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Size ($ in 1000's)
At 03/31/2024: $107,884
At 12/31/2023: $102,058
Upper Left Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Upper Left Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Upper Left Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Upper Left Wealth Management LLC.
In the Upper Left Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Upper Left Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Upper Left Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES GOLD TR (IAU) |
211,525 |
+13,113 |
$8,886 | | IAU | 211,525 | +13,113 | $8,886 | | SCHWAB STRATEGIC TR |
212,989 |
+11,461 |
$5,378 | | SCHE | 212,989 | +11,461 | $5,378 | | ABRDN ETFS (BCI) |
239,660 |
+72,826 |
$4,738 | | BCI | 239,660 | +72,826 | $4,738 | | VANGUARD INTL EQUITY INDEX F (VEU) |
76,258 |
-924 |
$4,473 | | VEU | 76,258 | -924 | $4,473 | | SPDR SER TR (WIP) |
109,758 |
+9,163 |
$4,388 | | WIP | 109,758 | +9,163 | $4,388 | | SPDR SER TR (SPLG) |
70,308 |
-426 |
$4,326 | | SPLG | 70,308 | -426 | $4,326 | | SPDR SER TR (BIL) |
46,821 |
+46,821 |
$4,298 | | BIL | 46,821 | +46,821 | $4,298 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
97,307 |
+925 |
$4,101 | | VNQI | 97,307 | +925 | $4,101 | | SCHWAB STRATEGIC TR |
81,893 |
-4,998 |
$4,032 | | SCHA | 81,893 | -4,998 | $4,032 | | VANECK ETF TRUST (EMLC) |
157,848 |
-2,266 |
$3,869 | | EMLC | 157,848 | -2,266 | $3,869 | | SCHWAB STRATEGIC TR |
99,072 |
-2,278 |
$3,866 | | SCHF | 99,072 | -2,278 | $3,866 | | SPDR SER TR (BWX) |
168,110 |
+81,563 |
$3,739 | | BWX | 168,110 | +81,563 | $3,739 | | SCHWAB STRATEGIC TR |
180,857 |
-738 |
$3,671 | | SCHH | 180,857 | -738 | $3,671 | | ISHARES TR (MCHI) |
87,371 |
+49,078 |
$3,471 | | MCHI | 87,371 | +49,078 | $3,471 | | SCHWAB STRATEGIC TR |
66,397 |
-2,504 |
$3,463 | | SCHP | 66,397 | -2,504 | $3,463 | | SCHWAB STRATEGIC TR |
69,462 |
-19,802 |
$3,407 | | SCHR | 69,462 | -19,802 | $3,407 | | WORLD GOLD TR |
74,262 |
+1,204 |
$3,271 | | GLDM | 74,262 | +1,204 | $3,271 | | INVESCO CURRENCYSHARES EURO (FXE) |
29,928 |
-3,601 |
$2,984 | | FXE | 29,928 | -3,601 | $2,984 | | SCHWAB STRATEGIC TR |
76,066 |
-638 |
$2,723 | | SCHC | 76,066 | -638 | $2,723 | | ISHARES BITCOIN TR (IBIT) |
48,560 |
+48,560 |
$1,965 | | IBIT | 48,560 | +48,560 | $1,965 | | SPDR INDEX SHS FDS (FEZ) |
31,824 |
-7,936 |
$1,672 | | FEZ | 31,824 | -7,936 | $1,672 | | VANGUARD INTL EQUITY INDEX F (VSS) |
12,452 |
-619 |
$1,455 | | VSS | 12,452 | -619 | $1,455 | | VANGUARD TAX MANAGED FDS (VEA) |
26,613 |
+6,037 |
$1,335 | | VEA | 26,613 | +6,037 | $1,335 | | SPDR S&P 500 ETF TR (SPY) |
2,534 |
-179 |
$1,325 | | SPY | 2,534 | -179 | $1,325 | | ISHARES TR (IEI) |
11,136 |
-3,371 |
$1,290 | | IEI | 11,136 | -3,371 | $1,290 | | VANGUARD INDEX FDS (VB) |
5,508 |
-542 |
$1,259 | | VB | 5,508 | -542 | $1,259 | | SPDR INDEX SHS FDS (GWX) |
34,949 |
-684 |
$1,135 | | GWX | 34,949 | -684 | $1,135 | | SPDR INDEX SHS FDS (RWX) |
42,968 |
-5,380 |
$1,121 | | RWX | 42,968 | -5,380 | $1,121 | | VANGUARD INTL EQUITY INDEX F (VWO) |
26,038 |
+5,852 |
$1,088 | | VWO | 26,038 | +5,852 | $1,088 | | SPDR GOLD TR (GLD) |
5,179 |
-115 |
$1,065 | | GLD | 5,179 | -115 | $1,065 | | GRAYSCALE BITCOIN TR BTC |
16,724 |
+16,724 |
$1,056 | | GBTC | 16,724 | +16,724 | $1,056 | | ISHARES TR (IYR) |
11,700 |
-1,792 |
$1,052 | | IYR | 11,700 | -1,792 | $1,052 | | ISHARES TR (TIP) |
7,224 |
-1,207 |
$776 | | TIP | 7,224 | -1,207 | $776 | | VANGUARD STAR FDS (VXUS) |
12,803 |
+4,856 |
$772 | | VXUS | 12,803 | +4,856 | $772 | | ISHARES INC (IEMG) |
14,700 |
-365 |
$759 | | IEMG | 14,700 | -365 | $759 | | SPDR INDEX SHS FDS (SPEM) |
20,391 |
-1,653 |
$738 | | SPEM | 20,391 | -1,653 | $738 | | SPDR INDEX SHS FDS (SPDW) |
20,392 |
UNCH |
$731 | | SPDW | 20,392 | UNCH | $731 | | ISHARES TR (IVV) |
1,383 |
-167 |
$727 | | IVV | 1,383 | -167 | $727 | | SPDR SER TR (EBND) |
32,086 |
+3,717 |
$658 | | EBND | 32,086 | +3,717 | $658 | | INVESCO ACTVELY MNGD ETC FD |
44,750 |
-3,699 |
$621 | | PDBC | 44,750 | -3,699 | $621 | | ISHARES TR (IGOV) |
14,477 |
-140 |
$574 | | IGOV | 14,477 | -140 | $574 | | ISHARES TR (IWM) |
2,679 |
-1,036 |
$563 | | IWM | 2,679 | -1,036 | $563 | | VANGUARD INDEX FDS (VNQ) |
6,296 |
-514 |
$544 | | VNQ | 6,296 | -514 | $544 | | VANGUARD CHARLOTTE FDS (BNDX) |
9,846 |
+180 |
$484 | | BNDX | 9,846 | +180 | $484 | | GOLDMAN SACHS ETF TR (GBIL) |
4,629 |
-251 |
$467 | | GBIL | 4,629 | -251 | $467 | | ABRDN GOLD ETF TRUST (SGOL) |
16,130 |
-879 |
$343 | | SGOL | 16,130 | -879 | $343 | | ISHARES TR (AIA) |
5,543 |
-34,819 |
$337 | | AIA | 5,543 | -34,819 | $337 | | ISHARES INC (EZU) |
6,335 |
-1,525 |
$323 | | EZU | 6,335 | -1,525 | $323 | | ISHARES TR (FXI) |
13,240 |
-2,410 |
$319 | | FXI | 13,240 | -2,410 | $319 | | SCHWAB STRATEGIC TR |
8,733 |
-1,159 |
$310 | | FNDC | 8,733 | -1,159 | $310 |
See Full List: All Stocks Held By Upper Left Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Upper Left Wealth Management LLC
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