13F HOLDINGS REPORT
OLYMPUS WEALTH MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001995674-23-000009
Total Value
$174.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 682,739 | $43.9M | 25.15% |
| 2 | SPDR S&P 500 ETF TR | SPY | 89,684 | $38.3M | 21.95% |
| 3 | VANGUARD INDEX FDS | 922908363 | 73,202 | $28.7M | 16.46% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 291,072 | $20.6M | 11.79% |
| 5 | ISHARES INC | 46434G103 | 346,515 | $16.5M | 9.44% |
| 6 | SPDR GOLD TR | GLD | 42,379 | $7.3M | 4.16% |
| 7 | INVESCO DB COMMDY INDX TRCK | IVZ | 231,471 | $5.8M | 3.31% |
| 8 | ISHARES TR | 464287176 | 42,396 | $4.4M | 2.52% |
| 9 | ISHARES TR | 464287507 | 16,597 | $4.1M | 2.37% |
| 10 | ISHARES TR | 464287465 | 35,186 | $2.4M | 1.39% |
| 11 | ISHARES TR | 464287614 | 7,977 | $2.1M | 1.21% |
| 12 | GOLDMAN SACHS BDC INC | GSBD | 29,585 | $430,758 | 0.25% |