Upper Left Wealth Management, LLC Reduced Holdings in Q2 2024

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BWX
Spdr Bloomberg International T

ETFs
-6.8K
- 4.05%
$21.4 - $22.23 $146K - $151K
161K $3.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.76K
- 3.37%
$45.24 - $49.04 $125K - $135K
79.1K $3.75M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-5.09K
- 3.22%
$23.66 - $24.62 $120K - $125K
153K $3.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.16K
- 4.15%
$56.22 - $60.47 $178K - $191K
73.1K $4.29M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.61K
- 4.6%
$30.89 - $32.89 $49.7K - $52.9K
33.3K $1.06M
FXE
Invesco Currency Shares Euro Trust

ETFs
-532
- 1.78%
$98.1 - $100.56 $52.2K - $53.5K
29.4K $2.91M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-941
- 1.35%
$47.85 - $49.0 $45K - $46.1K
68.5K $3.34M
TIP
Ishares Tr Tips Bd ETF

ETFs
-478
- 6.62%
$105.01 - $107.23 $50.2K - $51.3K
6.75K $720K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-535
- 1.14%
$91.42 - $91.82 $48.9K - $49.1K
46.3K $4.25M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-458
- 3.68%
$112.27 - $120.96 $51.4K - $55.4K
12K $1.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-664
- 5.19%
$57.86 - $62.21 $38.4K - $41.3K
12.1K $731K
BNDX
Vanguard Total International B

ETFs
-571
- 5.8%
$48.24 - $49.07 $27.5K - $28K
9.28K $451K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-208
- 1.87%
$113.43 - $115.88 $23.6K - $24.1K
10.9K $1.26M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-326
- 6.82%
$61.69 - $64.0 $20.1K - $20.9K
4.45K $280K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-124
- 1.96%
$48.39 - $52.81 $6K - $6.55K
6.21K $303K
VNQ
Vanguard Specialized Funds Van

ETFs
-1
- 0.02%
$78.61 - $85.97 $78.6 - $86
6.3K $527K
EMB
Ishares Tr

ETFs
-117
- 3.55%
$86.66 - $89.88 $10.1K - $10.5K
3.18K $280K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-36
- 1.36%
$102.13 - $110.88 $3.68K - $3.99K
2.62K $279K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.11K
- 6.85%
$21.45 - $23.19 $23.7K - $25.6K
15K $333K
USRT
Ishares Core U.S. Reit ETF

ETFs
-6
- 0.12%
$49.35 - $53.7 $296 - $322
4.86K $260K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-22
- 0.81%
$98.69 - $99.57 $2.17K - $2.19K
2.71K $269K
GLDM
World Gold Trust

ETFs
-1.52K
- 2.05%
$44.52 - $48.11 $67.7K - $73.2K
72.7K $3.35M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.99K
- 2.81%
$24.67 - $27.2 $148K - $163K
207K $5.5M
IAU
Ishares Gold Trust

ETFs
-449
- 0.21%
$42.46 - $45.89 $19.1K - $20.6K
211K $9.27M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 1 Puts 0
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