13F HOLDINGS REPORT
OLYMPUS WEALTH MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 16, 2023 · Accession 0001995674-23-000013
Total Value
$144.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 93,534 | $44.4M | 30.84% |
| 2 | ISHARES TR | 464287465 | 325,617 | $25.6M | 17.79% |
| 3 | SCHWAB STRATEGIC TR | 808524797 | 240,478 | $19.4M | 13.50% |
| 4 | ISHARES TR | 464287176 | 119,403 | $15.4M | 10.71% |
| 5 | ISHARES INC | 46434G103 | 183,429 | $11.0M | 7.62% |
| 6 | SPDR GOLD TR | GLD | 52,741 | $9.0M | 6.26% |
| 7 | INVESCO DB COMMDY INDX TRCK | IVZ | 327,340 | $6.8M | 4.72% |
| 8 | ISHARES TR | 464287507 | 15,990 | $4.5M | 3.14% |
| 9 | ISHARES TR | 46432F842 | 58,772 | $4.4M | 3.05% |
| 10 | VANGUARD INDEX FDS | 922908363 | 4,682 | $2.0M | 1.42% |
| 11 | ISHARES TR | 464287614 | 2,626 | $802,568 | 0.56% |
| 12 | GOLDMAN SACHS BDC INC | GSBD | 29,585 | $566,849 | 0.39% |