Refined Wealth Management
CIK Number: 0001724729
122.25M
Market Value
26
# of Holdings
11 months
Avg. Holding Period
44.44%
Win Rate
3.91%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NULG | Nuveen ESG Larg... | 90.85 | -0.08% | 219.16K | -3.85% | 18.81M | 58.08 | 14.32% |
| 2 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 373.46K | -0.93% | 18.32M | 51.87 | 13.94% |
| 3 | VSGX | Vanguard ESG In... | 65.48 | +0.51% | 276.64K | -0.82% | 15.69M | 56.99 | 11.94% |
| 4 | COIN | Coinbase Global... | 241.13 | -3.81% | 49.68K | -0.92% | 12.33M | 46.29 | 9.39% |
| 5 | SRLN | SPDR Blackstone... | 41.21 | -0.02% | 214.68K | -0.21% | 8.96M | 45.47 | 6.82% |
| 6 | VCLT | Vanguard Long-T... | 75.00 | +0.95% | 101.77K | -0.49% | 7.61M | 79.54 | 5.79% |
| 7 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 85.84K | -0.29% | 7.5M | 105.04 | 5.71% |
| 8 | BITB | Bitwise 10 Cryp... | 58.11 | -1.86% | 135.41K | +3.77% | 6.89M | 38.42 | 5.24% |
| 9 | ENVX | Enovix Corporat... | 8.65 | -0.29% | 568.61K | +6.69% | 6.18M | 11.71 | 4.70% |
| 10 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 25.13K | +3.51% | 6.08M | 169.23 | 4.63% |
| 11 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 20.47K | -0.68% | 5.41M | 232.82 | 4.12% |
| 12 | XSOE | WisdomTree Emer... | 34.01 | -0.03% | 166.39K | -0.55% | 5.07M | 31.33 | 3.86% |
| 13 | AAPL | Apple Inc. | 198.98 | +0.10% | 12.73K | -0.45% | 3.19M | 142.82 | 2.43% |
| 14 | VB | Vanguard Small ... | 233.32 | -0.21% | 6.18K | -0.39% | 1.49M | 220.97 | 1.13% |
| 15 | PIZ | Invesco DWA Dev... | 45.34 | +0.97% | 29.83K | -0.35% | 1.08M | 32.55 | 0.82% |
| 16 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 4.83K | 0.00% | 1.06M | 149.95 | 0.81% |
| 17 | FTSM | First Trust Enh... | 59.90 | +0.04% | 14.81K | -1.11% | 885.25K | 59.94 | 0.67% |
| 18 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 1.44K | +1.41% | 777.72K | 398.46 | 0.59% |
| 19 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 5.06K | 0.00% | 679.78K | 42.3 | 0.52% |
| 20 | UNP | Union Pacific C... | 225.29 | -0.19% | 2.38K | +0.55% | 541.88K | 221.71 | 0.41% |
| 21 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 698 | 0.00% | 316.39K | 309.17 | 0.24% |
| 22 | SUSA | iShares MSCI US... | 124.34 | +0.30% | 1.83K | 0.00% | 222.87K | 108.77 | 0.17% |
| 23 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 517 | +100.00% | 208.78K | 403.84 | 0.16% |
| 24 | NXE | NexGen Energy L... | 6.68 | +0.68% | 11K | 0.00% | 72.6K | 5.66 | 0.06% |
| 25 | DNN | Denison Mines C... | 1.62 | -0.61% | 10.85K | 0.00% | 19.53K | 1.6 | 0.01% |
| 26 | URG | Ur-Energy Inc. | 0.94 | -2.59% | 10.8K | 0.00% | 12.42K | 1.6 | < 0.01% |