Instuitional Investor - Refined Wealth Management
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fd - ESG INTL STK ETF | 238,673 | $17,093,754 | 11.51% | |
| 2. | Invesco Qqq Tr | 25,626 | $15,742,308 | 10.6% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 313,035 | $15,125,852 | 10.18% | |
| 4. | COIN | 58,518 | $13,233,261 | 8.91% | |
| 5. | Vanguard Index Fds - VALUE ETF | 64,777 | $12,371,759 | 8.33% |
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