Refined Wealth Management
51 holdingsFiling period: 2026-03-31Current AUM: $163.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 279.7K | $17.9M | $19.8M | 12.05% | +254.5K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 23.2K | $13.4M | $16.0M | 9.74% | -2,423 | 2026-03-31 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 65.5K | $12.6M | $14.1M | 8.60% | +62.4K | 2026-03-31 |
| 4 | COIN | COINBASE GLOBAL INC | 59.2K | $10.3M | $8.7M | 5.28% | +633 | 2026-03-31 |
| 5 | CVX | CHEVRON CORPORATION | 44.4K | $9.2M | $8.7M | 5.34% | -- | 2026-03-31 |
| 6 | BITB | BITWISE BITCOIN ETF TR | 245.7K | $9.0M | $8.4M | 5.12% | +45.9K | 2026-03-31 |
| 7 | PYLD | PIMCO ETF TR | 310.5K | $8.1M | $8.1M | 4.95% | -- | 2026-03-31 |
| 8 | BINC | BLACKROCK ETF TRUST II | 148.2K | $7.7M | $7.7M | 4.70% | -- | 2026-03-31 |
| 9 | GLD | SPDR GOLD TR | 17.1K | $7.3M | $6.3M | 3.87% | +527 | 2026-03-31 |
| 10 | VTV | VANGUARD INDEX FDS | 36.5K | $7.2M | $8.0M | 4.90% | -28,260 | 2026-03-31 |
| 11 | MPC | MARATHON PETE CORP | 25.0K | $6.1M | $7.9M | 4.83% | -- | 2026-03-31 |
| 12 | EMXC | ISHARES INC | 77.4K | $6.1M | $7.1M | 4.35% | -- | 2026-03-31 |
| 13 | SCHR | SCHWAB STRATEGIC TR | 228.5K | $5.7M | $5.6M | 3.40% | -- | 2026-03-31 |
| 14 | JPIB | J P MORGAN EXCHANGE TRADED F | 116.6K | $5.6M | $5.6M | 3.40% | -- | 2026-03-31 |
| 15 | ENVX | ENOVIX CORPORATION | 854.5K | $4.4M | $3.5M | 2.13% | +46.5K | 2026-03-31 |
| 16 | PICK | ISHARES INC | 77.7K | $4.4M | $4.6M | 2.80% | -- | 2026-03-31 |
| 17 | REMX | VANECK ETF TRUST | 38.0K | $3.3M | $2.5M | 1.53% | -- | 2026-03-31 |
| 18 | AVUV | AMERICAN CENTY ETF TR | 21.8K | $2.4M | $2.7M | 1.66% | -- | 2026-03-31 |
| 19 | XMMO | INVESCO EXCHANGE TRADED FD T | 16.4K | $2.4M | $2.5M | 1.54% | -- | 2026-03-31 |
| 20 | XRP | BITWISE XRP ETF | 148.6K | $2.2M | $1.8M | 1.08% | -- | 2026-03-31 |
| 21 | BBBY | BED BATH & BEYOND INC | 422.6K | $2.0M | $2.1M | 1.30% | +5.2K | 2026-03-31 |
| 22 | VOO | VANGUARD INDEX FDS | 1.5K | $914K | $1.1M | 0.64% | -436 | 2026-03-31 |
| 23 | FTSM | FIRST TR EXCHANGE-TRADED FD | 14.2K | $849K | $848K | 0.52% | -- | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 4.8K | $845K | $973K | 0.59% | -1,962 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 3.0K | $763K | $929K | 0.57% | -203 | 2026-03-31 |
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