The Analysis of Refined Wealth Management's Holdings
Currently, Refined Wealth Management holds 43 types of securities in its portfolio with a total value $148.6M. In the most recent quarter, they have increased their positions in VEA (+16.9K shares, valued at $1.1M), N/A (+1.2K shares, valued at $708.3K), N/A (+3.2K shares, valued at $605.7K); decreased their positions in BIV (-3.7K shares, valued at $290.3K), VSGX (-2.1K shares, valued at $153.1K), TLT (-956 shares, valued at $83.3K); initiated new positions in N/A (+3.2K shares, valued at $605.7K), VWO (+9.7K shares, valued at $520.2K), MSFT (+875 shares, valued at $423.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VSGX VANGUARD WORLD FD238.7K shares-0.89%2025-12-312026-01-15
BNDX VANGUARD CHARLOTTE FDS313.0K shares-0.15%2025-12-312026-01-15 COIN COINBASE GLOBAL INC58.5K shares0.80%2025-12-312026-01-15 VTV VANGUARD INDEX FDS64.8K shares-0.34%2025-12-312026-01-15 BITB BITWISE BITCOIN ETF TR199.8K shares6.41%2025-12-312026-01-15 SRLN SSGA ACTIVE ETF TR219.9K shares0.37%2025-12-312026-01-15 BIV VANGUARD BD INDEX FDS98.1K shares-3.66%2025-12-312026-01-15 GLD SPDR GOLD TR16.5K shares1.46%2025-12-312026-01-15 ENVX ENOVIX CORPORATION807.9K shares1.08%2025-12-312026-01-15 VCLT VANGUARD SCOTTSDALE FDS66.8K shares-1.40%2025-12-312026-01-15 TLT ISHARES TR58.0K shares-1.62%2025-12-312026-01-15 VO VANGUARD INDEX FDS13.4K shares0.99%2025-12-312026-01-15 VB VANGUARD INDEX FDS14.2K shares0.53%2025-12-312026-01-15 BBBY BED BATH & BEYOND INC417.3K shares0.31%2025-12-312026-01-15 XRPI VOLATILITY SHS TR174.1K shares8.26%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS25.2K shares206.58%2025-12-312026-01-15 NVDA NVIDIA CORPORATION6.8K shares39.41%2025-12-312026-01-15 NULG NUSHARES ETF TR12.5K shares0.04%2025-12-312026-01-15 AMZN AMAZON COM INC5.1K shares19.54%2025-12-312026-01-15 AAPL APPLE INC3.2K shares12.67%2025-12-312026-01-15 FTSM FIRST TR EXCHANGE-TRADED FD14.2K shares-4.06%2025-12-312026-01-15 XMAG TIDAL TRUST II34.6K shares125.19%2025-12-312026-01-15 UNP UNION PAC CORP2.5K shares0.78%2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F9.7K sharesnew addition2025-12-312026-01-15 META META PLATFORMS INC735 shares99.73%2025-12-312026-01-15 MSFT MICROSOFT CORP875 sharesnew addition2025-12-312026-01-15 TSLA TESLA INC741 shares10.93%2025-12-312026-01-15 VOT VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-01-15 VBK VANGUARD INDEX FDS942 sharesnew addition2025-12-312026-01-15 GLDM WORLD GOLD TR3.1K shares0.00%2025-12-312026-01-15 BND VANGUARD BD INDEX FDS3.5K sharesnew addition2025-12-312026-01-15 SUSA ISHARES TR1.8K shares-1.15%2025-12-312026-01-15 XSOE WISDOMTREE TR6.0K shares0.15%2025-12-312026-01-15 BROADCOM INC BROADCOM INC581 sharesnew addition2025-12-312026-01-15 NXE NEXGEN ENERGY LTD11.0K shares0.00%2025-12-312026-01-15 DNN DENISON MINES CORP10.8K shares0.00%2025-12-312026-01-15 URG UR-ENERGY INC10.8K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available