Upper Left Wealth Management, LLC Top Holdings and 13F Report (2024) → The “Next Bitcoin”? 10 CENT Crypto Set to Explode (From True Market Insiders) (Ad) About Upper Left Wealth Management, LLCInvestment ActivityUpper Left Wealth Management, LLC has $107.88 million in total holdings as of March 31, 2024.Upper Left Wealth Management, LLC owns shares of 57 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 13.94% of the portfolio was purchased this quarter.About 10.55% of the portfolio was sold this quarter.This quarter, Upper Left Wealth Management, LLC has purchased 61 new stocks and bought additional shares in 13 stocks.Upper Left Wealth Management, LLC sold shares of 39 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Gold Trust $8,886,166Schwab Emerging Markets Equity ETF $5,377,973abrdn Bloomberg All Commodity Strategy K-1 Free ETF $4,738,079Vanguard FTSE All-World ex-US ETF $4,472,532SPDR FTSE International Government Inflation-Protected Bond ETF $4,388,125 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $4,298,168 HoldingISHARES BITCOIN TR $1,965,224 HoldingGRAYSCALE BITCOIN TR BTC $1,056,456 HoldingiShares J.P. Morgan USD Emerging Markets Bond ETF $295,194 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 46,821 shares (about $4.30M)ISHARES BITCOIN TR 48,560 shares (about $1.97M)iShares MSCI China ETF 49,078 shares (about $1.95M)SPDR Bloomberg Barclays International Treasury Bond ETF 81,563 shares (about $1.81M)abrdn Bloomberg All Commodity Strategy K-1 Free ETF 72,826 shares (about $1.44M) Largest Sales this Quarter iShares Asia 50 ETF 34,819 shares (about $2.11M)Schwab Intermediate-Term U.S. Treasury ETF 19,802 shares (about $971.29K)SPDR EURO STOXX 50 ETF 7,936 shares (about $417.04K)iShares 3-7 Year Treasury Bond ETF 3,371 shares (about $390.40K)Invesco CurrencyShares Euro Trust 3,601 shares (about $359.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUpper Left Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$8,886,166$550,877 ▲6.6%211,5258.2%FinanceSCHESchwab Emerging Markets Equity ETF$5,377,973$289,390 ▲5.7%212,9895.0%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$4,738,079$1,439,770 ▲43.7%239,6604.4%ETFVEUVanguard FTSE All-World ex-US ETF$4,472,532$54,193 ▼-1.2%76,2584.1%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$4,388,125$366,337 ▲9.1%109,7584.1%ETFSPLGSPDR Portfolio S&P 500 ETF$4,326,052$26,212 ▼-0.6%70,3084.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,298,168$4,298,168 ▲New Holding46,8214.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,100,517$38,980 ▲1.0%97,3073.8%ETFSCHASchwab US Small-Cap ETF$4,032,412$246,102 ▼-5.8%81,8933.7%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$3,868,855$55,540 ▼-1.4%157,8483.6%ETFSCHFSchwab International Equity ETF$3,865,790$88,888 ▼-2.2%99,0723.6%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$3,738,767$1,813,961 ▲94.2%168,1103.5%FinanceSCHHSchwab U.S. REIT ETF$3,671,398$14,981 ▼-0.4%180,8573.4%ETFMCHIiShares MSCI China ETF$3,471,250$1,949,869 ▲128.2%87,3713.2%ETFSCHPSchwab U.S. TIPS ETF$3,463,268$130,609 ▼-3.6%66,3973.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,407,112$971,288 ▼-22.2%69,4623.2%ETFGLDMSPDR Gold MiniShares Trust$3,271,242$53,036 ▲1.6%74,2623.0%FinanceFXEInvesco CurrencyShares Euro Trust$2,984,121$359,056 ▼-10.7%29,9282.8%ETFSCHCSchwab International Small-Cap Equity ETF$2,723,163$22,840 ▼-0.8%76,0662.5%ETFISHARES BITCOIN TR$1,965,224$1,965,224 ▲New Holding48,5601.8%SHSFEZSPDR EURO STOXX 50 ETF$1,672,352$417,037 ▼-20.0%31,8241.