$96.1 Million is the total value of Upper Left Wealth Management, LLC's 60 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $6,303,823 | – | 131,494 | +100.0% | 6.56% | – |
| IXUS | New | ISHARES TRcore msci total | $252,138 | – | 4,203 | +100.0% | 0.26% | – |
| USRT | New | ISHARES TRcre u s reit etf | $238,920 | – | 5,064 | +100.0% | 0.25% | – |
| New | SR BANCORP INC | $216,625 | – | 25,000 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
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.