Instuitional Investor - Upper Left Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Upper Left Wealth Management, Llc |
| Portfolio Value | $164,081,079 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IAU | 185,956 | $15,094,049 | 9.2% | |
| 2. | Spdr Series Trust | 120,443 | $9,661,938 | 5.89% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 135,132 | $6,529,579 | 3.98% | |
| 4. | World Gold Tr | 74,215 | $6,335,735 | 3.86% | |
| 5. | Abrdn Etfs | 317,269 | $6,196,264 | 3.78% |