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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SCZ | ISHARES TR | — | 3,551.0 | $275K | 0.17% | NEW | — | $77.53 | +11.3% |
| 62 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 5,627.0 | $268K | 0.16% | NEW | — | $47.56 | -16.2% |
| 63 | MU | MICRON TECHNOLOGY INC | Technology | 933.0 | $266K | 0.16% | NEW | — | $285.41 | +229.5% |
| 64 | VGK | VANGUARD INTL EQUITY INDEX F | — | 3,024.0 | $253K | 0.15% | NEW | — | $83.61 | +6.7% |
| 65 | EMB | ISHARES TR | — | 2,356.0 | $227K | 0.14% | NEW | — | $96.28 | -0.1% |
| 66 | REET | ISHARES TR | — | 9,039.0 | $226K | 0.14% | NEW | — | $24.95 | +10.4% |
| 67 | IBIT CALL | ISHARES BITCOIN TRUST ETF | Financial Services | 800.0 | $40K | 0.02% | NEW | — | $49.65 | -16.2% |
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
98.2%
Technology
1.8%