Upper Left Wealth Management

Upper Left Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Upper Left Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.7 $11M 230k 49.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.6 $5.4M 203k 26.63
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.6 $5.4M 273k 19.75
Spdr Ser Tr Portfolio S&p500 (SPYM) 4.5 $5.2M 76k 68.94
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.2 $4.9M 190k 25.86
Ishares Bitcoin Trust Etf SHS (IBIT) 4.1 $4.7M 89k 53.05
World Gold Tr Spdr Gld Minis (GLDM) 3.8 $4.5M 86k 51.99
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.7 $4.4M 111k 39.56
Schwab Strategic Tr Us Reit Etf (SCHH) 3.7 $4.3M 204k 21.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.5 $4.1M 72k 57.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $4.0M 214k 18.50
Ishares Tr Msci China Etf (MCHI) 3.3 $3.9M 83k 46.86
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.9 $3.4M 99k 34.33
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.8 $3.2M 35k 91.43
Spdr Ser Tr Bloomberg Intl T (BWX) 2.4 $2.9M 133k 21.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $2.7M 61k 44.04
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.2 $2.6M 107k 24.29
Schwab Strategic Tr Us Tips Etf (SCHP) 2.2 $2.6M 100k 25.83
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.1 $2.5M 106k 23.11
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $2.3M 47k 48.15
Ishares Tr Core Intl Aggr (IAGG) 1.8 $2.1M 41k 49.92
Invesco Currencyshares Euro Euro Shs (FXE) 1.5 $1.8M 19k 95.66
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $1.7M 36k 47.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $1.7M 29k 58.93
Vanguard Index Fds Small Cp Etf (VB) 1.3 $1.5M 6.4k 240.28
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.3 $1.5M 20k 74.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.4M 2.5k 586.08
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.4M 5.8k 242.13
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $1.4M 12k 114.48
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.3M 2.3k 588.68
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 1.1 $1.3M 36k 36.18
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.9 $1.1M 48k 23.04
Ishares Tr U.s. Real Es Etf (IYR) 0.9 $1.1M 12k 93.06
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.9 $1.1M 34k 30.98
Ishares Core Msci Emkt (IEMG) 0.8 $939k 18k 52.22
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.7 $872k 7.6k 115.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $856k 22k 38.37
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.7 $850k 65k 12.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $754k 22k 34.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $725k 8.1k 89.08
Ishares Tr Russell 2000 Etf (IWM) 0.6 $646k 2.9k 220.96
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $557k 11k 49.05
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $554k 22k 25.05
Ishares Tr Intl Trea Bd Etf (IGOV) 0.5 $533k 14k 38.42
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $521k 6.4k 81.58
Ishares Msci Eurzone Etf (EZU) 0.4 $500k 11k 47.20
Spdr Ser Tr Bloomberg Emergi (EBND) 0.4 $495k 25k 19.53
Ishares Tr Tips Bd Etf (TIP) 0.4 $473k 4.4k 106.55
Ishares Tr Intl Dev Re Etf (IFGL) 0.4 $465k 24k 19.30
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $416k 12k 34.14
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $356k 3.1k 115.22
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $353k 3.5k 99.92
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $305k 5.0k 60.75
Pegasystems (PEGA) 0.2 $280k 3.0k 93.20
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $274k 4.8k 57.31
Ishares Tr China Lg-cap Etf (FXI) 0.2 $253k 8.3k 30.44
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $249k 3.9k 63.47