Upper Left Wealth Management

Upper Left Wealth Management as of June 30, 2022

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 50 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.0 $7.8M 226k 34.31
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 5.5 $4.8M 264k 18.04
Schwab Strategic Tr Us Tips Etf (SCHP) 4.9 $4.3M 76k 55.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $4.2M 166k 25.38
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.7 $4.1M 90k 45.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $4.0M 126k 31.45
Invesco Currencyshares Euro Euro Shs (FXE) 4.4 $3.8M 39k 96.90
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.2 $3.7M 83k 44.27
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 4.2 $3.7M 149k 24.48
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.8 $3.3M 105k 31.23
Schwab Strategic Tr Us Reit Etf (SCHH) 3.7 $3.2M 150k 21.09
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.4 $2.9M 7.7k 377.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $2.7M 55k 49.97
Ishares Tr Asia 50 Etf (AIA) 2.7 $2.3M 37k 62.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $2.2M 49k 44.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.4 $2.1M 53k 38.99
Proshares Tr Ii Sht Vix St Trm (SVXY) 2.3 $2.0M 88k 23.08
Spdr Ser Tr Bloomberg Short (BWZ) 2.1 $1.8M 80k 23.17
Spdr Gold Tr Gold Shs (GLD) 2.1 $1.8M 11k 168.48
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $1.7M 48k 34.79
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.7 $1.5M 51k 28.93
Vaneck Etf Trust China Bond Etf (CBON) 1.7 $1.4M 61k 23.40
Ishares Tr U.s. Real Es Etf (IYR) 1.5 $1.3M 15k 86.67
Ishares Tr Msci China Etf (MCHI) 1.3 $1.1M 20k 55.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $1.1M 38k 28.83
Wisdomtree Tr Futre Strat Fd (WTMF) 1.2 $1.0M 30k 35.10
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $951k 9.2k 103.22
Spdr Ser Tr Bloomberg Emergi (EBND) 1.1 $930k 46k 20.46
Ishares Tr Core S&p500 Etf (IVV) 1.0 $902k 2.4k 379.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $827k 20k 41.65
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.9 $782k 19k 40.78
Spdr Index Shs Fds S&p China Etf (GXC) 0.8 $720k 7.8k 91.79
Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 0.8 $682k 20k 34.76
Ishares Tr Intl Trea Bd Etf (IGOV) 0.8 $678k 17k 40.89
Ishares Tr Intl Dev Re Etf (IFGL) 0.7 $626k 28k 22.44
Ishares Tr Russell 2000 Etf (IWM) 0.6 $551k 3.3k 169.38
Ishares Tr Tips Bd Etf (TIP) 0.6 $540k 4.7k 114.00
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $496k 5.4k 92.38
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.6 $484k 16k 30.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $425k 8.2k 51.56
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.5 $423k 15k 28.22
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $419k 4.6k 91.07
Ishares Core Msci Emkt (IEMG) 0.4 $360k 7.3k 49.05
Ishares Msci Eurzone Etf (EZU) 0.4 $347k 9.6k 36.33
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $333k 6.3k 52.76
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $332k 5.4k 61.23
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $260k 5.0k 51.54
Spdr Ser Tr Bloomberg Intl T (BWX) 0.3 $260k 9.7k 26.91
Ishares Tr Msci Eafe Etf (EFA) 0.3 $254k 4.1k 62.44
Ishares Msci Em Asia Etf (EEMA) 0.2 $203k 3.0k 68.03