$90 Million is the total value of Upper Left Wealth Management, LLC's 56 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BCI | New | ABRDN ETFS | $1,901,330 | – | 94,312 | +100.0% | 2.11% | – |
LEMB | New | ISHARES INCjp morgan em etf | $203,648 | – | 5,501 | +100.0% | 0.23% | – |
New | PROSHARES TRbitcoin strate | $201,978 | – | 11,895 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.4% |
INVESCO ACTVELY MNGD ETC FD | 8 | Q3 2023 | 5.9% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.2% |
SPDR SER TR | 8 | Q3 2023 | 4.9% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.7% |
VANECK VECTORS ETF TR | 8 | Q3 2023 | 4.3% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 4.2% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 4.3% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.3% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.6% |
View Upper Left Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-15 |
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.