Upper Left Wealth Management

Upper Left Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 58 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.4 $11M 228k 47.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $5.6M 204k 27.20
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.4 $5.1M 260k 19.54
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.2 $4.8M 109k 44.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.2 $4.8M 94k 51.12
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.2 $4.8M 72k 66.28
Schwab Strategic Tr Us Reit Etf (SCHH) 4.0 $4.6M 203k 22.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.9 $4.5M 73k 61.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $4.3M 104k 40.77
World Gold Tr Spdr Gld Minis (GLDM) 3.7 $4.2M 85k 49.59
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.3 $3.8M 100k 37.71
Ishares Tr Msci China Etf (MCHI) 3.1 $3.6M 86k 41.83
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.8 $3.2M 35k 91.82
Spdr Ser Tr Bloomberg Intl T (BWX) 2.6 $2.9M 129k 22.86
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 2.5 $2.9M 85k 33.37
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.3 $2.6M 52k 50.20
Schwab Strategic Tr Us Tips Etf (SCHP) 2.3 $2.6M 49k 52.93
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.2 $2.6M 104k 24.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.4M 54k 44.72
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 2.1 $2.4M 45k 52.53
Invesco Currencyshares Euro Euro Shs (FXE) 1.9 $2.2M 21k 102.19
Ishares Tr Core Intl Aggr (IAGG) 1.8 $2.1M 41k 51.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $1.9M 36k 52.39
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 1.4 $1.6M 41k 39.74
Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.5M 6.2k 233.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.3 $1.4M 12k 123.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.4M 2.5k 563.68
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.4M 6.0k 231.29
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 1.2 $1.3M 49k 27.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $1.2M 19k 63.37
Ishares Tr U.s. Real Es Etf (IYR) 1.1 $1.2M 12k 99.53
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.0 $1.1M 34k 33.29
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.8 $915k 7.7k 118.72
Ishares Core Msci Emkt (IEMG) 0.8 $889k 16k 54.46
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.8 $889k 19k 46.75
Ishares Tr Core S&p500 Etf (IVV) 0.8 $867k 1.5k 566.75
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $865k 22k 38.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $821k 22k 37.16
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.6 $723k 54k 13.34
Ishares Tr Russell 2000 Etf (IWM) 0.6 $652k 3.0k 220.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $600k 6.3k 95.13
Ishares Tr Intl Trea Bd Etf (IGOV) 0.5 $583k 14k 41.06
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $581k 12k 49.76
Spdr Ser Tr Bloomberg Emergi (EBND) 0.4 $511k 25k 20.74
Ishares Tr Tips Bd Etf (TIP) 0.4 $495k 4.5k 108.87
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $466k 20k 23.91
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $453k 12k 37.21
Ishares Msci Eurzone Etf (EZU) 0.4 $406k 7.9k 51.37
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $390k 7.6k 51.23
Ishares Tr Intl Dev Re Etf (IFGL) 0.3 $379k 17k 22.19
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $375k 3.7k 100.23
Proshares Tr Bitcoin Etf (BITO) 0.3 $329k 17k 19.00
Ishares Tr China Lg-cap Etf (FXI) 0.3 $311k 12k 26.46
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $299k 2.6k 116.50
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $293k 4.8k 60.53
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $279k 3.9k 70.93
Spdr Index Shs Fds S&p China Etf (GXC) 0.2 $252k 3.7k 67.23
Pegasystems (PEGA) 0.2 $213k 3.0k 70.88