Upper Left Wealth Management

Upper Left Wealth Management as of March 31, 2024

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.2 $8.9M 212k 42.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.0 $5.4M 213k 25.25
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.4 $4.7M 240k 19.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.1 $4.5M 76k 58.65
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.1 $4.4M 110k 39.98
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.0 $4.3M 70k 61.53
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.0 $4.3M 47k 91.80
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.8 $4.1M 97k 42.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.7 $4.0M 82k 49.24
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 3.6 $3.9M 158k 24.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $3.9M 99k 39.02
Spdr Ser Tr Bloomberg Intl T (BWX) 3.5 $3.7M 168k 22.24
Schwab Strategic Tr Us Reit Etf (SCHH) 3.4 $3.7M 181k 20.30
Ishares Tr Msci China Etf (MCHI) 3.2 $3.5M 87k 39.73
Schwab Strategic Tr Us Tips Etf (SCHP) 3.2 $3.5M 66k 52.16
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.2 $3.4M 70k 49.05
World Gold Tr Spdr Gld Minis (GLDM) 3.0 $3.3M 74k 44.05
Invesco Currencyshares Euro Euro Shs (FXE) 2.8 $3.0M 30k 99.71
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $2.7M 76k 35.80
Ishares Bitcoin Tr SHS (IBIT) 1.8 $2.0M 49k 40.47
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.6 $1.7M 32k 52.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $1.5M 13k 116.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.3M 27k 50.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.3M 2.5k 523.07
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $1.3M 11k 115.81
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.3M 5.5k 228.59
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.1 $1.1M 35k 32.48
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 1.0 $1.1M 43k 26.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.1M 26k 41.77
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.1M 5.2k 205.72
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 1.0 $1.1M 17k 63.17
Ishares Tr U.s. Real Es Etf (IYR) 1.0 $1.1M 12k 89.90
Ishares Tr Tips Bd Etf (TIP) 0.7 $776k 7.2k 107.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $772k 13k 60.30
Ishares Core Msci Emkt (IEMG) 0.7 $759k 15k 51.60
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $738k 20k 36.19
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $731k 20k 35.84
Ishares Tr Core S&p500 Etf (IVV) 0.7 $727k 1.4k 525.73
Spdr Ser Tr Bloomberg Emergi (EBND) 0.6 $658k 32k 20.50
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.6 $621k 45k 13.87
Ishares Tr Intl Trea Bd Etf (IGOV) 0.5 $574k 15k 39.63
Ishares Tr Russell 2000 Etf (IWM) 0.5 $563k 2.7k 210.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $545k 6.3k 86.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $484k 9.8k 49.19
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $467k 4.6k 100.89
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $343k 16k 21.24
Ishares Tr Asia 50 Etf (AIA) 0.3 $337k 5.5k 60.71
Ishares Msci Eurzone Etf (EZU) 0.3 $324k 6.3k 51.06
Ishares Tr China Lg-cap Etf (FXI) 0.3 $319k 13k 24.07
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $310k 8.7k 35.47
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $305k 4.8k 63.85
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $295k 3.3k 89.67
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $294k 2.7k 110.52
Ishares Tr Intl Dev Re Etf (IFGL) 0.3 $278k 13k 21.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $271k 2.7k 99.43
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $262k 4.9k 53.80
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $231k 3.4k 67.34