0001724729-21-000005.txt : 20211018 0001724729-21-000005.hdr.sgml : 20211018 20211018155819 ACCESSION NUMBER: 0001724729-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211018 DATE AS OF CHANGE: 20211018 EFFECTIVENESS DATE: 20211018 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: 211328301 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 09-30-2021 09-30-2021 Refined Wealth Management

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

13F HOLDINGS REPORT 028-21290 N ryan larsen 8018099173 ryan larsen Salt Lake City UT 10-18-2021 0 21 1234 false INFORMATION TABLE 2 holdingsReport9_302021.xml AMAZON COM INC COM 023135106 5447 1658 SH SOLE 1658 0 0 APPLE INC COM 037833100 1518 10726 SH SOLE 10726 0 0 CANOPY GROWTH CORP COM 138035100 538 38833 SH SOLE 38833 0 0 CHEVRON CORP NEW COM 166764100 8166 80491 SH SOLE 80491 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 2997 13173 SH SOLE 13173 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 1793 29903 SH SOLE 29903 0 0 ISHARES TR TIPS BD ETF 464287176 13226 103583 SH SOLE 103583 0 0 MARATHON PETE CORP COM 56585A102 4449 71985 SH SOLE 71985 0 0 OVERSTOCK COM INC DEL COM 690370101 4105 52679 SH SOLE 52679 0 0 SPDR GOLD TR GOLD SHS 78463V107 5747 34993 SH SOLE 34993 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 13208 430796 SH SOLE 430796 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 13257 288073 SH SOLE 288073 0 0 UNION PAC CORP COM 907818108 421 2150 SH SOLE 2150 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12088 147520 SH SOLE 147520 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4723 19950 SH SOLE 19950 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4473 20454 SH SOLE 20454 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 532 1348 SH SOLE 1348 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 832 6225 SH SOLE 6225 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 4574 74088 SH SOLE 74088 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 21113 263708 SH SOLE 263708 0 0 XL FLEET CORP COM CL A 9837FR100 257 41699 SH SOLE 41699 0 0