Olympus Wealth Management as of Dec. 31, 2022
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 23.3 | $46M | 753k | 61.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 18.3 | $36M | 95k | 382.43 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 14.8 | $30M | 84k | 351.34 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.8 | $22M | 285k | 75.54 | |
| Ishares Core Msci Emkt (IEMG) | 8.2 | $16M | 349k | 46.70 | |
| Ishares Tr Tips Bd Etf (TIP) | 6.5 | $13M | 122k | 106.44 | |
| Ishares Tr Msci Eafe Etf (EFA) | 5.0 | $10M | 152k | 65.64 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.9 | $7.8M | 46k | 169.64 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 2.6 | $5.3M | 214k | 24.65 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.4 | $4.8M | 126k | 37.90 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.1 | $4.2M | 18k | 241.90 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.7 | $3.3M | 16k | 214.24 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.2 | $406k | 30k | 13.72 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $362k | 3.7k | 96.96 |
