200 | NEXGEN ENERGY LTD |
11,000 |
UNCH |
$85 | NXE | 11,000 | UNCH | $85 | DENISON MINES CORP |
10,850 |
UNCH |
$21 | DNN | 10,850 | UNCH | $21 |
See Full List: All Stocks Held By Refined Wealth Management
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Refined Wealth Management
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