0001724729-24-000003.txt : 20240418 0001724729-24-000003.hdr.sgml : 20240418 20240418133617 ACCESSION NUMBER: 0001724729-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 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: 24853779 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 03-31-2024 03-31-2024 Refined Wealth Management

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

13F HOLDINGS REPORT 028-21290 N Ryan Larsen 3853510200 Ryan Larsen Salt Lake City UT 04-18-2024 0 29 141957736 false INFORMATION TABLE 2 rwm2024_q1-13f.xml AMAZON COM INC COM 023135106 915428 5075 SH SOLE 5075 0 0 APPLE INC COM 037833100 2101447 12255 SH SOLE 12255 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 296887 706 SH SOLE 706 0 0 BEYOND INC COM 690370101 10791745 300522 SH SOLE 300522 0 0 BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 4889925 126322 SH SOLE 126322 0 0 CHEVRON CORP NEW COM 166764100 5692161 36086 SH SOLE 36086 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 13745942 51848 SH SOLE 51848 0 0 DENISON MINES CORP COM 248356107 21158 10850 SH SOLE 10850 0 0 EATON CORP PLC SHS G29183103 200115 640 SH SOLE 640 0 0 ENOVIX CORPORATION COM 293594107 3674924 458792 SH SOLE 458792 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 917552 15390 SH SOLE 15390 0 0 INVESCO EXCH TRADED FD TR II DORSEY WRGT DVLP 46138E875 1044360 30306 SH SOLE 30306 0 0 ISHARES TR 20 YR TR BD ETF 464287432 7914452 83645 SH SOLE 83645 0 0 ISHARES TR MSCI USA ESG SLC 464288802 200109 1833 SH SOLE 1833 0 0 MARATHON PETE CORP COM 56585A102 2729022 13544 SH SOLE 13544 0 0 NEXGEN ENERGY LTD COM 65340P106 85470 11000 SH SOLE 11000 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 17936397 235139 SH SOLE 235139 0 0 NVIDIA CORPORATION COM 67066G104 598157 662 SH SOLE 662 0 0 SPDR GOLD TR GOLD SHS 78463V107 5078197 24685 SH SOLE 24685 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 9059655 215143 SH SOLE 215143 0 0 UNION PAC CORP COM 907818108 571997 2326 SH SOLE 2326 0 0 UR-ENERGY INC COM 91688R108 17280 10800 SH SOLE 10800 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 18495958 376011 SH SOLE 376011 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4796725 19198 SH SOLE 19198 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1392062 6090 SH SOLE 6090 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 676079 1406 SH SOLE 1406 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7919370 101232 SH SOLE 101232 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 15435997 268592 SH SOLE 268592 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 4759165 161547 SH SOLE 161547 0 0