Olympus Wealth Management as of June 30, 2022
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Msci Eafe (IEFA) | 24.2 | $43M | 736k | 58.85 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 22.5 | $40M | 107k | 377.25 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.5 | $21M | 289k | 71.63 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.2 | $18M | 53k | 346.88 | |
Ishares Core Msci Emkt (IEMG) | 9.8 | $18M | 357k | 49.06 | |
Ishares Tr Tips Bd Etf (TIP) | 8.4 | $15M | 132k | 113.91 | |
Spdr Gold Tr Gold Shs (GLD) | 4.7 | $8.5M | 50k | 168.46 | |
Invesco Db Commdy Indx Trck Unit (DBC) | 3.5 | $6.2M | 234k | 26.64 | |
Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $4.3M | 69k | 62.49 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $4.2M | 19k | 226.23 | |
Goldman Sachs Bdc SHS (GSBD) | 0.3 | $497k | 30k | 16.80 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $378k | 1.7k | 218.64 |