Upper Left Wealth Management

Upper Left Wealth Management as of June 30, 2023

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 56 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.5 $7.6M 209k 36.39
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.1 $4.5M 185k 24.63
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.5 $4.0M 96k 41.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $4.0M 111k 35.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.2 $3.8M 70k 54.41
Invesco Currencyshares Euro Euro Shs (FXE) 4.1 $3.7M 36k 100.81
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 4.0 $3.6M 140k 25.56
Schwab Strategic Tr Us Tips Etf (SCHP) 3.9 $3.5M 67k 52.43
Schwab Strategic Tr Us Reit Etf (SCHH) 3.8 $3.5M 177k 19.53
Ishares Tr S&p 500 Grwt Etf (IVW) 3.7 $3.3M 47k 70.48
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.6 $3.2M 80k 40.19
World Gold Tr Spdr Gld Minis (GLDM) 3.3 $2.9M 77k 38.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $2.9M 6.5k 443.28
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 3.1 $2.8M 205k 13.61
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.1 $2.7M 53k 52.11
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.8 $2.5M 74k 33.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.6 $2.3M 53k 43.80
Ishares Tr Asia 50 Etf (AIA) 2.5 $2.2M 37k 59.59
Spdr Ser Tr Bloomberg Intl T (BWX) 2.2 $2.0M 87k 22.55
Abrdn Etfs Bbrg All Comd K1 (BCI) 2.1 $1.9M 94k 20.16
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $1.7M 37k 45.98
Ishares Tr Msci China Etf (MCHI) 1.6 $1.5M 33k 44.74
Ishares Tr Intl Dev Re Etf (IFGL) 1.5 $1.3M 67k 19.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $1.2M 11k 110.48
Vanguard Index Fds Growth Etf (VUG) 1.3 $1.1M 4.0k 282.96
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.2 $1.1M 36k 30.51
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.1M 6.0k 178.27
Ishares Tr U.s. Real Es Etf (IYR) 1.2 $1.0M 12k 86.54
Ishares Tr Tips Bd Etf (TIP) 1.0 $924k 8.6k 107.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $839k 18k 46.18
Ishares Tr Core S&p500 Etf (IVV) 0.9 $805k 1.8k 445.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $750k 18k 40.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $694k 21k 32.54
Ishares Core Msci Emkt (IEMG) 0.8 $688k 14k 49.29
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $665k 19k 34.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $506k 6.1k 83.56
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.6 $505k 8.1k 62.27
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $501k 5.0k 100.07
Ishares Tr Russell 2000 Etf (IWM) 0.5 $481k 2.6k 187.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $475k 9.7k 48.88
Spdr Ser Tr Bloomberg Emergi (EBND) 0.5 $446k 21k 21.16
Ishares Tr China Lg-cap Etf (FXI) 0.5 $422k 16k 27.19
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.5 $415k 6.3k 66.44
Ishares Tr Intl Trea Bd Etf (IGOV) 0.4 $402k 10k 39.59
Ishares Msci Em Asia Etf (EEMA) 0.4 $357k 5.4k 65.71
Ishares Msci Eurzone Etf (EZU) 0.4 $349k 7.6k 45.82
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $341k 3.4k 99.65
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $332k 10k 33.19
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.3 $311k 13k 24.77
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $307k 3.0k 100.63
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $291k 4.7k 61.70
Vanguard Index Fds Small Cp Etf (VB) 0.3 $264k 1.3k 198.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $260k 4.6k 56.08
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $253k 14k 18.37
Ishares Jp Morgan Em Etf (LEMB) 0.2 $204k 5.5k 37.02
Proshares Tr Bitcoin Strate (BITO) 0.2 $202k 12k 16.98