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Upper Left Wealth Management

Latest statistics and disclosures from Upper Left Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, SCHE, BCI, VEU, WIP, and represent 25.83% of Upper Left Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BIL, Ishares Bitcoin Tr, MCHI, BWX, BCI, GBTC, IAU, WIP, VEA, EMB.
Started 4 new stock positions in GBTC, EMB, BIL, Ishares Bitcoin Tr.
Reduced shares in these 10 stocks: AIA, IVW, SCHR, COMB, VUG, FEZ, AAXJ, IEI, EEMA, FXE.
Sold out of its positions in COMB, EEMA, LEMB, IVW, AAXJ, SGOV, GXC, VUG.
Upper Left Wealth Management was a net buyer of stock by $3.7M.
Upper Left Wealth Management has $108M in assets under management (AUM), dropping by 5.71%.
Central Index Key (CIK): 0001911228

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Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	8.2	$8.9M	+6%	212k	42.01	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	5.0	$5.4M	+5%	213k	25.25	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	4.4	$4.7M	+43%	240k	19.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	4.1	$4.5M		76k	58.65	View chart
Spdr Ser Tr Ftse Int Gvt Etf (WIP)	4.1	$4.4M	+9%	110k	39.98	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.0	$4.3M		70k	61.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	4.0	$4.3M	NEW	47k	91.80	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.8	$4.1M		97k	42.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.7	$4.0M	-5%	82k	49.24	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	3.6	$3.9M		158k	24.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.6	$3.9M	-2%	99k	39.02	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	3.5	$3.7M	+94%	168k	22.24	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.4	$3.7M		181k	20.30	View chart
Ishares Tr Msci China Etf (MCHI)	3.2	$3.5M	+128%	87k	39.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.2	$3.5M	-3%	66k	52.16	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.2	$3.4M	-22%	70k	49.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.0	$3.3M		74k	44.05	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	2.8	$3.0M	-10%	30k	99.71	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.5	$2.7M		76k	35.80	View chart
Ishares Bitcoin Tr SHS	1.8	$2.0M	NEW	49k	40.47	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	1.6	$1.7M	-19%	32k	52.55	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$1.5M	-4%	13k	116.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$1.3M	+29%	27k	50.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$1.3M	-6%	2.5k	523.07	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.2	$1.3M	-23%	11k	115.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$1.3M	-8%	5.5k	228.59	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.1	$1.1M		35k	32.48	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	1.0	$1.1M	-11%	43k	26.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$1.1M	+28%	26k	41.77	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$1.1M	-2%	5.2k	205.72	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	1.0	$1.1M	NEW	17k	63.17	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.0	$1.1M	-13%	12k	89.90	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$776k	-14%	7.2k	107.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$772k	+61%	13k	60.30	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$759k	-2%	15k	51.60	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$738k	-7%	20k	36.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$731k		20k	35.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$727k	-10%	1.4k	525.73	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.6	$658k	+13%	32k	20.50	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.6	$621k	-7%	45k	13.87	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.5	$574k		15k	39.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$563k	-27%	2.7k	210.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$545k	-7%	6.3k	86.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$484k		9.8k	49.19	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$467k	-5%	4.6k	100.89	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.3	$343k	-5%	16k	21.24	View chart
Ishares Tr Asia 50 Etf (AIA)	0.3	$337k	-86%	5.5k	60.71	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$324k	-19%	6.3k	51.06	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$319k	-15%	13k	24.07	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.3	$310k	-11%	8.7k	35.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$305k	-38%	4.8k	63.85	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$295k	NEW	3.3k	89.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$294k	-21%	2.7k	110.52	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.3	$278k	-10%	13k	21.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$271k	-13%	2.7k	99.43	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$262k	-11%	4.9k	53.80	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$231k	-27%	3.4k	67.34	View chart

Past Filings by Upper Left Wealth Management

SEC 13F filings are viewable for Upper Left Wealth Management going back to 2021

Upper Left Wealth Management 2024 Q1 filed April 23, 2024
Upper Left Wealth Management 2023 Q4 filed Jan. 23, 2024
Upper Left Wealth Management 2023 Q3 filed Oct. 25, 2023
Upper Left Wealth Management 2023 Q2 filed July 25, 2023
Upper Left Wealth Management 2023 Q1 filed April 25, 2023
Upper Left Wealth Management 2022 Q4 filed Jan. 17, 2023
Upper Left Wealth Management 2022 Q3 filed Nov. 1, 2022
Upper Left Wealth Management 2022 Q2 filed July 8, 2022
Upper Left Wealth Management 2022 Q1 filed April 18, 2022
Upper Left Wealth Management 2021 Q4 filed Feb. 15, 2022

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