Upper Left Wealth Management, LLC — Q4 2022 13F Holdings

Name: Upper Left Wealth Management, LLC — 13F Holdings, Q4 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001911228

Total reported value

$169.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IAU	Ishares Gold Trust	ETF-Commodities	8.91%	-0.92%	-3.04%
2	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	4.91%	-0.32%	-3.57%
3	WIP	State Street Spdr Ftse Inter	ETF-Other	4.79%	—	+82.63%
4	PDBC	Invesco Optimum Yield Divers	ETF-Other	4.61%	+0.06%	-2.27%
5	SCHF	Schwab Intl Equity ETF	ETF-Other	4.37%	-0.05%	+7.48%
6	FXE	Invesco Currencyshares Euro	ETF-Other	4.36%	—	-2.89%
7	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	4.08%	-0.19%	+14.57%
8	SCHP	Schwab U.s. Tips ETF	ETF-Other	3.99%	+0.05%	+2.08%
9	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	3.96%	-0.19%	-3.98%
10	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	3.53%	-0.27%	+1.69%
11	SCHH	Schwab US Reit ETF	ETF-Other	3.44%	+0.24%	-0.37%
12	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	3.37%	-0.40%	-5.54%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	3.05%	+0.03%	-86.39%
14	SCHC	Schwab Intl Small-cap Equity	ETF-Other	2.81%	—	-8.06%
15	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	2.76%	-0.44%	+629.25%
16	SCHA	Schwab US Small-cap ETF	ETF-Other	2.50%	—	-5.94%
17	AIA	Ishares Asia 50 ETF	ETF-Other	2.49%	—	-10.11%
18	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.48%	—	—
19	BWX	State Street Spdr Bloomberg	ETF-Other	2.40%	+0.39%	+899.62%
20	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	1.67%	-0.13%	+5.94%
21	FEZ	State Street Spdr Euro Stoxx	ETF-Other	1.66%	-0.12%	-13.81%
22	IFGL	Ishares International Develo	ETF-Other	1.66%	+0.14%	NEW
23	CBON	Vaneck China Bond ETF	ETF-Emerging Markets	1.55%	—	+0.00%
24	GLD	Spdr Gold Shares	ETF-Commodities	1.46%	-0.16%	-11.13%
25	GWX	State Street Spdr S&p Intern	ETF-Other	1.29%	-0.06%	+9.15%
26	IYR	Ishares US Real Estate ETF	ETF-Other	1.28%	—	-1.21%
27	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.20%	+0.05%	-4.29%
28	VUG	Vanguard Growth ETF	ETF-Other	1.20%	—	—
29	TIP	Ishares Tips Bond ETF	ETF-Other	1.16%	—	-3.16%
30	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.02%	—	-9.58%
31	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.90%	+0.04%	-31.93%
32	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.89%	+0.07%	+98.32%
33	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.84%	-0.05%	—
34	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.83%	-0.08%	-12.78%
35	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.73%	+0.01%	-22.14%
36	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.63%	-0.04%	-6.31%
37	FXI	Ishares China Large-cap ETF	ETF-Emerging Markets	0.62%	—	—
38	EBND	State Street Spdr Bloomberg	ETF-Other	0.55%	—	-49.66%
39	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-Other	0.55%	—	+46.24%
40	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-Other	0.51%	—	+2.15%
41	AAXJ	Ishares Msci All Country Asi	ETF-Other	0.50%	—	—
42	VNQ	Vanguard Real Estate ETF	ETF-Other	0.49%	—	+38.55%
43	IGOV	Ishares International Treasu	ETF-Other	0.49%	+0.03%	+20.50%
44	RWX	State Street Spdr Dow Jones	ETF-Other	0.48%	-0.08%	-59.15%
45	EEMA	Ishares Msci Emerg Mrkt Asia	ETF-Other	0.43%	—	—
46	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.39%	+0.06%	-8.20%
47	EZU	Ishares Msci Eurozone ETF	ETF-Other	0.37%	+0.03%	+5.35%
48	GBIL	Goldman Sachs Access Treasur	ETF-Commodities	0.33%	—	—
49	SCHR	Schwab Intermediate-term US	ETF-Other	0.32%	+0.04%	-8.32%
50	VGK	Vanguard Ftse Europe ETF	ETF-Other	0.31%	—	-13.34%

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