Upper Left Wealth Management

Upper Left Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 53 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.9 $7.5M 218k 34.59
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $4.2M 176k 23.67
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.8 $4.1M 98k 41.20
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 4.6 $3.9M 264k 14.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $3.7M 115k 32.21
Invesco Currencyshares Euro Euro Shs (FXE) 4.4 $3.7M 37k 98.80
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 4.1 $3.5M 143k 24.23
Schwab Strategic Tr Us Tips Etf (SCHP) 4.0 $3.4M 65k 51.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.0 $3.3M 67k 50.14
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.5 $3.0M 72k 41.34
Schwab Strategic Tr Us Reit Etf (SCHH) 3.4 $2.9M 151k 19.29
World Gold Tr Spdr Gld Minis (GLDM) 3.4 $2.9M 79k 36.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $2.6M 6.7k 382.41
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.8 $2.4M 76k 31.47
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.8 $2.3M 52k 44.98
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.5 $2.1M 52k 40.51
Ishares Tr Asia 50 Etf (AIA) 2.5 $2.1M 37k 56.74
Ishares Tr S&p 500 Grwt Etf (IVW) 2.5 $2.1M 36k 58.50
Spdr Ser Tr Bloomberg Intl T (BWX) 2.4 $2.0M 90k 22.43
Ishares Tr Msci China Etf (MCHI) 1.7 $1.4M 30k 47.50
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.7 $1.4M 36k 38.70
Ishares Tr Intl Dev Re Etf (IFGL) 1.7 $1.4M 67k 21.06
Vaneck Etf Trust China Bond Etf (CBON) 1.6 $1.3M 59k 22.14
Spdr Gold Tr Gold Shs (GLD) 1.5 $1.2M 7.3k 169.64
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.3 $1.1M 37k 29.41
Ishares Tr U.s. Real Es Etf (IYR) 1.3 $1.1M 13k 84.19
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $1.0M 9.9k 102.81
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.0M 4.8k 213.11
Ishares Tr Tips Bd Etf (TIP) 1.2 $977k 9.2k 106.44
Ishares Tr Core S&p500 Etf (IVV) 1.0 $859k 2.2k 384.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $758k 18k 41.97
Ishares Core Msci Emkt (IEMG) 0.9 $756k 16k 46.70
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $709k 22k 32.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $700k 24k 29.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $615k 16k 38.98
Ishares Tr Russell 2000 Etf (IWM) 0.6 $534k 3.1k 174.36
Ishares Tr China Lg-cap Etf (FXI) 0.6 $522k 19k 28.30
Spdr Ser Tr Bloomberg Emergi (EBND) 0.6 $466k 23k 20.56
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $464k 7.6k 60.98
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.5 $432k 14k 31.26
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.5 $421k 6.5k 64.79
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $416k 5.0k 82.48
Ishares Tr Intl Trea Bd Etf (IGOV) 0.5 $414k 11k 39.15
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.5 $409k 15k 26.77
Ishares Msci Em Asia Etf (EEMA) 0.4 $363k 5.7k 63.32
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $333k 3.5k 94.64
Ishares Msci Eurzone Etf (EZU) 0.4 $311k 7.9k 39.48
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $283k 2.8k 99.71
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $269k 5.5k 49.23
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $266k 4.8k 55.44
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $257k 5.0k 51.72
Spdr Ser Tr Bloomberg Short (BWZ) 0.3 $249k 9.2k 27.06
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $236k 14k 17.47