0001724729-22-000007.txt : 20221020
0001724729-22-000007.hdr.sgml : 20221020
20221019185144
ACCESSION NUMBER: 0001724729-22-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221020
DATE AS OF CHANGE: 20221019
EFFECTIVENESS DATE: 20221020
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: 221319474
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
false
false
0001724729
XXXXXXXX
09-30-2022
09-30-2022
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
10-19-2022
0
25
110821
false
INFORMATION TABLE
2
rwm2022q3_13f.xml
13F HOLDINGS REPORT
AMAZON COM INC
COM
023135106
5383
47639
SH
SOLE
47639
0
0
APPLE INC
COM
037833100
1547
11196
SH
SOLE
11196
0
0
CHEVRON CORP NEW
COM
166764100
8690
60489
SH
SOLE
60489
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
3088
47879
SH
SOLE
47879
0
0
DENISON MINES CORP
COM
248356107
13
10850
SH
SOLE
10850
0
0
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
33739G103
7737
150286
SH
SOLE
150286
0
0
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
1339
22574
SH
SOLE
22574
0
0
INVESCO EXCH TRADED FD TR II
DWA DEV MKTS
46138E875
1530
63006
SH
SOLE
63006
0
0
ISHARES TR
TIPS BD ETF
464287176
7688
73292
SH
SOLE
73292
0
0
MARATHON PETE CORP
COM
56585A102
2990
30099
SH
SOLE
30099
0
0
NEXGEN ENERGY LTD
COM
65340P106
40
11000
SH
SOLE
11000
0
0
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
13163
285536
SH
SOLE
285536
0
0
OVERSTOCK COM INC DEL
COM
690370101
3747
153867
SH
SOLE
153867
0
0
SPDR GOLD TR
GOLD SHS
78463V107
4959
32063
SH
SOLE
32063
0
0
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
7886
192945
SH
SOLE
192945
0
0
UNION PAC CORP
COM
907818108
443
2272
SH
SOLE
2272
0
0
UR-ENERGY INC
COM
91688R108
12
10800
SH
SOLE
10800
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
7797
104206
SH
SOLE
104206
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
16347
342481
SH
SOLE
342481
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
1063
5654
SH
SOLE
5654
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1044
6110
SH
SOLE
6110
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
414
1260
SH
SOLE
1260
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
10261
236216
SH
SOLE
236216
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
212
3370
SH
SOLE
3370
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
3428
139239
SH
SOLE
139239
0
0