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Home > Institutional Investor > Upper Left Wealth Management, Llc > Profile

Instuitional Investor - Upper Left Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Upper Left Wealth Management, Llc
Portfolio Value $116,933,891
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 230,061 $11,390,321 9.74%
2.
Schwab Strategic Trust
 FNDF 203,050 $5,407,222 4.62%
3.
Abrdn Etfs
 272,768 $5,387,168 4.6%
4.
Spdr Series Trust
 76,133 $5,248,610 4.48%
5.
Schwab Strategic Trust
 FNDF 189,704 $4,905,746 4.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)