Upper-Left-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MCHI",
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJR",
  null,
  null,
  "VHT",
  null,
  "IEMG",
  "IVV",
  null,
  "IYR",
  "SPY",
  null,
  null,
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPLG",
  "VNQ",
  "VWO",
  "VSS",
  null,
  null,
  "SGOL",
  null,
  null,
  null,
  null,
  "VEU",
  "VEA",
  "VGK",
  "VNQI",
  "VXUS",
  "BNDX",
  "VB",
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  null,
  "PEGA",
  "QQQ",
  "IWM",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 61
Total Value: 139406870
Accession Number: 0001667731-25-000422
Form Type: 13F-HR
CIK: upper-left-wealth-management
Manager Name: Upper-Left-Wealth-Management

Data Enrichment

44% identified

27 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $139.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524888

Shares:97.9K

Value:$3.5M

% of Portfolio:2.5% ($3.5M/$139.4M)

922042858

VWO|922042858

Shares:66.3K

Value:$3.0M

% of Portfolio:2.2% ($3.0M/$139.4M)

464287200

IVV|464287200

Shares:5.0K

Value:$2.8M

% of Portfolio:2.0% ($2.8M/$139.4M)

78463X202

Shares:47.1K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$139.4M)

921943858

VEA|921943858

Shares:44.8K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$139.4M)

922042718

VSS|922042718

Shares:18.3K

Value:$2.1M

% of Portfolio:1.5% ($2.1M/$139.4M)

921909768

VXUS|921909768

Shares:31.9K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$139.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:5.5K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$139.4M)

389637109

Shares:20.2K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$139.4M)

922908751

VB|922908751

Shares:5.9K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$139.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.1K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$139.4M)

464287739

IYR|464287739

Shares:11.6K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$139.4M)

78463X871

Shares:33.4K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$139.4M)

464288661

Shares:7.4K

Value:$871.0K

% of Portfolio:0.6% ($871.0K/$139.4M)

46090F100

Shares:63.4K

Value:$864.4K

% of Portfolio:0.6% ($864.4K/$139.4M)

78463X889

SPDW|78463X889

Shares:21.4K

Value:$778.9K

% of Portfolio:0.6% ($778.9K/$139.4M)

46434G103

IEMG|46434G103

Shares:14.0K

Value:$754.3K

% of Portfolio:0.5% ($754.3K/$139.4M)

78463X509

Shares:19.1K

Value:$750.7K

% of Portfolio:0.5% ($750.7K/$139.4M)

922908553

VNQ|922908553

Shares:8.1K

Value:$737.0K

% of Portfolio:0.5% ($737.0K/$139.4M)

