Filling information for Upper Left Wealth Management, LLC as Treemap, investor disclosed 56 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 003261104 | 003261104 | ABRDN ETFS | BBRG ALL COMD K1 | 1901330 | 94312 | |
| 00326A104 | 00326A104 | ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 252827 | 13763 | |
| 381430529 | 381430529 | GOLDMAN SACHS ETF TR | ACCES TREASURY | 500651 | 5003 | |
| 46090F100 | 46090F100 | INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 2792563 | 205260 | |
| 46138K103 | 46138K103 | INVESCO CURRENCYSHARES EURO | EURO SHS | 3670089 | 36406 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 7610787 | 209145 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 687744 | 13953 | |
| 464286517 | 464286517 | ISHARES INC | JP MORGAN EM ETF | 203648 | 5501 | |
| 464286426 | 464286426 | ISHARES INC | MSCI EM ASIA ETF | 357266 | 5437 | |
| 464286608 | 464286608 | ISHARES INC | MSCI EURZONE ETF | 349241 | 7622 | |
| 46436E718 | 46436E718 | ISHARES TR | 0-3 MNTH TREASRY | 306620 | 3047 | |
| 464288430 | 464288430 | ISHARES TR | ASIA 50 ETF | 2227713 | 37384 | |
| 464287184 | 464287184 | ISHARES TR | CHINA LG-CAP ETF | 422125 | 15525 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 341102 | 3423 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 805398 | 1807 | |
| 464288489 | 464288489 | ISHARES TR | INTL DEV RE ETF | 1323436 | 66655 | |
| 464288117 | 464288117 | ISHARES TR | INTL TREA BD ETF | 402433 | 10165 | |
| 464288182 | 464288182 | ISHARES TR | MSCI AC ASIA ETF | 415317 | 6251 | |
| 46429B671 | 46429B671 | ISHARES TR | MSCI CHINA ETF | 1466488 | 32778 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 481097 | 2569 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 3340048 | 47390 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 923918 | 8585 | |
| 464287739 | 464287739 | ISHARES TR | U.S. REAL ES ETF | 1034759 | 11957 | |
| 74347G440 | 74347G440 | PROSHARES TR | BITCOIN STRATE | 201978 | 11895 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 4549186 | 184701 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 3951660 | 110846 | |
| 808524888 | 808524888 | SCHWAB STRATEGIC TR | INTL SCEQT ETF | 2512556 | 74402 | |
| 808524748 | 808524748 | SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 331768 | 9996 | |
| 808524847 | 808524847 | SCHWAB STRATEGIC TR | US REIT ETF | 3452885 | 176799 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 2316188 | 52881 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 3486858 | 66505 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 1077821 | 6046 | |
| 78463X863 | 78463X863 | SPDR INDEX SHS FDS | DJ INTL RL ETF | 310592 | 12539 | |
| 78463X202 | 78463X202 | SPDR INDEX SHS FDS | EURO STOXX 50 | 1692202 | 36803 | |
| 78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 694274 | 21336 | |
| 78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 664772 | 19336 | |
| 78463X871 | 78463X871 | SPDR INDEX SHS FDS | S&P INTL SMLCP | 1089177 | 35699 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2876001 | 6488 | |
| 78464A391 | 78464A391 | SPDR SER TR | BLOOMBERG EMERGI | 445630 | 21060 | |
| 78464A516 | 78464A516 | SPDR SER TR | BLOOMBERG INTL T | 1950485 | 86496 | |
| 78464A490 | 78464A490 | SPDR SER TR | FTSE INT GVT ETF | 4014389 | 96130 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 2747604 | 52727 | |
| 92189H300 | 92189H300 | VANECK ETF TRUST | JP MRGAN EM LOC | 3587755 | 140366 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 474821 | 9714 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1134104 | 4008 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 505956 | 6055 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 263729 | 1326 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3820344 | 70214 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 750140 | 18440 | |
| 922042874 | 922042874 | VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 290669 | 4711 | |
| 922042718 | 922042718 | VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 1174845 | 10634 | |
| 922042676 | 922042676 | VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 3229267 | 80350 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 259875 | 4634 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 839322 | 18175 | |
| 921946885 | 921946885 | VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 505197 | 8113 | |
| 98149E303 | 98149E303 | WORLD GOLD TR | SPDR GLD MINIS | 2937996 | 77133 |