Olympus Wealth Management

Olympus Wealth Management as of June 30, 2024

Portfolio Holdings for Olympus Wealth Management

Olympus Wealth Management holds 17 positions in its portfolio as reported in the June 2024 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) 25.3 $81M 149k 544.22
Ishares Tr Core Msci Eafe (IEFA) 18.1 $58M 799k 72.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.1 $48M 96k 500.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.5 $33M 430k 77.76
Ishares Core Msci Emkt (IEMG) 7.3 $23M 433k 53.53
Ishares Tr Msci Eafe Etf (EFA) 3.4 $11M 137k 78.33
Spdr Gold Tr Gold Shs (GLD) 3.3 $10M 49k 215.01
Invesco Db Commdy Indx Trck Unit (DBC) 3.0 $9.6M 411k 23.23
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $9.3M 158k 58.52
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.3 $7.2M 143k 50.38
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.3 $7.2M 188k 38.41
Ishares Tr Tips Bd Etf (TIP) 2.3 $7.2M 67k 106.78
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $5.6M 15k 364.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $4.3M 86k 49.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $3.4M 78k 43.76
Goldman Sachs Bdc SHS (GSBD) 0.3 $928k 62k 15.03
J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.1 $222k 4.8k 46.69