Refined Wealth Management
49 holdingsFiling period: 2026-06-30Current AUM: $172.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 280.2K | $20.0M | $19.6M | 11.36% | +581 | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 23.0K | $16.9M | $16.5M | 9.59% | -185 | 2026-06-30 |
| 3 | RSP | Invesco Exchange Traded FD T | 66.0K | $14.0M | $14.2M | 8.27% | +444 | 2026-06-30 |
| 4 | COIN | Coinbase Global Inc | 58.9K | $8.6M | $10.1M | 5.84% | -257 | 2026-06-30 |
| 5 | PYLD | PIMCO ETF TR | 317.9K | $8.4M | $8.1M | 4.70% | +7.5K | 2026-06-30 |
| 6 | BITB | Bitwise Bitcoin ETF TR | 251.3K | $8.0M | $11.2M | 6.53% | +5.7K | 2026-06-30 |
| 7 | VTV | Vanguard Index Fds | 36.6K | $8.0M | $8.2M | 4.77% | +38 | 2026-06-30 |
| 8 | EMXC | iShares Inc | 77.5K | $7.9M | $7.2M | 4.20% | +49 | 2026-06-30 |
| 9 | BINC | BlackRock ETF Trust II | 151.1K | $7.9M | $7.6M | 4.44% | +2.9K | 2026-06-30 |
| 10 | CVX | Chevron Corporation | 45.0K | $7.5M | $10.1M | 5.89% | +515 | 2026-06-30 |
| 11 | GLD | Spdr Gold TR | 17.2K | $6.3M | $6.5M | 3.77% | +104 | 2026-06-30 |
| 12 | MPC | Marathon Pete Corp | 24.2K | $6.2M | $11.5M | 6.68% | -767 | 2026-06-30 |
| 13 | JPIB | J P Morgan Exchange Traded F | 119.4K | $5.8M | $5.6M | 3.25% | +2.8K | 2026-06-30 |
| 14 | SCHR | Schwab Strategic TR | 233.5K | $5.8M | $5.6M | 3.24% | +5.0K | 2026-06-30 |
| 15 | ENVX | Enovix Corporation | 844.9K | $5.1M | $1.9M | 1.10% | -9,621 | 2026-06-30 |
| 16 | PICK | iShares Inc | 79.1K | $4.6M | $4.6M | 2.66% | +1.5K | 2026-06-30 |
| 17 | REMX | VanEck ETF Trust | 38.4K | $3.4M | $2.1M | 1.21% | +407 | 2026-06-30 |
| 18 | XMMO | Invesco Exchange Traded FD T | 16.4K | $2.8M | $2.3M | 1.34% | +27 | 2026-06-30 |
| 19 | AVUV | American Centy ETF TR | 21.9K | $2.7M | $2.7M | 1.54% | +165 | 2026-06-30 |
| 20 | BBBY | Bed Bath & Beyond Inc | 421.1K | $2.4M | $2.4M | 1.42% | -1,463 | 2026-06-30 |
| 21 | XRP | Bitwise Xrp ETF | 153.7K | $1.8M | $2.3M | 1.32% | +5.1K | 2026-06-30 |
| 22 | VOO | Vanguard Index Fds | 1.5K | $1.0M | $1.1M | 0.62% | -16 | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation | 4.8K | $966K | $1.0M | 0.61% | -20 | 2026-06-30 |
| 24 | NULG | Nushares ETF TR | 7.3K | $857K | $814K | 0.47% | -414 | 2026-06-30 |
| 25 | FTSM | First TR Exchange-Traded FD | 14.2K | $848K | $847K | 0.49% | -- | 2026-06-30 |
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