Upper Left Wealth Management

Upper Left Wealth Management as of March 31, 2022

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 52 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Activly Mangd Etc Optimum Yield (PDBC) 5.9 $5.7M 324k 17.71
Schwab Strategic Tr Us Tips Etf (SCHP) 5.2 $5.0M 83k 60.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.0 $4.8M 171k 28.33
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.9 $4.7M 88k 53.38
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.3 $4.2M 79k 52.69
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.3 $4.1M 108k 38.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.2 $4.0M 69k 58.19
Invesco Currencyshares Euro Euro Shs (FXE) 4.1 $4.0M 39k 102.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.1 $4.0M 107k 37.02
Schwab Strategic Tr Us Reit Etf (SCHH) 4.1 $3.9M 154k 25.41
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 4.0 $3.9M 145k 26.97
Wisdomtree Tr Floatng Rat Trea 3.7 $3.5M 70k 50.29
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.4 $3.2M 7.2k 452.94
World Gold Tr Spdr Gld Minis 3.3 $3.2M 84k 38.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $2.8M 53k 53.27
Ishares Tr Asia 50 Etf (AIA) 2.7 $2.6M 38k 69.59
Spdr Ser Tr Blomberg Brc Int (BWZ) 2.7 $2.6M 102k 25.90
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $2.6M 55k 47.86
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 2.2 $2.2M 52k 41.63
Proshares Tr Ii Sht Vix St Trm (SVXY) 2.2 $2.1M 85k 25.03
Spdr Gold Tr Gold Shs (GLD) 2.0 $1.9M 11k 179.52
Ishares Tr U.s. Real Es Etf (IYR) 1.7 $1.6M 16k 103.41
Vaneck Vectors Etf Tr Chinaamc China B (CBON) 1.6 $1.5M 62k 24.57
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.3 $1.3M 36k 35.40
Ishares Tr Msci China Etf (MCHI) 1.3 $1.3M 23k 54.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $1.1M 8.9k 125.14
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $1.0M 30k 34.54
Spdr Ser Tr Blombrg Brc Emrg (EBND) 1.1 $1.0M 45k 22.67
Wisdomtree Tr Futre Strat Fd (WTMF) 1.0 $1.0M 28k 35.88
Ishares Tr Core S&p500 Etf (IVV) 1.0 $999k 2.2k 454.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $802k 17k 48.45
Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 0.8 $772k 20k 39.35
Ishares Tr Intl Dev Re Etf (IFGL) 0.8 $758k 28k 27.58
Ishares Tr Russell 2000 Etf (IWM) 0.7 $685k 3.3k 207.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $628k 13k 46.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $608k 10k 60.35
Spdr Index Shs Fds S&p China Etf (GXC) 0.6 $595k 6.5k 91.12
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.6 $585k 16k 35.73
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $549k 7.8k 69.95
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $513k 5.3k 97.64
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.5 $511k 15k 34.52
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $419k 3.8k 108.94
Ishares Core Msci Emkt (IEMG) 0.4 $414k 7.3k 56.40
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.4 $412k 7.8k 52.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $369k 3.3k 110.45
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $335k 5.3k 63.06
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.3 $304k 11k 29.04
Ishares Msci Eurzone Etf (EZU) 0.3 $261k 6.0k 43.59
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $230k 4.4k 52.39
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $218k 2.9k 74.71
Vanguard Index Fds Small Cp Etf (VB) 0.2 $216k 1.0k 214.71
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $215k 1.9k 111.92