Upper Left Wealth Management, LLC — Q4 2023 13F Holdings

Name: Upper Left Wealth Management, LLC — 13F Holdings, Q4 2023
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	7.59%	-0.92%	-8.75%
2	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	4.90%	-0.32%	-4.09%
3	SCHR	Schwab Intermediate-term US	ETF-Other	4.35%	+0.04%	-32.12%
4	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	4.25%	-0.19%	-1.03%
5	WIP	State Street Spdr Ftse Inter	ETF-Other	4.13%	—	+2.83%
6	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	4.02%	-0.27%	+5.60%
7	SCHA	Schwab US Small-cap ETF	ETF-Other	4.02%	—	-17.19%
8	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	3.98%	-0.19%	+0.25%
9	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	3.87%	-0.44%	-3.60%
10	SCHH	Schwab US Reit ETF	ETF-Other	3.69%	+0.24%	-4.95%
11	SCHF	Schwab Intl Equity ETF	ETF-Other	3.67%	-0.05%	-2.90%
12	SCHP	Schwab U.s. Tips ETF	ETF-Other	3.52%	+0.05%	-4.09%
13	FXE	Invesco Currencyshares Euro	ETF-Other	3.35%	—	-7.67%
14	BCI	Abrdn Bloomberg All Commodit	ETF-Other	3.16%	+1.52%	-19.56%
15	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	2.93%	-0.40%	-8.02%
16	SCHC	Schwab Intl Small-cap Equity	ETF-Other	2.62%	—	+4.91%
17	AIA	Ishares Asia 50 ETF	ETF-Other	2.29%	—	+3.75%
18	BWX	State Street Spdr Bloomberg	ETF-Other	1.97%	+0.39%	-3.40%
19	FEZ	State Street Spdr Euro Stoxx	ETF-Other	1.86%	-0.12%	+2.48%
20	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.66%	+0.03%	—
21	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.64%	—	+2.28%
22	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	1.53%	-0.13%	-1.25%
23	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.47%	+0.05%	-0.19%
24	RWX	State Street Spdr Dow Jones	ETF-Other	1.29%	-0.08%	+237.46%
25	VB	Vanguard Small-cap ETF	ETF-Other	1.26%	-0.06%	+379.02%
26	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.26%	+0.03%	-8.96%
27	IYR	Ishares US Real Estate ETF	ETF-Other	1.21%	—	+14.27%
28	GWX	State Street Spdr S&p Intern	ETF-Other	1.11%	-0.06%	+3.26%
29	GLD	Spdr Gold Shares	ETF-Commodities	0.99%	-0.16%	-7.82%
30	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.97%	+0.04%	+18.56%
31	TIP	Ishares Tips Bond ETF	ETF-Other	0.89%	—	-2.29%
32	COMB	Graniteshares Bcom Broad Str	ETF-Other	0.83%	—	—
33	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.81%	+0.01%	+7.58%
34	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.76%	-0.05%	+17.05%
35	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.75%	+0.07%	+1.37%
36	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.73%	-0.04%	+48.07%
37	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.73%	—	-5.31%
38	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.68%	-0.08%	+2.89%
39	PDBC	Invesco Optimum Yield Divers	ETF-Other	0.63%	+0.06%	-9.70%
40	IGOV	Ishares International Treasu	ETF-Other	0.59%	+0.03%	+39.56%
41	EBND	State Street Spdr Bloomberg	ETF-Other	0.59%	—	+35.34%
42	VNQ	Vanguard Real Estate ETF	ETF-Other	0.59%	—	+23.71%
43	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-Other	0.49%	—	-0.94%
44	VUG	Vanguard Growth ETF	ETF-Other	0.49%	—	-2.45%
45	GBIL	Goldman Sachs Access Treasur	ETF-Commodities	0.48%	—	-1.63%
46	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.47%	+0.26%	+0.18%
47	VXUS	Vanguard Total Intl Stock	ETF-Other	0.45%	+0.12%	+36.59%
48	AAXJ	Ishares Msci All Country Asi	ETF-Other	0.38%	—	-0.37%
49	EEMA	Ishares Msci Emerg Mrkt Asia	ETF-Other	0.37%	—	-2.97%
50	FXI	Ishares China Large-cap ETF	ETF-Emerging Markets	0.37%	—	+0.04%

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