78463X863

Shares:29.2K

Value:$714.1K

% of Portfolio:0.5% ($714.1K/$139.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524888)✕	97.9K	QoQ -1.59% (-1.6K) YoY +28.65% (+21.8K)	All Managers (Combined)	$3.5M	2.5% ($3.5M/$139.4M)	QoQ +2.84% (-$97.2K) YoY +28.94% (+$788.1K)
(VWOcusip922042858)	66.3K	QoQ +8.90% (+5.4K) YoY +154.65% (+40.3K)	All Managers (Combined)	$3.0M	2.2% ($3.0M/$139.4M)	QoQ +11.92% (+$319.6K) YoY +175.92% (+$1.9M)
(IVVcusip464287200)	5.0K	QoQ +123.64% (+2.8K) YoY +264.49% (+3.7K)	All Managers (Combined)	$2.8M	2.0% ($2.8M/$139.4M)	QoQ +113.47% (+$1.5M) YoY +289.57% (+$2.1M)
(cusip78463X202)✕	47.1K	QoQ +0.21% (+101) YoY +47.92% (+15.3K)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$139.4M)	QoQ +13.24% (+$299.6K) YoY +53.16% (+$889.1K)
(VEAcusip921943858)	44.8K	QoQ +24.14% (+8.7K) YoY +68.46% (+18.2K)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$139.4M)	QoQ +31.96% (+$552.0K) YoY +70.68% (+$943.7K)
(VSScusip922042718)	18.3K	QoQ +48.41% (+6.0K) YoY +46.86% (+5.8K)	All Managers (Combined)	$2.1M	1.5% ($2.1M/$139.4M)	QoQ +49.86% (+$703.5K) YoY +45.30% (+$659.2K)
(VXUScusip921909768)	31.9K	QoQ +11.92% (+3.4K) YoY +148.92% (+19.1K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$139.4M)	QoQ +17.94% (+$301.2K) YoY +156.35% (+$1.2M)
SPDR GOLD TRUST(GLDcusip78463V107)	5.5K	QoQ -4.98% (-291) YoY +7.12% (+369)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$139.4M)	QoQ +13.07% (-$184.8K) YoY +50.04% (+$533.2K)
(cusip389637109)✕	20.2K	QoQ +0.80% (-162) YoY +20.64% (+3.5K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$139.4M)	QoQ -11.24% (-$166.6K) YoY +24.46% (+$258.4K)
(VBcusip922908751)	5.9K	QoQ -8.21% (-529) YoY +7.24% (+399)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$139.4M)	QoQ -15.29% (-$236.6K) YoY +4.03% (+$50.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.1K	QoQ -13.09% (-322) YoY -15.66% (-397)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$139.4M)	QoQ -17.05% (-$245.8K) YoY -9.81% (-$130.0K)
(IYRcusip464287739)	11.6K	QoQ -1.58% (-187) YoY -1.03% (-121)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$139.4M)	QoQ +1.25% (-$13.7K) YoY +5.40% (-$56.9K)
(cusip78463X871)✕	33.4K	QoQ -1.74% (-593) YoY -4.33% (-1.5K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$139.4M)	QoQ +1.34% (-$14.2K) YoY -5.86% (-$66.6K)
(cusip464288661)✕	7.4K	QoQ -2.34% (-177) YoY -33.79% (-3.8K)	All Managers (Combined)	$871.0K	0.6% ($871.0K/$139.4M)	QoQ -0.15% (-$1.4K) YoY -32.46% (-$418.7K)
(cusip46090F100)✕	63.4K	QoQ -3.02% (-2.0K) YoY +41.71% (+18.7K)	All Managers (Combined)	$864.4K	0.6% ($864.4K/$139.4M)	QoQ +1.75% (-$14.9K) YoY +39.26% (+$243.7K)
(SPDWcusip78463X889)	21.4K	QoQ -3.19% (-705) YoY +4.90% (+1.0K)	All Managers (Combined)	$778.9K	0.6% ($778.9K/$139.4M)	QoQ +3.27% (-$24.7K) YoY +6.57% (+$48.0K)
(IEMGcusip46434G103)	14.0K	QoQ -22.28% (-4.0K) YoY -4.91% (-723)	All Managers (Combined)	$754.3K	0.5% ($754.3K/$139.4M)	QoQ -19.68% (-$184.9K) YoY -0.55% (-$4.2K)
(cusip78463X509)✕	19.1K	QoQ -14.49% (-3.2K) YoY -6.49% (-1.3K)	All Managers (Combined)	$750.7K	0.5% ($750.7K/$139.4M)	QoQ -12.26% (-$104.9K) YoY +1.72% (-$12.7K)
(VNQcusip922908553)	8.1K	QoQ +0.04% (+4) YoY +29.28% (+1.8K)	All Managers (Combined)	$737.0K	0.5% ($737.0K/$139.4M)	QoQ +1.68% (+$12.2K) YoY +35.35% (+$192.5K)
(cusip78463X863)✕	29.2K	QoQ -39.37% (-18.9K) YoY -32.11% (-13.8K)	All Managers (Combined)	$714.1K	0.5% ($714.1K/$139.4M)	QoQ -35.58% (-$394.4K) YoY -36.30% (-$407.0K)