StockDriftsStockDriftsTop 49 Refined Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 11.31% | 279.7K | $17.9M | +1011.91%(+254.51K) | $63.01(+12.10%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.45% | 23.2K | $13.4M | -9.46%(-2.42K) | $495.66(+44.19%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.94% | 65.5K | $12.6M | +1973.06%(+62.39K) | $191.69(+5.86%) | 2026-03-31 | |
| COIN | COINBASE GLOBAL INC | 6.52% | 59.2K | $10.3M | +1.08%(+633) | $153.57(+31.40%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 5.8% | 44.4K | $9.2M | new | $179.65(+3.53%) | 2026-03-31 | |
| BITB | BITWISE BITCOIN ETF TR | 5.71% | 245.7K | $9.0M | +22.99%(+45.93K) | $42.56(+1.56%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.13% | 310.5K | $8.1M | new | $26.44(-0.38%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.86% | 148.2K | $7.7M | new | $52.35(-0.19%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.64% | 17.1K | $7.3M | +3.18%(+527) | $175.95(+144.67%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.52% | 36.5K | $7.2M | -43.63%(-28.26K) | $171.06(+21.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.38% | +17.02% |
| Top 20 Holdings Unweighted | +9.26% | +30.45% |
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