Refined Wealth Management

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Salt Lake City, UT
CIK
0001724729
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 28 129,677 NULG, BNDX, VSGX, COIN 13F-HR 7/18/2024 000172472924000004
Q1 2024 29 141,957 BNDX, NULG, VSGX, COIN 13F-HR 4/18/2024 000172472924000003
Q4 2023 26 128,230 BNDX, NULG, VSGX, COIN 13F-HR 1/22/2024 000172472924000001
Q3 2023 26 111,419 NULG, BNDX, VSGX, SRLN 13F-HR 10/16/2023 000172472923000006
Q2 2023 26 121,308 NULG, BNDX, VSGX, SRLN 13F-HR 7/17/2023 000172472923000004
Q1 2023 25 113,239 BNDX, NULG, VSGX, SRLN 13F-HR 4/17/2023 000172472923000003
Q4 2022 26 114,274 BNDX, NULG, VSGX, CVX 13F-HR 1/17/2023 000172472923000002
Q3 2022 25 110,821 BNDX, NULG, VSGX, CVX 13F-HR 10/19/2022 000172472922000007
Q2 2022 25 111,826 BNDX, NULG, VSGX, CVX 13F-HR 7/19/2022 000172472922000006
Q1 2022 26 118,347 BNDX, NULG, VSGX, CVX 13F-HR 4/20/2022 000172472922000002
Q4 2021 23 128,949 ESGV, TIP, FLRN, SRLN 13F-HR 2/1/2022 000172472922000001
Q3 2021 21 123,464 ESGV, SRLN, TIP, FLRN 13F-HR 10/18/2021 000172472921000005
Q2 2021 20 119,101 ESGV, TIP, SRLN, FLRN 13F-HR 7/13/2021 000172472921000004