0001911228-22-000003.txt : 20220708 0001911228-22-000003.hdr.sgml : 20220708 20220708123302 ACCESSION NUMBER: 0001911228-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220708 DATE AS OF CHANGE: 20220708 EFFECTIVENESS DATE: 20220708 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Upper Left Wealth Management, LLC CENTRAL INDEX KEY: 0001911228 IRS NUMBER: 821538331 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22226 FILM NUMBER: 221073576 BUSINESS ADDRESS: STREET 1: 420 WEST HURON, #L103 CITY: CHICAGO STATE: IL ZIP: 60654 BUSINESS PHONE: 917-768-3390 MAIL ADDRESS: STREET 1: 420 WEST HURON, #L103 CITY: CHICAGO STATE: IL ZIP: 60654 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001911228 XXXXXXXX 06-30-2022 06-30-2022 false Upper Left Wealth Management, LLC

420 West Huron, #l103 Chicago IL 60654

13F HOLDINGS REPORT 028-22226 N Randy D Kurtz 917-768-3390 /s/ Randy D Kurtz Chicago IL 07-08-2022 0 50 86379 INFORMATION TABLE 2 infotable.xml INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 4763 264006 SH SOLE 264006 0 0 INVESCO CURRENCYSHARES EURO EURO SHS 46138K103 3806 39277 SH SOLE 39277 0 0 ISHARES GOLD TR ISHARES NEW 464285204 7755 226023 SH SOLE 226023 0 0 ISHARES INC MSCI EM ASIA ETF 464286426 203 2984 SH SOLE 2984 0 0 ISHARES INC MSCI EURZONE ETF 464286608 347 9551 SH SOLE 9551 0 0 ISHARES INC CORE MSCI EMKT 46434G103 360 7340 SH SOLE 7340 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1321 15242 SH SOLE 15242 0 0 ISHARES TR MSCI EAFE ETF 464287465 254 4068 SH SOLE 4068 0 0 ISHARES TR ASIA 50 ETF 464288430 2305 36740 SH SOLE 36740 0 0 ISHARES TR CORE S&P SCP ETF 464287804 496 5369 SH SOLE 5369 0 0 ISHARES TR TIPS BD ETF 464287176 540 4737 SH SOLE 4737 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 551 3253 SH SOLE 3253 0 0 ISHARES TR INTL DEV RE ETF 464288489 626 27896 SH SOLE 27896 0 0 ISHARES TR INTL TREA BD ETF 464288117 678 16582 SH SOLE 16582 0 0 ISHARES TR CORE S&P500 ETF 464287200 902 2378 SH SOLE 2378 0 0 ISHARES TR MSCI CHINA ETF 46429B671 1135 20335 SH SOLE 20335 0 0 PROSHARES TR II SHT VIX ST TRM 74347W130 2026 87800 SH SOLE 87800 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 3168 150225 SH SOLE 150225 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4262 76379 SH SOLE 76379 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4206 165705 SH SOLE 165705 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3291 105366 SH SOLE 105366 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 484 15930 SH SOLE 15930 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2075 53220 SH SOLE 53220 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3974 126363 SH SOLE 126363 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 260 5045 SH SOLE 5045 0 0 SPDR GOLD TR GOLD SHS 78463V107 1779 10559 SH SOLE 10559 0 0 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 682 19621 SH SOLE 19621 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1099 38115 SH SOLE 38115 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 1668 47939 SH SOLE 47939 0 0 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 423 14987 SH SOLE 14987 0 0 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1469 50777 SH SOLE 50777 0 0 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 720 7844 SH SOLE 7844 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2161 48744 SH SOLE 48744 0 0 SPDR SER TR BLOOMBERG EMERGI 78464A391 930 45460 SH SOLE 45460 0 0 SPDR SER TR FTSE INT GVT ETF 78464A490 4052 89577 SH SOLE 89577 0 0 SPDR SER TR BLOOMBERG SHORT 78464A334 1844 79600 SH SOLE 79600 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 2899 7685 SH SOLE 7685 0 0 SPDR SER TR BLOOMBERG INTL T 78464A516 260 9662 SH SOLE 9662 0 0 VANECK ETF TRUST CHINA BOND ETF 92189F379 1435 61321 SH SOLE 61321 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 3654 149266 SH SOLE 149266 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 419 4601 SH SOLE 4601 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 951 9213 SH SOLE 9213 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3660 82683 SH SOLE 82683 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 333 6312 SH SOLE 6312 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2746 54954 SH SOLE 54954 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 827 19856 SH SOLE 19856 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 425 8243 SH SOLE 8243 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 782 19178 SH SOLE 19178 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 332 5422 SH SOLE 5422 0 0 WISDOMTREE TR FUTRE STRAT FD 97717W125 1041 29656 SH SOLE 29656 0 0