News + Filings Holdings
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Refined Wealth Management
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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CHEVRON CORP
| CVX | Common | 47,333 | -7,360 | 7,447,800,000 | -2,369,074,000 | 6.14 | 0.00 |
Hist
| 06/30/2023 |
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Marathon Petroleum Corp
| MPC | Common | 19,943 | -2,903 | 2,325,383,000 | -333,692,000 | 1.92 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 5,442 | -791 | 1,082,433,000 | -61,589,000 | 0.89 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND IV
| FTSM | Exchange Traded Fund | 18,249 | -112 | 1,084,173,000 | -7,205,000 | 0.89 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 1,373 | -62 | 559,195,000 | 55,022,000 | 0.46 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 5,793 | -43 | 1,275,460,000 | 86,031,000 | 1.05 | |
Hist
| 06/30/2023 |
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