| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -29,585 | -100.0% | -0.25% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -7,977 | -100.0% | -1.22% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -35,186 | -100.0% | -1.39% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -16,597 | -100.0% | -2.37% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -42,396 | -100.0% | -2.52% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -231,471 | -100.0% | -3.31% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -42,379 | -100.0% | -4.16% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -346,515 | -100.0% | -9.44% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -291,072 | -100.0% | -11.79% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -73,202 | -100.0% | -16.46% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -89,684 | -100.0% | -21.95% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -682,739 | -100.0% | -25.15% | – |
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.