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Refined Wealth Management13F | |
| Refined Wealth Management | |
| Last update 2025-04-22 | 27 Stocks (3 new) |
| Value $122.00 Mil | Turnover 30 % |
Refined Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 334,233 | 16,317.3 | -10.50% | 13.350 | -1.46% | 0.030 | +0.77% | +1.38% | 66,112.3 | ||
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 241,653 | 14,252.7 | -12.65% | 11.660 | -1.51% | 0.330 | +13.51% | +16.56% | 4,437.2 | ||
QQQ | INVESCO QQQ Trust | 24,582 | 11,527.0 | New Holding | 9.430 | +9.43% | 0.000 | +22.01% | +9.47% | 355,808.7 | ||
VTV | Vanguard Value ETF | 64,348 | 11,115.5 | New Holding | 9.090 | +9.09% | 0.010 | +8.64% | +5.37% | 131,931.2 | ||
COIN | Coinbase Global Inc | 57,808 | 9,956.3 | +16.37% | 8.140 | +1.15% | 0.020 | +119.00% | +54.85% | 97,934.1 | Capital Markets | |
SRLN | SPDR Blackstone Senior Loan ETF | 210,079 | 8,640.5 | -2.14% | 7.070 | -0.15% | 0.130 | +4.84% | +3.42% | 7,008.2 | ||
BITB |
Bitwise Bitcoin ETF Beneficial Interest
Bitwise Bitcoin ETF Beneficial Interest
| 178,316 | 8,002.8 | +31.68% | 6.550 | +1.58% | 0.250 | +39.33% | +25.33% | 4,478.9 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 97,044 | 7,430.7 | New Holding | 6.080 | +6.08% | 0.030 | +1.45% | +3.93% | 22,998.2 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 56,930 | 5,182.3 | -33.68% | 4.240 | -1.92% | 0.010 | -2.21% | -0.64% | 46,927.8 | ||
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 65,644 | 4,983.0 | -35.50% | 4.080 | -2.06% | 0.030 | +2.10% | +1.62% | 10,291.5 |
Refined Wealth Management's Historical Top Holdings Breakdowns
Refined Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NULG | Nuveen ESG Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -13.44% | 77.67 ($84.84) 90.15 | $94.64 | 11.55% | Reduce -93.88% | 13,421 | -205,737 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +9.43% | 468.34 ($508.07) 539.52 | $557.49 | 9.73% | New holding | 24,582 | 24,582 | |
VTV | Vanguard Value ETF | 2025-03-31 | New Buy New Buy | +9.09% | 167.73 ($174.39) 179.21 | $176.35 | 1.12% | New holding | 64,348 | 64,348 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | New Buy New Buy | +6.08% | 73.78 ($75.44) 76.59 | $76.15 | 0.94% | New holding | 97,044 | 97,044 | |
XSOE |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
| 2025-03-31 | Sold Out Sold Out | -3.86% | 29.72 ($31.04) 31.94 | $34.75 | 11.95% | Sold Out | 0 | -166,390 | |
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -2.06% | 73.11 ($75.48) 77.43 | $73.92 | -2.07% | Reduce -35.5% | 65,644 | -36,122 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.92% | 85.29 ($89.02) 92.57 | $84.93 | -4.59% | Reduce -33.68% | 56,930 | -28,907 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.86% | 209.68 ($231.67) 247.1 | $210.38 | -9.19% | Reduce -76.67% | 2,969 | -9,759 | |
BITB |
Bitwise Bitcoin ETF Beneficial Interest
Bitwise Bitcoin ETF Beneficial Interest
| 2025-03-31 | Add Add | +1.58% | 42.99 ($50.68) 57.82 | $63.73 | 25.75% | Add 31.68% | 178,316 | 42,904 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -1.54% | 243.19 ($264.45) 288.14 | $306.61 | 15.94% | Reduce -33.2% | 16,787 | -8,342 |
Refined Wealth Management Total Holding History ($B)
Refined Wealth Management's Asset Allocation
Refined Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Refined Wealth Management's Hypothetical Growth since 2025-03-31
Refined Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Refined Wealth Management's Holdings Heat Map
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Refined Wealth Management's Holdings Bubble Chart
Refined Wealth Management News
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