Upper Left Wealth Management

Upper Left Wealth Management as of March 31, 2025

Portfolio Holdings for Upper Left Wealth Management

Upper Left Wealth Management holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.4 $13M 223k 58.96
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.5 $6.2M 94k 65.76
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.4 $6.1M 284k 21.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.1 $5.8M 118k 48.82
World Gold Tr Spdr Gld Minis (GLDM) 3.8 $5.3M 86k 61.89
Spdr Ser Tr Bloomberg Intl T (BWX) 3.6 $5.0M 228k 21.86
Ishares Tr Msci China Etf (MCHI) 3.6 $5.0M 91k 54.40
Schwab Strategic Tr Us Reit Etf (SCHH) 3.5 $4.8M 225k 21.51
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT) 3.2 $4.4M 94k 46.81
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.1 $4.3M 107k 40.46
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $4.3M 185k 23.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $4.2M 152k 27.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $4.2M 211k 19.78
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.9 $4.0M 44k 91.73
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 2.8 $3.8M 152k 25.26
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.7 $3.8M 160k 23.86
Schwab Strategic Tr Us Tips Etf (SCHP) 2.7 $3.8M 141k 26.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.7 $3.7M 61k 60.66
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.6 $3.7M 147k 24.86
Simplify Exchange Traded Fun Managed Futures (CTA) 2.6 $3.6M 123k 29.60
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $3.5M 98k 35.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $3.0M 66k 45.26
Ishares Tr Core S&p500 Etf (IVV) 2.0 $2.8M 5.0k 561.90
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.8 $2.6M 47k 54.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $2.3M 45k 50.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $2.1M 18k 115.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $2.0M 32k 62.10
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.6M 5.5k 288.14
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.9 $1.3M 20k 65.17
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.3M 5.9k 221.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.2M 2.1k 559.39
Ishares Tr U.s. Real Es Etf (IYR) 0.8 $1.1M 12k 95.75
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.8 $1.1M 33k 31.96
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $871k 7.4k 118.14
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.6 $864k 63k 13.63
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $779k 21k 36.41
Ishares Core Msci Emkt (IEMG) 0.5 $754k 14k 53.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $751k 19k 39.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $737k 8.1k 90.54
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.5 $714k 29k 24.48
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.5 $678k 19k 36.49
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $675k 9.4k 71.97
Ishares Tr Intl Trea Bd Etf (IGOV) 0.5 $636k 16k 39.42
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $600k 20k 29.82
Spdr Ser Tr Bloomberg Emergi (EBND) 0.4 $542k 27k 20.07
Ishares Tr Russell 2000 Etf (IWM) 0.4 $523k 2.6k 199.49
Ishares Tr Core Intl Aggr (IAGG) 0.4 $504k 10k 49.99
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $492k 4.7k 104.57
Ishares Tr Tips Bd Etf (TIP) 0.3 $483k 4.3k 111.09
Ishares Msci Eurzone Etf (EZU) 0.3 $477k 9.0k 53.25
Schwab Strategic Tr Fundamental Intl (FNDC) 0.3 $432k 12k 36.20
Ishares Tr Intl Dev Re Etf (IFGL) 0.3 $422k 21k 19.73
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $346k 3.5k 100.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $298k 636.00 468.92
Vanguard World Health Car Etf (VHT) 0.2 $278k 1.1k 264.73
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $276k 4.8k 57.60
Ishares Tr China Lg-cap Etf (FXI) 0.2 $269k 7.5k 35.84
Ishares Msci Hong Kg Etf (EWH) 0.2 $240k 14k 17.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $237k 3.4k 70.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $215k 2.4k 90.59
Pegasystems (PEGA) 0.1 $209k 3.0k 69.52