Upper Left Wealth Management, LLC
CIK 1911228 · Holdings on Sep 30, 2023 · First reported Oct 25, 2023
Top ten holdings
Q3 2023- IAU7.92%
- SCHR6.56%
- SCHE5.23%
- BCI4.55%
- SCHA4.52%
- VEU4.21%
- EMLC3.97%
- WIP3.96%
- SPYM3.84%
- SCHP3.77%
Share classes counted separately48.53%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $7.61M | 7.92% | 217.45K shares | — | ↗▾ | |
| 02 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $6.30M | 6.56% | 131.49K shares | — | ↗▾ | |
| 03 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $5.03M | 5.23% | 210.11K shares | — | ↗▾ | |
| 04 | BCIABRDN BLOOMBERG ALL COMMODITBBRG ALL COMD K1 View history and evidence | $4.38M | 4.55% | 207.40K shares | — | ↗▾ | |
| 05 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $4.35M | 4.52% | 104.93K shares | — | ↗▾ | |
| 06 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $4.05M | 4.21% | 77.99K shares | — | ↗▾ | |
| 07 | EMLCVANECK JPM EM LOCAL CURR BNDJP MRGAN EM LOC View history and evidence | $3.81M | 3.97% | 159.71K shares | — | ↗▾ | |
| 08 | WIPSTATE STREET SPDR FTSE INTERFTSE INT GVT ETF View history and evidence | $3.81M | 3.96% | 97.83K shares | — | ↗▾ | |
| 09 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $3.69M | 3.84% | 73.38K shares | — | ↗▾ | |
| 10 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $3.63M | 3.77% | 71.84K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1911228 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 96127173
}Research all 60 reported holdings.
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