Portfolio (Quarterly)
Guide ↗
Upper Left Wealth Management, LLC
· CIK 0001911228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 9,819.0 | $313K | 0.17% | -6K | -36.6% | $31.86 | +32.1% |
| 22 | GBIL | GOLDMAN SACHS ETF TR | — | 2,868.0 | $287K | 0.16% | -149.0 | -4.9% | $100.16 | -0.0% |
| 23 | IEFA | ISHARES TR | — | 2,770.0 | $268K | 0.15% | -303.0 | -9.9% | $96.58 | +4.0% |
| 24 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,709.0 | $240K | 0.13% | -73.0 | -2.6% | $88.54 | +3.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
96.6%
Technology
1.8%
Industrials
1.6%