Refined Wealth Management Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$122.2B
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDXVANGUARD CHARLOTTE FDS | 334,233 | $16.3B | 13.35% | |
| 2 | VSGXVANGUARD WORLD FD | 241,653 | $14.3B | 11.66% | |
| 3 | NDQINVESCO QQQ TR | 24,582 | $11.5B | 9.43% | |
| 4 | VTVVANGUARD INDEX FDS | 64,348 | $11.1B | 9.09% | |
| 5 | COINCOINBASE GLOBAL INC | 57,808 | $10.0B | 8.14% | |
| 6 | SRLNSSGA ACTIVE ETF TR | 210,079 | $8.6B | 7.07% | |
| 7 | BITBBITWISE BITCOIN ETF TR | 178,316 | $8.0B | 6.55% | |
| 8 | BIVVANGUARD BD INDEX FDS | 97,044 | $7.4B | 6.08% | |
| 9 | TLTISHARES TR | 56,930 | $5.2B | 4.24% | |
| 10 | VCLTVANGUARD SCOTTSDALE FDS | 65,644 | $5.0B | 4.08% | |
| 11 | ENVXENOVIX CORPORATION | 675,449 | $5.0B | 4.06% | |
| 12 | GQ9SPDR GOLD TR | 16,787 | $4.8B | 3.96% | |
| 13 | VOVANGUARD INDEX FDS | 13,000 | $3.4B | 2.75% | |
| 14 | VBVANGUARD INDEX FDS | 13,718 | $3.0B | 2.49% | |
| 15 | OVERBEYOND INC | 417,987 | $2.4B | 1.98% | |
| 16 | NULGNUSHARES ETF TR | 13,421 | $1.1B | 0.86% | |
| 17 | VOOVANGUARD INDEX FDS | 1,957 | $1.0B | 0.82% | |
| 18 | FTSMFIRST TR EXCHANGE-TRADED FD | 14,811 | $886.3M | 0.72% | |
| 19 | AMZNAMAZON COM INC | 4,536 | $863.0M | 0.71% | |
| 20 | AAPLAPPLE INC | 2,969 | $659.5M | 0.54% | |
| 21 | UNPUNION PAC CORP | 2,389 | $564.4M | 0.46% | |
| 22 | NVDANVIDIA CORPORATION | 4,935 | $534.9M | 0.44% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 698 | $371.7M | 0.30% | |
| 24 | SUSAISHARES TR | 1,833 | $210.6M | 0.17% | |
| 25 | NXENEXGEN ENERGY LTD | 11,000 | $49.4M | 0.04% | |
| 26 | DMLDENISON MINES CORP | 10,850 | $14.1M | 0.01% | |
| 27 | UREUR-ENERGY INC | 10,800 | $7.3M | 0.01% |