UL

Upper Left Wealth Management, LLC

13F
Upper Left Wealth Management, LLC
Last update 2024-07-25 61 Stocks (3 new)
Value $111.00 Mil Turnover 4 %
Countries:
Top Holdings: IAU(8.38%)SCHE(4.97%)BCI(4.55%)SPLG(4.10%)WIP(3.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
Upper Left Wealth Management, ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAU 		iShares Gold Trust
211,076
9272.570
-0.21%
8.380
-0.02%
-
+11.08%
+26.88%
31054.922
 
SCHE 		Schwab Emerging Markets Equity ETF
206,996
5497.810
-2.81%
4.970
-0.14%
-
+3.29%
+11.46%
9300.259
 
BCI 		abrdn Bloomberg All Commodity Strategy K-1 Free ETF
247,507
5031.820
+3.27%
4.550
+0.14%
-
-3.00%
+3.41%
1038.032
 
SPLG 		SPDR Portfolio S&P 500 ETF
70,866
4535.420
+0.79%
4.100
+0.03%
-
+4.16%
+19.91%
46069.888
 
WIP 		SPDR Citi International Government Inflation-Protected Bond ETF
114,537
4410.820
+4.35%
3.990
+0.17%
-
+3.60%
-4.85%
394.306
 
VEU 		Vanguard FTSE All-World ex-US ETF
73,095
4286.290
-4.15%
3.870
-0.17%
-
+3.75%
+9.41%
39492.224
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
46,286
4248.130
-1.14%
3.840
-0.05%
-
+0.07%
+0.37%
34847.721
 
SCHF 		Schwab International Equity ETF
107,426
4127.310
+8.43%
3.730
+0.29%
-
+4.41%
+9.58%
38819.251
 
VNQI 		Vanguard Global ex-U.S. Real Estate ETF
99,485
4036.110
+2.24%
3.650
+0.08%
-
+12.27%
+7.21%
3500.768
 
SCHH 		Schwab U.S. REIT ETF
191,784
3829.930
+6.04%
3.460
+0.20%
-
+16.59%
+11.97%
7358.188
 

Upper Left Wealth Management, LLC's Historical Top Holdings Breakdowns

Upper Left Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHF 		Schwab International Equity ETF2024-06-30Add
+0.29%
●
37.19 ($38.71) 39.82
$40.50
4.62%
Add 8.43%
107,426
8,354
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30Add
+0.25%
●
40.83 ($43.08) 44.89
$45.29
5.13%
Add 24.15%
32,327
6,289
VPL 		Vanguard FTSE Pacific ETF2024-06-30New Buy
+0.22%
●
71.43 ($73.93) 75.61
$77.23
4.46%
New holding
3,252
3,252
EWH 		iShares MSCI Hong Kong ETF2024-06-30New Buy
+0.20%
●
14.65 ($16.22) 18.06
$16.76
3.33%
New holding
14,751
14,751
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.20%
●
18.53 ($19.5) 20.2
$23.19
18.92%
Add 6.04%
191,784
10,927
IGOV 		iShares S&P/Citigroup International Treasury Bond2024-06-30Add
+0.17%
●
38.27 ($38.96) 39.68
$41.72
7.08%
Add 33.45%
19,320
4,843
WIP 		SPDR Citi International Government Inflation-Protected Bond ETF2024-06-30Add
+0.17%
●
38.36 ($39.05) 40.01
$39.91
2.19%
Add 4.35%
114,537
4,779
VEU 		Vanguard FTSE All-World ex-US ETF2024-06-30Reduce
-0.17%
●
56.22 ($58.67) 60.47
$61.42
4.69%
Reduce -4.15%
73,095
-3,163
SCHC 		Schwab International Small-Cap Equity ETF2024-06-30Add
+0.16%
●
34.12 ($35.64) 36.71
$37.83
6.14%
Add 6.68%
81,147
5,081
GLD 		SPDR Gold Shares ETF2024-06-30Add
+0.16%
●
207.82 ($216.29) 224.56
$242.21
11.98%
Add 16.35%
6,026
847

Upper Left Wealth Management, LLC Total Holding History ($B)

To

Upper Left Wealth Management, LLC's Asset Allocation

To

Upper Left Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Upper Left Wealth Management, LLC's Hypothetical Growth since 2024-06-30

Upper Left Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Upper Left Wealth Management, LLC's Holdings Heat Map

Size field:

Upper Left Wealth Management, LLC's Holdings Bubble Chart

Upper Left Wealth Management, LLC News

  • 1

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