Instuitional Investor - Upper Left Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Upper Left Wealth Management, Llc |
| Portfolio Value | $139,453,680 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IAU | 223,151 | $13,156,983 | 9.43% | |
| 2. | Spdr Series Trust | 94,393 | $6,207,284 | 4.45% | |
| 3. | Abrdn Etfs | 283,820 | $6,090,778 | 4.37% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 118,442 | $5,782,339 | 4.15% | |
| 5. | World Gold Tr | 86,069 | $5,326,811 | 3.82% |
