OW

OLYMPUS WEALTH MANAGEMENT, LLC

13F
OLYMPUS WEALTH MANAGEMENT, LLC
Last update 2024-10-29 16 Stocks (2 new)
Value $291.00 Mil Turnover 10 %
Countries:
Top Holdings: SPY(23.76%)IEFA(21.36%)VOO(14.97%)SCHD(10.84%)IEMG(8.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
OLYMPUS WEALTH MANAGEMENT, LLC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
120,441
69104.300
-18.99%
23.760
-4.81%
0.010
+11.47%
+21.33%
596470.496
 
IEFA 		iShares Core MSCI EAFE ETF
795,797
62111.950
-0.36%
21.360
-0.07%
0.050
+6.59%
+6.20%
122858.098
 
VOO 		Vanguard S&P 500 ETF
82,535
43551.350
-14.30%
14.970
-2.15%
0.010
+11.55%
+21.36%
493529.541
 
SCHD 		Schwab US Dividend Equity ETF
1,118,586
31518.070
+160.08%
10.840
+6.67%
0.020
+7.79%
+11.82%
63886.218
 
IEMG 		iShares Core MSCI Emerging Markets ETF
425,697
24439.250
-1.75%
8.400
-0.13%
0.030
+11.73%
+12.04%
83741.405
 
GLD 		SPDR Gold Shares ETF
47,667
11585.950
-1.64%
3.980
-0.05%
0.020
+13.90%
+32.55%
78350.852
 
DBC 		Invesco DB Commodity Index Tracking Fund
400,568
8920.650
-2.63%
3.070
-0.08%
0.620
+4.62%
+3.77%
1462.537
 
XLRE 		Real Estate Select Sector SPDR Fund (The)
192,468
8597.540
+2.47%
2.960
+0.07%
0.100
+7.77%
+9.36%
8080.755
 
IJR 		iShares Core S&P Small-Cap ETF
125,911
7847.470
New Holding
2.700
+2.70%
0.020
+9.01%
+8.42%
87155.110
 
TIP 		iShares TIPS Bond ETF
63,676
7034.320
-5.52%
2.420
-0.12%
0.040
-0.86%
+0.51%
17999.844
 

OLYMPUS WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

OLYMPUS WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+6.67%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 160.08%
1,118,586
229,498
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-4.81%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Reduce -18.99%
120,441
-28,235
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Sold Out
-2.90%
●
57.32 ($60.3) 62.65
$63.10
4.64%
Sold Out
0
-158,442
IJR 		iShares Core S&P Small-Cap ETF2024-09-30New Buy
+2.70%
●
105.53 ($112.98) 118.34
$117.37
3.89%
New holding
125,911
125,911
EFA 		iShares MSCI EAFE ETF2024-09-30Reduce
-2.30%
●
75.32 ($80.46) 84.43
$80.23
-0.29%
Reduce -68.56%
43,010
-93,809
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-2.15%
●
475.2 ($508.3) 527.7
$530.10
4.29%
Reduce -14.3%
82,535
-13,770
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Sold Out
-1.34%
●
47.6 ($50.85) 53.31
$50.81
-0.08%
Sold Out
0
-86,371
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Sold Out
-1.06%
●
41.9 ($44.52) 48.26
$47.41
6.49%
Sold Out
0
-77,556
IWF 		iShares Russell 1000 Growth ETF2024-09-30Reduce
-0.47%
●
332.02 ($362.65) 382.76
$380.80
5.00%
Reduce -26.78%
11,193
-4,094
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Reduce
-0.13%
●
50.72 ($54.13) 58.37
$56.67
4.69%
Reduce -1.75%
425,697
-7,601

OLYMPUS WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

OLYMPUS WEALTH MANAGEMENT, LLC's Asset Allocation

To

OLYMPUS WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OLYMPUS WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2024-09-30

OLYMPUS WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

OLYMPUS WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

OLYMPUS WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

OLYMPUS WEALTH MANAGEMENT, LLC News

  • 1

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