Olympus Wealth Management as of Sept. 30, 2022
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 16 positions in its portfolio as reported in the September 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) | 24.5 | $57M | 159k | 357.18 | |
| Ishares Tr Core Msci Eafe (IEFA) | 18.1 | $42M | 795k | 52.67 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 12.5 | $29M | 435k | 66.43 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.5 | $22M | 67k | 328.30 | |
| Ishares Core Msci Emkt (IEMG) | 8.0 | $19M | 429k | 42.98 | |
| Ishares Tr Tips Bd Etf (TIP) | 7.8 | $18M | 173k | 104.90 | |
| Ishares Tr Msci Eafe Etf (EFA) | 4.8 | $11M | 197k | 56.01 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.1 | $9.4M | 61k | 154.67 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 4.0 | $9.2M | 385k | 23.91 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.1 | $7.3M | 33k | 219.26 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $3.6M | 17k | 210.40 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.3 | $3.0M | 85k | 34.88 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.4 | $856k | 59k | 14.45 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $732k | 7.6k | 96.11 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $363k | 5.1k | 71.39 | |
| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.1 | $216k | 4.8k | 45.41 |
