0001911228-24-000001.txt : 20240123 0001911228-24-000001.hdr.sgml : 20240123 20240123164151 ACCESSION NUMBER: 0001911228-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Upper Left Wealth Management, LLC CENTRAL INDEX KEY: 0001911228 ORGANIZATION NAME: 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: 24553144 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 12-31-2023 12-31-2023 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 917-768-3390 /s/ Randy D Kurtz Tampa FL 01-23-2024 0 61 102056276 INFORMATION TABLE 2 infotable.xml ABRDN ETFS BBRG ALL COMD K1 003261104 3229907 166834 SH SOLE 166834 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 335758 17009 SH SOLE 17009 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 486732 4880 SH SOLE 4880 0 0 GRANITESHARES ETF TR BBG COMMD K 1 38747R108 849033 43697 SH SOLE 43697 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 644372 48449 SH SOLE 48449 0 0 INVESCO CURRENCYSHARES EURO EURO SHS 46138K103 3421300 33529 SH SOLE 33529 0 0 ISHARES GOLD TR ISHARES NEW 464285204 7744021 198412 SH SOLE 198412 0 0 ISHARES INC CORE MSCI EMKT 46434G103 761988 15065 SH SOLE 15065 0 0 ISHARES INC JP MORGAN EM ETF 464286517 220210 5997 SH SOLE 5997 0 0 ISHARES INC MSCI EM ASIA ETF 464286426 378282 5722 SH SOLE 5722 0 0 ISHARES INC MSCI EURZONE ETF 464286608 372879 7860 SH SOLE 7860 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 302415 3016 SH SOLE 3016 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 310460 3149 SH SOLE 3149 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1699205 14507 SH SOLE 14507 0 0 ISHARES TR ASIA 50 ETF 464288430 2339786 40362 SH SOLE 40362 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 376070 15650 SH SOLE 15650 0 0 ISHARES TR CORE S&P SCP ETF 464287804 368050 3400 SH SOLE 3400 0 0 ISHARES TR CORE S&P500 ETF 464287200 740327 1550 SH SOLE 1550 0 0 ISHARES TR CRE U S REIT ETF 464288521 298378 5496 SH SOLE 5496 0 0 ISHARES TR INTL DEV RE ETF 464288489 316217 14532 SH SOLE 14532 0 0 ISHARES TR INTL TREA BD ETF 464288117 604121 14617 SH SOLE 14617 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 391565 5882 SH SOLE 5882 0 0 ISHARES TR MSCI CHINA ETF 46429B671 1560057 38293 SH SOLE 38293 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 745638 3715 SH SOLE 3715 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1675481 22310 SH SOLE 22310 0 0 ISHARES TR TIPS BD ETF 464287176 906249 8431 SH SOLE 8431 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1233304 13492 SH SOLE 13492 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4995880 201528 SH SOLE 201528 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3745896 101350 SH SOLE 101350 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2676203 76704 SH SOLE 76704 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 4438207 89264 SH SOLE 89264 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 344836 9892 SH SOLE 9892 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 3760833 181595 SH SOLE 181595 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4104731 86891 SH SOLE 86891 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3596633 68901 SH SOLE 68901 0 0 SPDR GOLD TR GOLD SHS 78463V107 1012054 5294 SH SOLE 5294 0 0 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 1319417 48348 SH SOLE 48348 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 1900926 39760 SH SOLE 39760 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 693532 20392 SH SOLE 20392 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 780579 22044 SH SOLE 22044 0 0 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 238829 3506 SH SOLE 3506 0 0 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1131705 35633 SH SOLE 35633 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1289517 2713 SH SOLE 2713 0 0 SPDR SER TR BLOOMBERG EMERGI 78464A391 602558 28369 SH SOLE 28369 0 0 SPDR SER TR BLOOMBERG INTL T 78464A516 2006160 86547 SH SOLE 86547 0 0 SPDR SER TR FTSE INT GVT ETF 78464A490 4218955 100595 SH SOLE 100595 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 3954031 70734 SH SOLE 70734 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 4058890 160114 SH SOLE 160114 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 477163 9666 SH SOLE 9666 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 495232 1593 SH SOLE 1593 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 601732 6810 SH SOLE 6810 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1290647 6050 SH SOLE 6050 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4332998 77182 SH SOLE 77182 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 829645 20186 SH SOLE 20186 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 306152 4748 SH SOLE 4748 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1503558 13071 SH SOLE 13071 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 4104910 96382 SH SOLE 96382 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 460609 7947 SH SOLE 7947 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 985591 20576 SH SOLE 20576 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 497059 7797 SH SOLE 7797 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E303 2988803 73058 SH SOLE 73058 0 0