Olympus Wealth Management as of March 31, 2024
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 24.6 | $41M | 558k | 74.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 20.2 | $34M | 65k | 523.07 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.7 | $26M | 55k | 480.70 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.4 | $19M | 238k | 80.63 | |
| Ishares Core Msci Emkt (IEMG) | 8.8 | $15M | 287k | 51.60 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 3.6 | $6.1M | 120k | 50.74 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.5 | $6.0M | 29k | 205.72 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 3.2 | $5.4M | 235k | 22.97 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $3.9M | 64k | 60.74 | |
| Ishares Tr Tips Bd Etf (TIP) | 2.2 | $3.6M | 34k | 107.41 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $3.5M | 10k | 337.06 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.5 | $2.5M | 64k | 39.53 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $1.3M | 17k | 79.86 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.3 | $481k | 32k | 14.98 |
