$144 Million is the total value of OLYMPUS WEALTH MANAGEMENT, LLC's 12 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $44,424,931 | – | 93,534 | +100.0% | 30.84% | – |
| EFA | New | ISHARES TRmsci eafe etf | $25,619,509 | – | 325,617 | +100.0% | 17.79% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $19,437,858 | – | 240,478 | +100.0% | 13.50% | – |
| TIP | New | ISHARES TRtips bd etf | $15,426,880 | – | 119,403 | +100.0% | 10.71% | – |
| IEMG | New | ISHARES INCcore msci emkt | $10,980,051 | – | 183,429 | +100.0% | 7.62% | – |
| GLD | New | SPDR GOLD TR | $9,016,606 | – | 52,741 | +100.0% | 6.26% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $6,802,122 | – | 327,340 | +100.0% | 4.72% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $4,526,553 | – | 15,990 | +100.0% | 3.14% | – |
| IEFA | New | ISHARES TRcore msci eafe | $4,386,738 | – | 58,772 | +100.0% | 3.05% | – |
| VOO | New | VANGUARD INDEX FDS | $2,043,933 | – | 4,682 | +100.0% | 1.42% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $802,568 | – | 2,626 | +100.0% | 0.56% | – |
| GSBD | New | GOLDMAN SACHS BDC INC | $566,849 | – | 29,585 | +100.0% | 0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 30.8% |
| ISHARES TR | 8 | Q3 2023 | 25.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 16.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 13.5% |
| ISHARES INC | 8 | Q3 2023 | 10.6% |
| ISHARES TR | 8 | Q3 2023 | 10.7% |
| ISHARES TR | 8 | Q3 2023 | 17.8% |
| SPDR GOLD TR | 8 | Q3 2023 | 6.3% |
| INVESCO DB COMMDY INDX TRCK | 8 | Q3 2023 | 4.7% |
| ISHARES TR | 8 | Q3 2023 | 3.1% |
View OLYMPUS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR/A | 2024-02-23 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
View OLYMPUS WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.