Upper Left Wealth Management

Upper Left Wealth Management as of March 31, 2023

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 53 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.0 $7.9M 213k 37.37
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 5.2 $4.6M 325k 14.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $4.3M 177k 24.52
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.7 $4.1M 96k 43.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $3.8M 109k 34.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.2 $3.7M 69k 53.47
Invesco Currencyshares Euro Euro Shs (FXE) 4.1 $3.6M 36k 100.19
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 4.0 $3.5M 139k 25.25
Schwab Strategic Tr Us Tips Etf (SCHP) 3.9 $3.5M 65k 53.61
Schwab Strategic Tr Us Reit Etf (SCHH) 3.6 $3.2M 164k 19.50
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.5 $3.1M 75k 40.57
Ishares Tr S&p 500 Grwt Etf (IVW) 3.4 $3.0M 48k 63.89
World Gold Tr Spdr Gld Minis (GLDM) 3.4 $3.0M 77k 39.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $2.7M 6.6k 409.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.9 $2.5M 75k 33.71
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.8 $2.5M 52k 48.15
Ishares Tr Asia 50 Etf (AIA) 2.6 $2.3M 38k 61.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.5 $2.2M 52k 41.93
Spdr Ser Tr Bloomberg Intl T (BWX) 2.3 $2.0M 88k 23.12
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.8 $1.6M 36k 44.90
Ishares Tr Msci China Etf (MCHI) 1.6 $1.4M 29k 49.89
Ishares Tr Intl Dev Re Etf (IFGL) 1.4 $1.3M 61k 20.73
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.2M 6.3k 183.22
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.3 $1.1M 36k 30.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $1.1M 10k 109.24
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.1M 4.4k 249.44
Ishares Tr U.s. Real Es Etf (IYR) 1.2 $1.0M 12k 84.90
Ishares Tr Tips Bd Etf (TIP) 1.1 $980k 8.9k 110.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $844k 19k 45.17
Ishares Tr Core S&p500 Etf (IVV) 0.9 $768k 1.9k 411.08
Ishares Core Msci Emkt (IEMG) 0.8 $686k 14k 48.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $685k 21k 32.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $673k 17k 40.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $663k 19k 34.13
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $530k 11k 48.92
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.6 $508k 8.1k 62.31
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $503k 5.0k 100.14
Ishares Tr China Lg-cap Etf (FXI) 0.5 $482k 16k 29.53
Spdr Ser Tr Bloomberg Emergi (EBND) 0.5 $475k 22k 21.22
Ishares Tr Russell 2000 Etf (IWM) 0.5 $474k 2.7k 178.40
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.5 $432k 6.4k 67.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $396k 4.8k 83.04
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $378k 14k 26.28
Ishares Msci Eurzone Etf (EZU) 0.4 $348k 7.7k 45.08
Ishares Tr Intl Trea Bd Etf (IGOV) 0.4 $347k 8.6k 40.21
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $343k 10k 33.13
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $333k 3.4k 96.70
Ishares Msci Em Asia Etf (EEMA) 0.3 $308k 4.6k 66.45
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $307k 3.1k 100.58
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $291k 4.8k 60.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $273k 4.9k 55.21
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $261k 14k 18.87
Vanguard Index Fds Small Cp Etf (VB) 0.3 $249k 1.3k 189.56