Refined Wealth Management
CIK 1724729 · Holdings on Dec 31, 2023 · First reported Jan 22, 2024
Top ten holdings
Q4 2023- BNDX14.19%
- NULG12.70%
- VSGX11.77%
- COIN7.27%
- SRLN6.93%
- NXH6.41%
- TLT6.09%
- VCLT6.00%
- GLD5.11%
- CVX4.17%
Share classes counted separately80.64%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $18.20M | 14.19% | 368.63K shares | — | ↗▾ | |
| 02 | NULGNUVEEN ESG LRG-CAP GRW ETFNUVEEN ESG LRGCP View history and evidence | $16.29M | 12.70% | 234.45K shares | — | ↗▾ | |
| 03 | VSGXVANGUARD ESG INTL STOCK ETFESG INTL STK ETF View history and evidence | $15.09M | 11.77% | 272.95K shares | — | ↗▾ | |
| 04 | COINCOINBASE GLOBAL INC -CLASS ACOM CL A View history and evidence | $9.32M | 7.27% | 53.57K shares | — | ↗▾ | |
| 05 | SRLNSS BLACKSTONE SR LOAN ETFBLACKSTONE SENR View history and evidence | $8.88M | 6.93% | 211.83K shares | — | ↗▾ | |
| 06 | NXHNEIGHBORHOOD INTELLIGENCE IN View history and evidence | $8.22M | 6.41% | 296.68K shares | — | ↗▾ | |
| 07 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $7.81M | 6.09% | 79.03K shares | — | ↗▾ | |
| 08 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $7.70M | 6.00% | 96.02K shares | — | ↗▾ | |
| 09 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $6.56M | 5.11% | 34.30K shares | — | ↗▾ | |
| 10 | CVXCHEVRON CORP View history and evidence | $5.34M | 4.17% | 35.81K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1724729 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 128230064
}Take these holdings further.
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