13F HOLDINGS REPORT
Refined Wealth Management
Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001724729-25-000001
Total Value
$131.4M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NUSHARES ETF TR | NU | 219,158 | $18.8M | 14.32% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 373,457 | $18.3M | 13.94% |
| 3 | VANGUARD WORLD FD | 921910725 | 276,644 | $15.7M | 11.94% |
| 4 | COINBASE GLOBAL INC | COIN | 49,676 | $12.3M | 9.39% |
| 5 | SSGA ACTIVE ETF TR | 78467V608 | 214,675 | $9.0M | 6.82% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C813 | 101,766 | $7.6M | 5.79% |
| 7 | ISHARES TR | 464287432 | 85,837 | $7.5M | 5.71% |
| 8 | BITWISE BITCOIN ETF TR | BITB | 135,412 | $6.9M | 5.24% |
| 9 | ENOVIX CORPORATION | ENVX | 568,606 | $6.2M | 4.70% |
| 10 | SPDR GOLD TR | GLD | 25,129 | $6.1M | 4.63% |
| 11 | VANGUARD INDEX FDS | 922908629 | 20,472 | $5.4M | 4.12% |
| 12 | WISDOMTREE TR | WT | 166,390 | $5.1M | 3.86% |
| 13 | APPLE INC | AAPL | 12,728 | $3.2M | 2.43% |
| 14 | BEYOND INC | BBBY-WT | 401,095 | $2.0M | 1.51% |
| 15 | VANGUARD INDEX FDS | 922908751 | 6,182 | $1.5M | 1.13% |
| 16 | INVESCO EXCH TRADED FD TR II | IVZ | 29,834 | $1.1M | 0.82% |
| 17 | AMAZON COM INC | AMZN | 4,829 | $1.1M | 0.81% |
| 18 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 14,811 | $885,253 | 0.67% |
| 19 | VANGUARD INDEX FDS | 922908363 | 1,443 | $777,721 | 0.59% |
| 20 | NVIDIA CORPORATION | NVDA | 5,062 | $679,776 | 0.52% |
| 21 | UNION PAC CORP | UNP | 2,376 | $541,876 | 0.41% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 698 | $316,389 | 0.24% |
| 23 | ISHARES TR | 464288802 | 1,833 | $222,874 | 0.17% |
| 24 | TESLA INC | TSLA | 517 | $208,785 | 0.16% |
| 25 | NEXGEN ENERGY LTD | NXE | 11,000 | $72,600 | 0.06% |
| 26 | DENISON MINES CORP | DNN | 10,850 | $19,530 | 0.01% |
| 27 | UR-ENERGY INC | URG | 10,800 | $12,420 | 0.01% |