$121 Million is the total value of Refined Wealth Management's 26 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,084,173 | -0.2% | 18,249 | 0.0% | 0.89% | -6.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $240,746 | +10.4% | 706 | 0.0% | 0.20% | +2.6% | |
| NXE | NEXGEN ENERGY LTD | $51,810 | +23.0% | 11,000 | 0.0% | 0.04% | +16.2% | |
| DNN | DENISON MINES CORP | $13,563 | +14.7% | 10,850 | 0.0% | 0.01% | +10.0% | |
| URG | UR-ENERGY INC | $11,340 | -0.9% | 10,800 | 0.0% | 0.01% | -10.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.