13F-HR filed by OLYMPUS WEALTH MANAGEMENT, LLC
OLYMPUS WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-23, with 14 holding rows worth $168,702,523.
- Accession
- 0001995674-24-000004
- Filer
- CIK 1995674
- Filed
- 2024-04-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 14 entries on the cover page, a total value of $168,702,523 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,702,523 with VALUE read as dollars as filed, 13F file number 028-23433. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 558,119 | $41,423,590 | dollars as filed | |
| SPY | 78462F103 | SHS | 64,989 | $33,993,996 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 54,994 | $26,435,635 | dollars as filed | |
| SCHD | 808524797 | COM | 237,933 | $19,184,538 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 287,369 | $14,828,220 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 120,109 | $6,094,335 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 29,061 | $5,978,435 | dollars as filed | |
| DB COMMODITY INDEX TRACKING | 46138B103 | ETF | 235,361 | $5,406,241 | dollars as filed | |
| IJH | 464287507 | COM | 64,034 | $3,889,431 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 33,779 | $3,628,181 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 10,353 | $3,489,625 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 63,850 | $2,523,978 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 16,848 | $1,345,475 | dollars as filed | |
| GOLDMAN SACHS BDC INC | 38147U107 | SHS | 32,099 | $480,843 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001995674-24-000004 | this filing | 2024-04-23 | acceptance time not in the bulk data set |