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| Name: |
Refined Wealth Management |
| City: |
SALT LAKE CITY |
| State: |
UT |
| Zip: |
84102 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Decreased Positions |
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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 |
|
VSGX |
Vanguard Esg International ... |
3 |
- |
$0.00 |
$15,436,000 |
268,592 |
10.87% |
347,000 |
-4,358 |
1.01 |
N/A |
|
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COIN |
Coinbase Global, Inc. |
4 |
- |
$200.92 |
$13,746,000 |
51,848 |
9.68% |
4,428,000 |
-1,726 |
0.037 |
N/A |
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GLD |
streetTRACKS Gold Trust |
10 |
- |
$218.71 |
$5,078,000 |
24,685 |
3.58% |
-1,478,000 |
-9,610 |
0.006 |
Closed - End Fund - E... |
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MPC |
Marathon Petroleum Corp |
14 |
- |
$179.56 |
$2,729,000 |
13,544 |
1.92% |
623,000 |
-649 |
0.002 |
Oil & Gas Refining, P... |
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AAPL |
Apple Inc |
15 |
- |
$183.05 |
$2,101,000 |
12,255 |
1.48% |
-308,000 |
-259 |
0 |
Personal Computers |
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PIZ |
Invesco DWA Developed Marke... |
17 |
- |
$34.73 |
$1,044,000 |
30,306 |
0.74% |
-1,353,000 |
-45,157 |
0.6 |
Closed - End Fund - Debt |
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FTSM |
First Trust Enhanced Short ... |
18 |
- |
$59.69 |
$918,000 |
15,390 |
0.65% |
-1,000 |
-6 |
0.002 |
N/A |
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AMZN |
Amazon.com Inc |
19 |
- |
$187.48 |
$915,000 |
5,075 |
0.64% |
104,000 |
-260 |
0 |
Internet Software & S... |
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