Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 5.4% |
SPDR SER TR | 11 | Q2 2024 | 4.9% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.7% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 5.2% |
VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 4.2% |
VANECK VECTORS ETF TR | 11 | Q2 2024 | 4.3% |
VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 4.3% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.3% |
INVESCO ACTVELY MNGD ETC FD | 11 | Q2 2024 | 5.9% |
SPDR SER TR | 11 | Q2 2024 | 4.1% |
View Upper Left Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-25 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-17 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-08 |
13F-HR | 2022-04-18 |
View Upper Left Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.