Refined Wealth Management
CIK Number: 0001724729
Main Sectors:
Top Industries:
Filing Date: Apr 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total ... | 49.51 | +0.06% | 334.23K | -10.5% | 16.32M | 51.87 | 13.35% | Share |
| 2 | VSGX | Vanguard ESG In... | 69.43 | +1.11% | 241.65K | -12.65% | 14.25M | 56.99 | 11.66% | Share |
| 3 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 24.58K | +100.00% | 11.53M | 468.92 | 9.43% | Share |
| 4 | VTV | Vanguard Value ... | 186.08 | +1.23% | 64.35K | +100.00% | 11.12M | 172.74 | 9.09% | Share |
| 5 | COIN | Coinbase Global... | 323.95 | +2.73% | 57.81K | +16.37% | 9.96M | 64.01 | 8.14% | Share |
| 6 | SRLN | SPDR Blackstone... | 41.53 | +0.12% | 210.08K | -2.14% | 8.64M | 45.47 | 7.07% | Share |
| 7 | BITB | Bitwise 10 Cryp... | 62.28 | +0.76% | 178.32K | +31.68% | 8M | 39.98 | 6.55% | Share |
| 8 | BIV | Vanguard Interm... | 78.56 | +0.14% | 97.04K | +100.00% | 7.43M | 76.57 | 6.08% | Share |
| 9 | TLT | iShares 20+ Yea... | 90.31 | +0.64% | 56.93K | -33.68% | 5.18M | 105.04 | 4.24% | Share |
| 10 | VCLT | Vanguard Long-T... | 78.39 | +0.76% | 65.64K | -35.5% | 4.98M | 79.54 | 4.08% | Share |
| 11 | ENVX | Enovix Corporat... | 8.00 | -12.57% | 675.45K | +18.79% | 4.96M | 11.02 | 4.06% | Share |
| 12 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 16.79K | -33.2% | 4.84M | 169.23 | 3.96% | Share |
| 13 | VO | Vanguard Mid Ca... | 293.64 | +1.36% | 13K | -36.5% | 3.36M | 232.82 | 2.75% | Share |
| 14 | VB | Vanguard Small ... | 258.07 | +1.77% | 13.72K | +121.90% | 3.04M | 221.4 | 2.49% | Share |
| 15 | BYON | Beyond, Inc. | 9.88 | +3.51% | 417.99K | +4.21% | 2.42M | 30.5 | 1.98% | Share |
| 16 | NULG | Nuveen ESG Larg... | 99.75 | +0.71% | 13.42K | -93.88% | 1.05M | 58.08 | 0.86% | Share |
| 17 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 1.96K | +35.62% | 1.01M | 428.78 | 0.82% | Share |
| 18 | FTSM | First Trust Enh... | 60.03 | +0.03% | 14.81K | 0.00% | 886.29K | 59.94 | 0.72% | Share |
| 19 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 4.54K | -6.07% | 863.02K | 149.95 | 0.71% | Share |
| 20 | AAPL | Apple Inc. | 230.03 | +1.43% | 2.97K | -76.67% | 659.5K | 142.82 | 0.54% | Share |
| 21 | UNP | Union Pacific C... | 216.04 | +0.40% | 2.39K | +0.55% | 564.44K | 221.79 | 0.46% | Share |
| 22 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 4.93K | -2.51% | 534.86K | 42.3 | 0.44% | Share |
| 23 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 698 | 0.00% | 371.74K | 309.17 | 0.30% | Share |
| 24 | SUSA | iShares MSCI US... | 133.95 | +1.14% | 1.83K | 0.00% | 210.56K | 108.77 | 0.17% | Share |
| 25 | NXE | NexGen Energy L... | 7.88 | -1.44% | 11K | 0.00% | 49.39K | 5.66 | 0.04% | Share |
| 26 | DNN | Denison Mines C... | 2.43 | -0.69% | 10.85K | 0.00% | 14.11K | 1.6 | 0.01% | Share |
| 27 | URG | Ur-Energy Inc. | 1.49 | -1% | 10.8K | 0.00% | 7.28K | 1.6 | < 0.01% | Share |