Upper Left Wealth Management

Upper Left Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 61 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 7.6 $7.7M 198k 39.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $5.0M 202k 24.79
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 4.3 $4.4M 89k 49.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.2 $4.3M 77k 56.14
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.1 $4.2M 101k 41.94
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.0 $4.1M 96k 42.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.0 $4.1M 87k 47.24
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 4.0 $4.1M 160k 25.35
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.9 $4.0M 71k 55.90
Schwab Strategic Tr Us Reit Etf (SCHH) 3.7 $3.8M 182k 20.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $3.7M 101k 36.96
Schwab Strategic Tr Us Tips Etf (SCHP) 3.5 $3.6M 69k 52.20
Invesco Currencyshares Euro Euro Shs (FXE) 3.4 $3.4M 34k 102.04
Abrdn Etfs Bbrg All Comd K1 (BCI) 3.2 $3.2M 167k 19.36
World Gold Tr Spdr Gld Minis (GLDM) 2.9 $3.0M 73k 40.91
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.6 $2.7M 77k 34.89
Ishares Tr Asia 50 Etf (AIA) 2.3 $2.3M 40k 57.97
Spdr Ser Tr Bloomberg Intl T (BWX) 2.0 $2.0M 87k 23.18
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $1.9M 40k 47.81
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.7 $1.7M 15k 117.13
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $1.7M 22k 75.10
Ishares Tr Msci China Etf (MCHI) 1.5 $1.6M 38k 40.74
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $1.5M 13k 115.03
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 1.3 $1.3M 48k 27.29
Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.3M 6.1k 213.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.3M 2.7k 475.31
Ishares Tr U.s. Real Es Etf (IYR) 1.2 $1.2M 14k 91.41
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.1 $1.1M 36k 31.76
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.0M 5.3k 191.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $986k 21k 47.90
Ishares Tr Tips Bd Etf (TIP) 0.9 $906k 8.4k 107.49
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.8 $849k 44k 19.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $830k 20k 41.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $781k 22k 35.41
Ishares Core Msci Emkt (IEMG) 0.7 $762k 15k 50.58
Ishares Tr Russell 2000 Etf (IWM) 0.7 $746k 3.7k 200.71
Ishares Tr Core S&p500 Etf (IVV) 0.7 $740k 1.6k 477.63
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $694k 20k 34.01
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.6 $644k 48k 13.30
Ishares Tr Intl Trea Bd Etf (IGOV) 0.6 $604k 15k 41.33
Spdr Ser Tr Bloomberg Emergi (EBND) 0.6 $603k 28k 21.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $602k 6.8k 88.36
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $497k 7.8k 63.75
Vanguard Index Fds Growth Etf (VUG) 0.5 $495k 1.6k 310.88
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $487k 4.9k 99.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $477k 9.7k 49.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $461k 7.9k 57.96
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $392k 5.9k 66.57
Ishares Msci Em Asia Etf (EEMA) 0.4 $378k 5.7k 66.11
Ishares Tr China Lg-cap Etf (FXI) 0.4 $376k 16k 24.03
Ishares Msci Eurzone Etf (EZU) 0.4 $373k 7.9k 47.44
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $368k 3.4k 108.25
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $345k 9.9k 34.86
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $336k 17k 19.74
Ishares Tr Intl Dev Re Etf (IFGL) 0.3 $316k 15k 21.76
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $311k 3.1k 98.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $306k 4.7k 64.48
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $302k 3.0k 100.27
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $298k 5.5k 54.29
Spdr Index Shs Fds S&p China Etf (GXC) 0.2 $239k 3.5k 68.12
Ishares Jp Morgan Em Etf (LEMB) 0.2 $220k 6.0k 36.72