| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 13 | Q2 2024 | 12.1% |
| SSGA ACTIVE ETF TR | 13 | Q2 2024 | 10.9% |
| SPDR GOLD TR | 13 | Q2 2024 | 5.5% |
| OVERSTOCK COM INC DEL | 13 | Q2 2024 | 7.6% |
| AMAZON COM INC | 13 | Q2 2024 | 5.7% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 4.0% |
| APPLE INC | 13 | Q2 2024 | 2.1% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 3.8% |
| FIRST TR EXCHANGE-TRADED FD | 13 | Q2 2024 | 1.5% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 0.6% |
View Refined Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-16 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-19 |
View Refined Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.