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Disclosed positions
Refined Wealth Management: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- VANGUARD TAX-MANAGED FDS
- Ticker
- VEA
- Class
- VAN FTSE DEV MKT
- Reported value
- $19,967,670
- Reported amount
- 280,248
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001724729-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $19,967,670 | 280,248 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $16,950,455 | 23,018 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $14,041,543 | 65,994 | SH | None |
| COINBASE GLOBAL INC | COIN | COM CL A | $8,609,714 | 58,894 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $8,431,795 | 317,941 | SH | None |
| BITWISE BITCOIN ETF TR | BITB | SHS BEN INT | $8,007,826 | 251,344 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,966,431 | 36,555 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $7,926,511 | 77,483 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $7,908,260 | 151,094 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $7,451,055 | 44,951 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $6,328,030 | 17,178 | SH | None |
| MARATHON PETE CORP | MPC | COM | $6,193,405 | 24,224 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIB | INTL BD OPP ETF | $5,770,669 | 119,352 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $5,757,518 | 233,476 | SH | None |
| ENOVIX CORPORATION | ENVX | COM | $5,128,240 | 844,850 | SH | None |
| ISHARES INC | PICK | MSCI GBL ETF NEW | $4,602,049 | 79,141 | SH | None |
| VANECK ETF TRUST | REMX | RARE EAR STR ETF | $3,397,427 | 38,389 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMMO | S&P MDCP MOMNTUM | $2,787,063 | 16,381 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $2,737,110 | 21,939 | SH | None |
| BED BATH & BEYOND INC | BBBY | COM | $2,438,181 | 421,102 | SH | None |
| BITWISE XRP ETF | XRP | BENEFICIAL INT | $1,792,445 | 153,726 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,040,163 | 1,514 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $966,035 | 4,828 | SH | None |
| NUSHARES ETF TR | NULG | NUVEEN ESG LRGCP | $857,230 | 7,323 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTSM | FIRST TR ENH NEW | $848,704 | 14,209 | SH | None |
| APPLE INC | AAPL | COM | $841,459 | 2,908 | SH | None |
| AMAZON COM INC | AMZN | COM | $695,476 | 2,918 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $693,467 | 8,422 | SH | None |
| UNION PAC CORP | UNP | COM | $675,633 | 2,484 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $503,105 | 10,388 | SH | None |
| SSGA ACTIVE ETF TR | SRLN | ST STR BL LN ETF | $459,738 | 11,411 | SH | None |
| TIDAL TRUST II | XMAG | DEFIANCE LARGE | $376,413 | 14,433 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $349,272 | 698 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $339,635 | 4,215 | SH | None |
| MICROSOFT CORP | MSFT | COM | $326,393 | 875 | SH | None |
| META PLATFORMS INC | META | CL A | $323,328 | 574 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $272,135 | 898 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $257,186 | 2,976 | SH | None |
| TESLA INC | TSLA | COM | $254,884 | 606 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCLT | LG-TERM COR BD | $253,896 | 3,374 | SH | None |
| EATON CORP PLC | ETN | SHS | $244,593 | 574 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $243,978 | 3,072 | SH | None |
| WISDOMTREE TR | XSOE | EM EX ST-OWNED | $224,753 | 4,570 | SH | None |
| BROADCOM INC | AVGO | COM | $219,473 | 581 | SH | None |
| NEXGEN ENERGY LTD | NXE | COM | $103,290 | 11,000 | SH | None |
| VOLATILITY SHS TR | XRPI | XRP ETF | $71,710 | 12,493 | SH | None |
| DENISON MINES CORP | DNN | COM | $33,201 | 10,850 | SH | None |
| BED BATH & BEYOND INC | BBBY | *W EXP 10/07/202 | $17,441 | 41,526 | SH | None |
| UR-ENERGY INC | URG | COM | $14,688 | 10,800 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.