RW

Refined Wealth Management

13F
Refined Wealth Management
Last update 2024-10-18 27 Stocks (0 new)
Value $130.00 Mil Turnover 1 %
Countries:
Top Holdings: BNDX(14.62%)NULG(14.52%)VSGX(13.23%)SRLN(6.93%)COIN(6.89%)
Portfolio Report
Summary Stock Picks Current Portfolio
Refined Wealth Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BNDX 		Vanguard Total International Bond ETF
376,961
18953.620
+0.50%
14.620
+0.07%
0.030
+0.65%
+1.05%
58540.282
 
NULG 		Nuveen ESG Large-Cap Growth ETF
227,936
18834.350
-1.45%
14.520
-0.21%
1.250
+16.81%
+27.94%
1613.172
 
VSGX 		Vanguard ESG International Stock ETF
278,944
17157.840
+1.94%
13.230
+0.25%
0.440
+4.17%
+7.00%
3916.553
 
SRLN 		SPDR Blackstone Senior Loan ETF
215,134
8984.000
+0.88%
6.930
+0.06%
0.140
+1.33%
-0.07%
6546.875
 
COIN 		Coinbase Global Inc
50,139
8933.270
-1.42%
6.890
-0.12%
0.020
+40.78%
+55.67%
67779.879
Capital Markets
TLT 		iShares 20+ Year Treasury Bond ETF
86,088
8445.200
+1.66%
6.510
+0.11%
0.010
-2.97%
-6.46%
60467.921
 
VCLT 		Vanguard Long-Term Corporate Bond ETF
102,267
8307.120
+0.44%
6.410
+0.03%
0.070
+1.11%
-2.23%
11599.004
 
GLD 		SPDR Gold Shares ETF
24,276
5900.520
+0.76%
4.550
+0.03%
0.010
+10.69%
+29.71%
76668.813
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
167,305
5526.080
+1.99%
4.260
+0.08%
0.260
+6.49%
+11.32%
1961.150
 
VO 		Vanguard Mid-Cap ETF
20,612
5437.940
+3.34%
4.190
+0.14%
0.010
+13.37%
+18.94%
69967.935
 

Refined Wealth Management's Historical Top Holdings Breakdowns

Refined Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VSGX 		Vanguard ESG International Stock ETF2024-09-30Add
+0.25%
●
54.71 ($58.65) 62.25
$59.15
0.85%
Add 1.94%
278,944
5,311
BYON 		Beyond Inc2024-09-30Add
+0.22%
●
9.26 ($11.34) 14.79
$6.41
-43.47%
Add 8.76%
349,332
28,147
NULG 		Nuveen ESG Large-Cap Growth ETF2024-09-30Reduce
-0.21%
●
73.86 ($80.16) 84.2
$88.88
10.88%
Reduce -1.45%
227,936
-3,348
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.14%
●
236.12 ($249.42) 263.83
$276.70
10.94%
Add 3.34%
20,612
666
COIN 		Coinbase Global Inc2024-09-30Reduce
-0.12%
●
147.35 ($200.3) 265.15
$270.74
35.17%
Reduce -1.42%
50,139
-720
SOFI 		SoFi Technologies Inc2024-09-30Sold Out
-0.12%
●
6.32 ($7.27) 8.19
$13.01
78.95%
Sold Out
0
-23,031
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30Add
+0.11%
●
89.03 ($95.8) 101
$92.49
-3.46%
Add 1.66%
86,088
1,406
ENVX 		Enovix Corp2024-09-30Add
+0.10%
●
7.61 ($11.87) 18.31
$9.38
-20.98%
Add 2.76%
532,954
14,321
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund2024-09-30Add
+0.08%
●
29.09 ($30.93) 33.51
$32.15
3.94%
Add 1.99%
167,305
3,271
BNDX 		Vanguard Total International Bond ETF2024-09-30Add
+0.07%
●
48.13 ($49.45) 50.25
$49.89
0.89%
Add 0.5%
376,961
1,867

Refined Wealth Management Total Holding History ($B)

To

Refined Wealth Management's Asset Allocation

To

Refined Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Refined Wealth Management's Hypothetical Growth since 2024-09-30

Refined Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Refined Wealth Management's Holdings Heat Map

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Refined Wealth Management's Holdings Bubble Chart

Refined Wealth Management News

  • 1

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