Olympus Wealth Management as of March 31, 2022
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 14 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 24.0 | $50M | 110k | 451.64 | |
| Ishares Tr Core Msci Eafe (IEFA) | 13.9 | $29M | 414k | 69.51 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 12.7 | $26M | 579k | 45.15 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 9.2 | $19M | 242k | 78.89 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.5 | $18M | 42k | 415.17 | |
| Ishares Tr Msci Eafe Etf (EFA) | 8.1 | $17M | 227k | 73.60 | |
| Ishares Tr Tips Bd Etf (TIP) | 7.9 | $16M | 132k | 124.57 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.5 | $9.3M | 52k | 180.65 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 4.1 | $8.6M | 328k | 26.06 | |
| Ishares Core Msci Emkt (IEMG) | 2.5 | $5.2M | 94k | 55.55 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $5.0M | 19k | 268.34 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.6 | $3.2M | 39k | 82.29 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.3 | $580k | 30k | 19.61 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $432k | 1.6k | 277.70 |
