$207 Million is the total value of OLYMPUS WEALTH MANAGEMENT, LLC's 14 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GSBD | GOLDMAN SACHS BDC INC | $580,162 | +2.3% | 29,585 | 0.0% | 0.28% | -28.7% |
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.