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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 : 3     View All Holdings Currently Viewing:  New 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
   (BITB)1 Year Chart         BITB Bitwise Bitcoin ETF New $33.07 $4,890,000 126,322 3.44% 4,890,000 126,322 1.404    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 24 New $330.57 $200,000 640 0.14% 200,000 640 0.002    Diversified Machinery
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 25 New $108.35 $200,000 1,833 0.14% 200,000 1,833 0    Closed - End Fund - E...
      3 Records Found
  1    
Page 1 of 1
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