0001724729-24-000001.txt : 20240122
0001724729-24-000001.hdr.sgml : 20240122
20240122114256
ACCESSION NUMBER: 0001724729-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240122
DATE AS OF CHANGE: 20240122
EFFECTIVENESS DATE: 20240122
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Refined Wealth Management
CENTRAL INDEX KEY: 0001724729
ORGANIZATION NAME:
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: 24547583
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
X0202
13F-HR
LIVE
false
false
false
0001724729
XXXXXXXX
12-31-2023
12-31-2023
Refined Wealth Management
515 SOUTH 1000 E SUITE L-2
SALT LAKE CITY
UT
84102
13F HOLDINGS REPORT
028-21290
N
Ryan Larsen
Owner
385-351-0200
Ryan Larsen
Salt Lake City
UT
01-22-2024
0
26
128230064
false
INFORMATION TABLE
2
rwm2023_q4-13f.xml
RWM 13F XML
AMAZON COM INC
COM
023135106
810600
5335
SH
SOLE
5335
0
0
APPLE INC
COM
037833100
2409256
12514
SH
SOLE
12514
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
251802
706
SH
SOLE
706
0
0
BEYOND INC
COM
690370101
8215014
296678
SH
SOLE
296678
0
0
CHEVRON CORP NEW
COM
166764100
5341628
35811
SH
SOLE
35811
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
9317590
53574
SH
SOLE
53574
0
0
DENISON MINES CORP
COM
248356107
19205
10850
SH
SOLE
10850
0
0
ENOVIX CORPORATION
COM
293594107
4031866
322034
SH
SOLE
322034
0
0
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
918525
15396
SH
SOLE
15396
0
0
INVESCO EXCH TRADED FD TR II
DORSEY WRGT DVLP
46138E875
2396707
75463
SH
SOLE
75463
0
0
ISHARES TR
20 YR TR BD ETF
464287432
7814394
79029
SH
SOLE
79029
0
0
MARATHON PETE CORP
COM
56585A102
2105725
14193
SH
SOLE
14193
0
0
NEXGEN ENERGY LTD
COM
65340P106
77000
11000
SH
SOLE
11000
0
0
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
16287271
234450
SH
SOLE
234450
0
0
NVIDIA CORPORATION
COM
67066G104
327836
662
SH
SOLE
662
0
0
SPDR GOLD TR
GOLD SHS
78463V107
6556174
34295
SH
SOLE
34295
0
0
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
8882094
211831
SH
SOLE
211831
0
0
UNION PAC CORP
COM
907818108
571276
2326
SH
SOLE
2326
0
0
UR-ENERGY INC
COM
91688R108
16632
10800
SH
SOLE
10800
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
18197302
368628
SH
SOLE
368628
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
4423802
19016
SH
SOLE
19016
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1275555
5979
SH
SOLE
5979
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
594839
1362
SH
SOLE
1362
0
0
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
7695758
96017
SH
SOLE
96017
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
15088693
272950
SH
SOLE
272950
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
4603520
159402
SH
SOLE
159402
0
0