RW

Refined Wealth Management

13F
Refined Wealth Management
Last update 2024-07-18 28 Stocks (1 new)
Value $130.00 Mil Turnover 2 %
Countries:
Top Holdings: NULG(14.48%)BNDX(14.08%)VSGX(12.08%)COIN(8.72%)SRLN(6.87%)
Portfolio Report
Summary Stock Picks Current Portfolio
Refined Wealth Management Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NULG 		Nuveen ESG Large-Cap Growth ETF
231,284
18771.000
-1.64%
14.480
-0.21%
-
+0.55%
+17.73%
1455.862
 
BNDX 		Vanguard Total International Bond ETF
375,094
18255.820
-0.24%
14.080
-0.03%
-
+2.64%
+1.62%
58176.808
 
VSGX 		Vanguard ESG International Stock ETF
273,633
15670.950
+1.88%
12.080
+0.22%
-
+3.70%
+8.94%
3930.678
 
COIN 		Coinbase Global Inc
50,859
11302.400
-1.91%
8.720
-0.18%
0.020
-27.67%
-2.25%
42241.212
Capital Markets
SRLN 		SPDR Blackstone Senior Loan ETF
213,264
8914.460
-0.87%
6.870
-0.06%
-
+0.02%
-0.43%
5968.163
 
ENVX 		Enovix Corp
518,633
8018.070
+13.04%
6.180
+0.71%
0.310
-29.09%
-32.43%
1491.369
Industrial Products
TLT 		iShares 20+ Year Treasury Bond ETF
84,682
7772.140
+1.24%
5.990
+0.07%
-
+5.24%
0%
62909.461
 
VCLT 		Vanguard Long-Term Corporate Bond ETF
101,822
7724.240
+0.58%
5.960
+0.03%
-
+5.91%
+1.93%
11331.901
 
GLD 		SPDR Gold Shares ETF
24,092
5180.020
-2.40%
3.990
-0.09%
-
+11.02%
+26.70%
73341.188
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
164,034
5024.360
+1.54%
3.870
+0.06%
-
+2.33%
+9.35%
2081.122
 

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
CVX 		Chevron Corp2024-06-30Sold Out
-4.01%
●
152.57 ($159.46) 166.33
$145.68
-8.64%
Sold Out
0
-36,086
MPC 		Marathon Petroleum Corp2024-06-30Sold Out
-1.92%
●
168.76 ($185.98) 219.13
$164.39
-11.61%
Sold Out
0
-13,544
ENVX 		Enovix Corp2024-06-30Add
+0.71%
●
5.84 ($9.56) 16.26
$8.46
-11.51%
Add 13.04%
518,633
59,841
VSGX 		Vanguard ESG International Stock ETF2024-06-30Add
+0.22%
●
54.72 ($57.16) 58.75
$60.22
5.35%
Add 1.88%
273,633
5,041
BYON 		Beyond Inc2024-06-30Add
+0.21%
●
12.42 ($19.53) 34.9
$10.35
-47.00%
Add 6.88%
321,185
20,663
NULG 		Nuveen ESG Large-Cap Growth ETF2024-06-30Reduce
-0.21%
●
70.68 ($76.45) 82.12
$81.79
6.98%
Reduce -1.64%
231,284
-3,855
COIN 		Coinbase Global Inc2024-06-30Reduce
-0.18%
●
199.17 ($230.1) 263.01
$170.00
-26.12%
Reduce -1.91%
50,859
-989
VO 		Vanguard Mid-Cap ETF2024-06-30Add
+0.14%
●
234.99 ($243.07) 248.98
$261.63
7.64%
Add 3.9%
19,946
748
SOFI 		SoFi Technologies Inc2024-06-30New Buy
+0.12%
●
6.32 ($7.05) 7.89
$8.04
14.04%
New holding
23,031
23,031
GLD 		SPDR Gold Shares ETF2024-06-30Reduce
-0.09%
●
207.82 ($216.29) 224.56
$242.21
11.98%
Reduce -2.4%
24,092
-593

Refined Wealth Management Total Holding History ($B)

To

Refined Wealth Management's Asset Allocation

To

Refined Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Refined Wealth Management's Hypothetical Growth since 2024-06-30

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

  • 1

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