News + Filings Holdings
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Refined Wealth Management
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Nushares ETF Trust
| NULG | Common | 308,528 | 10,936 | 19,193,497,000 | 4,644,248,000 | 15.82 | |
Hist
| 06/30/2023 |
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OVERSTOCK.COM, INC
| OSTK | Common | 174,985 | 16,865 | 5,699,261,000 | 2,638,058,000 | 4.70 | 0.39 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 52,633 | 1,794 | 6,861,238,000 | 2,590,762,000 | 5.66 | |
Hist
| 06/30/2023 |
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Coinbase Global, Inc.
| COIN | COM CL A | 55,438 | 778 | 3,966,589,000 | 2,032,172,000 | 3.27 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VSGX | Common | 256,695 | 10,538 | 13,633,090,000 | 1,524,622,000 | 11.24 | |
Hist
| 06/30/2023 |
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Vanguard Charlotte Funds
| BNDX | Common | 363,432 | 12,720 | 17,764,538,000 | 1,130,263,000 | 14.64 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 12,593 | 496 | 2,442,754,000 | 870,959,000 | 2.01 | |
Hist
| 06/30/2023 |
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SSGA Active Trust
| SRLN | Common | 207,665 | 7,220 | 8,694,935,000 | 496,740,000 | 7.17 | |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 34,020 | 298 | 6,064,745,000 | 344,146,000 | 5.00 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| XSOE | Common | 150,622 | 4,042 | 4,209,873,000 | 299,127,000 | 3.47 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| PIZ | Common | 70,209 | 3,174 | 2,138,555,000 | 297,766,000 | 1.76 | |
Hist
| 06/30/2023 |
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UNION PACIFIC CORP
| UNP | Common | 2,314 | 29 | 473,488,000 | 237,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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