0001911228-24-000004.txt : 20241113 0001911228-24-000004.hdr.sgml : 20241113 20241113134229 ACCESSION NUMBER: 0001911228-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241113 DATE AS OF CHANGE: 20241113 EFFECTIVENESS DATE: 20241113 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: 241453001 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 09-30-2024 09-30-2024 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 11-13-2024 0 59 114398089 INFORMATION TABLE 2 infotable.xml ABRDN ETFS BBRG ALL COMD K1 003261104 5084934 260232 SH SOLE 0 0 260232 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 465839 19483 SH SOLE 0 0 19483 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 389451 7602 SH SOLE 0 0 7602 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 374460 3736 SH SOLE 0 0 3736 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 888484 19005 SH SOLE 0 0 19005 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 722602 54168 SH SOLE 0 0 54168 INVESCO CURRENCYSHARES EURO EURO SHS 46138K103 2189217 21423 SH SOLE 0 0 21423 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2851334 85446 SH SOLE 0 0 85446 ISHARES GOLD TR ISHARES NEW 464285204 10797854 228381 SH SOLE 0 0 228381 ISHARES INC CORE MSCI EMKT 46434G103 889332 16330 SH SOLE 0 0 16330 ISHARES INC MSCI EURZONE ETF 464286608 406183 7907 SH SOLE 0 0 7907 ISHARES TR 3 7 YR TREAS BD 464288661 914619 7704 SH SOLE 0 0 7704 ISHARES TR CHINA LG-CAP ETF 464287184 311249 11763 SH SOLE 0 0 11763 ISHARES TR CORE INTL AGGR 46435G672 2090940 40767 SH SOLE 0 0 40767 ISHARES TR CORE S&P SCP ETF 464287804 299289 2569 SH SOLE 0 0 2569 ISHARES TR CORE S&P500 ETF 464287200 866561 1529 SH SOLE 0 0 1529 ISHARES TR CRE U S REIT ETF 464288521 292845 4838 SH SOLE 0 0 4838 ISHARES TR INTL DEV RE ETF 464288489 378917 17076 SH SOLE 0 0 17076 ISHARES TR INTL TREA BD ETF 464288117 583011 14199 SH SOLE 0 0 14199 ISHARES TR MSCI CHINA ETF 46429B671 3577009 85513 SH SOLE 0 0 85513 ISHARES TR RUSSELL 2000 ETF 464287655 652318 2964 SH SOLE 0 0 2964 ISHARES TR TIPS BD ETF 464287176 494488 4542 SH SOLE 0 0 4542 ISHARES TR U.S. REAL ES ETF 464287739 1203617 12093 SH SOLE 0 0 12093 PEGASYSTEMS INC COM 705573103 212640 3000 SH SOLE 0 0 3000 PROSHARES TR BITCOIN ETF 74347G440 56772 2988 SH SOLE 0 0 2988 PROSHARES TR BITCOIN ETF 74347G440 271700 14300 PRN Call SOLE 0 0 14300 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5558592 204360 SH SOLE 0 0 204360 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 452921 12172 SH SOLE 0 0 12172 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4250640 104259 SH SOLE 0 0 104259 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3750486 99456 SH SOLE 0 0 99456 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 2615270 52097 SH SOLE 0 0 52097 SCHWAB STRATEGIC TR US REIT ETF 808524847 4577887 202651 SH SOLE 0 0 202651 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4805843 94011 SH SOLE 0 0 94011 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2584361 48826 SH SOLE 0 0 48826 SPDR GOLD TR GOLD SHS 78463V107 1381033 5971 SH SOLE 0 0 5971 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 1325463 48802 SH SOLE 0 0 48802 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 2356654 44863 SH SOLE 0 0 44863 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 821125 22097 SH SOLE 0 0 22097 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 865150 22419 SH SOLE 0 0 22419 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 251911 3747 SH SOLE 0 0 3747 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1134624 34083 SH SOLE 0 0 34083 SPDR S&P 500 ETF TR TR UNIT 78462F103 1397927 2480 SH SOLE 0 0 2480 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3227014 35145 SH SOLE 0 0 35145 SPDR SER TR BLOOMBERG EMERGI 78464A391 511096 24643 SH SOLE 0 0 24643 SPDR SER TR BLOOMBERG INTL T 78464A516 2946060 128874 SH SOLE 0 0 128874 SPDR SER TR FTSE INT GVT ETF 78464A490 1635858 41164 SH SOLE 0 0 41164 SPDR SER TR PORTFOLIO S&P500 78464A854 4758838 71799 SH SOLE 0 0 71799 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 2564686 103540 SH SOLE 0 0 103540 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 581247 11681 SH SOLE 0 0 11681 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 600366 6311 SH SOLE 0 0 6311 VANGUARD INDEX FDS SMALL CP ETF 922908751 1458642 6249 SH SOLE 0 0 6249 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4469950 72470 SH SOLE 0 0 72470 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2393773 53528 SH SOLE 0 0 53528 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 278472 3926 SH SOLE 0 0 3926 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1441766 11715 SH SOLE 0 0 11715 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 4840140 108572 SH SOLE 0 0 108572 VANGUARD STAR FDS VG TL INTL STK F 921909768 1227541 19371 SH SOLE 0 0 19371 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1861260 35527 SH SOLE 0 0 35527 WORLD GOLD TR SPDR GLD MINIS 98149E303 4205828 84812 SH SOLE 0 0 84812