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Upper Left Wealth Management, LLC

Q2 2022 Holdings

Filed 2022-07-08 | 50 holdings | $86.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Gold TR(IAU)ISHARES NEW464285204$7.8K226,0239.0%
Invesco Actvely Mngd ETC FD(PDBC)OPTIMUM YIELD46090F100$4.8K264,0065.5%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$4.3K76,3794.9%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$4.2K165,7054.9%
Spdr SER TR(WIP)FTSE INT GVT ETF78464A490$4.1K89,5774.7%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$4.0K126,3634.6%
Invesco Currencyshares Euro(FXE)EURO SHS46138K103$3.8K39,2774.4%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$3.7K82,6834.2%
Vaneck ETF Trust(EMLC)JP MRGAN EM LOC92189H300$3.7K149,2664.2%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$3.3K105,3663.8%
Schwab Strategic TR(SCHH)US REIT ETF808524847$3.2K150,2253.7%
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$2.9K7,6853.4%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$2.7K54,9543.2%
Ishares TR(AIA)ASIA 50 ETF464288430$2.3K36,7402.7%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.2K48,7442.5%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$2.1K53,2202.4%
Proshares TR II(SVXY)SHT VIX ST TRM74347W130$2.0K87,8002.3%
Spdr SER TR(BWZ)BLOOMBERG SHORT78464A334$1.8K79,6002.1%
Spdr Gold TR(GLD)GOLD SHS78463V107$1.8K10,5592.1%
Spdr Index SHS FDS(FEZ)EURO STOXX 5078463X202$1.7K47,9391.9%
Spdr Index SHS FDS(GWX)S&P INTL SMLCP78463X871$1.5K50,7771.7%
Vaneck ETF Trust(CBON)CHINA BOND ETF92189F379$1.4K61,3211.7%
Ishares TR(IYR)U.S. REAL ES ETF464287739$1.3K15,2421.5%
Ishares TR(MCHI)MSCI CHINA ETF46429B671$1.1K20,3351.3%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$1.1K38,1151.3%
Wisdomtree TR(WTMF)FUTRE STRAT FD97717W125$1.0K29,6561.2%
Vanguard Intl Equity Index F(VSS)FTSE SMCAP ETF922042718$9519,2131.1%
Spdr SER TR(EBND)BLOOMBERG EMERGI78464A391$93045,4601.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$9022,3781.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$82719,8561.0%
Vanguard Tax-Managed Intl FD(VEA)VAN FTSE DEV MKT921943858$78219,1780.9%
Spdr Index SHS FDS(GXC)S&P CHINA ETF78463X400$7207,8440.8%
Spdr Index SHS FDS(QEMM)MSCI EMRG MKTS78463X426$68219,6210.8%
Ishares TR(IGOV)INTL TREA BD ETF464288117$67816,5820.8%
Ishares TR(IFGL)INTL DEV RE ETF464288489$62627,8960.7%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$5513,2530.6%
Ishares TR(TIP)TIPS BD ETF464287176$5404,7370.6%
Ishares TR(IJR)CORE S&P SCP ETF464287804$4965,3690.6%
Schwab Strategic TR(FNDC)SCHWB FDT INT SC808524748$48415,9300.6%
Vanguard Star FDS(VXUS)VG TL INTL STK F921909768$4258,2430.5%
Spdr Index SHS FDS(RWX)DJ INTL RL ETF78463X863$42314,9870.5%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$4194,6010.5%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$3607,3400.4%
Ishares Inc(EZU)MSCI EURZONE ETF464286608$3479,5510.4%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$3336,3120.4%
Vanguard Whitehall FDS(VWOB)EM MK GOV BD ETF921946885$3325,4220.4%
Spdr SER TR(BWX)BLOOMBERG INTL T78464A516$2609,6620.3%
Schwab Strategic TR(SCHR)INT-TRM U.S TRES808524854$2605,0450.3%
Ishares TR(EFA)MSCI EAFE ETF464287465$2544,0680.3%
Ishares Inc(EEMA)MSCI EM ASIA ETF464286426$2032,9840.2%