0001911228-23-000003.txt : 20230725
0001911228-23-000003.hdr.sgml : 20230725
20230725121415
ACCESSION NUMBER: 0001911228-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230725
DATE AS OF CHANGE: 20230725
EFFECTIVENESS DATE: 20230725
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: 231107578
BUSINESS ADDRESS:
STREET 1: 3608 W CLARK CIR
CITY: TAMPA
STATE: FL
ZIP: 33629
BUSINESS PHONE: 917-768-3390
MAIL ADDRESS:
STREET 1: 3608 W CLARK CIR
CITY: TAMPA
STATE: FL
ZIP: 33629
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001911228
XXXXXXXX
06-30-2023
06-30-2023
false
Upper Left Wealth Management, LLC
3608 W Clark Cir
Tampa
FL
33629
13F HOLDINGS REPORT
028-22226
000288762
801-123531
N
Randy D Kurtz
CCO
917-768-3390
/s/ Randy D Kurtz
Tampa
FL
07-25-2023
0
56
89956646
INFORMATION TABLE
2
infotable.xml
ABRDN ETFS
BBRG ALL COMD K1
003261104
1901330
94312
SH
SOLE
94312
0
0
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
252827
13763
SH
SOLE
13763
0
0
GOLDMAN SACHS ETF TR
ACCES TREASURY
381430529
500651
5003
SH
SOLE
5003
0
0
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46090F100
2792563
205260
SH
SOLE
205260
0
0
INVESCO CURRENCYSHARES EURO
EURO SHS
46138K103
3670089
36406
SH
SOLE
36406
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
7610787
209145
SH
SOLE
209145
0
0
ISHARES INC
JP MORGAN EM ETF
464286517
203648
5501
SH
SOLE
5501
0
0
ISHARES INC
MSCI EM ASIA ETF
464286426
357266
5437
SH
SOLE
5437
0
0
ISHARES INC
MSCI EURZONE ETF
464286608
349241
7622
SH
SOLE
7622
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
687744
13953
SH
SOLE
13953
0
0
ISHARES TR
0-3 MNTH TREASRY
46436E718
306620
3047
SH
SOLE
3047
0
0
ISHARES TR
ASIA 50 ETF
464288430
2227713
37384
SH
SOLE
37384
0
0
ISHARES TR
CHINA LG-CAP ETF
464287184
422125
15525
SH
SOLE
15525
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
341102
3423
SH
SOLE
3423
0
0
ISHARES TR
CORE S&P500 ETF
464287200
805398
1807
SH
SOLE
1807
0
0
ISHARES TR
INTL DEV RE ETF
464288489
1323436
66655
SH
SOLE
66655
0
0
ISHARES TR
INTL TREA BD ETF
464288117
402433
10165
SH
SOLE
10165
0
0
ISHARES TR
MSCI AC ASIA ETF
464288182
415317
6251
SH
SOLE
6251
0
0
ISHARES TR
MSCI CHINA ETF
46429B671
1466488
32778
SH
SOLE
32778
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
481097
2569
SH
SOLE
2569
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
3340048
47390
SH
SOLE
47390
0
0
ISHARES TR
TIPS BD ETF
464287176
923918
8585
SH
SOLE
8585
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
1034759
11957
SH
SOLE
11957
0
0
PROSHARES TR
BITCOIN STRATE
74347G440
201978
11895
SH
SOLE
11895
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
4549186
184701
SH
SOLE
184701
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3951660
110846
SH
SOLE
110846
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
2512556
74402
SH
SOLE
74402
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT SC
808524748
331768
9996
SH
SOLE
9996
0
0
SCHWAB STRATEGIC TR
US REIT ETF
808524847
3452885
176799
SH
SOLE
176799
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2316188
52881
SH
SOLE
52881
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
3486858
66505
SH
SOLE
66505
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1077821
6046
SH
SOLE
6046
0
0
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
310592
12539
SH
SOLE
12539
0
0
SPDR INDEX SHS FDS
EURO STOXX 50
78463X202
1692202
36803
SH
SOLE
36803
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
694274
21336
SH
SOLE
21336
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
664772
19336
SH
SOLE
19336
0
0
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
1089177
35699
SH
SOLE
35699
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2876001
6488
SH
SOLE
6488
0
0
SPDR SER TR
BLOOMBERG EMERGI
78464A391
445630
21060
SH
SOLE
21060
0
0
SPDR SER TR
BLOOMBERG INTL T
78464A516
1950485
86496
SH
SOLE
86496
0
0
SPDR SER TR
FTSE INT GVT ETF
78464A490
4014389
96130
SH
SOLE
96130
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
2747604
52727
SH
SOLE
52727
0
0
VANECK ETF TRUST
JP MRGAN EM LOC
92189H300
3587755
140366
SH
SOLE
140366
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
474821
9714
SH
SOLE
9714
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1134104
4008
SH
SOLE
4008
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
505956
6055
SH
SOLE
6055
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
263729
1326
SH
SOLE
1326
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
3820344
70214
SH
SOLE
70214
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
750140
18440
SH
SOLE
18440
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
290669
4711
SH
SOLE
4711
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1174845
10634
SH
SOLE
10634
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
3229267
80350
SH
SOLE
80350
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
259875
4634
SH
SOLE
4634
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
839322
18175
SH
SOLE
18175
0
0
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
921946885
505197
8113
SH
SOLE
8113
0
0
WORLD GOLD TR
SPDR GLD MINIS
98149E303
2937996
77133
SH
SOLE
77133
0
0