Refined Wealth Management
- SEC CIK
- 0001724729
- 最新申報
- 2026/7/21
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/13 申報。只含多頭部位。
- 持股檔數
- 20
- 2021 年第 1 季沒有申報
- 總值
- $1.19 億
- 2021 年第 1 季沒有申報
Refined Wealth Management 沒有申報 2021 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910733 | ESG US STK ETF | 258,968 | $2,071 萬 | 17.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 102,329 | $1,310 萬 | 11.0% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 281,012 | $1,301 萬 | 10.9% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 423,024 | $1,297 萬 | 10.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 144,973 | $1,191 萬 | 10.0% | – | – | – |
| CVXChevron Corp | Stock | 79,798 | $835.8 萬 | 7.0% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 33,936 | $562.1 萬 | 4.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,550 | $533.2 萬 | 4.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,500 | $462.8 萬 | 3.9% | – | – | – |
| NXHNeighborhood Intelligence, Inc. | COM | 49,038 | $452.1 萬 | 3.8% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 69,970 | $448.8 萬 | 3.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 19,845 | $447.1 萬 | 3.8% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 62,307 | $376.5 萬 | 3.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 30,501 | $182.8 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 10,569 | $144.8 萬 | 1.2% | – | – | 歷史 |
| CGCCanopy Growth Corp | COM | 34,495 | $83.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,831 | $79.6 萬 | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,348 | $53.0 萬 | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 2,138 | $47.0 萬 | 0.4% | – | – | 歷史 |
| SPRUSpruce Power Holding Corp | COM CL A | 37,785 | $31.5 萬 | 0.3% | – | – | 歷史 |