0001724729-23-000003.txt : 20230417 0001724729-23-000003.hdr.sgml : 20230417 20230417123210 ACCESSION NUMBER: 0001724729-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 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: 23823344 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 03-31-2023 03-31-2023 Refined Wealth Management

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

13F HOLDINGS REPORT 028-21290 N Ryan Larsen 385-351-0200 Ryan Larsen Salt Lake City UT 04-17-2023 0 25 113239328 false INFORMATION TABLE 2 rwm13f-q1_2023.xml AMAZON COM INC COM 023135106 5394217 52224 SH SOLE 52224 0 0 APPLE INC COM 037833100 2044489 12398 SH SOLE 12398 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 217992 706 SH SOLE 706 0 0 CHEVRON CORP NEW COM 166764100 7787635 47730 SH SOLE 47730 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 3710404 54912 SH SOLE 54912 0 0 DENISON MINES CORP COM 248356107 11827 10850 SH SOLE 10850 0 0 ENOVIX CORPORATION COM 293594107 282425 18942 SH SOLE 18942 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 1085998 18249 SH SOLE 18249 0 0 INVESCO EXCH TRADED FD TR II DWA DEV MKTS 46138E875 2015569 67275 SH SOLE 67275 0 0 ISHARES TR 20 YR TR BD ETF 464287432 8091672 76071 SH SOLE 76071 0 0 MARATHON PETE CORP COM 56585A102 2700258 20027 SH SOLE 20027 0 0 NEXGEN ENERGY LTD COM 65340P106 42130 11000 SH SOLE 11000 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 16871691 302686 SH SOLE 302686 0 0 OVERSTOCK COM INC DEL COM 690370101 3323895 163981 SH SOLE 163981 0 0 SPDR GOLD TR GOLD SHS 78463V107 6248168 34102 SH SOLE 34102 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 8324268 200778 SH SOLE 200778 0 0 UNION PAC CORP COM 907818108 462864 2300 SH SOLE 2300 0 0 UR-ENERGY INC COM 91688R108 11448 10800 SH SOLE 10800 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17500655 357740 SH SOLE 357740 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1044538 4952 SH SOLE 4952 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1016297 5361 SH SOLE 5361 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 529507 1408 SH SOLE 1408 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7281386 91337 SH SOLE 91337 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 13132073 250804 SH SOLE 250804 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 4107922 147555 SH SOLE 147555 0 0