Upper Left Wealth Management, LLC
- SEC CIK
- 0001911228
- 最新申報
- 2026/7/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/15 申報。只含多頭部位。
- 持股檔數
- 50
- 2021 年第 3 季沒有申報
- 總值
- $1.00 億
- 2021 年第 3 季沒有申報
Upper Left Wealth Management, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 248,182 | $863.7 萬 | 8.6% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 82,544 | $519.1 萬 | 5.2% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 168,649 | $505.5 萬 | 5.0% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 336,717 | $477.5 萬 | 4.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 120,300 | $471.9 萬 | 4.7% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 111,733 | $461.4 萬 | 4.6% | – | – | – |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 84,260 | $453.4 萬 | 4.5% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 149,623 | $427.9 萬 | 4.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,960 | $426.7 萬 | 4.3% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 80,952 | $426.4 萬 | 4.3% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 78,763 | $424.9 萬 | 4.2% | – | – | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 150,006 | $424.0 萬 | 4.2% | – | – | – |
| iShares Tr464288430 | ASIA 50 ETF | 45,858 | $355.0 萬 | 3.5% | – | – | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 140,837 | $353.6 萬 | 3.5% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 52,641 | $325.4 萬 | 3.2% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 168,863 | $306.9 萬 | 3.1% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,142 | $289.6 萬 | 2.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 44,464 | $249.1 萬 | 2.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 11,358 | $194.1 萬 | 1.9% | – | – | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 36,942 | $174.4 萬 | 1.7% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 14,846 | $172.4 萬 | 1.7% | – | – | – |
| VanEck Vectors ETF Tr92189F379 | CHINAAMC CHINA B | 61,417 | $151.6 萬 | 1.5% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 34,799 | $132.4 萬 | 1.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,363 | $113.0 萬 | 1.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 27,185 | $99.8 萬 | 1.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,002 | $92.7 萬 | 0.9% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 21,483 | $90.2 萬 | 0.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,532 | $82.8 萬 | 0.8% | – | – | – |
| iShares Tr464288489 | INTL DEV RE ETF | 28,089 | $80.1 萬 | 0.8% | – | – | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 31,880 | $77.9 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,169 | $71.2 萬 | 0.7% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 16,375 | $61.7 萬 | 0.6% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 7,784 | $60.4 萬 | 0.6% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,972 | $51.1 萬 | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,290 | $50.2 萬 | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,129 | $47.8 萬 | 0.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,597 | $47.4 萬 | 0.5% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 7,842 | $44.0 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 11,788 | $42.0 萬 | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,052 | $41.2 萬 | 0.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,450 | $40.0 萬 | 0.4% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,312 | $36.7 萬 | 0.4% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,082 | $33.6 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 10,046 | $30.5 萬 | 0.3% | – | – | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 5,522 | $27.4 萬 | 0.3% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 2,014 | $23.8 萬 | 0.2% | – | – | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 2,890 | $22.6 萬 | 0.2% | – | – | – |
| iShares Tr464288117 | INTL TREA BD ETF | 4,229 | $21.3 萬 | 0.2% | – | – | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 3,373 | $21.2 萬 | 0.2% | – | – | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 5,231 | $20.5 萬 | 0.2% | – | – | – |