Instuitional Investor - Refined Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Refined Wealth Management |
| Portfolio Value | $122,248,725 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 334,233 | $16,317,253 | 13.35% | |
| 2. | Vanguard World Fd - ESG INTL STK ETF | 241,653 | $14,252,687 | 11.66% | |
| 3. | Invesco Qqq Tr | 24,582 | $11,526,991 | 9.43% | |
| 4. | Vanguard Index Fds - VALUE ETF | 64,348 | $11,115,474 | 9.09% | |
| 5. | COIN | 57,808 | $9,956,272 | 8.14% |
