Olympus Wealth Management as of March 31, 2023
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 24.7 | $45M | 673k | 66.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 21.2 | $39M | 94k | 409.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 16.2 | $30M | 78k | 376.07 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.4 | $21M | 284k | 73.16 | |
| Ishares Core Msci Emkt (IEMG) | 10.6 | $19M | 396k | 48.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.2 | $7.7M | 42k | 183.22 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 3.0 | $5.4M | 228k | 23.74 | |
| Ishares Tr Tips Bd Etf (TIP) | 2.7 | $4.8M | 44k | 110.25 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $4.3M | 17k | 250.16 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.3 | $4.1M | 58k | 71.52 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $2.1M | 8.6k | 244.33 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.2 | $404k | 30k | 13.65 |
