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  Name: Refined Wealth Management
  City: SALT LAKE CITY
  State: UT
  Zip: 84102
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,955,000
  Total Value Change : $13,722,000
  Securities Held Change : 3
   
All Securities Held : 29
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 6
  Decreased Positions : 8

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 1 - $48.66 $18,496,000 376,011 13.03% 299,000 7,383 0.042    N/A
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 2 - $0.00 $17,936,000 235,139 12.63% 1,649,000 689 0.216    N/A
   (OSTK)1 Year Chart         OSTK Overstock.com Inc 5 - $16.86 $10,792,000 300,522 7.6% 2,577,000 3,844 0.702    Specialty Retail, Other
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 6 - $41.94 $9,060,000 215,143 6.38% 178,000 3,312 0.119    N/A
   (VCLT)1 Year Chart         VCLT Vanguard Long-Term Corpora 7 - $75.43 $7,919,000 101,232 5.58% 223,000 5,215 0.15    Closed - End Fund - Debt
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 8 - $90.12 $7,914,000 83,645 5.58% 100,000 4,616 0.007    Closed - End Fund - E...
   (CVX)1 Year Chart         CVX Chevron Corp 9 - $165.82 $5,692,000 36,086 4.01% 350,000 275 0.002    Integrated Oil & Gas
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 11 - $245.74 $4,797,000 19,198 3.38% 373,000 182 0.01    Closed - End Fund - E...
   (XSOE)1 Year Chart         XSOE Wisdomtree Emerging Markets... 12 - $30.18 $4,759,000 161,547 3.35% 155,000 2,145 0.137    N/A
   (ENVX)1 Year Chart         ENVX Enovix Corp 13 - $8.51 $3,675,000 458,792 2.59% -357,000 136,758 0.316    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 16 - $222.54 $1,392,000 6,090 0.98% 116,000 111 0.003    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 20 - $478.74 $676,000 1,406 0.48% 81,000 44 0    Closed - End Fund - E...
      12 Records Found
  1    
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