0001724729-21-000004.txt : 20210713 0001724729-21-000004.hdr.sgml : 20210713 20210713162117 ACCESSION NUMBER: 0001724729-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210713 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210713 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Refined Wealth Management CENTRAL INDEX KEY: 0001724729 IRS NUMBER: 272486138 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21290 FILM NUMBER: 211088078 BUSINESS ADDRESS: STREET 1: 515 SOUTH 1000 E SUITE L-2 CITY: SALT LAKE CITY STATE: UT ZIP: 84102 BUSINESS PHONE: 385.351.0200 MAIL ADDRESS: STREET 1: 515 SOUTH 1000 E SUITE L-2 CITY: SALT LAKE CITY STATE: UT ZIP: 84102 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001724729 XXXXXXXX 06-30-2021 06-30-2021 Refined Wealth Management

515 SOUTH 1000 E SUITE L-2 SALT LAKE CITY UT 84102

13F HOLDINGS REPORT 028-21290 N ryan larsen 3853510200 Milton Gary Widdison Salt lake City UT 07-13-2021 0 20 119000 false INFORMATION TABLE 2 rwm13F06_2021.xml AMAZON COM INC COM 023135106 5332 1550 SH SOLE 1550 0 0 APPLE INC COM 037833100 1448 10569 SH SOLE 10569 0 0 CANOPY GROWTH CORP COM 138035100 834 34495 SH SOLE 34495 0 0 CHEVRON CORP NEW COM 166764100 8358 79798 SH SOLE 79798 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 1828 30501 SH SOLE 30501 0 0 ISHARES TR TIPS BD ETF 464287176 13099 102329 SH SOLE 102329 0 0 MARATHON PETE CORP COM 56585A102 3765 62307 SH SOLE 62307 0 0 OVERSTOCK COM INC DEL COM 690370101 4521 49038 SH SOLE 49038 0 0 SPDR GOLD TR GOLD SHS 78463V107 5621 33936 SH SOLE 33936 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 12966 423024 SH SOLE 423024 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 13008 281012 SH SOLE 281012 0 0 UNION PAC CORP COM 907818108 470 2138 SH SOLE 2138 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11911 144973 SH SOLE 144973 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4628 19500 SH SOLE 19500 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4471 19845 SH SOLE 19845 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 530 1348 SH SOLE 1348 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 796 5831 SH SOLE 5831 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 4488 69970 SH SOLE 69970 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 20712 258968 SH SOLE 258968 0 0 XL FLEET CORP COM CL A 9837FR100 315 37785 SH SOLE 37785 0 0