Olympus Wealth Management

Olympus Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Olympus Wealth Management

Olympus Wealth Management holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 24.0 $48M 681k 70.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 21.3 $43M 90k 475.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.6 $31M 71k 436.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.0 $22M 289k 76.13
Ishares Core Msci Emkt (IEMG) 8.7 $17M 342k 50.58
Spdr Gold Tr Gold Shs (GLD) 4.0 $8.0M 42k 191.17
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $4.5M 16k 277.16
Ishares Tr Tips Bd Etf (TIP) 2.1 $4.2M 39k 107.49
Invesco Db Commdy Indx Trck Unit (DBC) 2.0 $3.9M 179k 22.04
Medifast (MED) 1.6 $3.3M 49k 67.22
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.3 $2.5M 64k 40.06
Vanguard Index Fds Value Etf (VTV) 1.2 $2.3M 16k 149.50
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.3M 7.7k 303.16
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.7M 23k 75.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $946k 23k 41.10
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $883k 66k 13.30
Microsoft Corporation (MSFT) 0.4 $752k 2.0k 376.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $685k 1.9k 356.66
Oracle Corporation (ORCL) 0.3 $622k 5.9k 105.43
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.2 $438k 27k 16.04
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $424k 17k 25.30
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $366k 3.7k 99.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $266k 3.4k 77.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $262k 5.3k 49.36
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $212k 2.2k 98.59