Upper Left Wealth Management

Upper Left Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 60 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 7.9 $7.6M 217k 34.99
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.6 $6.3M 132k 47.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.2 $5.0M 210k 23.94
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.6 $4.4M 207k 21.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.5 $4.3M 105k 41.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.2 $4.0M 78k 51.87
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 4.0 $3.8M 160k 23.87
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.0 $3.8M 98k 38.91
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.8 $3.7M 73k 50.26
Schwab Strategic Tr Us Tips Etf (SCHP) 3.8 $3.6M 72k 50.49
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.7 $3.6M 91k 38.93
Invesco Currencyshares Euro Euro Shs (FXE) 3.7 $3.5M 36k 97.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $3.5M 104k 33.96
Schwab Strategic Tr Us Reit Etf (SCHH) 3.5 $3.4M 191k 17.75
World Gold Tr Spdr Gld Minis (GLDM) 3.0 $2.9M 79k 36.66
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $2.4M 73k 32.25
Ishares Tr Asia 50 Etf (AIA) 2.2 $2.2M 39k 55.45
Spdr Ser Tr Bloomberg Intl T (BWX) 2.0 $1.9M 90k 21.24
Ishares Tr Msci China Etf (MCHI) 1.7 $1.7M 39k 43.29
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.7 $1.6M 39k 42.01
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $1.5M 22k 68.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.4 $1.4M 13k 106.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.3M 3.0k 427.48
Ishares Tr Intl Dev Re Etf (IFGL) 1.3 $1.3M 66k 18.97
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.0 $1.0M 35k 29.14
Spdr Gold Tr Gold Shs (GLD) 1.0 $985k 5.7k 171.45
Ishares Tr U.s. Real Es Etf (IYR) 1.0 $923k 12k 78.14
Ishares Tr Tips Bd Etf (TIP) 0.9 $895k 8.6k 103.72
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.8 $802k 54k 14.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $759k 17k 43.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $736k 19k 39.21
Ishares Core Msci Emkt (IEMG) 0.7 $707k 15k 47.59
Ishares Tr Core S&p500 Etf (IVV) 0.7 $703k 1.6k 429.43
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $632k 19k 33.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $615k 20k 31.01
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $497k 5.0k 100.11
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $466k 7.9k 59.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $462k 9.6k 47.83
Vanguard Index Fds Growth Etf (VUG) 0.5 $445k 1.6k 272.31
Ishares Tr Russell 2000 Etf (IWM) 0.5 $443k 2.5k 176.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $417k 5.5k 75.66
Spdr Ser Tr Bloomberg Emergi (EBND) 0.4 $416k 21k 19.83
Ishares Tr China Lg-cap Etf (FXI) 0.4 $415k 16k 26.53
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $403k 4.3k 94.33
Ishares Tr Intl Trea Bd Etf (IGOV) 0.4 $389k 11k 37.17
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $375k 5.9k 63.50
Ishares Msci Em Asia Etf (EEMA) 0.4 $371k 5.9k 62.97
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $341k 14k 23.78
Ishares Msci Eurzone Etf (EZU) 0.3 $327k 7.7k 42.24
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $322k 18k 17.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $311k 5.8k 53.52
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $306k 9.5k 32.14
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $306k 3.0k 100.67
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $282k 4.9k 57.93
Ishares Jp Morgan Em Etf (LEMB) 0.3 $253k 7.3k 34.83
Ishares Tr Core Msci Total (IXUS) 0.3 $252k 4.2k 59.99
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $239k 5.1k 47.18
Vanguard Index Fds Small Cp Etf (VB) 0.2 $239k 1.3k 189.07
Sr Bancorp (SRBK) 0.2 $217k 25k 8.66
Proshares Tr Bitcoin Strate (BITO) 0.1 $140k 10k 13.81