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  Name: Upper Left Wealth Management LLC
  City: Chicago
  State: IL
  Zip: 60654
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $107,884,000
  Total Value Change : $5,826,000
  Securities Held Change : -4
   
All Securities Held : 57
  New Positions : 4
  Closed Positions : 8
  Increased Positions : 13
  Unchanged Positions : 1
  Decreased Positions : 39

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 1 - $45.69 $8,886,000 211,525 8.24% 1,142,000 13,113 0.012    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 2 - $27.20 $5,378,000 212,989 4.98% 382,000 11,461 0.079    N/A
   (BCI)1 Year Chart         BCI Aberdeen Standard Bloomberg... 3 - $21.21 $4,738,000 239,660 4.39% 1,508,000 72,826 0.266    N/A
   (WIP)1 Year Chart         WIP Spdr Db Int Gov Bd 5 - $39.69 $4,388,000 109,758 4.07% 169,000 9,163 0.183    Closed - End Fund - E...
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 8 - $43.06 $4,101,000 97,307 3.8% -4,000 925 0.111    Closed - End Fund - E...
   (BWX)1 Year Chart         BWX Spdr Brcly Cap Int Trs Bon 12 - $21.92 $3,739,000 168,110 3.47% 1,733,000 81,563 0.461    Closed - End Fund - E...
   (MCHI)1 Year Chart         MCHI Ishares Msci China Index Fund 14 - $47.44 $3,471,000 87,371 3.22% 1,911,000 49,078 0.109    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 17 - $47.92 $3,271,000 74,262 3.03% 282,000 1,204 0.037    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 23 - $49.56 $1,335,000 26,613 1.24% 349,000 6,037 0.001    Closed - End Fund - F...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 29 - $44.89 $1,088,000 26,038 1.01% 258,000 5,852 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 34 - $62.21 $772,000 12,803 0.72% 311,000 4,856 0.002    Closed - End Fund - E...
   (EBND)1 Year Chart         EBND Spdr Barclays Capital Emerg... 39 - $20.46 $658,000 32,086 0.61% 55,000 3,717 0.004    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 44 - $48.73 $484,000 9,846 0.45% 7,000 180 0.001    N/A
      13 Records Found
  1    
Page 1 of 1
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