RW
| |
Refined Wealth Management13F | |
| Refined Wealth Management | |
| Last update 2025-07-17 | 33 Stocks (6 new) |
| Value $145.00 Mil | Turnover 2 % |
Refined Wealth Management Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COIN | Coinbase Global Inc | 58,748 | 20,590.6 | +1.63% | 14.150 | +0.23% | 0.020 | +112.86% | +62.88% | 103,012.9 | Capital Markets | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 335,394 | 16,605.3 | +0.35% | 11.410 | +0.04% | 0.020 | +0.78% | +1.97% | 66,401.3 | ||
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 243,425 | 15,944.4 | +0.73% | 10.960 | +0.08% | 0.360 | +11.80% | +16.16% | 4,486.3 | ||
QQQ | INVESCO QQQ Trust | 24,987 | 13,783.8 | +1.65% | 9.470 | +0.15% | 0.000 | +26.41% | +10.07% | 357,853.0 | ||
VTV | Vanguard Value ETF | 65,211 | 11,525.4 | +1.34% | 7.920 | +0.10% | 0.010 | +10.79% | +6.85% | 134,245.4 | ||
BITB |
Bitwise Bitcoin ETF Beneficial Interest
Bitwise Bitcoin ETF Beneficial Interest
| 179,375 | 10,509.6 | +0.59% | 7.220 | +0.04% | 0.260 | +30.36% | +27.67% | 4,562.6 | ||
SRLN | SPDR Blackstone Senior Loan ETF | 210,651 | 8,761.0 | +0.27% | 6.020 | +0.02% | 0.120 | +4.91% | +3.62% | 7,055.0 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 97,222 | 7,519.1 | +0.18% | 5.170 | +0.01% | 0.030 | +2.67% | +5.03% | 23,199.8 | ||
ENVX | Enovix Corp | 691,161 | 7,146.6 | +2.33% | 4.910 | +0.11% | 0.360 | +138.47% | +35.14% | 2,843.7 | Industrial Products | |
GLD | SPDR Gold Shares ETF | 16,789 | 5,117.8 | +0.01% | 3.520 | 0% | 0.010 | +1.60% | +30.55% | 104,090.1 |
Refined Wealth Management's Historical Top Holdings Breakdowns
Refined Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COIN | Coinbase Global Inc | 2025-06-30 | Add Add | +0.23% | 151.47 ($232.81) 375.07 | $404.44 | 73.72% | Add 1.63% | 58,748 | 940 | |
META | Meta Platforms Inc | 2025-06-30 | New Buy New Buy | +0.19% | 484.66 ($617.26) 738.09 | $704.81 | 14.18% | New holding | 368 | 368 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.15% | 416.06 ($496.89) 551.64 | $561.25 | 12.95% | Add 1.65% | 24,987 | 405 | |
IBIT | ISHARES BITCOIN TR | 2025-06-30 | New Buy New Buy | +0.15% | 43.59 ($55.89) 63.23 | $67.82 | 21.35% | New holding | 3,485 | 3,485 | |
TSLA | Tesla Inc | 2025-06-30 | New Buy New Buy | +0.15% | 221.86 ($300.61) 362.89 | $332.11 | 10.48% | New holding | 668 | 668 | |
XSOE |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
| 2025-06-30 | New Buy New Buy | +0.14% | 27.26 ($32) 34.48 | $35.18 | 9.94% | New holding | 6,031 | 6,031 | |
ETN | Eaton Corp PLC | 2025-06-30 | New Buy New Buy | +0.14% | 246.52 ($307.39) 356.99 | $372.65 | 21.23% | New holding | 582 | 582 | |
GLDM | SPDR Gold MiniShares Trust | 2025-06-30 | New Buy New Buy | +0.14% | 58.96 ($65.03) 67.97 | $67.96 | 4.51% | New holding | 3,072 | 3,072 | |
ENVX | Enovix Corp | 2025-06-30 | Add Add | +0.11% | 5.46 ($7.45) 10.53 | $14.69 | 97.18% | Add 2.33% | 691,161 | 15,712 | |
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +0.10% | 153.67 ($168.97) 176.74 | $178.87 | 5.86% | Add 1.34% | 65,211 | 863 |
Refined Wealth Management Total Holding History ($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 2025-06-30
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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