HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD CHARLOTTE FDS (BNDX) |
376,011 | +7,383 | $18,496 |
| BNDX | 376,011 | +7,383 | $18,496 |
| NUSHARES ETF TR (NULG) |
235,139 | +689 | $17,936 |
| NULG | 235,139 | +689 | $17,936 |
| VANGUARD WORLD FD (VSGX) |
268,592 | -4,358 | $15,436 |
| VSGX | 268,592 | -4,358 | $15,436 |
| COINBASE GLOBAL INC |
51,848 | -1,726 | $13,746 |
| COIN | 51,848 | -1,726 | $13,746 |
| SSGA ACTIVE ETF TR (SRLN) |
215,143 | +3,312 | $9,060 |
| SRLN | 215,143 | +3,312 | $9,060 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
101,232 | +5,215 | $7,919 |
| VCLT | 101,232 | +5,215 | $7,919 |
| ISHARES TR (TLT) |
83,645 | +4,616 | $7,914 |
| TLT | 83,645 | +4,616 | $7,914 |
| CHEVRON CORP NEW |
36,086 | +275 | $5,692 |
| CVX | 36,086 | +275 | $5,692 |
| SPDR GOLD TR (GLD) |
24,685 | -9,610 | $5,078 |
| GLD | 24,685 | -9,610 | $5,078 |
| BEYOND INC |
300,522 | +3,844 | $5,043 |
| OSTK | 300,522 | +3,844 | $5,043 |
| BITWISE BITCOIN ETF TR (BITB) |
126,322 | +126,322 | $4,890 |
| BITB | 126,322 | +126,322 | $4,890 |
| VANGUARD INDEX FDS (VO) |
19,198 | +182 | $4,797 |
| VO | 19,198 | +182 | $4,797 |
| WISDOMTREE TR |
161,547 | +2,145 | $4,759 |
| XSOE | 161,547 | +2,145 | $4,759 |
| ENOVIX CORPORATION |
458,792 | +136,758 | $3,675 |
| ENVX | 458,792 | +136,758 | $3,675 |
| MARATHON PETE CORP |
13,544 | -649 | $2,729 |
| MPC | 13,544 | -649 | $2,729 |
| APPLE INC |
12,255 | -259 | $2,101 |
| AAPL | 12,255 | -259 | $2,101 |
| VANGUARD INDEX FDS (VB) |
6,090 | +111 | $1,392 |
| VB | 6,090 | +111 | $1,392 |
| INVESCO EXCH TRADED FD TR II (PIZ) |
30,306 | -45,157 | $1,044 |
| PIZ | 30,306 | -45,157 | $1,044 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
15,390 | -6 | $918 |
| FTSM | 15,390 | -6 | $918 |
| AMAZON COM INC |
5,075 | -260 | $915 |
| AMZN | 5,075 | -260 | $915 |
| VANGUARD INDEX FDS (VOO) |
1,406 | +44 | $676 |
| VOO | 1,406 | +44 | $676 |
| NVIDIA CORPORATION |
662 | UNCH | $598 |
| NVDA | 662 | UNCH | $598 |
| UNION PAC CORP |
2,326 | UNCH | $572 |
| UNP | 2,326 | UNCH | $572 |
 BERKSHIRE HATHAWAY INC DEL |
$297 | ||
| BRK.B | 706 | UNCH | $297 |
| EATON CORP PLC |
640 | +640 | $200 |
| ETN | 640 | +640 | $200 |
| ISHARES TR (SUSA) |
1,833 | +1,833 | $200 |
| SUSA | 1,833 | +1,833 | $200 |
| NEXGEN ENERGY LTD |
11,000 | UNCH | $85 |
| NXE | 11,000 | UNCH | $85 |
| DENISON MINES CORP |
10,850 | UNCH | $21 |
| DNN | 10,850 | UNCH | $21 |
See Full List: All Stocks Held By Refined Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Refined Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $136,206 At 12/31/2023: $124,996 Refined Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Refined Wealth Management 13F filings. Link to 13F filings: SEC filings |
