Upper Left Wealth Management, LLC Top Holdings and 13F Report (2024) About Upper Left Wealth Management, LLCInvestment ActivityUpper Left Wealth Management, LLC has $116.93 million in total holdings as of September 30, 2024.Upper Left Wealth Management, LLC owns shares of 57 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.47% of the portfolio was purchased this quarter.About 1.37% of the portfolio was sold this quarter.This quarter, Upper Left Wealth Management, LLC has purchased 58 new stocks and bought additional shares in 31 stocks.Upper Left Wealth Management, LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Gold Trust $11,390,321Schwab Emerging Markets Equity ETF $5,407,222abrdn Bloomberg All Commodity Strategy K-1 Free ETF $5,387,168SPDR Portfolio S&P 500 ETF $5,248,610Schwab US Small-Cap ETF $4,905,746 Largest New Holdings this Quarter iShares MSCI EAFE Small-Cap ETF $305,208 Holding Largest Purchases this Quarter Schwab US Small-Cap ETF 95,693 shares (about $2.47M)Schwab International Equity ETF 109,335 shares (about $2.02M)Schwab Intermediate-Term U.S. Treasury ETF 55,280 shares (about $1.34M)Schwab U.S. TIPS ETF 51,616 shares (about $1.33M)Vanguard Total International Stock ETF 9,103 shares (about $536.44K) Largest Sales this Quarter Invesco CurrencyShares Euro Trust 2,732 shares (about $261.34K)SPDR FTSE International Government Inflation-Protected Bond ETF 5,124 shares (about $185.39K)iShares MSCI China ETF 2,269 shares (about $106.33K)iShares China Large-Cap ETF 3,464 shares (about $105.44K)FIDELITY WISE ORIGIN BITCOIN 1,220 shares (about $99.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUpper Left Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$11,390,321$83,177 ▲0.7%230,0619.7%FinanceSCHESchwab Emerging Markets Equity ETF$5,407,222$34,885 ▼-0.6%203,0504.6%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$5,387,168$247,586 ▲4.8%272,7684.6%ETFSPLGSPDR Portfolio S&P 500 ETF$5,248,610$298,786 ▲6.0%76,1334.5%ETFSCHASchwab US Small-Cap ETF$4,905,746$2,474,621 ▲101.8%189,7044.2%ETFISHARES BITCOIN TRUST ETF$4,738,957$206,046 ▲4.5%89,3304.1%SHSGLDMSPDR Gold MiniShares Trust$4,470,465$61,088 ▲1.4%85,9873.8%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$4,370,194$75,085 ▲1.7%110,4703.7%ETFSCHHSchwab U.S. REIT ETF$4,294,387$26,557 ▲0.6%203,9123.7%ETFVEUVanguard FTSE All-World ex-US ETF$4,122,440$38,063 ▼-0.9%71,8073.5%ETFSCHFSchwab International Equity ETF$3,951,489$2,022,698 ▲104.9%213,5943.4%ETFMCHIiShares MSCI China ETF$3,900,814$106,325 ▼-2.7%83,2443.3%ETFSCHCSchwab International Small-Cap Equity ETF$3,414,085$240 ▼0.0%99,4492.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,222,542$9,234 ▲0.3%35,2462.8%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,851,245$94,629 ▲3.4%133,2982.4%FinanceVWOVanguard FTSE Emerging Markets ETF$2,681,376$324,002 ▲13.7%60,8852.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,608,188$1,342,752 ▲106.1%107,3772.2%ETFSCHPSchwab U.S. TIPS ETF$2,594,417$1,333,241 ▲105.7%100,4422.2%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,455,738$62,929 ▲2.6%106,2632.1%ETFFEZSPDR EURO STOXX 50 ETF$2,261,847$101,693 ▲4.7%46,9751.9%ETFIAGGiShares Core International Aggregate Bond ETF$2,058,102$23,013 ▲1.1%41,2281.8%ETFFXEInvesco CurrencyShares Euro Trust$1,787,982$261,343 ▼-12.8%18,6911.5%ETFVEAVanguard FTSE Developed Markets ETF$1,726,924$28,023 ▲1.6%36,1131.5%ETFVXUSVanguard Total International Stock ETF$1,677,973$536,440 ▲47.0%28,4741.4%ETFVBVanguard Small-Cap ETF$1,546,443$44,932 ▲3.0%6,4361.3%ETFGRAYSCALE BITCOIN TRUST ETF$1,481,437$74,686 ▲5.3%20,0141.3%SHS REP COM UTSPYSPDR S&P 500 ETF Trust$1,441,171$12,308 ▼-0.8%2,4591.2%FinanceGLDSPDR Gold Shares$1,413,798$31,961 ▼-2.2%5,8391.2%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,410,623$69,489 ▲5.2%12,3221.2%ETFIVViShares Core S&P 500 ETF$1,326,885$426,793 ▲47.4%2,2541.1%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$1,303,928$185,386 ▼-12.4%36,0401.1%ETFRWXSPDR Dow Jones International Real Estate ETF$1,108,455$15,944 ▼-1.4%48,1100.9%ETFIYRiShares U.S. Real Estate ETF$1,094,944$30,431 ▼-2.7%11,7660.9%ETFGWXSPDR S&P International Small Cap ETF$1,054,296$1,766 ▼-0.2%34,0260.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$939,229$86,476 ▲10.1%17,9860.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$872,403$17,795 ▼-2.0%7,5500.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$855,613$4,604 ▼-0.5%22,2990.7%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$849,456$145,813 ▲20.7%65,3930.7%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$754,1710.0%22,0970.6%ETFVNQVanguard Real Estate ETF$724,755$162,571 ▲28.9%8,1360.6%ETFIWMiShares Russell 2000 ETF$646,088$8,838 ▼-1.3%2,9240.6%FinanceBNDXVanguard Total International Bond ETF$557,208$15,745 ▼-2.7%11,3600.5%ETFSGOLabrdn Physical Gold Shares ETF$553,806$65,756 ▲13.5%22,1080.5%ETFIGOViShares International Treasury Bond ETF$532,502$13,024 ▼-2.4%13,8600.5%ETFFIDELITY WISE ORIGIN BITCOIN$520,644$99,528 ▼-16.0%6,3820.4%SHSEZUiShares MSCI Eurozone ETF$500,368$127,157 ▲34.1%10,6010.4%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$494,832$13,554 ▲2.8%25,3370.4%ETFTIPiShares TIPS Bond ETF$472,550$11,401 ▼-2.4%4,4350.4%ETFIFGLiShares International Developed Real Estate ETF$464,783$135,216 ▲41.0%24,0820.4%ManufacturingFNDCSchwab Fundamental International Small Cap Company Index ETF$415,5530.0%12,1720.4%ETFIJRiShares Core S&P Small-Cap ETF$355,800$59,799 ▲20.2%3,0880.3%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$353,018$20,284 ▼-5.4%3,5330.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$305,208$305,208 ▲New Holding5,0240.3%ETFPEGAPegasystems$279,6000.0%3,0000.2%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$274,286$2,980 ▼-1.1%4,7860.2%ETFFXIiShares China Large-Cap ETF$252,622$105,444 ▼-29.4%8,2990.2%ETFVGKVanguard FTSE Europe ETF$249,1840.0%3,9260.2%ETFBITOProShares Bitcoin ETF$0$328,472 ▼-100.0%00.0%ETFGXCSPDR S&P China ETF$0$251,911 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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