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,454,892$72,324 ▼-4.7%12,4521.3%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$1,335,175$302,876 ▲29.3%26,6131.2%ETFSPYSPDR S&P 500 ETF Trust$1,325,460$93,630 ▼-6.6%2,5341.2%FinanceIEIiShares 3-7 Year Treasury Bond ETF$1,289,661$390,396 ▼-23.2%11,1361.2%ETFVBVanguard Small-Cap ETF$1,259,074$123,896 ▼-9.0%5,5081.2%ETFGWXSPDR S&P International Small Cap ETF$1,135,144$22,216 ▼-1.9%34,9491.1%ETFRWXSPDR Dow Jones International Real Estate ETF$1,121,036$140,364 ▼-11.1%42,9681.0%ETFVWOVanguard FTSE Emerging Markets ETF$1,087,608$244,438 ▲29.0%26,0381.0%ETFGLDSPDR Gold Shares$1,065,424$23,658 ▼-2.2%5,1791.0%FinanceGRAYSCALE BITCOIN TR BTC$1,056,456$1,056,456 ▲New Holding16,7241.0%SHS REP COM UTIYRiShares U.S. Real Estate ETF$1,051,830$161,101 ▼-13.3%11,7001.0%ETFTIPiShares TIPS Bond ETF$775,930$129,644 ▼-14.3%7,2240.7%ETFVXUSVanguard Total International Stock ETF$772,021$292,817 ▲61.1%12,8030.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$758,520$18,834 ▼-2.4%14,7000.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$737,951$59,822 ▼-7.5%20,3910.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$730,8500.0%20,3920.7%ETFIVViShares Core S&P 500 ETF$727,085$87,797 ▼-10.8%1,3830.7%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$657,763$76,199 ▲13.1%32,0860.6%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$620,683$51,305 ▼-7.6%44,7500.6%ManufacturingIGOViShares International Treasury Bond ETF$573,724$5,548 ▼-1.0%14,4770.5%ETFIWMiShares Russell 2000 ETF$563,394$217,871 ▼-27.9%2,6790.5%FinanceVNQVanguard Real Estate ETF$544,479$44,451 ▼-7.5%6,2960.5%ETFBNDXVanguard Total International Bond ETF$484,325$8,854 ▲1.9%9,8460.4%ETFGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$467,020$25,323 ▼-5.1%4,6290.4%ETFSGOLabrdn Physical Gold Shares ETF$342,602$18,670 ▼-5.2%16,1300.3%ETFAIAiShares Asia 50 ETF$336,516$2,113,864 ▼-86.3%5,5430.3%ETFEZUiShares MSCI Eurozone ETF$323,466$77,867 ▼-19.4%6,3350.3%ETFFXIiShares China Large-Cap ETF$318,687$58,009 ▼-15.4%13,2400.3%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$309,760$41,110 ▼-11.7%8,7330.3%ETFVWOBVanguard Emerging Markets Government Bond ETF$305,012$192,827 ▼-38.7%4,7770.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$295,194$295,194 ▲New Holding3,2920.3%ETFIJRiShares Core S&P Small-Cap ETF$293,542$82,227 ▼-21.9%2,6560.3%ETFIFGLiShares International Developed Real Estate ETF$277,960$31,282 ▼-10.1%13,0620.3%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$271,146$41,960 ▼-13.4%2,7270.3%ETFUSRTiShares Core U.S. REIT ETF$262,006$33,679 ▼-11.4%4,8700.2%ETFVGKVanguard FTSE Europe ETF$230,775$88,956 ▼-27.8%3,4270.2%ETFIVWiShares S&P 500 Growth ETF$0$1,675,481 ▼-100.0%00.0%ETFCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$0$849,033 ▼-100.0%00.0%FinanceVUGVanguard Growth ETF$0$495,232 ▼-100.0%00.0%ETFAAXJiShares MSCI All Country Asia ex Japan ETF$0$391,565 ▼-100.0%00.0%ETFEEMAiShares MSCI Emerging Markets Asia ETF$0$378,282 ▼-100.0%00.0%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$0$302,415 ▼-100.0%00.0%ETFGXCSPDR S&P China ETF$0$238,829 ▼-100.0%00.0%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$0$220,210 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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