Olympus Wealth Management

Olympus Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Olympus Wealth Management

Olympus Wealth Management holds 16 positions in its portfolio as reported in the September 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) 23.8 $69M 120k 573.76
Ishares Tr Core Msci Eafe (IEFA) 21.4 $62M 796k 78.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.0 $44M 83k 527.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.8 $32M 373k 84.53
Ishares Core Msci Emkt (IEMG) 8.4 $24M 426k 57.41
Spdr Gold Tr Gold Shs (GLD) 4.0 $12M 48k 243.06
Invesco Db Commdy Indx Trck Unit (DBC) 3.1 $8.9M 401k 22.27
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 3.0 $8.6M 193k 44.67
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $7.8M 126k 62.33
Ishares Tr Tips Bd Etf (TIP) 2.4 $7.0M 64k 110.47
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.4 $7.0M 137k 51.27
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $4.2M 11k 375.39
Ishares Tr Msci Eafe Etf (EFA) 1.2 $3.6M 43k 83.63
Goldman Sachs Bdc SHS (GSBD) 0.3 $850k 62k 13.76
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $259k 4.9k 52.98
J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.1 $229k 4.8k 48.01