Instuitional Investor - Upper Left Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Upper Left Wealth Management, Llc |
| Portfolio Value | $159,322,699 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IAU | 202,668 | $14,748,151 | 9.26% | |
| 2. | Spdr Series Trust | 112,079 | $8,780,269 | 5.51% | |
| 3. | Abrdn Etfs | 301,849 | $6,501,828 | 4.08% | |
| 4. | Ishares Bitcoin Trust Etf | 95,755 | $6,224,075 | 3.91% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 122,714 | $6,069,435 | 3.81% |