Instuitional Investor - Upper Left Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Upper Left Wealth Management, Llc |
| Portfolio Value | $149,901,021 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IAU | 209,046 | $13,036,109 | 8.7% | |
| 2. | Spdr Series Trust | 106,828 | $7,765,328 | 5.18% | |
| 3. | Abrdn Etfs | 296,586 | $6,160,092 | 4.11% | |
| 4. | Ishares Bitcoin Trust Etf | 96,473 | $5,905,113 | 3.94% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 118,578 | $5,870,797 | 3.92% |
