13F HOLDINGS REPORT
OLYMPUS WEALTH MANAGEMENT, LLC
Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001995674-24-000004
Total Value
$168.7M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 558,119 | $41.4M | 24.55% |
| 2 | SPDR S&P 500 ETF TR | SPY | 64,989 | $34.0M | 20.15% |
| 3 | VANGUARD INDEX FDS | 922908363 | 54,994 | $26.4M | 15.67% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 237,933 | $19.2M | 11.37% |
| 5 | ISHARES INC | 46434G103 | 287,369 | $14.8M | 8.79% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 120,109 | $6.1M | 3.61% |
| 7 | SPDR GOLD TR | GLD | 29,061 | $6.0M | 3.54% |
| 8 | INVESCO DB COMMDY INDX TRCK | IVZ | 235,361 | $5.4M | 3.20% |
| 9 | ISHARES TR | 464287507 | 64,034 | $3.9M | 2.31% |
| 10 | ISHARES TR | 464287176 | 33,779 | $3.6M | 2.15% |
| 11 | ISHARES TR | 464287614 | 10,353 | $3.5M | 2.07% |
| 12 | SELECT SECTOR SPDR TR | 81369Y860 | 63,850 | $2.5M | 1.50% |
| 13 | ISHARES TR | 464287465 | 16,848 | $1.3M | 0.80% |
| 14 | GOLDMAN SACHS BDC INC | GSBD | 32,099 | $480,843 | 0.29% |