Upper Left Wealth Management, LLC
Q4 2024 13F Holdings
- Locationtampa, FL
- Num holdings
57
- Value ($000)
$116,934
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001911228
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $11.39M | 10 % | 230,061 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $5.41M | 5 % | 203,050 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $5.39M | 5 % | 272,768 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $5.25M | 5 % | 76,133 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $4.91M | 4 % | 189,704 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS | 46438F101 | $4.74M | 4 % | 89,330 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $4.47M | 4 % | 85,987 | ||
VNQI VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | $4.37M | 4 % | 110,470 | ||
SCHH SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $4.29M | 4 % | 203,912 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $4.12M | 4 % | 71,807 |
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