Investor

Refined Wealth Management

Portfolio Total Value

$131,574,000.00

Number of Stocks

28

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
NULG $18,812,000.0 14.32%
Reduced 3.85%
219,158 $85.84 $95.58
Added 11.35%
$70.12 $91.03
BNDX $18,318,000.0 13.94%
Reduced 0.93%
373,457 $49.05 $49.21
Added 0.33%
$48.19 $50.7
VSGX $15,685,000.0 11.94%
Reduced 0.82%
276,644 $56.7 $65.53
Added 15.57%
$53.95 $63.02
COIN $12,334,000.0 9.39%
Reduced 0.92%
49,676 $248.3 $410.75
Added 65.42%
$114.51 $349.75
SRLN $8,958,000.0 6.82%
Reduced 0.21%
214,675 $41.73 $41.54
Reduced 0.46%
$40.71 $42.13
VCLT $7,610,000.0 5.79%
Reduced 0.49%
101,766 $74.78 $74.23
Reduced 0.74%
$72.86 $82.63
TLT $7,496,000.0 5.71%
Reduced 0.29%
85,837 $87.33 $85.11
Reduced 2.54%
$84.89 $101.64
$6,885,000.0 5.24%
Added 3.77%
135,412 $50.85 $nan
Reduced nan%
$nan $nan
ENVX $6,180,000.0 4.7%
Added 6.69%
568,606 $10.87 $15.93
Added 46.55%
$5.7 $18.68
GLD $6,084,000.0 4.63%
Added 3.51%
25,129 $242.13 $307.59
Added 27.04%
$183.78 $257.71
VO $5,407,000.0 4.12%
Reduced 0.68%
20,472 $264.12 $283.42
Added 7.31%
$228.17 $285.6
XSOE $5,071,000.0 3.86%
Reduced 0.55%
166,390 $30.48 $35.08
Added 15.09%
$27.34 $34.24
AAPL $3,187,000.0 2.43%
Reduced 0.45%
12,728 $250.42 $210.02
Reduced 16.13%
$164.08 $260.1
OSTK $1,977,000.0 1.51%
Added 14.82%
401,095 $4.93 $0.0
Reduced 100.0%
$0.0 $0.0
VB $1,485,000.0 1.13%
Reduced 0.39%
6,182 $240.27 $243.66
Added 1.41%
$205.93 $263.35
PIZ $1,083,000.0 0.82%
Reduced 0.35%
29,834 $36.31 $45.87
Added 26.33%
$31.85 $38.91
AMZN $1,059,000.0 0.81%
No Change
4,829 $219.39 $223.88
Added 2.05%
$151.61 $235.44
FTSM $885,000.0 0.67%
Reduced 1.11%
14,811 $59.77 $59.95
Added 0.3%
$59.54 $60.16
VOO $777,000.0 0.59%
Added 1.41%
1,443 $538.96 $577.18
Added 7.09%
$443.75 $559.96
NVDA $679,000.0 0.52%
No Change
5,062 $134.29 $173.0
Added 28.83%
$59.94 $153.13
UNP $541,000.0 0.41%
Added 0.55%
2,376 $228.06 $227.49
Reduced 0.25%
$218.55 $258.66
BRK.B $316,000.0 0.24%
No Change
698 $453.28 $nan
Reduced nan%
$nan $nan
SUSA $222,000.0 0.17%
No Change
1,833 $121.59 $127.92
Added 5.21%
$101.26 $127.15
ETN $212,000.0 0.16%
No Change
641 $331.44 $380.72
Added 14.87%
$241.45 $379.99
TSLA $208,000.0 0.16%
No Change
517 $403.84 $319.41
Reduced 20.91%
$138.8 $488.54
NXE $72,000.0 0.06%
No Change
11,000 $6.6 $6.93
Added 5.0%
$4.95 $8.96
DNN $19,000.0 0.01%
No Change
10,850 $1.8 $2.11
Added 17.22%
$1.4 $2.47
URG $12,000.0 0.01%
No Change
10,800 $1.15 $1.33
Added 15.65%
$0.96 $2.01