0001911228-22-000005.txt : 20221101
0001911228-22-000005.hdr.sgml : 20221101
20221101161521
ACCESSION NUMBER: 0001911228-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221101
DATE AS OF CHANGE: 20221101
EFFECTIVENESS DATE: 20221101
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: 221350405
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
13F-HR
LIVE
false
false
false
0001911228
XXXXXXXX
09-30-2022
09-30-2022
false
Upper Left Wealth Management, LLC
3608 W Clark Cir
Tampa
FL
33629
13F HOLDINGS REPORT
028-22226
N
Randy D Kurtz
CCO
917-768-3390
/s/ Randy D Kurtz
Tampa
FL
11-01-2022
0
49
76951
INFORMATION TABLE
2
infotable.xml
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46090F100
4444
269802
SH
SOLE
269802
0
0
INVESCO CURRENCYSHARES EURO
EURO SHS
46138K103
3493
38454
SH
SOLE
38454
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
7228
224851
SH
SOLE
224851
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
357
8160
SH
SOLE
8160
0
0
ISHARES INC
MSCI EURZONE ETF
464286608
245
7479
SH
SOLE
7479
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
343
3828
SH
SOLE
3828
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
553
3267
SH
SOLE
3267
0
0
ISHARES TR
INTL DEV RE ETF
464288489
615
31807
SH
SOLE
31807
0
0
ISHARES TR
TIPS BD ETF
464287176
1007
9482
SH
SOLE
9482
0
0
ISHARES TR
INTL TREA BD ETF
464288117
327
8769
SH
SOLE
8769
0
0
ISHARES TR
ASIA 50 ETF
464288430
2083
41326
SH
SOLE
41326
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
457
5647
SH
SOLE
5647
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
1083
13027
SH
SOLE
13027
0
0
ISHARES TR
MSCI CHINA ETF
46429B671
1199
28096
SH
SOLE
28096
0
0
ISHARES TR
CORE S&P500 ETF
464287200
907
2473
SH
SOLE
2473
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT SC
808524748
375
13515
SH
SOLE
13515
0
0
SCHWAB STRATEGIC TR
US REIT ETF
808524847
2886
151522
SH
SOLE
151522
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3070
106747
SH
SOLE
106747
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
2339
82250
SH
SOLE
82250
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
4128
181983
SH
SOLE
181983
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
3337
63849
SH
SOLE
63849
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2149
55427
SH
SOLE
55427
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
295
5950
SH
SOLE
5950
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1294
8204
SH
SOLE
8204
0
0
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
901
33916
SH
SOLE
33916
0
0
SPDR INDEX SHS FDS
MSCI EMRG MKTS
78463X426
617
19621
SH
SOLE
19621
0
0
SPDR INDEX SHS FDS
S&P CHINA ETF
78463X400
518
7281
SH
SOLE
7281
0
0
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
922
37435
SH
SOLE
37435
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
714
27015
SH
SOLE
27015
0
0
SPDR INDEX SHS FDS
EURO STOXX 50
78463X202
1332
42203
SH
SOLE
42203
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2129
49584
SH
SOLE
49584
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
2600
7117
SH
SOLE
7117
0
0
SPDR SER TR
BLOOMBERG SHORT
78464A334
1963
92577
SH
SOLE
92577
0
0
SPDR SER TR
BLOOMBERG INTL T
78464A516
227
9048
SH
SOLE
9048
0
0
SPDR SER TR
FTSE INT GVT ETF
78464A490
2163
53843
SH
SOLE
53843
0
0
SPDR SER TR
BLOOMBERG EMERGI
78464A391
865
45008
SH
SOLE
45008
0
0
VANECK ETF TRUST
JP MRGAN EM LOC
92189H300
2874
124398
SH
SOLE
124398
0
0
VANECK ETF TRUST
CHINA BOND ETF
92189F379
1305
59245
SH
SOLE
59245
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
298
3639
SH
SOLE
3639
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
3146
69522
SH
SOLE
69522
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
982
10352
SH
SOLE
10352
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
2752
71099
SH
SOLE
71099
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
262
5539
SH
SOLE
5539
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
750
20266
SH
SOLE
20266
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
315
6731
SH
SOLE
6731
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
987
26535
SH
SOLE
26535
0
0
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
921946885
304
5199
SH
SOLE
5199
0
0
WISDOMTREE TR
FUTRE STRAT FD
97717W125
1002
29225
SH
SOLE
29225
0
0
WORLD GOLD TR
SPDR GLD MINIS
98149E303
2809
83495
SH
SOLE
83495
0
0