Upper Left Wealth Management

Upper Left Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 50 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.6 $8.6M 248k 34.80
Schwab Strategic Tr Us Tips Etf (SCHP) 5.2 $5.2M 83k 62.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.0 $5.1M 169k 29.97
Invesco Activly Mangd Etc Optimum Yield (PDBC) 4.8 $4.8M 337k 14.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $4.7M 120k 39.23
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.6 $4.6M 112k 41.29
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.5 $4.5M 84k 53.81
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 4.3 $4.3M 150k 28.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.3 $4.3M 9.0k 476.23
Schwab Strategic Tr Us Reit Etf (SCHH) 4.3 $4.3M 81k 52.67
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.2 $4.2M 79k 53.95
Spdr Ser Tr Bloomberg Intl T (BWX) 4.2 $4.2M 150k 28.27
Ishares Tr Asia 50 Etf (AIA) 3.5 $3.6M 46k 77.41
Wisdomtree Tr Floatng Rat Trea 3.5 $3.5M 141k 25.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $3.3M 53k 61.81
World Gold Tr Spdr Gld Minis 3.1 $3.1M 169k 18.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $2.9M 28k 102.91
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.5 $2.5M 45k 56.02
Spdr Gold Tr Gold Shs (GLD) 1.9 $1.9M 11k 170.89
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.7 $1.7M 37k 47.21
Ishares Tr U.s. Real Es Etf (IYR) 1.7 $1.7M 15k 116.13
Vaneck Etf Trust China Bond Etf (CBON) 1.5 $1.5M 61k 24.68
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.3 $1.3M 35k 38.05
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.1M 2.4k 478.21
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $998k 27k 36.71
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $927k 18k 51.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $902k 22k 41.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $828k 17k 50.08
Ishares Tr Intl Dev Re Etf (IFGL) 0.8 $801k 28k 28.52
Spdr Ser Tr Bloomberg Emergi (EBND) 0.8 $779k 32k 24.44
Ishares Tr Russell 2000 Etf (IWM) 0.7 $712k 3.2k 224.68
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.6 $617k 16k 37.68
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $604k 7.8k 77.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $511k 8.0k 64.10
Ishares Core Msci Emkt (IEMG) 0.5 $502k 8.3k 60.55
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $478k 4.1k 115.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $474k 8.6k 55.14
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.4 $440k 7.8k 56.11
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $420k 12k 35.63
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $412k 3.1k 134.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $400k 3.5k 115.94
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $367k 5.3k 69.09
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $336k 3.1k 109.02
Spdr Ser Tr Bloomberg Short (BWZ) 0.3 $305k 10k 30.36
Ishares Msci Eurzone Etf (EZU) 0.3 $274k 5.5k 49.62
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $238k 2.0k 118.17
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $226k 2.9k 78.20
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $213k 4.2k 50.37
Ishares Tr Msci China Etf (MCHI) 0.2 $212k 3.4k 62.85
Ishares Jp Morgan Em Etf (LEMB) 0.2 $205k 5.2k 39.19