13F HOLDINGS REPORT
OLYMPUS WEALTH MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 16, 2023 · Accession 0001995674-23-000019
Total Value
$185.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 687,106 | $46.4M | 24.99% |
| 2 | SPDR S&P 500 ETF TR | SPY | 94,001 | $41.7M | 22.45% |
| 3 | VANGUARD INDEX FDS | 922908363 | 76,402 | $31.1M | 16.76% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 288,873 | $21.0M | 11.30% |
| 5 | ISHARES INC | 46434G103 | 349,057 | $17.2M | 9.27% |
| 6 | SPDR GOLD TR | GLD | 42,370 | $7.6M | 4.07% |
| 7 | INVESCO DB COMMDY INDX TRCK | IVZ | 231,962 | $5.3M | 2.84% |
| 8 | ISHARES TR | 464287176 | 40,863 | $4.4M | 2.37% |
| 9 | ISHARES TR | 464287507 | 16,669 | $4.4M | 2.35% |
| 10 | ISHARES TR | 464287465 | 56,559 | $4.1M | 2.21% |
| 11 | ISHARES TR | 464287614 | 7,977 | $2.2M | 1.18% |
| 12 | GOLDMAN SACHS BDC INC | GSBD | 29,585 | $410,048 | 0.22% |