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