Upper Left Wealth Management

Upper Left Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 49 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.4 $7.2M 225k 32.15
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 5.8 $4.4M 270k 16.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.4 $4.1M 182k 22.68
Invesco Currencyshares Euro Euro Shs (FXE) 4.5 $3.5M 39k 90.84
Schwab Strategic Tr Us Tips Etf (SCHP) 4.3 $3.3M 64k 52.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.1 $3.1M 70k 45.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $3.1M 107k 28.76
Schwab Strategic Tr Us Reit Etf (SCHH) 3.8 $2.9M 152k 19.05
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 3.7 $2.9M 124k 23.10
World Gold Tr Spdr Gld Minis (GLDM) 3.7 $2.8M 84k 33.64
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.6 $2.8M 71k 38.71
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.4 $2.6M 7.1k 365.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.0 $2.3M 82k 28.44
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 2.8 $2.2M 54k 40.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $2.1M 55k 38.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $2.1M 50k 42.94
Ishares Tr Asia 50 Etf (AIA) 2.7 $2.1M 41k 50.40
Spdr Ser Tr Bloomberg Short (BWZ) 2.6 $2.0M 93k 21.20
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.7 $1.3M 42k 31.56
Vaneck Etf Trust China Bond Etf (CBON) 1.7 $1.3M 59k 22.03
Spdr Gold Tr Gold Shs (GLD) 1.7 $1.3M 8.2k 157.73
Ishares Tr Msci China Etf (MCHI) 1.6 $1.2M 28k 42.68
Ishares Tr U.s. Real Es Etf (IYR) 1.4 $1.1M 13k 83.14
Ishares Tr Tips Bd Etf (TIP) 1.3 $1.0M 9.5k 106.20
Wisdomtree Tr Futre Strat Fd (WTMF) 1.3 $1.0M 29k 34.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $987k 27k 37.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $982k 10k 94.86
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 1.2 $922k 37k 24.63
Ishares Tr Core S&p500 Etf (IVV) 1.2 $907k 2.5k 366.76
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.2 $901k 34k 26.57
Spdr Ser Tr Bloomberg Emergi (EBND) 1.1 $865k 45k 19.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $750k 20k 37.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $714k 27k 26.43
Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 0.8 $617k 20k 31.45
Ishares Tr Intl Dev Re Etf (IFGL) 0.8 $615k 32k 19.34
Ishares Tr Russell 2000 Etf (IWM) 0.7 $553k 3.3k 169.27
Spdr Index Shs Fds S&p China Etf (GXC) 0.7 $518k 7.3k 71.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $457k 5.6k 80.93
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.5 $375k 14k 27.75
Ishares Core Msci Emkt (IEMG) 0.5 $357k 8.2k 43.75
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $343k 3.8k 89.60
Ishares Tr Intl Trea Bd Etf (IGOV) 0.4 $327k 8.8k 37.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $315k 6.7k 46.80
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $304k 5.2k 58.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $298k 3.6k 81.89
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.4 $295k 6.0k 49.58
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $262k 5.5k 47.30
Ishares Msci Eurzone Etf (EZU) 0.3 $245k 7.5k 32.76
Spdr Ser Tr Bloomberg Intl T (BWX) 0.3 $227k 9.0k 25.09