Refined Wealth Management

Q1 2025 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    27

  • Value ($000)

    $122,249

  • Date Filed
    04/22/2025
  • Form type
    13F-HR
  • CIK
    0001724729
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$16.32M
13 %

334,233

VSGX
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
921910725
$14.25M
12 %

241,653

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$11.53M
9 %

24,582

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$11.12M
9 %

64,348

COIN
COIN

COINBASE GLOBAL INC

COM CL A
19260Q107
$9.96M
8 %

57,808

SRLN
SRLN

SSGA ACTIVE ETF TR

BLACKSTONE SENR
78467V608
$8.64M
7 %

210,079

BITB
BITB

BITWISE BITCOIN ETF TR

SHS BEN INT
09174C104
$8.00M
7 %

178,316

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$7.43M
6 %

97,044

TLT
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$5.18M
4 %

56,930

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$4.98M
4 %

65,644

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