Olympus Wealth Management as of Dec. 31, 2021
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 12 positions in its portfolio as reported in the December 2021 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) | 30.8 | $44M | 94k | 474.96 | |
Ishares Tr Msci Eafe Etf (EFA) | 17.8 | $26M | 326k | 78.68 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 13.5 | $19M | 241k | 80.83 | |
Ishares Tr Tips Bd Etf (TIP) | 10.7 | $15M | 119k | 129.20 | |
Ishares Core Msci Emkt (IEMG) | 7.6 | $11M | 183k | 59.86 | |
Spdr Gold Tr Gold Shs (GLD) | 6.3 | $9.0M | 53k | 170.96 | |
Invesco Db Commdy Indx Trck Unit (DBC) | 4.7 | $6.8M | 327k | 20.78 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 3.1 | $4.5M | 16k | 283.09 | |
Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $4.4M | 59k | 74.64 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $2.0M | 4.7k | 436.55 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $803k | 2.6k | 305.62 | |
Goldman Sachs Bdc SHS (GSBD) | 0.4 | $567k | 30k | 19.16 |