13F HOLDINGS REPORT
OLYMPUS WEALTH MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 16, 2023 · Accession 0001995674-23-000018
Total Value
$182.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 672,703 | $45.0M | 24.70% |
| 2 | SPDR S&P 500 ETF TR | SPY | 94,283 | $38.6M | 21.20% |
| 3 | VANGUARD INDEX FDS | 922908363 | 78,346 | $29.5M | 16.19% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 283,452 | $20.7M | 11.39% |
| 5 | ISHARES INC | 46434G103 | 396,213 | $19.3M | 10.62% |
| 6 | SPDR GOLD TR | GLD | 42,202 | $7.7M | 4.25% |
| 7 | INVESCO DB COMMDY INDX TRCK | IVZ | 228,319 | $5.4M | 2.98% |
| 8 | ISHARES TR | 464287176 | 43,947 | $4.8M | 2.66% |
| 9 | ISHARES TR | 464287507 | 17,117 | $4.3M | 2.35% |
| 10 | ISHARES TR | 464287465 | 57,796 | $4.1M | 2.27% |
| 11 | ISHARES TR | 464287614 | 8,642 | $2.1M | 1.16% |
| 12 | GOLDMAN SACHS BDC INC | GSBD | 29,585 | $403,835 | 0.22% |