Upper Left Wealth Management

Upper Left Wealth Management as of June 30, 2024

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 60 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.4 $9.3M 211k 43.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.0 $5.5M 207k 26.56
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.5 $5.0M 248k 20.33
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.1 $4.5M 71k 64.00
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 4.0 $4.4M 115k 38.51
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.9 $4.3M 73k 58.64
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.8 $4.2M 46k 91.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $4.1M 107k 38.42
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.6 $4.0M 100k 40.57
Schwab Strategic Tr Us Reit Etf (SCHH) 3.5 $3.8M 192k 19.97
Ishares Tr Msci China Etf (MCHI) 3.4 $3.8M 89k 42.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $3.8M 79k 47.45
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 3.3 $3.6M 153k 23.78
Schwab Strategic Tr Us Tips Etf (SCHP) 3.1 $3.5M 67k 52.01
Spdr Ser Tr Bloomberg Intl T (BWX) 3.1 $3.5M 161k 21.43
World Gold Tr Spdr Gld Minis (GLDM) 3.0 $3.4M 73k 46.09
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.0 $3.3M 69k 48.77
Invesco Currencyshares Euro Euro Shs (FXE) 2.6 $2.9M 29k 98.96
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.6 $2.9M 81k 35.58
Ishares Bitcoin Tr SHS (IBIT) 1.6 $1.7M 51k 34.14
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.5 $1.7M 34k 50.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $1.5M 30k 49.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.4M 32k 43.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $1.4M 12k 117.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.4M 2.5k 544.22
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.3M 6.0k 215.01
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.1 $1.3M 11k 115.47
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.2M 5.7k 218.04
Ishares Tr U.s. Real Es Etf (IYR) 1.0 $1.1M 13k 87.74
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 1.0 $1.1M 45k 24.00
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.0 $1.1M 33k 31.74
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.9 $1.0M 19k 53.24
Ishares Tr Core S&p500 Etf (IVV) 0.8 $912k 1.7k 547.23
Ishares Core Msci Emkt (IEMG) 0.8 $852k 16k 53.53
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $845k 22k 37.67
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $791k 23k 35.08
Ishares Tr Intl Trea Bd Etf (IGOV) 0.7 $746k 19k 38.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $732k 12k 60.30
Ishares Tr Tips Bd Etf (TIP) 0.7 $720k 6.7k 106.78
Spdr Ser Tr Bloomberg Emergi (EBND) 0.6 $700k 35k 19.89
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.6 $687k 49k 14.05
Ishares Tr Russell 2000 Etf (IWM) 0.6 $616k 3.0k 202.89
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $527k 6.3k 83.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $451k 9.3k 48.67
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $423k 12k 34.76
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $423k 4.2k 100.08
Proshares Tr Bitcoin Strate Call Option (Principal) (BITO) 0.4 $401k 18k 22.51
Ishares Tr Asia 50 Etf (AIA) 0.4 $392k 5.8k 67.11
Ishares Tr Intl Dev Re Etf (IFGL) 0.3 $356k 18k 19.80
Ishares Tr China Lg-cap Etf (FXI) 0.3 $348k 13k 25.99
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $334k 15k 22.22
Ishares Msci Eurzone Etf (EZU) 0.3 $303k 6.2k 48.83
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $281k 3.2k 88.48
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $280k 4.5k 62.91
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $279k 2.6k 106.66
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $269k 2.7k 99.49
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $261k 4.9k 53.56
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $241k 3.3k 74.18
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $235k 3.5k 66.77
Ishares Msci Hong Kg Etf (EWH) 0.2 $226k 15k 15.30