$129 Million is the total value of Refined Wealth Management's 23 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $211,000 | – | 706 | +100.0% | 0.16% | – |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $200,000 | – | 3,920 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FD | 10 | Q3 2023 | 11.9% |
SSGA ACTIVE ETF TR | 10 | Q3 2023 | 10.9% |
CHEVRON CORP NEW | 10 | Q3 2023 | 8.6% |
SPDR GOLD TR | 10 | Q3 2023 | 5.5% |
AMAZON COM INC | 10 | Q3 2023 | 5.7% |
OVERSTOCK COM INC DEL | 10 | Q3 2023 | 4.7% |
MARATHON PETE CORP | 10 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 10 | Q3 2023 | 4.0% |
VANGUARD INDEX FDS | 10 | Q3 2023 | 3.8% |
APPLE INC | 10 | Q3 2023 | 2.0% |
View Refined Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-20 |
13F-HR | 2022-02-02 |
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.