0001724729-22-000001.txt : 20220202
0001724729-22-000001.hdr.sgml : 20220202
20220201184825
ACCESSION NUMBER: 0001724729-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220202
DATE AS OF CHANGE: 20220201
EFFECTIVENESS DATE: 20220202
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: 22580737
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
true
false
0001724729
XXXXXXXX
12-31-2021
12-31-2021
Refined Wealth Management
515 SOUTH 1000 E SUITE L-2
SALT LAKE CITY
UT
84102
13F HOLDINGS REPORT
028-21290
N
Ryan Larsen
Owner
3853510200
Ryan Larsen
Salt Lake City
UT
02-01-2022
0
23
128949
true
INFORMATION TABLE
2
holdingsreport12_3122.xml
AMAZON COM INC
COM
023135106
5672
1701
SH
SOLE
1701
0
0
APPLE INC
COM
037833100
1992
11217
SH
SOLE
11217
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
211
706
SH
SOLE
706
0
0
CANOPY GROWTH CORP
COM
138035100
369
42240
SH
SOLE
42240
0
0
CHEVRON CORP NEW
COM
166764100
9126
77767
SH
SOLE
77767
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
3494
13845
SH
SOLE
13845
0
0
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
1768
29573
SH
SOLE
29573
0
0
ISHARES TR
TIPS BD ETF
464287176
13578
105093
SH
SOLE
105093
0
0
MARATHON PETE CORP
COM
56585A102
4116
64322
SH
SOLE
64322
0
0
OVERSTOCK COM INC DEL
COM
690370101
3367
57055
SH
SOLE
57055
0
0
SPDR GOLD TR
GOLD SHS
78463V107
6116
35776
SH
SOLE
35776
0
0
SPDR SER TR
BLOOMBERG INVT
78468R200
13280
434138
SH
SOLE
434138
0
0
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
13234
290025
SH
SOLE
290025
0
0
UNION PAC CORP
COM
907818108
544
2160
SH
SOLE
2160
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
11934
147643
SH
SOLE
147643
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
5159
20249
SH
SOLE
20249
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
4680
20707
SH
SOLE
20707
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
746
1708
SH
SOLE
1708
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
871
6501
SH
SOLE
6501
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
200
3920
SH
SOLE
3920
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
4787
77189
SH
SOLE
77189
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
23546
267899
SH
SOLE
267899
0
0
XL FLEET CORP
COM CL A
9837FR100
159
48065
SH
SOLE
48065
0
0