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