Refined Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Refined Wealth Management | Institutional Filer | ▲ 6.64% | $158.4M | 50 |
Current Portfolio Holdings
Showing all 50 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 280K | $17.9M | 11.31% |
| 2 | QQQ | Invesco QQQ Trust | — | 23K | $13.4M | 8.45% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | — | 66K | $12.6M | 7.94% |
| 4 | COIN | Coinbase Global, Inc. | Financial Services | 59K | $10.3M | 6.52% |
| 5 | CVX | Chevron Corporation | Energy | 44K | $9.2M | 5.80% |
| 6 | BITB | BITWISE BITCOIN ETF TR | — | 246K | $9.0M | 5.71% |
| 7 | PYLD | PIMCO ETF TR | — | 310K | $8.1M | 5.13% |
| 8 | BINC | BLACKROCK ETF TRUST II | — | 148K | $7.7M | 4.86% |
| 9 | GLD | SPDR GOLD TR | — | 17K | $7.3M | 4.64% |
| 10 | VTV | VANGUARD INDEX FDS | — | 37K | $7.2M | 4.52% |
| 11 | MPC | Marathon Petroleum Corporation | Energy | 25K | $6.1M | 3.85% |
| 12 | EMXC | ISHARES INC | — | 77K | $6.1M | 3.84% |
| 13 | SCHR | SCHWAB STRATEGIC TR | — | 228K | $5.7M | 3.59% |
| 14 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 117K | $5.6M | 3.52% |
| 15 | ENVX | Enovix Corporation | Industrials | 854K | $4.4M | 2.79% |
Showing 1 to 15 of 50 holdings