Refined Wealth Management
- SEC CIK
- 0001724729
- Latest filing
- Jul 21, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 13, 2021. Long positions only.
- Positions
- 20
- No filing for Q1 2021
- Portfolio value
- $119.1M
- No filing for Q1 2021
Refined Wealth Management did not file a 13F for Q1 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910733 | ESG US STK ETF | 258,968 | $20.7M | 17.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 102,329 | $13.1M | 11.0% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 281,012 | $13.0M | 10.9% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 423,024 | $13.0M | 10.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 144,973 | $11.9M | 10.0% | – | – | – |
| CVXChevron Corp | Stock | 79,798 | $8.36M | 7.0% | – | – | History |
| GLDSPDR Gold Trust | ETF | 33,936 | $5.62M | 4.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,550 | $5.33M | 4.5% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,500 | $4.63M | 3.9% | – | – | – |
| NXHNeighborhood Intelligence, Inc. | COM | 49,038 | $4.52M | 3.8% | – | – | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 69,970 | $4.49M | 3.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 19,845 | $4.47M | 3.8% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 62,307 | $3.77M | 3.2% | – | – | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 30,501 | $1.83M | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 10,569 | $1.45M | 1.2% | – | – | History |
| CGCCanopy Growth Corp | COM | 34,495 | $834.0K | 0.7% | – | – | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,831 | $796.0K | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,348 | $530.0K | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 2,138 | $470.0K | 0.4% | – | – | History |
| SPRUSpruce Power Holding Corp | COM CL A | 37,785 | $315.0K | 0.3% | – | – | History |