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 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