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