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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 $102,056,276
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 198,412 $7,744,021 7.58%
2.
Schwab Strategic Trust
 FNDF 201,528 $4,995,880 4.89%
3.
Schwab Strategic Trust
 FNDF 89,264 $4,438,207 4.34%
4.
Vanguard Intl Equity Index Funds
 VWO 77,182 $4,332,998 4.24%
5.
Spdr Series Trust
 100,595 $4,218,955 4.13%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)